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Hedge Funds Similar to Claret Asset

13F Portfolio OverlapQ2 2026Claret Asset portfolio →
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Most similar hedge funds by 13F overlap

Claret Asset Management Corp is an institutional investor managing $928M across 498 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 Claret Asset are LETKO, BROSSEAU & ASSOCIATES, LINCLUDEN LTD, GUARDIAN, with shared positions in $RY, $CNI, $CM, $BMO, $CVS, $TD. The full ranking of 25 similar funds is below.

#1LETKO, BROSSEAU & ASSOCIATES INCActive
Notable overlap · 9 shared positions
$RY$CNI$CM$BMO$CVS$TD
$6.8B
112 positions
#2LINCLUDEN MANAGEMENT LTDActive
Notable overlap · 8 shared positions
$GIB$RY$CNI$CM$TD$BNS
$1.0B
68 positions
#3GUARDIAN CAPITAL LPActive
Notable overlap · 7 shared positions
$GIB$RY$CM$BMO$TD$CNI
$4.1B
174 positions
#4Lorne Steinberg Wealth Management Inc.Passive
Notable overlap · 7 shared positions
$RY$CVS$CNI$CM$BMO$TD
$487M
72 positions
#5Cardinal Point Capital Management, ULCPassive
Notable overlap · 9 shared positions
$RY$CNI$BMO$TD$CVS$SUNC
$1.8B
294 positions
#6QV Investors Inc.Active
Notable overlap · 6 shared positions
$GIB$RY$CNI$TD$SUNC$NVO
$1.3B
68 positions
#7Rempart Asset Management Inc.Active
Notable overlap · 6 shared positions
$GIB$RY$ULTA$CNI$BMO$TD
$488M
36 positions
#8Burkett Asset Management LtdPassive
Notable overlap · 7 shared positions
$RY$GIB$CNI$BMO$TD$NVO
$107M
59 positions
#9Gold Investment Management Ltd.Passive
Notable overlap · 7 shared positions
$RY$CNI$CM$TD$BMO$C
$369M
202 positions
#10MUFG SECURITIES (CANADA), LTD.Active
Notable overlap · 7 shared positions
$RY$CNI$CM$BMO$TD$BNS
$3.7B
43 positions
#11Federation des caisses Desjardins du QuebecPassive
Notable overlap · 7 shared positions
$RY$BMO$TD$CNI$CM$GIB
$32.7B
3,021 positions
#12Guardian Partners Inc.Passive
Notable overlap · 6 shared positions
$RY$CNI$CM$BMO$TD$BNS
$1.1B
391 positions
#13PCJ Investment Counsel Ltd.Passive
Notable overlap · 6 shared positions
$RY$CNI$CM$BMO$TD$BNS
$348M
62 positions
#14CIDEL ASSET MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$RY$CNI$CM$BMO$TD$BNS
$2.1B
480 positions
#15MACKENZIE FINANCIAL CORPPassive
Notable overlap · 7 shared positions
$RY$CM$BMO$TD$CNI$BNS
$101.2B
1,554 positions
#16INTACT INVESTMENT MANAGEMENT INC.Passive
Notable overlap · 6 shared positions
$RY$CNI$CM$BMO$TD$BNS
$3.5B
274 positions
#17Tacita Capital IncPassive
Notable overlap · 6 shared positions
$RY$CNI$CM$TD$BMO$BNS
$184M
214 positions
#18CIBC Asset Management IncPassive
Notable overlap · 6 shared positions
$RY$CNI$CM$BMO$TD$BNS
$45.6B
1,428 positions
#19SCOTIA CAPITAL INC.Active
Notable overlap · 6 shared positions
$RY$CNI$CM$BMO$TD$BNS
$26.8B
915 positions
#20Triasima Portfolio Management inc.Passive
Notable overlap · 6 shared positions
$RY$CM$CNI$BMO$TD$BNS
$740M
127 positions
#21Addenda Capital Inc.Active
Notable overlap · 6 shared positions
$RY$CNI$BMO$TD$CM$BNS
$3.7B
128 positions
#22BANK OF NOVA SCOTIA TRUST COActive
Notable overlap · 7 shared positions
$RY$CNI$BMO$TD$BNS$CM
$1.2B
173 positions
#23Murchinson Ltd.Passive
Notable overlap · 6 shared positions
$RY$CNI$CM$BMO$TD$BNS
$725M
125 positions
#24Delaney Capital Management Ltd.Active
Notable overlap · 6 shared positions
$GIB$RY$BMO$TD$BNS$CM
$632M
53 positions
#25TD Waterhouse Canada Inc.Passive
Notable overlap · 6 shared positions
$RY$CM$BMO$TD$CNI$BNS
$38.0B
2,405 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.