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Hedge Funds Similar to NICOLA WEALTH LTD.

13F Portfolio OverlapQ2 2026NICOLA WEALTH LTD. portfolio →
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Most similar hedge funds by 13F overlap

NICOLA WEALTH MANAGEMENT LTD. is an institutional investor managing $868M across 61 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 NICOLA WEALTH LTD. are INTACT INVESTMENT, BCV Asset, Tacita, with shared positions in $BIP, $TD, $PBA, $CNI, $BAM, $SLF. The full ranking of 25 similar funds is below.

#1INTACT INVESTMENT MANAGEMENT INC.Passive
Notable overlap · 7 shared positions
$BIP$TD$PBA$CNI$BAM$SLF
$3.5B
274 positions
#2BCV Asset Management Inc.Active
Notable overlap · 8 shared positions
$WCN$UNP$PBA$STN$SLF$FSV
$3.3B
116 positions
#3Tacita Capital IncPassive
Notable overlap · 5 shared positions
$BIP$TD$BAM$PBA$CNI
$184M
214 positions
#4MUFG SECURITIES (CANADA), LTD.Active
Notable overlap · 8 shared positions
$TD$CNI$SLF$WCN$PBA$BCE
$3.7B
43 positions
#5BANK OF NOVA SCOTIA TRUST COActive
Notable overlap · 6 shared positions
$TD$CNI$PBA$SLF$WCN$LIN
$1.2B
173 positions
#6LINCLUDEN MANAGEMENT LTDActive
Notable overlap · 5 shared positions
$BIP$TD$CNI$BCE$FSV
$1.0B
68 positions
#7Gold Investment Management Ltd.Passive
Notable overlap · 6 shared positions
$TD$BIP$CNI$UNP$SLF$BCE
$369M
202 positions
#8Baskin Financial Services Inc.Active
Notable overlap · 8 shared positions
$WCN$FSV$SYK$MCO$BAM$BIP
$1.3B
54 positions
#9LETKO, BROSSEAU & ASSOCIATES INCActive
Notable overlap · 6 shared positions
$TD$SLF$CNI$BCE$T$TTE
$6.8B
112 positions
#10SIG North Trading, ULCActive
Notable overlap · 8 shared positions
$TD$SLF$BCE$CNI$PBA$BAM
$5.4B
286 positions
#11QV Investors Inc.Active
Notable overlap · 5 shared positions
$TD$CNI$STN$SLF$UNP
$1.3B
68 positions
#12PGGM InvestmentsActive
Notable overlap · 5 shared positions
$LIN$HDB$WCN$SNPS$TTEK
$4.1B
59 positions
#13Fiera Capital CorpActive
Notable overlap · 7 shared positions
$CNI$WCN$MCO$LIN$TD$SLF
$27.6B
401 positions
#14PCJ Investment Counsel Ltd.Passive
Notable overlap · 4 shared positions
$BIP$TD$CNI$PBA
$348M
62 positions
#15Addenda Capital Inc.Active
Notable overlap · 5 shared positions
$TD$CNI$WCN$BIP$PBA
$3.7B
128 positions
#16Murchinson Ltd.Passive
Notable overlap · 5 shared positions
$TD$CNI$BAM$SLF$WCN
$725M
125 positions
#17Ravenstone Capital Management Inc.Active
Notable overlap · 4 shared positions
$WCN$CNI$ISRG$TD
$244M
54 positions
#18Guardian Partners Inc.Passive
Notable overlap · 5 shared positions
$TD$CNI$BAM$SLF$PBA
$1.1B
391 positions
#19Beutel, Goodman & Co Ltd.Active
Notable overlap · 4 shared positions
$TD$UNP$CNI$BAM
$13.6B
163 positions
#20Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 4 shared positions
$BIP$TD$CNI$WCN
$3.1B
144 positions
#21Retail Employees Superannuation Pty Ltd as trustee for RetaiActive
Some overlap · 4 shared positions
$LIN$SNPS$ISRG$MCO
$373M
28 positions
#22Cardinal Capital Management, Inc.Active
Some overlap · 3 shared positions
$PBA$CNI$SLF
$4.1B
70 positions
#23SCOTIA CAPITAL INC.Active
Some overlap · 5 shared positions
$TD$CNI$PBA$BIP$SLF
$26.8B
915 positions
#24NZS Capital, LLCActive
Some overlap · 4 shared positions
$LIN$ISRG$AJG$SYK
$3.9B
61 positions
#25Northwest & Ethical Investments L.P.Passive
Some overlap · 6 shared positions
$TD$WCN$CNI$LIN$UNP$SLF
$4.3B
522 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.