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Hedge Funds Similar to Martin Advisors, LLP

13F Portfolio OverlapQ1 2026Martin Advisors, LLP portfolio →
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Most similar hedge funds by 13F overlap

Martin Capital Advisors, LLP is an institutional investor managing $158M across 73 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Martin Advisors, LLP are McBroom & Associates,, CARDEROCK, Liontrust Investment Partners LLP, with shared positions in $ISRG, $LRCX, $TSCO, $DKS, $WSM, $INTU. The full ranking of 25 similar funds is below.

#1McBroom & Associates, LLCActive
Notable overlap · 5 shared positions
$ISRG$LRCX$TSCO$DKS$WSM
$180M
36 positions
#2CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$LRCX$ISRG$INTU$IDXX$SYK
$405M
73 positions
#3Liontrust Investment Partners LLPActive
Notable overlap · 6 shared positions
$ISRG$SCHW$INTU$IDXX$EW$NDAQ
$6.7B
204 positions
#4BRISTOL JOHN W & CO INC /NY/Active
Notable overlap · 5 shared positions
$ISRG$SBUX$SCHW$TXN$CMG
$6.1B
61 positions
#5Navera Investment Management Ltd.Active
Notable overlap · 4 shared positions
$ISRG$INTU$TSCO$EW
$3.9B
56 positions
#6Seilern Investment Management LtdActive
Notable overlap · 3 shared positions
$ISRG$IDXX$EW
$838M
24 positions
#7NZS Capital, LLCActive
Notable overlap · 4 shared positions
$LRCX$ISRG$TXN$SYK
$3.0B
58 positions
#8RIVERPARK CAPITAL MANAGEMENT LLC
Notable overlap · 5 shared positions
$ISRG$SBUX$SCHW$INTU$AMAT
$52M
36 positions
#9Connective Capital Management, LLCPassive
Some overlap · 3 shared positions
$ISRG$COP$AMAT
$121M
66 positions
#10McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$LRCX$SCHW$ISRG$SYK$AMAT
$885M
121 positions
#11Rench Wealth Management, Inc.Active
Some overlap · 4 shared positions
$LRCX$ISRG$INTU$AMAT
$332M
62 positions
#12Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$ISRG$SCHW$TXN$SYK
$1.2B
95 positions
#13Parsonex Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$ISRG$SCHW$ICE$CRWD
$102M
56 positions
#14CENTRAL BANK & TRUST COActive
Some overlap · 7 shared positions
$LRCX$ISRG$INTU$SCHW$SYK$TSCO
$636M
180 positions
#15Eurizon SLJ Capital LtdPassive
Some overlap · 4 shared positions
$LRCX$IDXX$WSM$CMG
$210M
167 positions
#16Scott & Selber, Inc.Active
Some overlap · 6 shared positions
$LRCX$SCHW$ISRG$COP$CMG$AMAT
$387M
91 positions
#17Ravenswood Partners LPPassive
Some overlap · 4 shared positions
$LRCX$SCHW$INTU$XYZ
$271M
35 positions
#18POLEN CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$ISRG$SBUX$LRCX$IDXX$INTU
$14.5B
221 positions
#19DARA CAPITAL US, INC.Passive
Some overlap · 5 shared positions
$LRCX$ISRG$INTU$AMAT$CRWD
$105M
119 positions
#20American Trust Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$LRCX$SCHW$COP
$181M
76 positions
#21Stiles Financial Services IncPassive
Some overlap · 5 shared positions
$LRCX$TXN$WSM$ISRG$AMAT
$327M
177 positions
#22Fulcrum Capital LLCActive
Some overlap · 3 shared positions
$LRCX$INTU$EW
$461M
101 positions
#23Findlay Park Partners LLPActive
Some overlap · 5 shared positions
$SCHW$INTU$TXN$COP$ICE
$7.2B
56 positions
#24Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 3 shared positions
$LRCX$ISRG$TXN
$39.1B
628 positions
#25Hyperion Asset Management LtdActive
Some overlap · 3 shared positions
$ISRG$INTU$XYZ
$3.1B
18 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.