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Hedge Funds Similar to Ativo

13F Portfolio OverlapQ1 2026Ativo portfolio →
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Most similar hedge funds by 13F overlap

Ativo Capital Management LLC is an institutional investor managing $115M across 55 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 Ativo are GUARDIAN, MUFG SECURITIES (CANADA), LTD., Henry James International, with shared positions in $AEM, $RY, $TD, $GIL, $ASML, $B. The full ranking of 25 similar funds is below.

#1GUARDIAN CAPITAL LPActive
Notable overlap · 6 shared positions
$AEM$RY$TD$GIL$ASML$B
$3.8B
177 positions
#2MUFG SECURITIES (CANADA), LTD.Active
Notable overlap · 5 shared positions
$AEM$RY$TD$B$GIL
$3.5B
43 positions
#3Henry James International Management Inc.Passive
Notable overlap · 8 shared positions
$AER$ASML$NVS$IX$ON$B
$277M
94 positions
#4Scheer, Rowlett & Associates Investment Management Ltd.Active
Notable overlap · 5 shared positions
$B$RY$TD$GIL$AEM
$1.4B
33 positions
#5Jones Collombin Investment Counsel IncPassive
Notable overlap · 5 shared positions
$RY$AEM$B$TD$GIL
$326M
113 positions
#6Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active
Notable overlap · 3 shared positions
$B$AEM$HMY
$56M
38 positions
#7Heathbridge Capital Management Ltd.Active
Notable overlap · 3 shared positions
$AEM$RY$TD
$275M
29 positions
#8Addenda Capital Inc.Active
Notable overlap · 3 shared positions
$AEM$RY$TD
$3.6B
129 positions
#9Coleford Investment Management Ltd.Active
Notable overlap · 3 shared positions
$NVS$RY$TD
$408M
24 positions
#10KEATING INVESTMENT COUNSELORS INCActive
Notable overlap · 3 shared positions
$B$AEM$UL
$404M
59 positions
#11PICTON MAHONEY ASSET MANAGEMENTPassive
Notable overlap · 5 shared positions
$RY$TD$AEM$B$GIL
$13.5B
1,238 positions
#12Burkett Asset Management LtdPassive
Notable overlap · 4 shared positions
$RY$TD$ASML$UL
$101M
61 positions
#13INTACT INVESTMENT MANAGEMENT INC.Passive
Notable overlap · 5 shared positions
$RY$TD$GIL$B$AEM
$3.5B
269 positions
#14CIBC Asset Management IncActive
Notable overlap · 4 shared positions
$RY$TD$AEM$B
$40.9B
1,372 positions
#15Hillsdale Investment Management Inc.Passive
Notable overlap · 4 shared positions
$RY$TD$AEM$B
$3.7B
655 positions
#16TD Waterhouse Canada Inc.Passive
Notable overlap · 4 shared positions
$RY$TD$AEM$B
$33.7B
2,307 positions
#17Connor, Clark & Lunn Investment Management Ltd.Passive
Notable overlap · 5 shared positions
$RY$AEM$TD$B$ASML
$43.4B
1,526 positions
#18CIBC WORLD MARKET INC.Passive
Notable overlap · 4 shared positions
$RY$TD$AEM$B
$61.3B
1,463 positions
#19PCJ Investment Counsel Ltd.Passive
Notable overlap · 4 shared positions
$RY$TD$AEM$B
$352M
59 positions
#20Holowesko Partners Ltd.Active
Notable overlap · 3 shared positions
$YUMC$UL$ASML
$357M
31 positions
#21Triasima Portfolio Management inc.Passive
Notable overlap · 4 shared positions
$RY$TD$NVS$AER
$661M
137 positions
#22ENGLISH CAPITAL MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$AER$ASML$BTI
$171M
36 positions
#23LETKO, BROSSEAU & ASSOCIATES INCActive
Notable overlap · 3 shared positions
$RY$TD$B
$6.2B
101 positions
#24MACKENZIE FINANCIAL CORPPassive
Notable overlap · 4 shared positions
$RY$TD$AEM$B
$83.3B
1,420 positions
#25Empyrean Capital Partners, LPPassive
Notable overlap · 3 shared positions
$AER$BTI$B
$3.1B
124 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.