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 Partners

13F Portfolio OverlapQ2 2026Martin Partners portfolio →

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Most similar hedge funds by 13F overlap

Martin Capital Partners, LLC is an institutional investor managing $272M across 72 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 Partners are MORGAN DEMPSEY, Carolina Wealth Advisors, Coston, McIsaac & Partners, with shared positions in $GD, $CME, $UNP, $MDT, $PEP, $ETR. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$GD $CME $UNP $MDT $PEP $ETR

$233M

122 positions

#2Carolina Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$TXN $AMGN $UNP $VZ $TROW $NVO

$255M

278 positions

#3Coston, McIsaac & PartnersPassive

Notable overlap · 8 shared positions

$TXN $UL $PEP $PAYX $MDT $VZ

$497M

948 positions

#4Measured Risk Portfolios, Inc.Active

Notable overlap · 8 shared positions

$CME $O $TROW $PAYX $TXN $VZ

$112M

63 positions

#5SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$CME $MDT $TXN $VZ $PFE $UNP

$606M

79 positions

#6CORDA Investment Management, LLC.Active

Notable overlap · 9 shared positions

$CME $ASML $PEP $VZ $PFE $MDT

$1.6B

85 positions

#7Saratoga Research & Investment ManagementActive

Notable overlap · 9 shared positions

$ASML $GD $UL $NVO $MDT $PEP

$1.8B

46 positions

#8Eldred Rock Partners, LLCActive

Notable overlap · 6 shared positions

$ASML $TXN $UL $PEP $NVO $PSX

$465M

29 positions

#9Keystone Financial Planning, Inc.Smart money

Notable overlap · 9 shared positions

$CME $UL $TROW $MDT $VZ $PFE

$388M

39 positions

#10Miramar Capital, LLCPassive

Notable overlap · 6 shared positions

$GD $CME $UNP $PEP $PAYX $VZ

$455M

57 positions

#11BONTEMPO OHLY CAPITAL MGMT LLCSmart money

Notable overlap · 6 shared positions

$TXN $GD $AMGN $PAYX $VZ $NKE

$235M

33 positions

#12Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$GD $TXN $PEP $AMGN $VZ $TROW

$261M

101 positions

#13Autumn Glory Partners, LLCPassive

Notable overlap · 9 shared positions

$ASML $NVO $UL $MDT $VZ $GD

$353M

212 positions

#14EQUITY INVESTMENT CORPActive

Notable overlap · 7 shared positions

$UL $MDT $DVN $TTE $VZ $CLX

$5.2B

76 positions

#15Willis Investment CounselActive

Notable overlap · 8 shared positions

$TXN $PAYX $PFE $PEP $MDT $VZ

$2.1B

125 positions

#16Hamlin Capital Management, LLCActive

Notable overlap · 5 shared positions

$TXN $CME $UL $PEG $PAYX

$4.4B

30 positions

#17Guinness Asset Management LTDActive

Notable overlap · 5 shared positions

$TXN $CME $MDT $PEP $PAYX

$5.9B

141 positions

#18Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$AMGN $PEP $PFE $TXN $VZ $PSX

$1.5B

138 positions

#19CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$UNP $CME $MDT $PEP $TXN $ASML

$2.3B

150 positions

#20VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$AMGN $PEP $O $VZ $MDT $PSX

$201M

57 positions

#21Kensington Investment Counsel, LLCPassive

Notable overlap · 5 shared positions

$TXN $GD $AMGN $PEP $UNP

$230M

85 positions

#22Windle Wealth, LLCActive

Notable overlap · 5 shared positions

$O $UL $TROW $PEP $VZ

$249M

35 positions

#23Tevis Investment ManagementPassive

Notable overlap · 7 shared positions

$UL $MDT $ASML $NVO $VZ $GD

$183M

104 positions

#24Scissortail Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$UNP $CME $VZ $ETR $PSX $O

$520M

106 positions

#25MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 5 shared positions

$AMGN $TXN $MDT $PEP $NKE

$1.2B

106 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.