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 DUDLEY & SHANLEY

13F Portfolio OverlapQ2 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 Q2 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, FENIMORE ASSET, Navera Investment Ltd., with shared positions in $APH, $AME, $XYL, $DCI, $DHR, $FAST. The full ranking of 25 similar funds is below.

#1MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Substantial overlap · 9 shared positions

$APH $AME $XYL $DCI $DHR $FAST

$635M

146 positions

#2FENIMORE ASSET MANAGEMENT INCActive

Substantial overlap · 9 shared positions

$APH $ADI $FAST $PGR $AME $A

$4.8B

92 positions

#3Navera Investment Management Ltd.Active

Notable overlap · 5 shared positions

$APH $AME $XYL $HEI $WPM

$3.7B

56 positions

#4MAR VISTA INVESTMENT PARTNERS LLCActive

Notable overlap · 6 shared positions

$APH $AME $ADI $DHR $HEI $ECL

$1.0B

33 positions

#5Saraza Management, LPActive

Notable overlap · 3 shared positions

$APH $AON $ADI

$251M

19 positions

#6JLB & ASSOCIATES INCPassive

Notable overlap · 5 shared positions

$APH $AON $PGR $AME $ROL

$748M

68 positions

#7FLOSSBACH VON STORCH SEActive

Notable overlap · 6 shared positions

$APH $SCHW $AME $DHR $ADI $ROP

$22.1B

106 positions

#8Giverny Capital Inc.Active

Notable overlap · 7 shared positions

$AME $SCHW $PGR $ADI $HEI $WSO

$3.0B

51 positions

#9James Hambro & Partners LLPActive

Notable overlap · 4 shared positions

$APH $AME $PGR $FERG

$2.8B

68 positions

#10HFR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$APH $SCHW $ROL $DHR

$410M

53 positions

#11Sandhill Capital Partners LLCActive

Notable overlap · 4 shared positions

$APH $SCHW $FSS $BMI

$1.2B

98 positions

#12Ironvine Capital Partners, LLCActive

Notable overlap · 6 shared positions

$ADI $AON $DHR $APH $HEI $WSO

$1.1B

57 positions

#13Dundas Partners LLPActive

Notable overlap · 3 shared positions

$APH $ADI $AME

$1.4B

31 positions

#14FIFTHDELTA LtdActive

Notable overlap · 3 shared positions

$APH $ADI $ALSN

$853M

11 positions

#15Baker Chad RActive

Notable overlap · 4 shared positions

$APH $ADI $XYL $DHR

$620M

51 positions

#16MCDANIEL TERRY & COActive

Notable overlap · 3 shared positions

$APH $DCI $ECL

$1.3B

81 positions

#17RIVERBRIDGE PARTNERS LLCActive

Notable overlap · 7 shared positions

$ADI $FAST $KAI $WSO $ROL $DHR

$3.6B

198 positions

#18Port Capital LLCActive

Notable overlap · 4 shared positions

$APH $AME $PGR $HEI

$2.5B

108 positions

#19Baer Investment Advisory LLCPassive

Notable overlap · 3 shared positions

$APH $ECL $ADI

$119M

43 positions

#20Cartenna Capital, LPActive

Notable overlap · 3 shared positions

$AME $ADI $APH

$4.2B

49 positions

#21Crown Oak Advisors, LLCSmart money

Notable overlap · 4 shared positions

$WSO $SCHW $ROL $HEI

$215M

23 positions

#22Maren Capital LLCActive

Notable overlap · 3 shared positions

$APH $AME $HEI

$2.2B

17 positions

#23Foresight Group Ltd Liability PartnershipPassive

Notable overlap · 4 shared positions

$ECL $AWK $XYL $A

$556M

62 positions

#24JACOBSON & SCHMITT ADVISORS, LLCPassive

Notable overlap · 4 shared positions

$APH $SCHW $DHR $HEI

$612M

81 positions

#25Regency Capital Management Inc.\DEPassive

Notable overlap · 4 shared positions

$APH $AME $FAST $DHR

$251M

64 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.