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Hedge Funds Similar to Philadelphia Financial of San Francisco

13F Portfolio OverlapQ2 2026Philadelphia Financial of San Francisco portfolio →
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Most similar hedge funds by 13F overlap

Philadelphia Financial Management of San Francisco, LLC is an institutional investor managing $496M across 45 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 Philadelphia Financial of San Francisco are NEW VERNON INVESTMENT, PhiloSmith, Luxor Group, with shared positions in $HIG, $AJG, $CB, $EQH, $MS, $AIG. The full ranking of 25 similar funds is below.

#1NEW VERNON INVESTMENT MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$HIG$AJG$CB$EQH$MS
$82M
37 positions
#2PhiloSmith Capital CorpActive
Notable overlap · 4 shared positions
$AIG$AJG$CB$AXS
$368M
23 positions
#3Luxor Capital Group, LPSmart money
Notable overlap · 3 shared positions
$FTAI$GEO$CXW
$2.5B
52 positions
#4Shay Capital LLCPassive
Notable overlap · 3 shared positions
$CXW$FTAI$GEO
$1.6B
482 positions
#5GARNET EQUITY CAPITAL HOLDINGS, INC.Active
Notable overlap · 4 shared positions
$FTAI$GEO$CCJ$CXW
$530M
29 positions
#6Prana Capital Management, LPActive
Notable overlap · 5 shared positions
$CB$STT$AJG$AIG$HIG
$3.3B
122 positions
#7Azora Capital LPActive
Some overlap · 4 shared positions
$STT$EVR$FCFS$BULL
$2.4B
47 positions
#8Rubric Capital Management LPActive
Some overlap · 4 shared positions
$FTAI$MCY$GEO$CXW
$10.9B
87 positions
#9DELPHI MANAGEMENT INC /MA/Passive
Some overlap · 5 shared positions
$THG$MS$CB$HIG$AXS
$102M
83 positions
#10FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$CB$HIG$MS
$383M
74 positions
#11ALTRINSIC GLOBAL ADVISORS LLCActive
Some overlap · 3 shared positions
$AXS$CB$THG
$2.7B
55 positions
#12SURIENCE PRIVATE WEALTH LLCPassive
Some overlap · 3 shared positions
$CB$STT$MS
$114M
45 positions
#13Palisades Investment Partners, LLCPassive
Some overlap · 3 shared positions
$WLFC$ENVA$FCFS
$352M
53 positions
#14Gillson Capital LPActive
Some overlap · 4 shared positions
$AJG$AIG$CB$THG
$1.7B
80 positions
#15CROBANPassive
Some overlap · 3 shared positions
$AXS$EVR$THG
$227M
81 positions
#16Freedom Day Solutions, LLCActive
Some overlap · 4 shared positions
$AJG$FCFS$MS$CB
$452M
134 positions
#17Park West Asset Management LLCActive
Some overlap · 4 shared positions
$CXW$GEO$ENVA$MCY
$1.5B
47 positions
#18Pullen Investment Management, LLCPassive
Some overlap · 3 shared positions
$FCFS$THG$WNC
$216M
98 positions
#19FIRST SABREPOINT CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$FCFS$TFIN$CVCO
$304M
27 positions
#20Westbourne Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$CB$MS$CVCO
$363M
120 positions
#21Ayrshire Capital Management LLCPassive
Some overlap · 3 shared positions
$AJG$AIG$MS
$214M
50 positions
#22CROWN ADVISORS MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$FCFS$ENVA$CVCO
$182M
43 positions
#23Sovereign's Capital Management, LLCPassive
Some overlap · 3 shared positions
$AJG$TFIN$FRMI
$150M
70 positions
#24Harvest Investment Advisors, LLCActive
Some overlap · 3 shared positions
$STT$MS$HIG
$202M
58 positions
#25BLUE JEAN FINANCIAL LLCPassive
Some overlap · 3 shared positions
$FTAI$MS$CCJ
$144M
70 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.