What hedge funds are most similar to DUNCKER STREETT & CO INC?

The funds with the most similar 13F portfolios to DUNCKER STREETT & CO INC are CARDEROCK, Mendel Money, Ironvine Partners,, based on overlapping conviction holdings in the latest SEC filings.

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 DUNCKER STREETT &

13F Portfolio OverlapQ1 2026DUNCKER STREETT & portfolio →

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Most similar hedge funds by 13F overlap

DUNCKER STREETT & CO INC is an institutional investor managing $526M across 535 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DUNCKER STREETT & are CARDEROCK, Mendel Money, Ironvine Partners,, with shared positions in $HEI, $TMO, $PWR, $APH, $ORLY, $ISRG. The full ranking of 25 similar funds is below.

#1CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$HEI $TMO $PWR $APH $ORLY $ISRG

$405M

73 positions

#2Mendel Money ManagementPassive

Notable overlap · 7 shared positions

$TMO $DHR $LOW $PANW $PWR $APH

$239M

137 positions

#3Ironvine Capital Partners, LLCActive

Notable overlap · 6 shared positions

$HEI $TMO $DHR $LOW $APH $ORLY

$910M

56 positions

#4Dixon Mitchell Investment Counsel Inc.Active

Notable overlap · 6 shared positions

$TMO $HEI $LOW $DHR $ICE $AME

$2.9B

140 positions

#5Mirova US LLCActive

Notable overlap · 6 shared positions

$TMO $DHR $LOW $PANW $TJX $ISRG

$8.8B

42 positions

#6NZS Capital, LLCActive

Some overlap · 6 shared positions

$HEI $DHR $PWR $APH $ISRG $SYK

$3.0B

58 positions

#7Avalon Trust CoActive

Some overlap · 7 shared positions

$LOW $TMO $PANW $PWR $DHR $TJX

$1.5B

460 positions

#8NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 7 shared positions

$TMO $LOW $DHR $PANW $TJX $ISRG

$2.4B

189 positions

#9FLOSSBACH VON STORCH SEActive

Some overlap · 6 shared positions

$TMO $DHR $ICE $APH $SYK $AME

$21.4B

109 positions

#10NIXON PEABODY TRUST COActive

Some overlap · 7 shared positions

$PANW $PWR $ICE $DHR $LOW $TJX

$1.3B

161 positions

#11HOWLAND CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$DHR $TMO $APH $ORLY $TJX $SYK

$2.5B

262 positions

#12LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Some overlap · 6 shared positions

$TMO $DHR $TJX $SYK $LOW $ORLY

$10.0B

560 positions

#13ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive

Some overlap · 6 shared positions

$TMO $PANW $ICE $ORLY $SYK $CRWD

$584M

366 positions

#14BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$TMO $DHR $ICE $APH $TJX

$506M

75 positions

#15WORMSER FRERES GESTIONActive

Some overlap · 5 shared positions

$TMO $DHR $PANW $ISRG $SYK

$139M

42 positions

#16YHB Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$TMO $DHR $APH $TJX $SYK $ISRG

$1.4B

298 positions

#17Guinness Atkinson Asset Management IncPassive

Some overlap · 5 shared positions

$TMO $DHR $ICE $APH $AME

$200M

123 positions

#18Railway Pension Investments LtdActive

Some overlap · 6 shared positions

$TMO $PANW $APH $ORLY $SYK $TJX

$7.0B

103 positions

#19James Hambro & Partners LLPActive

Some overlap · 7 shared positions

$TMO $ICE $APH $TJX $ISRG $AME

$2.6B

57 positions

#20DB Fitzpatrick & Co, IncActive

Some overlap · 5 shared positions

$DHR $TMO $PWR $PANW $SYK

$117M

106 positions

#21LYELL WEALTH MANAGEMENT, LPPassive

Some overlap · 6 shared positions

$TMO $PANW $PWR $APH $ISRG $SYK

$1.4B

216 positions

#22DF DENT & CO INCPassive

Some overlap · 5 shared positions

$HEI $DHR $TMO $ISRG $ORLY

$5.2B

262 positions

#23NICHOLAS COMPANY, INC.Active

Some overlap · 6 shared positions

$TMO $PANW $ICE $ORLY $TJX $SYK

$5.1B

203 positions

#24COMPASS CAPITAL MANAGEMENT, INCActive

Some overlap · 6 shared positions

$TMO $ICE $APH $SYK $PANW $ISRG

$1.7B

87 positions

#25DAVIS R M INCActive

Some overlap · 6 shared positions

$PANW $TMO $DHR $APH $TJX $AME

$5.6B

273 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.