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Hedge Funds Similar to Empire Life Investments

13F Portfolio OverlapQ2 2026Empire Life Investments portfolio →
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Most similar hedge funds by 13F overlap

Empire Life Investments Inc. is an institutional investor managing $1.8B across 113 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Empire Life Investments are Canoe Financial, FENIMORE ASSET, CRAWFORD INVESTMENT COUNSEL, with shared positions in $ELV, $TXN, $AZO, $ROST, $PM, $CME. The full ranking of 25 similar funds is below.

#1Canoe Financial LPActive
Notable overlap · 6 shared positions
$ELV$TXN$AZO$ROST$PM$CME
$8.3B
120 positions
#2FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$AME$AZO$ROST$PGR$BKNG
$4.6B
93 positions
#3CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$PNC$ROST$PM$WEC$MSI
$6.0B
306 positions
#4GUYASUTA INVESTMENT ADVISORS INCActive
Some overlap · 3 shared positions
$PNC$VST$TXN
$1.9B
270 positions
#5ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 6 shared positions
$AZO$TXN$VST$TJX$BKNG$CME
$1.2B
215 positions
#6CAMBIAR INVESTORS LLCActive
Some overlap · 4 shared positions
$PNC$ELV$TXN$CME
$2.3B
150 positions
#7Vancity Investment Management LtdPassive
Some overlap · 5 shared positions
$AZO$ELV$TXN$PNC$CME
$666M
92 positions
#8Carmel Capital Management L.L.C.Active
Some overlap · 4 shared positions
$VST$VLO$AZO$TXN
$456M
28 positions
#9SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$PNC$PM$PGR$TJX$BKNG
$145M
43 positions
#10Northside Capital Management, LLCActive
Some overlap · 4 shared positions
$VST$TXN$EOG$PNC
$1.3B
182 positions
#11North Growth Management Ltd.Active
Some overlap · 5 shared positions
$TXN$ELV$AZO$MSI$BKNG
$743M
48 positions
#12Sierra Legacy GroupPassive
Some overlap · 5 shared positions
$AME$ROST$MSI$TJX$ELV
$129M
79 positions
#13DOHENY ASSET MANAGEMENT /CAActive
Some overlap · 4 shared positions
$VST$PM$EOG$TXN
$172M
61 positions
#14RAHLFS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$NEM$TXN$EOG$PM
$150M
89 positions
#15BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TXN$ELV$TJX$WEC$EOG
$529M
72 positions
#16BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$PNC$PM$PGR$TJX$BKNG
$171M
116 positions
#17Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 4 shared positions
$VLO$WEC$PM$TJX
$449M
45 positions
#18TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$ELV$PM$TXN$WEC$BKNG
$143M
104 positions
#19Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PNC$VST$PM$TJX
$284M
73 positions
#20Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$AZO$TXN$PM$PGR
$754M
41 positions
#21Martin Investment Management, LLCActive
Some overlap · 4 shared positions
$AME$AZO$NEM$BKNG
$300M
47 positions
#22First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 5 shared positions
$TXN$PGR$MSI$TJX$VLO
$503M
128 positions
#23Signature Wealth Management Partners, LLCPassive
Some overlap · 4 shared positions
$AME$CRWD$PM$NEM
$234M
124 positions
#24Strategic Wealth Partners, Ltd.Passive
Some overlap · 5 shared positions
$PNC$PM$PGR$TJX$BKNG
$1.6B
1,462 positions
#25Deane Retirement Strategies, Inc.Passive
Some overlap · 5 shared positions
$VLO$EOG$TXN$TJX$NEM
$244M
53 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.