How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Martel Wealth Advisors

13F Portfolio OverlapQ2 2026Martel Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Martel Wealth Advisors Inc is an institutional investor managing $636M across 61 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 Martel Wealth Advisors are Van Hulzen Asset, FAIRFIELD, BUSH, STATE FARM MUTUAL AUTOMOBILE INSURANCE, with shared positions in $ADM, $ITW, $PEP, $LOW, $ZTS, $TROW. The full ranking of 25 similar funds is below.

#1Van Hulzen Asset Management, LLCPassive

Some overlap · 3 shared positions

$ADM $ITW $PEP

$1.4B

387 positions

#2FAIRFIELD, BUSH & CO.Passive

Some overlap · 3 shared positions

$ADM $PEP $LOW

$203M

126 positions

#3STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive

Some overlap · 3 shared positions

$ADM $ITW $ZTS

$146.1B

107 positions

#4Kinloch Capital, LLCPassive

Slight overlap · 3 shared positions

$ADM $PEP $TROW

$274M

79 positions

#5Orca Investment Management, LLCActive

Slight overlap · 3 shared positions

$ADM $PEP $SBUX

$138M

60 positions

#6BALLAST ADVISORS LLCActive

Slight overlap · 6 shared positions

$ECL $ITW $PEP $NVO $EPD $MAR

$420M

197 positions

#7Exeter Financial, LLCPassive

Slight overlap · 4 shared positions

$ADM $ITW $PEP $TROW

$261M

101 positions

#8FIRST UNITED BANK & TRUSTPassive

Slight overlap · 5 shared positions

$ITW $ECL $PEP $VLO $LOW

$348M

420 positions

#9Cardinal Capital ManagementPassive

Slight overlap · 5 shared positions

$ECL $ITW $TROW $LOW $SBUX

$826M

138 positions

#10KANAWHA CAPITAL MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$ECL $ITW $PEP $LOW

$1.5B

228 positions

#11FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive

Slight overlap · 5 shared positions

$ITW $PEP $TROW $LOW $MAR

$1.2B

180 positions

#12Godshalk Welsh Capital Management, Inc.Passive

Slight overlap · 5 shared positions

$ECL $PEP $VLO $LOW $SBUX

$186M

137 positions

#13Hopwood Financial Services, Inc.Active

Slight overlap · 5 shared positions

$ITW $PEP $TROW $LOW $SBUX

$173M

92 positions

#14M. Kraus & CoPassive

Slight overlap · 3 shared positions

$ECL $ITW $PEP

$377M

86 positions

#15WOODSTOCK CORPActive

Slight overlap · 3 shared positions

$ECL $ITW $PEP

$1.2B

163 positions

#16Sky Investment Group LLCPassive

Slight overlap · 3 shared positions

$ECL $ITW $PEP

$637M

146 positions

#17Wilson & Boucher Capital Management, LLCPassive

Slight overlap · 5 shared positions

$ITW $PEP $LOW $NVO $SBUX

$170M

121 positions

#18DILLON & ASSOCIATES INCActive

Slight overlap · 5 shared positions

$ECL $PEP $LOW $NVO $SBUX

$817M

80 positions

#19Sound Financial Strategies Group, LLCActive

Slight overlap · 3 shared positions

$ADM $PEP $TROW

$157M

121 positions

#20Legacy Financial Strategies, LLCActive

Slight overlap · 3 shared positions

$ECL $ITW $LOW

$646M

152 positions

#21Oribel Capital Management, LPPassive

Slight overlap · 3 shared positions

$ECL $ITW $LOW

$3.3B

143 positions

#22PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Slight overlap · 3 shared positions

$ECL $ITW $LOW

$844M

219 positions

#23Global Strategic Investment Solutions, LLCActive

Slight overlap · 3 shared positions

$ECL $ITW $NVO

$1.1B

151 positions

#24Ridgewood Investments LLCPassive

Slight overlap · 4 shared positions

$ADM $PEP $TROW $LOW

$267M

208 positions

#25LMG Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$ADM $PEP $LOW

$626M

166 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.