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Hedge Funds Similar to DUDLEY & SHANLEY,

13F Portfolio OverlapQ1 2026DUDLEY & SHANLEY, portfolio →
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Most similar hedge funds by 13F overlap

DUDLEY & SHANLEY, INC. is an institutional investor managing $662M across 37 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 DUDLEY & SHANLEY, are MOUNTAIN PACIFIC INVESTMENT ADVISERS, Ayrshire, FENIMORE ASSET, with shared positions in $APH, $AME, $DHR, $DCI, $XYL, $ECL. The full ranking of 25 similar funds is below.

#1MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Substantial overlap · 9 shared positions
$APH$AME$DHR$DCI$XYL$ECL
$584M
141 positions
#2Ayrshire Capital Management LLCPassive
Notable overlap · 5 shared positions
$APH$DHR$SCHW$ECL$AME
$193M
50 positions
#3FENIMORE ASSET MANAGEMENT INC
Notable overlap · 9 shared positions
$APH$ADI$PGR$AME$FAST$A
$4.5B
92 positions
#4MAR VISTA INVESTMENT PARTNERS LLCActive
Notable overlap · 6 shared positions
$ADI$APH$AME$DHR$ECL$HEI
$1000M
35 positions
#5FLOSSBACH VON STORCH SEActive
Notable overlap · 6 shared positions
$SCHW$DHR$AME$APH$ADI$ROP
$21.4B
109 positions
#6Ironvine Capital Partners, LLC
Notable overlap · 6 shared positions
$ADI$AON$DHR$APH$HEI$WSO
$910M
56 positions
#7Manchester Global Management (UK) Ltd
Notable overlap · 4 shared positions
$ADI$FERG$DHR$SCHW
$749M
23 positions
#8JLB & ASSOCIATES INCPassive
Notable overlap · 5 shared positions
$APH$AON$ROL$PGR$AME
$696M
70 positions
#9Giverny Capital Inc.
Notable overlap · 6 shared positions
$AME$SCHW$PGR$ADI$HEI$FERG
$2.7B
51 positions
#10Saraza Management, LPActive
Notable overlap · 3 shared positions
$APH$AON$ADI
$239M
20 positions
#11HFR Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$APH$SCHW$ROL$DHR
$407M
49 positions
#12CENTRAL SECURITIES CORPActive
Notable overlap · 5 shared positions
$ADI$SCHW$PGR$AON$ROP
$1.2B
30 positions
#13Dundas Partners LLP
Notable overlap · 3 shared positions
$APH$ADI$AME
$1.3B
49 positions
#14Baker Chad RActive
Notable overlap · 4 shared positions
$ADI$APH$DHR$XYL
$530M
56 positions
#15Elefante Mark B
Notable overlap · 6 shared positions
$ADI$DHR$SCHW$XYL$FISV$APH
$182M
58 positions
#16James Hambro & Partners LLPActive
Notable overlap · 5 shared positions
$APH$AME$PGR$FERG$DHR
$2.6B
57 positions
#17M.D. Sass, LLCActive
Notable overlap · 4 shared positions
$AME$AON$DHR$APH
$1.3B
36 positions
#18Union Heritage Capital, LLC
Notable overlap · 4 shared positions
$APH$AME$ROL$AON
$269M
62 positions
#19Crown Oak Advisors, LLCSmart money
Notable overlap · 4 shared positions
$ROL$SCHW$WSO$HEI
$199M
23 positions
#20MCDANIEL TERRY & COActive
Notable overlap · 3 shared positions
$APH$DCI$ECL
$1.2B
81 positions
#21Port Capital LLC
Notable overlap · 4 shared positions
$APH$AME$PGR$HEI
$2.2B
82 positions
#22Delaney Dennis RActive
Notable overlap · 5 shared positions
$ADI$DHR$SCHW$XYL$FISV
$282M
60 positions
#23CANTILLON CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$ADI$FERG$AON$FAST$A
$15.1B
38 positions
#24WEITZ INVESTMENT MANAGEMENT, INC.Active
Notable overlap · 4 shared positions
$AON$DHR$ADI$HEI
$1.4B
49 positions
#25First Pacific Advisors, LP
Notable overlap · 4 shared positions
$ADI$AON$FERG$WAT
$7.1B
86 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.