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 Martin Advisors, LLP

13F Portfolio OverlapQ2 2026Martin Advisors, LLP portfolio →

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Most similar hedge funds by 13F overlap

Martin Capital Advisors, LLP is an institutional investor managing $191M across 77 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 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 LLP

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

$794M

24 positions

#5Nova R Wealth, Inc.Active

Some overlap · 3 shared positions

$ISRG $TXN $SCHW

$343M

86 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

$787M

107 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 GESTIONPassive

Some overlap · 4 shared positions

$ISRG $EW $SYK $IDXX

$177M

66 positions

#11DB Fitzpatrick & Co, IncActive

Some overlap · 5 shared positions

$SBUX $EW $XYZ $INTU $SYK

$124M

100 positions

#12MOUNT VERNON ASSOCIATES INC /MD/Active

Some overlap · 5 shared positions

$TXN $SCHW $SBUX $TSCO $TREX

$153M

62 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

$132M

34 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

$823M

143 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

$499M

73 positions

#22ROCKLAND TRUST COPassive

Some overlap · 4 shared positions

$TXN $SCHW $BLK $INTU

$2.5B

317 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

$1.7B

121 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.