What hedge funds are most similar to MOGY JOEL R INVESTMENT COUNSEL INC?

The funds with the most similar 13F portfolios to MOGY JOEL R INVESTMENT COUNSEL INC are Nutshell Asset Ltd, CARDEROCK, DB Fitzpatrick, 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 MOGY JOEL R INVESTMENT COUNSEL

13F Portfolio OverlapQ3 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 $1.9B across 128 U.S. equity positions as of Q3 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 Nutshell Asset Ltd, CARDEROCK, DB Fitzpatrick, with shared positions in $IDXX, $ORLY, $AZO, $INTU, $MSCI, $BKNG. The full ranking of 25 similar funds is below.

#1Nutshell Asset Management LtdActive

Notable overlap · 8 shared positions

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

$300M

45 positions

#2CARDEROCK CAPITAL MANAGEMENT INCPassive

Some overlap · 5 shared positions

$IDXX $ISRG $SYK $ORLY $GWW

$435M

70 positions

#3DB Fitzpatrick & Co, IncActive

Some overlap · 6 shared positions

$SYK $CRM $ORLY $INTU $MSCI $SBUX

$121M

100 positions

#4LGT CAPITAL PARTNERS LTD.Active

Some overlap · 4 shared positions

$IDXX $SYK $ISRG $AZO

$2.0B

38 positions

#5Blue Zone Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$ORLY $CRM $IDXX $AZO $SYK $NEE

$636M

128 positions

#6SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive

Some overlap · 7 shared positions

$SYK $IDXX $ISRG $UNP $SBUX $ABT

$1.5B

160 positions

#7Long Road Investment Counsel, LLCActive

Some overlap · 5 shared positions

$IDXX $SYK $ORLY $SBUX $PEP

$271M

80 positions

#8DILLON & ASSOCIATES INCActive

Some overlap · 7 shared positions

$SYK $ISRG $ORLY $SBUX $ABT $PEP

$849M

79 positions

#9Evelyn Partners Asset Management Ltd

Some overlap · 6 shared positions

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

$406M

308 positions

#10NORTHSTAR ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$IDXX $SYK $INTU $CRM

$341M

91 positions

#11Dundas Partners LLPActive

Some overlap · 6 shared positions

$SYK $CRM $INTU $GWW $BKNG $ABT

$1.4B

31 positions

#12BIRCHBROOK, INC.Active

Some overlap · 4 shared positions

$IDXX $CRM $ISRG $PEP

$209M

295 positions

#13TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 7 shared positions

$SYK $AZO $BLK $GWW $UNP $ABT

$1.0B

1,024 positions

#14Martin Capital Advisors, LLPActive

Some overlap · 6 shared positions

$ISRG $IDXX $INTU $BLK $SYK $SBUX

$193M

75 positions

#15Capital Investment Services of America, Inc.Active

Some overlap · 5 shared positions

$IDXX $SYK $BKNG $SBUX $ADBE

$1.0B

83 positions

#16POLEN CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$IDXX $ISRG $MSCI $SBUX $ACN

$11.6B

219 positions

#17Bey-Douglas LLC

Some overlap · 8 shared positions

$SYK $INTU $GWW $BKNG $CRM $ACN

$115M

56 positions

#18BOURNE LENT ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$IDXX $ISRG $BKNG $ADBE $PEP

$289M

65 positions

#19Seilern Investment Management LtdActive

Some overlap · 5 shared positions

$IDXX $ISRG $ACN $BKNG $ADBE

$771M

24 positions

#20MIDDLETON & CO INC/MAActive

Some overlap · 6 shared positions

$ORLY $CRM $SYK $IDXX $MSCI $NEE

$943M

163 positions

#21Pictet & Cie (Europe) SAActive

Some overlap · 5 shared positions

$ISRG $ORLY $IDXX $SYK $CRM

$5.3B

199 positions

#22Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Some overlap · 3 shared positions

$IDXX $ISRG $MSCI

$393M

29 positions

#23Tandem Investment Advisors, Inc.Passive

Some overlap · 9 shared positions

$SYK $INTU $BLK $IDXX $ABT $PEP

$1.5B

68 positions

#24Dash Acquisitions Inc.Active

Some overlap · 5 shared positions

$CRM $IDXX $MSCI $INTU $ACN

$494M

72 positions

#25Bath Savings Trust CoActive

Some overlap · 7 shared positions

$SYK $IDXX $INTU $ISRG $ABT $PEP

$966M

178 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.