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Hedge Funds Similar to Value Partners Investments

13F Portfolio OverlapQ1 2026Value Partners Investments portfolio →
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Most similar hedge funds by 13F overlap

Value Partners Investments Inc. is an institutional investor managing $1.4B across 104 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 Value Partners Investments are Cardinal ,, LETKO, BROSSEAU & ASSOCIATES, MUFG SECURITIES (CANADA), LTD., with shared positions in $SLF, $BMO, $CM, $CP, $BNS, $CNI. The full ranking of 25 similar funds is below.

#1Cardinal Capital Management, Inc.Active
Substantial overlap · 9 shared positions
$SLF$BMO$CM$CP$BNS$CNI
$3.7B
66 positions
#2LETKO, BROSSEAU & ASSOCIATES INCActive
Substantial overlap · 14 shared positions
$RCI$BNS$RY$BMO$MFC$SLF
$6.2B
101 positions
#3MUFG SECURITIES (CANADA), LTD.Active
Substantial overlap · 11 shared positions
$BMO$RY$CM$BNS$CP$MFC
$3.5B
43 positions
#4Lorne Steinberg Wealth Management Inc.Passive
Substantial overlap · 11 shared positions
$RY$CM$BMO$CNI$CP$SLF
$422M
68 positions
#5BANK OF NOVA SCOTIA TRUST COActive
Substantial overlap · 13 shared positions
$BMO$RY$CNI$MFC$CP$SLF
$1.2B
161 positions
#6Scheer, Rowlett & Associates Investment Management Ltd.Active
Substantial overlap · 8 shared positions
$CNI$BMO$RY$RCI$MFC$CP
$1.4B
33 positions
#7CANERECTOR INCActive
Substantial overlap · 6 shared positions
$BMO$CM$BNS$RY$MFC$TD
$211M
9 positions
#8Burkett Asset Management LtdPassive
Notable overlap · 8 shared positions
$CNI$RY$MFC$BMO$RCI$SAP
$101M
61 positions
#9Guardian Partners Inc.Active
Notable overlap · 8 shared positions
$BMO$RY$BNS$CM$CNI$RCI
$1.2B
192 positions
#10GUARDIAN CAPITAL LPActive
Notable overlap · 11 shared positions
$RY$OTEX$CP$BMO$CM$MFC
$3.8B
177 positions
#11BCV Asset Management Inc.Active
Notable overlap · 8 shared positions
$RY$BMO$CP$CM$SLF$BNS
$2.9B
120 positions
#12SCOTIA CAPITAL INC.Active
Notable overlap · 11 shared positions
$RY$BNS$BMO$CM$CNI$MFC
$24.3B
916 positions
#13CIBC WORLD MARKET INC.Passive
Notable overlap · 11 shared positions
$RY$BNS$BMO$CM$CP$SLF
$61.3B
1,463 positions
#14Addenda Capital Inc.Active
Notable overlap · 9 shared positions
$RY$BMO$BNS$CP$CNI$CM
$3.6B
129 positions
#15TD Waterhouse Canada Inc.Passive
Notable overlap · 10 shared positions
$RY$BMO$CM$BNS$MFC$CP
$33.7B
2,307 positions
#16Coleford Investment Management Ltd.Active
Notable overlap · 7 shared positions
$RY$CNI$BNS$CP$ACN$FTS
$408M
24 positions
#17SIG North Trading, ULCActive
Notable overlap · 8 shared positions
$RCI$BNS$MFC$SLF$CP$CNI
$5.0B
286 positions
#18INTACT INVESTMENT MANAGEMENT INC.Passive
Notable overlap · 10 shared positions
$RY$CNI$MFC$RCI$BMO$CM
$3.5B
269 positions
#19CIDEL ASSET MANAGEMENT INCPassive
Notable overlap · 10 shared positions
$RY$CNI$CM$CP$BMO$AZN
$1.8B
436 positions
#20Hillsdale Investment Management Inc.Passive
Notable overlap · 8 shared positions
$RY$CM$BNS$BMO$MFC$RCI
$3.7B
655 positions
#21Gold Investment Management Ltd.Passive
Notable overlap · 9 shared positions
$BNS$RY$MFC$CP$CNI$CM
$323M
201 positions
#22Heathbridge Capital Management Ltd.Active
Notable overlap · 7 shared positions
$RY$MFC$CP$ADP$TD$VZ
$275M
29 positions
#231832 Asset Management L.P.Active
Notable overlap · 10 shared positions
$RY$CNI$BMO$BNS$CP$MFC
$108.8B
647 positions
#24Aviso Financial Inc.Active
Notable overlap · 9 shared positions
$BMO$CP$CM$RY$SAP$BNS
$2.8B
338 positions
#25Federation des caisses Desjardins du QuebecPassive
Notable overlap · 9 shared positions
$RY$BMO$BNS$CNI$SLF$CM
$27.8B
2,964 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.