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Hedge Funds Similar to Investment of Ontario

13F Portfolio OverlapQ1 2026Investment of Ontario portfolio →
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Most similar hedge funds by 13F overlap

Investment Management Corp of Ontario is an institutional investor managing $7.8B across 664 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 Investment of Ontario are CapWealth Advisors,, Aull & Monroe Investment, Belleair Asset ,, with shared positions in $NEE, $DUK, $PLTR, $BAC, $CEG, $KO. The full ranking of 25 similar funds is below.

#1CapWealth Advisors, LLCActive
Some overlap · 7 shared positions
$NEE$DUK$PLTR$BAC$CEG$KO
$1.3B
118 positions
#2Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$NEE$SO$DUK$WM$BAC$RY
$215M
125 positions
#3Belleair Asset Management, LLCPassive
Some overlap · 6 shared positions
$NEE$SO$DUK$WM$BAC$RY
$110M
77 positions
#4Rithm Capital Corp.Active
Some overlap · 6 shared positions
$NEE$SO$DUK$WM$CEG$GEV
$67M
38 positions
#5Constitution Capital LLCActive
Some overlap · 6 shared positions
$NEE$DUK$SO$WM$KO$GEV
$200M
61 positions
#6Severin Investments, LLCPassive
Some overlap · 6 shared positions
$NEE$MU$BAC$RY$HWM$KO
$116M
171 positions
#7SCHNIEDERS CAPITAL MANAGEMENT, LLC.Passive
Some overlap · 5 shared positions
$NEE$SO$DUK$WM$BAC
$629M
206 positions
#8EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$NEE$SO$DUK$BAC$KO
$1.4B
56 positions
#9Northstar Financial Companies, Inc.Passive
Some overlap · 5 shared positions
$NEE$DUK$SO$MU$CEG
$126M
112 positions
#10BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$NEE$SO$DUK$BAC$KO
$199M
110 positions
#11Lombard Odier Asset Management (Switzerland) SAPassive
Some overlap · 6 shared positions
$NEE$PLTR$MU$BAC$WM$KO
$2.6B
452 positions
#12Munro PartnersActive
Some overlap · 6 shared positions
$NEE$HWM$CEG$GEV$HEI$CRH
$3.0B
59 positions
#13PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$NEE$SO$PLTR$MU$WM
$143M
96 positions
#14Fox Hill Wealth ManagementPassive
Some overlap · 5 shared positions
$NEE$DUK$PLTR$MU$HWM
$208M
117 positions
#15LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$SO$NEE$DUK$WM$KO
$970M
154 positions
#16Chancellor Financial Group WB LPPassive
Some overlap · 5 shared positions
$NEE$HEI$WM$BAC$GEV
$141M
140 positions
#17Carson Advisory Inc.Passive
Some overlap · 5 shared positions
$SO$NEE$DUK$BAC$KO
$193M
188 positions
#18Covea FinanceActive
Some overlap · 6 shared positions
$WM$BAC$HWM$CEG$KO$GEV
$2.9B
146 positions
#19Plato Investment Management LtdPassive
Some overlap · 6 shared positions
$PLTR$MU$BAC$RY$KO$GEV
$1.5B
516 positions
#20Vectors Research Management, LLCPassive
Some overlap · 5 shared positions
$SO$NEE$DUK$BAC$GEV
$342M
142 positions
#21Northside Capital Management, LLCActive
Some overlap · 5 shared positions
$NEE$DUK$BAC$KO$CRH
$1.1B
193 positions
#22Siemens Fonds Invest GmbHPassive
Some overlap · 6 shared positions
$PLTR$MU$NEE$BAC$KO$GEV
$1.7B
548 positions
#23Nicholas Wealth, LLC.Passive
Some overlap · 5 shared positions
$NEE$PLTR$MU$BAC$KO
$145M
111 positions
#24JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$SO$DUK$WM$BAC$KO
$822M
214 positions
#25Murphy, Middleton, Hinkle & Parker, Inc.Passive
Some overlap · 5 shared positions
$SO$DUK$WM$BAC$KO
$216M
133 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.