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Hedge Funds Similar to MQS

13F Portfolio OverlapQ1 2026MQS portfolio →
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Most similar hedge funds by 13F overlap

MQS Management LLC is an institutional investor managing $148M across 366 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 MQS are MUFG SECURITIES (CANADA), LTD., Yaupon, BANK OF NOVA SCOTIA, with shared positions in $WCN, $CVE, $NTR, $IMO, $RY, $BNS. The full ranking of 25 similar funds is below.

#1MUFG SECURITIES (CANADA), LTD.Active
Some overlap · 6 shared positions
$WCN$CVE$NTR$IMO$RY$BNS
$3.5B
43 positions
#2Yaupon Capital Management LPActive
Some overlap · 6 shared positions
$COP$CVE$AEE$NI$MTDR$PEG
$3.2B
98 positions
#3BANK OF NOVA SCOTIA TRUST COActive
Some overlap · 6 shared positions
$WCN$NTR$MDT$DHR$RY$BNS
$1.2B
161 positions
#4HUDSON EDGE INVESTMENT PARTNERS INC.Active
Some overlap · 6 shared positions
$COP$UDR$MDT$COR$HCA$O
$684M
101 positions
#5iSAM Funds (UK) LtdPassive
Some overlap · 6 shared positions
$COP$SYK$NI$HCA$PEG$LNT
$203M
291 positions
#6CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 6 shared positions
$STAG$UDR$EQR$BRX$PEG$O
$6.7B
96 positions
#7Challenger Wealth ManagementActive
Some overlap · 5 shared positions
$ADP$MPC$ARCC$HCA$HIG
$125M
58 positions
#8Stack Financial Management, IncActive
Some overlap · 5 shared positions
$COP$SYK$MDT$AEE$DHR
$1.4B
52 positions
#9MACKENZIE FINANCIAL CORPPassive
Slight overlap · 5 shared positions
$WCN$CVE$NTR$RY$BNS
$83.3B
1,420 positions
#10WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Slight overlap · 5 shared positions
$ADP$SYK$DIS$DHR$HIG
$2.1B
122 positions
#11Willis Investment CounselActive
Slight overlap · 4 shared positions
$ADP$COP$BHP$MDT
$1.8B
123 positions
#12Cardinal Capital Management, Inc.Active
Slight overlap · 5 shared positions
$COP$NTR$MDT$RY$BNS
$3.7B
66 positions
#13DAVIS-REA LTD.Passive
Slight overlap · 5 shared positions
$SYK$PNC$DIS$RY$BNS
$384M
54 positions
#14GODSEY & GIBB, INCPassive
Slight overlap · 5 shared positions
$SYK$PNC$MDT$RY$LNT
$1.1B
389 positions
#15Qsemble Capital Management, LPPassive
Slight overlap · 5 shared positions
$NTR$PNC$DIS$DHR$PEG
$1.3B
430 positions
#16HARBOUR INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$ADP$COP$SYK$DHR
$184M
101 positions
#17Bath Savings Trust CoActive
Slight overlap · 4 shared positions
$ADP$COP$SYK$DHR
$936M
168 positions
#18BCV Asset Management Inc.Active
Slight overlap · 5 shared positions
$WCN$DHR$RY$BNS$HCA
$2.9B
120 positions
#19CARDEROCK CAPITAL MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$ADP$WCN$SYK$MNST
$405M
73 positions
#20Federation des caisses Desjardins du QuebecPassive
Slight overlap · 5 shared positions
$NTR$CVE$RY$BNS$WCN
$27.8B
2,964 positions
#21ALLIANCEBERNSTEIN L.P.Passive
Slight overlap · 5 shared positions
$SYK$DHR$MNST$DIS$ADP
$308.8B
3,228 positions
#22Minot DeBlois Advisors LLCPassive
Slight overlap · 4 shared positions
$ADP$COP$DIS$DHR
$110M
226 positions
#23Sawyer & Company, IncPassive
Slight overlap · 4 shared positions
$ADP$COP$DIS$COR
$260M
197 positions
#24HAMEL ASSOCIATES, INC.Passive
Slight overlap · 4 shared positions
$ADP$COP$PNC$O
$351M
81 positions
#25Boston PartnersPassive
Slight overlap · 4 shared positions
$MPC$COP$DIS$COR
$95.5B
767 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.