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Hedge Funds Similar to MARTINGALE ASSET L P

13F Portfolio OverlapQ1 2026MARTINGALE ASSET L P portfolio →
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Most similar hedge funds by 13F overlap

MARTINGALE ASSET MANAGEMENT L P is an institutional investor managing $4.0B across 794 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 MARTINGALE ASSET L P are Hilton Head Partners,, FARMERS, BENEDICT FINANCIAL ADVISORS, with shared positions in $T, $VZ, $MO, $VLO, $LMT, $PM. The full ranking of 25 similar funds is below.

#1Hilton Head Capital Partners, LLCPassive
Some overlap · 8 shared positions
$T$VZ$MO$VLO$LMT$PM
$177M
989 positions
#2FARMERS TRUST COPassive
Some overlap · 7 shared positions
$T$VZ$LNG$LMT$KR$NEM
$637M
203 positions
#3BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 7 shared positions
$VZ$BMY$MO$LMT$TRV$PM
$480M
133 positions
#4O'Domhnaill Enterprises, Inc.Passive
Some overlap · 8 shared positions
$MO$LMT$MPC$NOC$NEM$PM
$124M
55 positions
#5LOS ANGELES CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$T$BMY$VLO$NEM$GD$HIG
$25.4B
2,374 positions
#6Adams Asset Advisors, LLCActive
Some overlap · 6 shared positions
$T$VZ$BMY$MO$VLO$NEM
$891M
88 positions
#7KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 6 shared positions
$T$VZ$BMY$MO$LMT$MPC
$188M
174 positions
#8Bank & Trust CoPassive
Some overlap · 6 shared positions
$T$VZ$BMY$VLO$MPC$TRV
$148M
304 positions
#9AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$T$VZ$MO$VLO$NEM$HIG
$160M
137 positions
#10MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$T$VZ$LNG$LMT$PM$AXP
$460M
115 positions
#11KWMG, LLCActive
Some overlap · 6 shared positions
$T$MO$VLO$KR$MPC$TRV
$1.2B
147 positions
#12WBI INVESTMENTS, LLCPassive
Some overlap · 6 shared positions
$VZ$BMY$MO$T$GD$HIG
$362M
275 positions
#13SCHULHOFF & CO INCPassive
Some overlap · 6 shared positions
$T$VZ$LMT$NOC$GD$GE
$243M
133 positions
#14WEST MICHIGAN ADVISORS, LLCPassive
Some overlap · 6 shared positions
$VZ$BMY$MO$MPC$NEM$AXP
$455M
298 positions
#15Rayburn West Financial Services LLCPassive
Some overlap · 6 shared positions
$VZ$MO$T$LMT$GD$AXP
$170M
82 positions
#16First City Capital Management, Inc.Passive
Some overlap · 6 shared positions
$VZ$MO$LMT$NOC$PM$BMY
$189M
160 positions
#17CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 6 shared positions
$VZ$MO$LMT$NEM$PM$BMY
$182M
106 positions
#18PANAGORA ASSET MANAGEMENT INCPassive
Some overlap · 7 shared positions
$BMY$PM$GE$HIG$MO$MPC
$26.7B
1,159 positions
#19CLOUGH CAPITAL PARTNERS L PActive
Some overlap · 6 shared positions
$LNG$LMT$NOC$PM$GD$GE
$1.0B
96 positions
#20Financial Planning Hawaii, Inc.Passive
Some overlap · 6 shared positions
$VZ$LMT$TRV$GD$NOC$KR
$170M
123 positions
#21DUDLEY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$BMY$VZ$NOC$PM$NEM$GE
$227M
139 positions
#22Narwhal Capital ManagementActive
Some overlap · 6 shared positions
$LMT$VLO$NOC$PM$GD$AXP
$1.4B
169 positions
#23VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$T$VZ$BMY$MO$LNG
$976M
142 positions
#24BIRCH FINANCIAL GROUP, LLCPassive
Some overlap · 6 shared positions
$T$PM$GD$AXP$VZ$MO
$171M
136 positions
#25Walker Asset Management, LLCActive
Some overlap · 6 shared positions
$T$LNG$PM$LMT$GE$MO
$185M
145 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.