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 BAROMETER

13F Portfolio OverlapQ1 2026BAROMETER portfolio →

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Most similar hedge funds by 13F overlap

BAROMETER CAPITAL MANAGEMENT INC. is an institutional investor managing $292M across 114 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 BAROMETER are MUFG SECURITIES (CANADA), LTD., Addenda, Scheer, Rowlett & Associates Investment Ltd., with shared positions in $CM, $SU, $AEM, $CNQ, $CP, $BMO. The full ranking of 25 similar funds is below.

#1MUFG SECURITIES (CANADA), LTD.Active

Substantial overlap · 12 shared positions

$CM $SU $AEM $CNQ $CP $BMO

$3.5B

43 positions

#2Addenda Capital Inc.Active

Substantial overlap · 11 shared positions

$AGI $AEM $CNQ $BMO $ENB $CP

$3.6B

129 positions

#3Scheer, Rowlett & Associates Investment Management Ltd.Active

Substantial overlap · 9 shared positions

$SU $BMO $CNQ $AGI $ENB $CP

$1.4B

33 positions

#4GUARDIAN CAPITAL LPActive

Notable overlap · 8 shared positions

$AEM $SU $CNQ $CP $BMO $CM

$3.8B

177 positions

#5Cardinal Capital Management, Inc.Active

Notable overlap · 7 shared positions

$SU $CP $CM $BMO $MFC $NTR

$3.7B

66 positions

#6TD Waterhouse Canada Inc.Passive

Notable overlap · 9 shared positions

$ENB $BMO $CM $AEM $CNQ $SU

$33.7B

2,307 positions

#7Guardian Partners Inc.Active

Notable overlap · 8 shared positions

$CM $BMO $ENB $CNQ $NTR $IMO

$1.2B

192 positions

#8CIBC Asset Management IncActive

Notable overlap · 11 shared positions

$BMO $AEM $CM $ENB $CNQ $SU

$40.9B

1,372 positions

#9BANK OF NOVA SCOTIA TRUST COActive

Notable overlap · 8 shared positions

$CNQ $BMO $ENB $SU $CP $NTR

$1.2B

161 positions

#10Old West Investment Management, LLCPassive

Notable overlap · 9 shared positions

$NTR $CNQ $SU $BG $AGI $AEM

$923M

123 positions

#11CIBC WORLD MARKET INC.Passive

Notable overlap · 9 shared positions

$CNQ $BMO $ENB $CM $AEM $SU

$61.3B

1,463 positions

#12Aviso Financial Inc.Active

Notable overlap · 7 shared positions

$CP $CNQ $BMO $ENB $CM $SU

$2.8B

338 positions

#13TORONTO DOMINION BANKPassive

Notable overlap · 9 shared positions

$CM $CNQ $SU $ENB $BMO $MFC

$69.7B

2,092 positions

#14INTACT INVESTMENT MANAGEMENT INC.Passive

Notable overlap · 10 shared positions

$SU $NTR $BMO $KGC $MFC $CNQ

$3.5B

269 positions

#15Gold Investment Management Ltd.Passive

Notable overlap · 9 shared positions

$SU $CP $CM $CNQ $ENB $MFC

$323M

201 positions

#16Triasima Portfolio Management inc.Passive

Notable overlap · 9 shared positions

$CM $BMO $KGC $IMO $ENB $AGI

$661M

137 positions

#17Connor, Clark & Lunn Investment Management Ltd.Passive

Notable overlap · 10 shared positions

$AEM $SU $ENB $CM $CP $CNQ

$43.4B

1,526 positions

#18Hillsdale Investment Management Inc.Passive

Notable overlap · 9 shared positions

$CM $AEM $BMO $ENB $SU $KGC

$3.7B

655 positions

#19Goehring & Rozencwajg Associates, LLCActive

Notable overlap · 5 shared positions

$SU $NTR $CNQ $AGI $CCJ

$1.9B

43 positions

#20TD ASSET MANAGEMENT INCPassive

Notable overlap · 10 shared positions

$BMO $ENB $CM $AEM $CNQ $SU

$123.2B

1,230 positions

#21Lorne Steinberg Wealth Management Inc.Passive

Notable overlap · 6 shared positions

$CM $BMO $CP $NTR $CNQ $MFC

$422M

68 positions

#22Jones Collombin Investment Counsel IncPassive

Notable overlap · 7 shared positions

$AEM $ENB $BMO $CNQ $MFC $CM

$326M

113 positions

#23MACKENZIE FINANCIAL CORPPassive

Notable overlap · 10 shared positions

$AEM $CNQ $CP $BMO $ENB $MFC

$83.3B

1,420 positions

#24SCOTIA CAPITAL INC.Active

Notable overlap · 8 shared positions

$ENB $BMO $CNQ $CM $MFC $SU

$24.3B

916 positions

#25BCV Asset Management Inc.Active

Notable overlap · 5 shared positions

$CP $BMO $CNQ $CM $SU

$2.9B

120 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.