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Hedge Funds Similar to MONTRUSCO BOLTON INVESTMENTS

13F Portfolio OverlapQ1 2026MONTRUSCO BOLTON INVESTMENTS portfolio →
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Most similar hedge funds by 13F overlap

MONTRUSCO BOLTON INVESTMENTS INC. is an institutional investor managing $6.6B across 72 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 MONTRUSCO BOLTON INVESTMENTS are CARDEROCK, NZS ,, POLEN, with shared positions in $IDXX, $LRCX, $MNST, $APH, $SHW, $WCN. The full ranking of 25 similar funds is below.

#1CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$IDXX$LRCX$MNST$APH$SHW$WCN
$405M
73 positions
#2NZS Capital, LLCActive
Notable overlap · 5 shared positions
$DHR$LRCX$APH$UBER$SNPS
$3.0B
58 positions
#3POLEN CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$ZTS$IDXX$SNPS$LRCX$UBER
$14.5B
221 positions
#4Capital Investment Services of America, Inc.Active
Notable overlap · 4 shared positions
$DHR$APG$IDXX$SNPS
$958M
80 positions
#5Progressive Investment Management CorpActive
Notable overlap · 4 shared positions
$IDXX$DHR$LRCX$APH
$379M
58 positions
#6Jones Collombin Investment Counsel IncPassive
Notable overlap · 7 shared positions
$VLO$WCN$UBER$RY$TD$AEM
$326M
113 positions
#7Lansing Management LPActive
Notable overlap · 4 shared positions
$WCN$APG$SUNB$BGSI
$151M
14 positions
#8BRASADA CAPITAL MANAGEMENT, LPPassive
Notable overlap · 4 shared positions
$WCN$IDXX$DHR$UBER
$545M
145 positions
#9Two Creeks Capital Management, LPActive
Notable overlap · 3 shared positions
$DHR$UBER$CMG
$974M
22 positions
#10ECOFI INVESTISSEMENTS SAPassive
Notable overlap · 3 shared positions
$DHR$ZTS$SNPS
$55M
36 positions
#11M.D. Sass, LLCActive
Notable overlap · 4 shared positions
$DHR$APG$SNPS$APH
$1.3B
36 positions
#12RIPOSTE CAPITAL LLCActive
Notable overlap · 3 shared positions
$VLO$UBER$LRCX
$392M
23 positions
#13Third Point LLCActive
Notable overlap · 4 shared positions
$DHR$APG$LRCX$SHW
$2.1B
33 positions
#14NORTH POINT PORTFOLIO MANAGERS CORP/OHActive
Notable overlap · 4 shared positions
$UBER$DHR$APH$SNPS
$561M
76 positions
#15DUDLEY & SHANLEY, INC.Active
Some overlap · 4 shared positions
$DHR$RYAN$APH$WPM
$611M
37 positions
#16Tandem Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$ZTS$WCN$APH$IDXX
$2.0B
83 positions
#17Southpoint Capital Advisors LPActive
Some overlap · 3 shared positions
$ZTS$UBER$DHR
$4.9B
41 positions
#18NICOLA WEALTH MANAGEMENT LTD.Passive
Some overlap · 6 shared positions
$WCN$SNPS$FSV$TD$TFII$CNI
$833M
62 positions
#19SIMS INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DHR$UBER$SHW
$272M
35 positions
#20Vantage Investment Partners, LLCActive
Some overlap · 4 shared positions
$UBER$CMG$IDXX$ZTS
$1.4B
64 positions
#21Aviso Financial Inc.Active
Some overlap · 10 shared positions
$DHR$SHW$RY$TD$BMO$SU
$2.8B
338 positions
#22Williams Jones Wealth Management, LLC.Active
Some overlap · 6 shared positions
$IDXX$APH$SHW$DHR$UBER$LRCX
$8.1B
514 positions
#2311 Capital Partners LPActive
Some overlap · 3 shared positions
$DHR$APH$SHW
$348M
20 positions
#24COMGEST GLOBAL INVESTORS S.A.S.Active
Some overlap · 3 shared positions
$ZTS$IDXX$UBER
$4.6B
52 positions
#25JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$DHR$APH$IDXX$FSV
$551M
78 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.