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 MOGY JOEL R INVESTMENT COUNSEL

13F Portfolio OverlapQ1 2026MOGY JOEL R INVESTMENT COUNSEL portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MOGY JOEL R INVESTMENT COUNSEL INC is an institutional investor managing $1.7B across 121 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 MOGY JOEL R INVESTMENT COUNSEL are LGT PARTNERS LTD., CARDEROCK, Railway Pension Investments Ltd, with shared positions in $IDXX, $PANW, $SYK, $ISRG, $AZO, $INTU. The full ranking of 25 similar funds is below.

#1LGT CAPITAL PARTNERS LTD.Active

Notable overlap · 6 shared positions

$IDXX $PANW $SYK $ISRG $AZO $INTU

$1.9B

38 positions

#2CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$IDXX $ISRG $INTU $SYK $ORLY $GWW

$405M

73 positions

#3Railway Pension Investments LtdActive

Notable overlap · 6 shared positions

$PANW $SYK $IDXX $ORLY $BKNG $GWW

$7.0B

103 positions

#4Dundas Partners LLPActive

Notable overlap · 8 shared positions

$SYK $INTU $CRM $ACN $MSCI $BKNG

$1.3B

49 positions

#5MIDDLETON & CO INC/MAActive

Notable overlap · 7 shared positions

$PANW $ORLY $CRM $INTU $SYK $IDXX

$877M

164 positions

#6WORMSER FRERES GESTIONActive

Notable overlap · 8 shared positions

$PANW $SYK $ISRG $MSCI $ABT $IDXX

$139M

42 positions

#7ARCADIA INVESTMENT MANAGEMENT CORP/MIPassive

Notable overlap · 6 shared positions

$PANW $SYK $ORLY $ACN $ADBE $SBUX

$584M

366 positions

#8SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Notable overlap · 8 shared positions

$IDXX $SYK $ISRG $INTU $ADBE $UNP

$1.3B

158 positions

#9NORTHSTAR ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$IDXX $SYK $INTU $CRM $PANW

$326M

86 positions

#10Meridiem Capital Partners LPPassive

Some overlap · 5 shared positions

$CRM $SYK $INTU $PANW $MSCI

$1.5B

64 positions

#11Sandhill Capital Partners LLCActive

Some overlap · 4 shared positions

$PANW $SYK $ISRG $BKNG

$1.2B

95 positions

#12MayTech Global Investments, LLCSmart money

Some overlap · 4 shared positions

$PANW $SYK $ISRG $BKNG

$820M

23 positions

#13Long Road Investment Counsel, LLCActive

Some overlap · 6 shared positions

$IDXX $SYK $ORLY $INTU $ACN $SBUX

$255M

78 positions

#14Evelyn Partners Asset Management LtdPassive

Some overlap · 6 shared positions

$SYK $INTU $AZO $ACN $ISRG $BKNG

$406M

308 positions

#15Mirova US LLCActive

Some overlap · 4 shared positions

$PANW $ISRG $CRM $ACN

$8.8B

42 positions

#16Nutshell Asset Management LtdActive

Some overlap · 7 shared positions

$INTU $IDXX $MSCI $BKNG $ORLY $AZO

$184M

35 positions

#17POLEN CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$IDXX $ISRG $ACN $MSCI $SBUX $INTU

$14.5B

221 positions

#18Seilern Investment Management LtdActive

Some overlap · 5 shared positions

$IDXX $ISRG $ACN $ADBE $BKNG

$838M

24 positions

#19Liontrust Investment Partners LLPActive

Some overlap · 5 shared positions

$ISRG $INTU $IDXX $PANW $BKNG

$6.7B

204 positions

#20Blue Zone Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$CRM $ORLY $AZO $SYK $IDXX

$491M

130 positions

#21MCDANIEL TERRY & COActive

Some overlap · 5 shared positions

$ISRG $SYK $INTU $ACN $ADBE

$1.2B

81 positions

#22Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Some overlap · 4 shared positions

$ISRG $INTU $IDXX $MSCI

$672M

27 positions

#23F/m Investments LLCPassive

Some overlap · 6 shared positions

$PANW $ISRG $IDXX $INTU $ORLY $ABT

$1.5B

333 positions

#24Legacy TrustPassive

Some overlap · 5 shared positions

$PANW $SYK $ISRG $CRM $GWW

$522M

203 positions

#25DB Fitzpatrick & Co, IncActive

Some overlap · 6 shared positions

$SYK $CRM $INTU $PANW $MSCI $SBUX

$117M

106 positions

Compare MOGY JOEL R INVESTMENT COUNSEL’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View MOGY JOEL R INVESTMENT COUNSEL’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.