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Hedge Funds Similar to Financial Strategies Group

13F Portfolio OverlapQ2 2026Financial Strategies Group portfolio →
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Most similar hedge funds by 13F overlap

Financial Strategies Group, Inc. is an institutional investor managing $628M across 100 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 Financial Strategies Group are NEW VERNON INVESTMENT, BloombergSen, GQG Partners, with shared positions in $CB, $WRB, $PGR, $HCA, $VZ, $PM. The full ranking of 25 similar funds is below.

#1NEW VERNON INVESTMENT MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$CB$WRB$PGR
$82M
37 positions
#2BloombergSen Inc.Smart money
Notable overlap · 3 shared positions
$PGR$HCA$WRB
$1.3B
31 positions
#3GQG Partners LLCActive
Notable overlap · 4 shared positions
$CB$PGR$VZ$PM
$53.8B
102 positions
#4PhiloSmith Capital CorpActive
Notable overlap · 3 shared positions
$CB$WRB$SIGI
$368M
23 positions
#5GoodHaven Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$CB$PGR$ABG
$318M
26 positions
#6HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Notable overlap · 3 shared positions
$PGR$WRB$COF
$584M
108 positions
#7NFC Investments, LLCActive
Notable overlap · 4 shared positions
$PGR$COF$MTG$NMIH
$389M
43 positions
#8LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Notable overlap · 4 shared positions
$CB$HCA$PEP$ABG
$361M
59 positions
#9Van Cleef Asset Management,IncActive
Notable overlap · 3 shared positions
$PGR$PEP$CB
$981M
119 positions
#10ROWLANDMILLER & PARTNERS.ADVPassive
Notable overlap · 5 shared positions
$PGR$CB$VZ$ENVA$CSX
$549M
195 positions
#11Prana Capital Management, LPActive
Notable overlap · 3 shared positions
$CB$HCA$PHM
$3.3B
122 positions
#12Gillson Capital LPActive
Notable overlap · 3 shared positions
$PGR$COF$CB
$1.7B
80 positions
#13Elevate Capital Advisors, LLCPassive
Notable overlap · 3 shared positions
$WRB$CB$PM
$182M
77 positions
#14VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 3 shared positions
$CB$PEP$VZ
$201M
57 positions
#15Jefferson Bridge Capital, LLCPassive
Notable overlap · 3 shared positions
$HCA$CB$VZ
$115M
53 positions
#16Alamar Capital Management, LLCActive
Notable overlap · 5 shared positions
$PGR$HCA$FDS$WRB$THC
$198M
88 positions
#17TIMUCUAN ASSET MANAGEMENT INC/FLActive
Notable overlap · 3 shared positions
$PGR$KNSL$ABG
$2.7B
27 positions
#18Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$HCA$CB$FDS
$236M
52 positions
#19SHAYNE & JACOBS, LLCActive
Some overlap · 4 shared positions
$HCA$PHM$CB$PM
$337M
101 positions
#20LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 4 shared positions
$PGR$PEP$KNSL$PM
$316M
55 positions
#21Unison Advisors LLCActive
Some overlap · 3 shared positions
$COF$CB$VZ
$1.4B
173 positions
#22Scissortail Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CB$VZ$HCA
$520M
106 positions
#23Seascape Capital ManagementPassive
Some overlap · 3 shared positions
$PHM$HCA$COF
$417M
96 positions
#24Troy Asset Management LtdActive
Some overlap · 3 shared positions
$CB$PEP$PM
$3.6B
29 positions
#25Mraz, Amerine & Associates, Inc.Active
Some overlap · 3 shared positions
$WRB$AMR$COF
$697M
199 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.