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Hedge Funds Similar to NewGen Asset Ltd

13F Portfolio OverlapQ1 2026NewGen Asset Ltd portfolio →
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Most similar hedge funds by 13F overlap

NewGen Asset Management Ltd is an institutional investor managing $259M across 30 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 NewGen Asset Ltd are PCJ Investment Counsel Ltd., Timelo Investment, Tacita, with shared positions in $EFXT, $BGSI, $CAE, $ENB, $BEPC, $GIL. The full ranking of 25 similar funds is below.

#1PCJ Investment Counsel Ltd.Passive
Notable overlap · 5 shared positions
$EFXT$BGSI$CAE$ENB$BEPC
$352M
59 positions
#2Timelo Investment Management Inc.Active
Notable overlap · 6 shared positions
$EFXT$GIL$BGSI$CAE$BAM$WFG
$127M
51 positions
#3Tacita Capital IncPassive
Notable overlap · 4 shared positions
$ENB$BEPC$BAM$EFXT
$169M
238 positions
#4GUARDIAN CAPITAL LPActive
Notable overlap · 4 shared positions
$MDA$BGSI$ENB$GIL
$3.8B
177 positions
#5Pembroke Management, LTDPassive
Some overlap · 3 shared positions
$MDA$BGSI$GIL
$691M
97 positions
#6SPROTT INC.Active
Some overlap · 3 shared positions
$CDE$VZLA$SSRM
$3.4B
243 positions
#7Waratah Capital Advisors Ltd.Active
Some overlap · 3 shared positions
$BGSI$CAE$BEPC
$2.6B
127 positions
#8BROOKFIELD Corp /ON/Smart money
Some overlap · 3 shared positions
$BEPC$BAM$ENB
$74.2B
132 positions
#9LOUISBOURG INVESTMENTS INC.Passive
Some overlap · 4 shared positions
$GIL$SSRM$BGSI$CDE
$529M
216 positions
#10INTACT INVESTMENT MANAGEMENT INC.Passive
Some overlap · 4 shared positions
$GIL$BAM$ENB$BEPC
$3.5B
269 positions
#11SIG North Trading, ULCActive
Some overlap · 4 shared positions
$ENB$BEPC$MDA$GIL
$5.0B
286 positions
#12Ninepoint Partners LP
Some overlap · 3 shared positions
$ENB$VZLA$CDE
$904M
161 positions
#13Jones Collombin Investment Counsel IncPassive
Some overlap · 3 shared positions
$ENB$BAM$GIL
$326M
113 positions
#14Ewing Morris & Co. Investment Partners Ltd.Passive
Some overlap · 3 shared positions
$EFXT$ZD$ENB
$222M
86 positions
#15MUFG SECURITIES (CANADA), LTD.Active
Some overlap · 3 shared positions
$ENB$BAM$GIL
$3.5B
43 positions
#16Hillsdale Investment Management Inc.Passive
Some overlap · 3 shared positions
$EFXT$ENB$SSRM
$3.7B
655 positions
#17PICTON MAHONEY ASSET MANAGEMENTPassive
Some overlap · 4 shared positions
$ENB$BGSI$BEPC$GIL
$13.5B
1,238 positions
#18Connor, Clark & Lunn Investment Management Ltd.Passive
Some overlap · 3 shared positions
$ENB$MDA$EFXT
$43.4B
1,526 positions
#19Turtle Creek Asset Management Inc.Active
Slight overlap · 3 shared positions
$GIL$WFG$DCBO
$3.9B
40 positions
#20CURA WEALTH ADVISORS, LLCActive
Slight overlap · 3 shared positions
$ARI$MFIC$GBDC
$223M
126 positions
#21ARES MANAGEMENT LLCSmart money
Slight overlap · 5 shared positions
$OCSL$MFIC$NCDL$MSDL$GBDC
$1.5B
37 positions
#22Muzinich & Co., Inc.Active
Slight overlap · 4 shared positions
$OCSL$MFIC$MSDL$GBDC
$286M
38 positions
#23CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Slight overlap · 3 shared positions
$OCSL$MFIC$GBDC
$184M
66 positions
#24United Advisor Group, LLCPassive
Slight overlap · 3 shared positions
$OCSL$MFIC$GBDC
$811M
508 positions
#25Generali Asset Management SPA SGRPassive
Slight overlap · 3 shared positions
$OCSL$MSDL$GBDC
$4.8B
484 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.