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 Investment

13F Portfolio OverlapQ2 2026Martin Investment portfolio →

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Most similar hedge funds by 13F overlap

Martin Investment Management, LLC is an institutional investor managing $300M across 47 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 Investment are Foresight Global Investors, Evelyn Partners Investment LLP, SALT Holding, with shared positions in $NVS, $AZN, $SONY, $DB, $SYK, $BKNG. The full ranking of 25 similar funds is below.

#1Foresight Global Investors, Inc.Active

Substantial overlap · 4 shared positions

$NVS $AZN $SONY $DB

$165M

32 positions

#2Evelyn Partners Investment Management LLP

Notable overlap · 5 shared positions

$AZN $SYK $BKNG $TMO $AZO

$3.7B

410 positions

#3SALT Holding Corp.Smart money

Notable overlap · 3 shared positions

$AZN $NVS $ASML

$189M

25 positions

#4Dundas Partners LLPActive

Notable overlap · 5 shared positions

$AXP $BKNG $AME $TMO $SYK

$1.4B

31 positions

#5CAUSEWAY CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$AZN $DB $RELX

$9.2B

122 positions

#6Evelyn Partners Investment Management Services Ltd

Notable overlap · 4 shared positions

$AZN $BKNG $SYK $TMO

$850M

281 positions

#7PROFESSIONAL ADVISORY SERVICES INCActive

Notable overlap · 6 shared positions

$AZN $BKNG $TMO $SYK $ADBE $ASML

$836M

93 positions

#8Exane Asset ManagementActive

Notable overlap · 3 shared positions

$AZN $DB $ACN

$277M

28 positions

#9NatWest Group plcActive

Notable overlap · 4 shared positions

$AZN $CBOE $NEM $KMB

$560M

48 positions

#10Promethos Capital, LLCActive

Notable overlap · 4 shared positions

$NVS $STN $AME $ASML

$368M

54 positions

#11Gibraltar Capital Management, Inc.Active

Notable overlap · 7 shared positions

$NXPI $BKNG $TMO $WAB $LDOS $ADBE

$650M

125 positions

#12Capital Investment Services of America, Inc.Active

Notable overlap · 6 shared positions

$WAB $BKNG $SYK $ROP $AME $ADBE

$1.0B

83 positions

#13Altrius Capital Management IncPassive

Notable overlap · 4 shared positions

$NVS $AZN $TM $NXPI

$526M

89 positions

#14CHANNING GLOBAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$AZN $BKNG $ASML

$193M

41 positions

#15Henry James International Management Inc.Passive

Notable overlap · 5 shared positions

$AZN $NVS $SONY $DB $ASML

$334M

91 positions

#16Evelyn Partners Asset Management Ltd

Notable overlap · 7 shared positions

$BKNG $AZO $SYK $AZN $ACN $ASML

$406M

308 positions

#17Longview Partners (Guernsey) LTDActive

Notable overlap · 4 shared positions

$AXP $BKNG $TMO $AON

$6.2B

23 positions

#18Pictet North America Advisors SAActive

Notable overlap · 5 shared positions

$AZN $SONY $TMO $ASML $RELX

$1.1B

154 positions

#19Intesa Sanpaolo S.p.A.Active

Notable overlap · 3 shared positions

$AZN $NXPI $SYK

$2.9B

237 positions

#20FLOSSBACH VON STORCH SEActive

Notable overlap · 5 shared positions

$AME $TMO $SYK $ROP $ACN

$22.1B

106 positions

#21Reliant Investment Management, LLCPassive

Notable overlap · 4 shared positions

$AXP $TMO $LHX $SYK

$281M

55 positions

#22Renaissance Investment Group LLCPassive

Notable overlap · 5 shared positions

$TMO $BKNG $NXPI $LDOS $NEM

$508M

84 positions

#23Coleford Investment Management Ltd.Active

Notable overlap · 3 shared positions

$NVS $AXP $ACN

$459M

23 positions

#24Cornerstone Investment Partners, LLCActive

Notable overlap · 4 shared positions

$AXP $TMO $AZO $SYK

$3.0B

312 positions

#25Evelyn Partners Group LtdActive

Notable overlap · 5 shared positions

$AZN $SYK $TMO $AZO $BKNG

$46.9B

551 positions

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View Martin Investment’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.