13F Pro

Hedge Funds Similar to Martin Advisors, LLP

13F Portfolio OverlapQ3 2026Martin Advisors, LLP portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Martin Capital Advisors, LLP is an institutional investor managing $193M across 75 U.S. equity positions as of Q3 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 BRISTOL JOHN W, Liontrust Investment Partners LLP, Sandhill Partners, with shared positions in $ISRG, $TXN, $SBUX, $SCHW, $CMG, $EW. The full ranking of 25 similar funds is below.

#1BRISTOL JOHN W & CO INC /NY/Active
Notable overlap · 5 shared positions
$ISRG$TXN$SBUX$SCHW$CMG
$6.8B
62 positions
#2Liontrust Investment Partners LLPActive
Notable overlap · 6 shared positions
$ISRG$SCHW$EW$IDXX$INTU$NDAQ
$6.8B
194 positions
#3Sandhill Capital Partners LLCActive
Some overlap · 5 shared positions
$ISRG$TXN$SCHW$SYK$BLK
$1.2B
98 positions
#4Seilern Investment Management LtdActive
Some overlap · 3 shared positions
$ISRG$EW$IDXX
$771M
24 positions
#5Nova R Wealth, Inc.Active
Some overlap · 3 shared positions
$ISRG$TXN$SCHW
$341M
90 positions
#6Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$WSM$TXN$SBUX
$497M
948 positions
#7Arlington Financial Advisors, LLCActive
Some overlap · 6 shared positions
$ISRG$SBUX$BLK$SNDK$IDXX$WDC
$796M
112 positions
#8Biondo Investment Advisors, LLCActive
Some overlap · 3 shared positions
$ISRG$IDXX$SBUX
$817M
89 positions
#9Parsonex Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$ISRG$SCHW$CRWD$NDAQ
$115M
50 positions
#10WORMSER FRERES GESTIONActive
Some overlap · 4 shared positions
$ISRG$EW$SYK$IDXX
$181M
71 positions
#11DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$SBUX$EW$XYZ$INTU$SYK
$121M
100 positions
#12MOUNT VERNON ASSOCIATES INC /MD/Active
Some overlap · 5 shared positions
$TXN$SCHW$SBUX$TSCO$TREX
$150M
58 positions
#13EVEXIA WEALTH LLCPassive
Some overlap · 4 shared positions
$WSM$BLK$INTU$SYK
$369M
77 positions
#14LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$TXN$SCHW$SBUX$BLK
$17.5B
169 positions
#15Sivik Global Healthcare LLCActive
Some overlap · 3 shared positions
$ISRG$EW$SYK
$175M
35 positions
#16NZS Capital, LLCActive
Some overlap · 4 shared positions
$ISRG$TXN$CRWD$SYK
$3.9B
61 positions
#17Orange Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$ISRG$SCHW$SBUX
$802M
137 positions
#18HS Management Partners, LLCActive
Some overlap · 3 shared positions
$WSM$SBUX$DKS
$291M
24 positions
#19MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$ISRG$TXN$INTU$SYK
$1.3B
81 positions
#20BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$ISRG$TXN$SCHW
$4.1B
151 positions
#21BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$TXN$SCHW$BLK$INTU
$529M
72 positions
#22ROCKLAND TRUST COPassive
Some overlap · 4 shared positions
$TXN$SCHW$BLK$INTU
$2.6B
320 positions
#23Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 4 shared positions
$TXN$EW$XYZ$ISRG
$3.2B
82 positions
#24Pine Haven Investment Counsel, IncPassive
Some overlap · 5 shared positions
$SBUX$SCHW$BLK$CMG$SYK
$149M
116 positions
#25MOGY JOEL R INVESTMENT COUNSEL INCActive
Some overlap · 6 shared positions
$ISRG$IDXX$INTU$BLK$SYK$SBUX
$1.9B
128 positions

Compare Martin Advisors, LLP’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Martin Advisors, LLP’s holdings

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.