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 NZS, CARDEROCK, 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 OverlapQ2 2026DUNCKER STREETT portfolio →

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Most similar hedge funds by 13F overlap

DUNCKER STREETT & CO INC is an institutional investor managing $591M across 521 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 DUNCKER STREETT are NZS, CARDEROCK, Ironvine Partners, with shared positions in $HEI, $DHR, $KLAC, $PWR, $APH, $CRWD. The full ranking of 25 similar funds is below.

#1NZS Capital, LLCActive

Notable overlap · 8 shared positions

$HEI $DHR $KLAC $PWR $APH $CRWD

$3.9B

61 positions

#2CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$HEI $TMO $PWR $APH $ORLY $TJX

$456M

67 positions

#3Ironvine Capital Partners, LLCActive

Notable overlap · 7 shared positions

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

$1.1B

57 positions

#4Mendel Money ManagementPassive

Notable overlap · 7 shared positions

$TMO $DHR $PWR $APH $LOW $LIN

$273M

127 positions

#5KP Management LLCPassive

Notable overlap · 6 shared positions

$HEI $KLAC $APH $TMO $ORLY $TDG

$532M

86 positions

#6HOWLAND CAPITAL MANAGEMENT LLCActive

Some overlap · 7 shared positions

$TMO $DHR $APH $ORLY $TJX $TDG

$2.8B

278 positions

#7Crestwood Advisors Group, LLCPassive

Some overlap · 7 shared positions

$KLAC $PWR $APH $DHR $TJX $URI

$6.7B

880 positions

#8Renaissance Investment Group LLCPassive

Some overlap · 6 shared positions

$TMO $CRWD $APH $DHR $URI $TJX

$508M

84 positions

#9Avalon Trust CoActive

Some overlap · 7 shared positions

$KLAC $TMO $LOW $DHR $PWR $TJX

$1.6B

462 positions

#10Eos Management, L.P.Active

Some overlap · 7 shared positions

$HEI $APH $CRWD $ORLY $BWXT $TDG

$252M

35 positions

#11SIGMA INVESTMENT COUNSELORS INCActive

Some overlap · 7 shared positions

$KLAC $CRWD $LOW $URI $TJX $DHR

$2.1B

218 positions

#12Local Pensions Partnership Investment LtdActive

Some overlap · 4 shared positions

$HEI $TMO $KLAC $APH

$4.8B

32 positions

#13Wilian Securities, LLCPassive

Some overlap · 6 shared positions

$PWR $CRWD $APH $TMO $LIN $SPGI

$169M

89 positions

#14Progressive Investment Management CorpActive

Some overlap · 7 shared positions

$DHR $KLAC $APH $URI $LIN $SPGI

$454M

56 positions

#15SAWGRASS ASSET MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$KLAC $HEI $APH $DHR $AME $TDG

$757M

193 positions

#16Guinness Atkinson Asset Management IncPassive

Some overlap · 5 shared positions

$TMO $DHR $KLAC $APH $AME

$223M

107 positions

#17FLOSSBACH VON STORCH SEActive

Some overlap · 6 shared positions

$TMO $DHR $APH $LIN $AME $SPGI

$22.1B

106 positions

#18Dixon Mitchell Investment Counsel Inc.Active

Some overlap · 5 shared positions

$HEI $TMO $DHR $LOW $AME

$3.1B

144 positions

#19NORTHEAST INVESTMENT MANAGEMENTActive

Some overlap · 6 shared positions

$TMO $DHR $LOW $PWR $URI $TJX

$2.7B

200 positions

#20DF DENT & CO INCPassive

Some overlap · 6 shared positions

$HEI $DHR $ORLY $TDG $APH $SPGI

$5.3B

271 positions

#21PATTON ALBERTSON MILLER GROUP, LLCPassive

Some overlap · 6 shared positions

$KLAC $PWR $DHR $TMO $URI $LOW

$1.0B

213 positions

#22Reliant Investment Management, LLCPassive

Some overlap · 5 shared positions

$TMO $PWR $CRWD $APH $LIN

$281M

55 positions

#23Strong Retirement Solutions LLCPassive

Some overlap · 6 shared positions

$PWR $CRWD $APH $TMO $LIN $SPGI

$167M

82 positions

#24Port Capital LLCActive

Some overlap · 6 shared positions

$HEI $APH $ORLY $LIN $AME $SPGI

$2.5B

108 positions

#25Freedom Day Solutions, LLCActive

Some overlap · 6 shared positions

$PWR $KLAC $HEI $LIN $AME $SPGI

$452M

134 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.