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 Genus

13F Portfolio OverlapQ1 2026Genus portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Genus Capital Management Inc. is an institutional investor managing $873M across 189 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 Genus are MUFG SECURITIES (CANADA), LTD., Hillsdale Investment, INTACT INVESTMENT, with shared positions in $TD, $RY, $BMO, $AEM, $NTR, $SU. The full ranking of 25 similar funds is below.

#1MUFG SECURITIES (CANADA), LTD.Active

Notable overlap · 11 shared positions

$TD $RY $BMO $AEM $NTR $SU

$3.5B

43 positions

#2Hillsdale Investment Management Inc.Passive

Notable overlap · 10 shared positions

$TD $RY $BMO $AEM $SU $CM

$3.7B

655 positions

#3INTACT INVESTMENT MANAGEMENT INC.Passive

Notable overlap · 10 shared positions

$TD $RY $NTR $SU $BMO $MGA

$3.5B

269 positions

#4Triasima Portfolio Management inc.Passive

Notable overlap · 10 shared positions

$TD $RY $BMO $CM $GILD $GEV

$661M

137 positions

#5TD ASSET MANAGEMENT INCPassive

Notable overlap · 10 shared positions

$TD $RY $BMO $AEM $SU $CM

$123.2B

1,230 positions

#6Guardian Partners Inc.Active

Notable overlap · 8 shared positions

$TD $RY $NTR $BMO $SU $CM

$1.2B

192 positions

#7TD Waterhouse Canada Inc.Passive

Notable overlap · 8 shared positions

$TD $RY $BMO $AEM $SU $NTR

$33.7B

2,307 positions

#8LETKO, BROSSEAU & ASSOCIATES INCActive

Notable overlap · 8 shared positions

$TD $RY $NTR $BMO $VZ $CM

$6.2B

101 positions

#9Addenda Capital Inc.Active

Notable overlap · 8 shared positions

$TD $RY $BMO $AEM $SU $CM

$3.6B

129 positions

#10CIBC Asset Management IncActive

Notable overlap · 8 shared positions

$RY $TD $BMO $AEM $SU $CM

$40.9B

1,372 positions

#11Connor, Clark & Lunn Investment Management Ltd.Passive

Notable overlap · 11 shared positions

$RY $TD $AEM $SU $CM $CLS

$43.4B

1,526 positions

#12CIBC WORLD MARKET INC.Passive

Notable overlap · 8 shared positions

$TD $RY $BMO $AEM $SU $CM

$61.3B

1,463 positions

#13MACKENZIE FINANCIAL CORPPassive

Notable overlap · 9 shared positions

$RY $TD $AEM $BMO $CM $SU

$83.3B

1,420 positions

#14Federation des caisses Desjardins du QuebecPassive

Notable overlap · 8 shared positions

$TD $RY $BMO $SU $CM $NTR

$27.8B

2,964 positions

#15NATIONAL BANK OF CANADA /FI/Passive

Notable overlap · 10 shared positions

$RY $TD $BMO $CM $AMD $MFC

$111.5B

2,933 positions

#16GUARDIAN CAPITAL LPActive

Notable overlap · 7 shared positions

$TD $RY $BMO $AEM $SU $CM

$3.8B

177 positions

#17PCJ Investment Counsel Ltd.Passive

Notable overlap · 7 shared positions

$TD $RY $AEM $BMO $SU $CM

$352M

59 positions

#18BANK OF MONTREAL /CAN/Passive

Notable overlap · 9 shared positions

$TD $RY $BMO $CM $SU $USB

$268.5B

3,733 positions

#19Scheer, Rowlett & Associates Investment Management Ltd.Active

Notable overlap · 8 shared positions

$TD $RY $BMO $NTR $SU $MFC

$1.4B

33 positions

#20BANK OF NOVA SCOTIA TRUST COActive

Notable overlap · 7 shared positions

$TD $RY $BMO $SU $NTR $CM

$1.2B

161 positions

#21Jones Collombin Investment Counsel IncPassive

Notable overlap · 7 shared positions

$RY $TD $BMO $AEM $VLO $CM

$326M

113 positions

#22Cardinal Point Capital Management, ULCActive

Notable overlap · 8 shared positions

$RY $TD $BMO $SU $AEM $USB

$1.6B

286 positions

#23Tacita Capital IncPassive

Notable overlap · 9 shared positions

$TD $RY $KGC $BMO $CM $SU

$169M

238 positions

#24FIL LtdPassive

Notable overlap · 8 shared positions

$RY $TD $AEM $SU $BMO $CM

$128.7B

1,105 positions

#25Alberta Investment Management CorpActive

Notable overlap · 9 shared positions

$TD $RY $SU $AEM $CM $STX

$16.7B

580 positions

Compare Genus’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Genus’s holdings

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.