Hedge Funds Similar to MARTINGALE ASSET L P

13F Portfolio OverlapQ2 2026MARTINGALE ASSET L P portfolio →

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Most similar hedge funds by 13F overlap

MARTINGALE ASSET MANAGEMENT L P is an institutional investor managing $4.2B across 828 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 MARTINGALE ASSET L P are Pacer Advisors, Bank, GQG Partners, with shared positions in $MO, $VLO, $BMY, $MPC, $GD, $VZ. The full ranking of 25 similar funds is below.

#1Pacer Advisors, Inc.Passive

Some overlap · 9 shared positions

$MO $VLO $BMY $MPC $GD $VZ

$39.3B

2,614 positions

#2Bank & Trust CoPassive

Some overlap · 6 shared positions

$VLO $TRV $BMY $MPC $ALL $VZ

$158M

303 positions

#3GQG Partners LLCActive

Some overlap · 6 shared positions

$MO $TRV $PM $ALL $VZ $T

$53.8B

102 positions

#4MARINO, STRAM & ASSOCIATES LLCActive

Some overlap · 6 shared positions

$MO $VLO $PM $MPC $VZ $ED

$628M

202 positions

#5LSV ASSET MANAGEMENTActive

Some overlap · 6 shared positions

$MO $BMY $MPC $VZ $ALL $T

$55.1B

889 positions

#6BIRCH FINANCIAL GROUP, LLCPassive

Some overlap · 6 shared positions

$PM $AXP $GD $VZ $T $MO

$195M

135 positions

#7O'Domhnaill Enterprises, Inc.Passive

Some overlap · 5 shared positions

$MO $VLO $PM $MPC $GD

$125M

61 positions

#8BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$MO $TRV $PM $AXP $VZ

$515M

142 positions

#9GW HENSSLER & ASSOCIATES LTDPassive

Some overlap · 5 shared positions

$MO $TRV $PM $ALL $VZ

$2.2B

268 positions

#10WEST MICHIGAN ADVISORS, LLCPassive

Some overlap · 5 shared positions

$MO $BMY $AXP $MPC $VZ

$455M

298 positions

#11KWMG, LLCPassive

Some overlap · 5 shared positions

$MO $VLO $TRV $MPC $CAH

$1.4B

153 positions

#12Adams Asset Advisors, LLCActive

Some overlap · 5 shared positions

$MO $VLO $BMY $VZ $T

$882M

88 positions

#13REXFORD CAPITAL INCPassive

Some overlap · 5 shared positions

$MO $VLO $AXP $PM $GD

$163M

301 positions

#14MBA Advisors LLCPassive

Some overlap · 5 shared positions

$MO $PM $MPC $GD $VZ

$297M

166 positions

#15Unison Advisors LLCActive

Some overlap · 5 shared positions

$VLO $TRV $MPC $GD $VZ

$1.4B

173 positions

#16Blake Schutter Theil Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$MO $TRV $PM $GD $T

$148M

110 positions

#17Cullen Capital Management, LLCActive

Some overlap · 5 shared positions

$MO $TRV $PM $GD $T

$10.2B

208 positions

#18PARK CIRCLE CoActive

Some overlap · 5 shared positions

$MO $TRV $PM $VZ $BMY

$117M

53 positions

#19Keystone Financial Planning, Inc.Active

Some overlap · 5 shared positions

$MO $BMY $PM $VZ $T

$388M

39 positions

#20KEYNOTE FINANCIAL SERVICES LLCPassive

Some overlap · 5 shared positions

$MO $BMY $MPC $VZ $T

$214M

185 positions

#21MILLINGTON SECURITIES, LLC

Some overlap · 5 shared positions

$MO $BMY $GD $VZ $T

$362M

275 positions

#22CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive

Some overlap · 5 shared positions

$MO $PM $GD $VZ $T

$191M

102 positions

#23Convergence Investment Partners, LLCPassive

Some overlap · 5 shared positions

$VLO $BMY $MO $MPC $CAH

$1.1B

241 positions

#24Shah Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$MO $PM $VZ $ALL $T

$433M

79 positions

#25Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$MO $VLO $VZ $T $CAH

$238M

149 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.