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Hedge Funds Similar to PhiloSmith

13F Portfolio OverlapQ2 2026PhiloSmith portfolio →
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Most similar hedge funds by 13F overlap

PhiloSmith Capital Corp is an institutional investor managing $368M across 23 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 PhiloSmith are NEW VERNON INVESTMENT, Nepsis, Elevate Advisors, with shared positions in $CB, $AJG, $WRB, $ACGL, $RNR, $AIG. The full ranking of 25 similar funds is below.

#1NEW VERNON INVESTMENT MANAGEMENT LLCActive
Substantial overlap · 4 shared positions
$CB$AJG$WRB$ACGL
$82M
37 positions
#2Nepsis Inc.Active
Notable overlap · 4 shared positions
$RNR$CB$AIG$RLI
$295M
28 positions
#3Elevate Capital Advisors, LLCPassive
Notable overlap · 4 shared positions
$WRB$ACGL$CB$AXS
$182M
77 positions
#4Brave Warrior Advisors, LLCActive
Notable overlap · 3 shared positions
$AJG$PRI$FNF
$4.6B
40 positions
#5LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Notable overlap · 3 shared positions
$AJG$AFL$CB
$361M
59 positions
#6Financial Strategies Group, Inc.Active
Notable overlap · 3 shared positions
$CB$WRB$SIGI
$628M
100 positions
#7COOKE & BIELER LPActive
Notable overlap · 5 shared positions
$RNR$ACGL$AJG$FNF$CB
$8.6B
100 positions
#8Prana Capital Management, LPActive
Notable overlap · 4 shared positions
$CB$RGA$AJG$AIG
$3.3B
122 positions
#9Gillson Capital LPActive
Notable overlap · 5 shared positions
$AJG$RNR$AIG$CB$SKWD
$1.7B
80 positions
#10Philadelphia Financial Management of San Francisco, LLCActive
Notable overlap · 4 shared positions
$AIG$AJG$CB$AXS
$496M
45 positions
#11Davis Asset Management, L.P.Active
Notable overlap · 4 shared positions
$CB$FAF$ACGL$RJF
$3.9B
85 positions
#12Madison Asset Management, LLCPassive
Notable overlap · 3 shared positions
$ACGL$BRO$WRB
$8.4B
347 positions
#13Sovereign's Capital Management, LLCPassive
Some overlap · 3 shared positions
$PRI$AJG$RJF
$150M
70 positions
#14TCTC Holdings, LLCActive
Some overlap · 3 shared positions
$AFL$CB$RNR
$3.8B
240 positions
#15CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$CB$FNF$WRB
$6.4B
290 positions
#16Running Oak Capital LLCPassive
Some overlap · 3 shared positions
$AJG$PRI$BRO
$587M
59 positions
#17VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.Active
Some overlap · 3 shared positions
$BRO$CB$AJG
$13.1B
241 positions
#18KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PRI$WRB$RLI
$32.2B
967 positions
#19MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$AFL$CB$BRO
$857M
166 positions
#20LMG Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$AFL$RJF$CB
$626M
166 positions
#21WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ACGL$RGA$AJG
$55.2B
266 positions
#22Annandale Capital, LLCPassive
Some overlap · 3 shared positions
$ACGL$FAF$WRB
$733M
128 positions
#23EULAV Asset ManagementPassive
Some overlap · 3 shared positions
$WRB$BRO$PRI
$3.1B
152 positions
#24Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$AFL$CB$WRB
$145M
99 positions
#25WELCH & FORBES LLCActive
Some overlap · 3 shared positions
$CB$AMP$AJG
$8.2B
388 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.