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Hedge Funds Similar to Phoenix Financial Ltd.

13F Portfolio OverlapQ2 2026Phoenix Financial Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Phoenix Financial Ltd. is an institutional investor managing $14.7B across 522 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 Phoenix Financial Ltd. are Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec, Clal Insurance Enterprises Ltd, Migdal Insurance & Financial Ltd., with shared positions in $TEVA, $TSEM, $NVMI, $ENLT, $VST, $NICE. The full ranking of 25 similar funds is below.

#1Mivtachim The Workers Social Insurance Fund Ltd. (Under SpecActive
Substantial overlap · 8 shared positions
$TEVA$TSEM$NVMI$ENLT$VST$NICE
$759M
41 positions
#2Clal Insurance Enterprises Holdings LtdActive
Substantial overlap · 9 shared positions
$TEVA$TSEM$NVMI$ESLT$ENLT$ICL
$22.3B
224 positions
#3Migdal Insurance & Financial Holdings Ltd.Active
Substantial overlap · 7 shared positions
$TEVA$TSEM$NVMI$ENLT$NICE$ORA
$15.6B
364 positions
#4Harel Insurance Investments & Financial Services Ltd.Active
Substantial overlap · 9 shared positions
$TEVA$TSEM$NVMI$ESLT$ENLT$ORA
$20.6B
535 positions
#5Y.D. More Investments LtdActive
Substantial overlap · 9 shared positions
$TSEM$NVMI$TEVA$ESLT$ENLT$ICL
$3.2B
510 positions
#6ION Fund Management LtdSmart money
Notable overlap · 4 shared positions
$TEVA$GLBE$ONTO$NET
$1.6B
56 positions
#7Altshuler Shaham LtdActive
Notable overlap · 7 shared positions
$TEVA$ESLT$EXE$WFC$ENLT$NVMI
$8.1B
497 positions
#8SPHERA FUNDS MANAGEMENT LTD.Active
Notable overlap · 3 shared positions
$TEVA$TSEM$NVMI
$767M
105 positions
#9Yelin Lapidot Holdings Management Ltd.Active
Notable overlap · 10 shared positions
$TEVA$NVMI$GLBE$ESLT$ENLT$ORA
$527M
85 positions
#10MENORA MIVTACHIM HOLDINGS LTD.Active
Notable overlap · 4 shared positions
$TEVA$NVMI$NET$CAMT
$25.6B
175 positions
#11Shannon River Fund Management LLCActive
Notable overlap · 3 shared positions
$TSEM$GLBE$NET
$1.1B
37 positions
#12Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDActive
Notable overlap · 4 shared positions
$TEVA$NET$NICE$STT
$809M
72 positions
#13Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive
Notable overlap · 4 shared positions
$TEVA$NET$NICE$STT
$2.4B
73 positions
#14USS Investment Management LtdActive
Notable overlap · 4 shared positions
$NVMI$TSEM$ENLT$CAMT
$27.8B
617 positions
#15Taylor Frigon Capital Management LLCPassive
Some overlap · 5 shared positions
$TSEM$NET$ONTO$NICE$CAMT
$214M
93 positions
#16SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$TEVA$VST$WFC
$3.2B
40 positions
#17SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$TSEM$ONTO$FPS
$5.7B
155 positions
#18MEITAV INVESTMENT HOUSE LTDActive
Some overlap · 4 shared positions
$TEVA$VST$NICE$ORA
$14.9B
299 positions
#19MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$TEVA$EXE$SII
$112M
100 positions
#20GLENVIEW CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$TEVA$ONTO$BSX
$5.5B
45 positions
#21SIRIOS CAPITAL MANAGEMENT L PActive
Some overlap · 4 shared positions
$ONTO$VST$WFC$BSX
$822M
86 positions
#22COBALT CAPITAL MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$EXE$TEVA$VST
$140M
26 positions
#23Sphera Management Technology Funds LtdPassive
Some overlap · 4 shared positions
$NVMI$GLBE$CLBT$CAMT
$286M
86 positions
#24Granahan Investment Management, LLCPassive
Some overlap · 4 shared positions
$ONTO$FPS$CLBT$GLBE
$2.8B
150 positions
#25CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$EMR$WFC$ONTO$STT
$1.3B
99 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.