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Hedge Funds Similar to NEW VERNON INVESTMENT

13F Portfolio OverlapQ2 2026NEW VERNON INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

NEW VERNON INVESTMENT MANAGEMENT LLC is an institutional investor managing $82M across 37 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 NEW VERNON INVESTMENT are PhiloSmith, Elevate Advisors, PARK CIRCLE, with shared positions in $CB, $AJG, $WRB, $ACGL, $TRV, $UBER. The full ranking of 25 similar funds is below.

#1PhiloSmith Capital CorpActive
Substantial overlap · 4 shared positions
$CB$AJG$WRB$ACGL
$368M
23 positions
#2Elevate Capital Advisors, LLCPassive
Notable overlap · 5 shared positions
$WRB$ACGL$TRV$CB$UBER
$182M
77 positions
#3PARK CIRCLE CoActive
Notable overlap · 3 shared positions
$TRV$ORI$BX
$117M
53 positions
#4Philadelphia Financial Management of San Francisco, LLCActive
Notable overlap · 5 shared positions
$HIG$AJG$CB$EQH$MS
$496M
45 positions
#5Financial Strategies Group, Inc.Active
Notable overlap · 3 shared positions
$CB$WRB$PGR
$628M
100 positions
#6Gillson Capital LPActive
Notable overlap · 5 shared positions
$AJG$AON$PGR$CB$UNM
$1.7B
80 positions
#7BRUNI J V & CO /COActive
Notable overlap · 4 shared positions
$RDN$EQH$CRBD$BX
$1.1B
33 positions
#8GQG Partners LLCActive
Notable overlap · 3 shared positions
$CB$PGR$TRV
$53.8B
102 positions
#9Davis Asset Management, L.P.Active
Notable overlap · 4 shared positions
$CB$CRBD$PGR$ACGL
$3.9B
85 positions
#10Positano Wealth Management LtdSmart money
Notable overlap · 4 shared positions
$CB$MAR$UBER$AJG
$185M
24 positions
#11Cornerstone Investment Partners, LLCActive
Notable overlap · 5 shared positions
$WRB$CB$TRV$BX$SYK
$3.0B
312 positions
#12MARSHFIELD ASSOCIATESActive
Notable overlap · 4 shared positions
$ACGL$ORLY$TJX$PGR
$4.3B
17 positions
#13Fogel Capital Management, Inc.Active
Notable overlap · 3 shared positions
$CB$ACGL$EPD
$249M
57 positions
#14Cander Asset Management LPActive
Notable overlap · 4 shared positions
$CRBD$LNC$MAR$RDN
$540M
48 positions
#15FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 5 shared positions
$CB$HIG$MS$UNP$SYK
$383M
74 positions
#16JLB & ASSOCIATES INCPassive
Notable overlap · 6 shared positions
$AON$ORLY$TJX$PGR$SYK$NVO
$748M
68 positions
#17WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 7 shared positions
$CB$AJG$PGR$SYK$ABT$HIG
$2.1B
131 positions
#18Bowie Capital Management, LLCActive
Notable overlap · 3 shared positions
$AJG$AON$ORLY
$2.4B
37 positions
#19Annandale Capital, LLCPassive
Notable overlap · 7 shared positions
$AON$ACGL$PGR$UBER$WRB$ABT
$733M
128 positions
#20Evercore Wealth Management, LLCActive
Notable overlap · 6 shared positions
$MS$CB$BX$UBER$PGR$TJX
$7.1B
433 positions
#21CHILTON INVESTMENT CO INC.Active
Notable overlap · 7 shared positions
$AJG$WRB$MS$ORLY$PGR$ETN
$4.2B
299 positions
#22ABNER HERRMAN & BROCK LLCActive
Notable overlap · 5 shared positions
$MS$CB$MAR$AON$SYK
$1.1B
111 positions
#23BECK MACK & OLIVER LLCActive
Notable overlap · 5 shared positions
$AJG$BX$ABT$UNP$EPD
$5.1B
201 positions
#24WEDGEWOOD PARTNERS INCActive
Notable overlap · 3 shared positions
$CB$ORLY$PGR
$484M
18 positions
#25COMGEST GLOBAL INVESTORS S.A.S.Active
Notable overlap · 4 shared positions
$AON$UBER$SYK$NU
$4.5B
55 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.