How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Tacita

13F Portfolio OverlapQ2 2026Tacita portfolio →

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Most similar hedge funds by 13F overlap

Tacita Capital Inc is an institutional investor managing $184M across 214 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 Tacita are MUFG SECURITIES (CANADA), LTD., Addenda, SIG North Trading, ULC, with shared positions in $RY, $TD, $TRP, $ENB, $BN, $BNS. The full ranking of 25 similar funds is below.

#1MUFG SECURITIES (CANADA), LTD.Active

Highly similar · 23 shared positions

$RY $TD $TRP $ENB $BN $BNS

$3.7B

43 positions

#2Addenda Capital Inc.Active

Substantial overlap · 19 shared positions

$RY $TD $BN $BNS $ENB $CNI

$3.7B

128 positions

#3SIG North Trading, ULCActive

Substantial overlap · 23 shared positions

$RY $TD $ENB $BNS $TRP $CM

$5.4B

286 positions

#4SCOTIA CAPITAL INC.Active

Substantial overlap · 17 shared positions

$RY $TD $BNS $ENB $TRP $FTS

$26.8B

915 positions

#5BANK OF NOVA SCOTIA TRUST COActive

Substantial overlap · 14 shared positions

$RY $TD $TRP $ENB $BN $CNI

$1.2B

173 positions

#6LINCLUDEN MANAGEMENT LTDActive

Substantial overlap · 13 shared positions

$RY $TD $TRP $BIP $BNS $BN

$1.0B

68 positions

#7PCJ Investment Counsel Ltd.Passive

Substantial overlap · 18 shared positions

$RY $TD $BIP $TAC $BNS $CNI

$348M

62 positions

#8Guardian Partners Inc.Passive

Substantial overlap · 15 shared positions

$RY $TD $ENB $BNS $CNI $BN

$1.1B

391 positions

#9Scheer, Rowlett & Associates Investment Management Ltd.Active

Substantial overlap · 12 shared positions

$RY $BN $TD $TRP $ENB $CNI

$1.4B

30 positions

#10CIBC WORLD MARKET INC.Passive

Substantial overlap · 16 shared positions

$RY $TD $BNS $ENB $TRP $CM

$62.3B

1,540 positions

#11INTACT INVESTMENT MANAGEMENT INC.Passive

Substantial overlap · 20 shared positions

$TD $RY $EMA $BIP $PBA $CNI

$3.5B

274 positions

#12TD Waterhouse Canada Inc.Passive

Substantial overlap · 15 shared positions

$RY $TD $ENB $BNS $TRP $CM

$38.0B

2,405 positions

#13Cardinal Capital Management, Inc.Active

Substantial overlap · 13 shared positions

$RY $BN $TRP $BNS $PBA $CNI

$4.1B

70 positions

#14Triasima Portfolio Management inc.Passive

Substantial overlap · 13 shared positions

$RY $TD $FTS $CM $CNI $CLS

$740M

127 positions

#15GUARDIAN CAPITAL LPActive

Substantial overlap · 14 shared positions

$RY $TD $BN $CM $ENB $BMO

$4.1B

174 positions

#16Murchinson Ltd.Passive

Substantial overlap · 12 shared positions

$RY $TD $TRP $CNI $CM $BAM

$725M

125 positions

#17Burkett Asset Management LtdPassive

Substantial overlap · 9 shared positions

$RY $BN $TD $CNI $BMO $FNV

$107M

59 positions

#18Gold Investment Management Ltd.Passive

Substantial overlap · 13 shared positions

$TD $BNS $RY $BIP $CNI $BN

$369M

202 positions

#19Federation des caisses Desjardins du QuebecPassive

Substantial overlap · 12 shared positions

$RY $TD $BNS $BN $TRP $CNI

$32.7B

3,021 positions

#20Coleford Investment Management Ltd.Active

Substantial overlap · 6 shared positions

$RY $TD $TRP $BNS $FTS $CNI

$459M

23 positions

#21Hillsdale Investment Management Inc.Passive

Substantial overlap · 18 shared positions

$RY $TD $BNS $CM $ENB $BMO

$4.4B

647 positions

#22CIBC Asset Management IncPassive

Substantial overlap · 15 shared positions

$RY $TD $BNS $CNI $CM $ENB

$45.6B

1,428 positions

#23QV Investors Inc.Active

Substantial overlap · 9 shared positions

$RY $TD $FTS $EMA $ENB $CNI

$1.3B

68 positions

#24MACKENZIE FINANCIAL CORPPassive

Substantial overlap · 15 shared positions

$RY $TD $CM $ENB $CNI $BN

$101.2B

1,554 positions

#25Lorne Steinberg Wealth Management Inc.Passive

Substantial overlap · 9 shared positions

$RY $TD $TRP $CNI $BNS $CM

$487M

72 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.