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Hedge Funds Similar to Marathon Asset Ltd

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

Marathon Asset Management Ltd is an institutional investor managing $2.6B across 74 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 Marathon Asset Ltd are MUFG SECURITIES (CANADA), LTD., Aviso Financial, Addenda, with shared positions in $BN, $CNQ, $BNS, $FNV, $CP, $GIL. The full ranking of 25 similar funds is below.

#1MUFG SECURITIES (CANADA), LTD.Active
Notable overlap · 6 shared positions
$BN$CNQ$BNS$FNV$CP$GIL
$3.5B
43 positions
#2Aviso Financial Inc.Active
Notable overlap · 6 shared positions
$BN$CNQ$FNV$TMO$CP$BNS
$2.8B
338 positions
#3Addenda Capital Inc.Active
Notable overlap · 5 shared positions
$BN$CNQ$BNS$FNV$CP
$3.6B
129 positions
#4Scheer, Rowlett & Associates Investment Management Ltd.Active
Notable overlap · 7 shared positions
$BN$FNV$CNQ$CP$ATS$GIL
$1.4B
33 positions
#5SCHARF INVESTMENTS, LLCActive
Notable overlap · 6 shared positions
$BN$FNV$MKL$TMO$CME$CP
$3.2B
70 positions
#6BCV Asset Management Inc.Active
Notable overlap · 5 shared positions
$BN$CNQ$BNS$CP$GIL
$2.9B
120 positions
#7BANK OF NOVA SCOTIA TRUST COActive
Notable overlap · 6 shared positions
$CNQ$BN$CP$FNV$BNS$CME
$1.2B
161 positions
#8America First Investment Advisors, LLCActive
Notable overlap · 6 shared positions
$BN$FNV$TMO$CME$FISV$MU
$536M
41 positions
#9GUARDIAN CAPITAL LPActive
Notable overlap · 5 shared positions
$CNQ$BN$CP$GIL$BNS
$3.8B
177 positions
#101832 Asset Management L.P.Active
Notable overlap · 6 shared positions
$BN$CNQ$BNS$CP$TMO$FNV
$108.8B
647 positions
#11Burkett Asset Management LtdPassive
Notable overlap · 4 shared positions
$BN$CNQ$FNV$HDB
$101M
61 positions
#12Cardinal Capital Management, Inc.Active
Notable overlap · 4 shared positions
$BN$BNS$CP$GIL
$3.7B
66 positions
#13PICTON MAHONEY ASSET MANAGEMENTPassive
Notable overlap · 5 shared positions
$CNQ$FNV$CP$BN$GIL
$13.5B
1,238 positions
#14CIBC WORLD MARKET INC.Passive
Notable overlap · 4 shared positions
$CNQ$BNS$BN$CP
$61.3B
1,463 positions
#15LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Notable overlap · 4 shared positions
$ELV$BN$TMO$CP
$343M
59 positions
#16Dixon Mitchell Investment Counsel Inc.Active
Notable overlap · 4 shared positions
$CNQ$BN$TMO$CP
$2.9B
140 positions
#17TD Waterhouse Canada Inc.Passive
Some overlap · 5 shared positions
$CNQ$BNS$BN$CP$FNV
$33.7B
2,307 positions
#18Gold Investment Management Ltd.Passive
Some overlap · 4 shared positions
$BNS$BN$CP$CNQ
$323M
201 positions
#19SCOTIA CAPITAL INC.Active
Some overlap · 4 shared positions
$BNS$CNQ$BN$CP
$24.3B
916 positions
#20TORONTO DOMINION BANKPassive
Some overlap · 5 shared positions
$CNQ$BNS$MU$BN$CP
$69.7B
2,092 positions
#21LOUISBOURG INVESTMENTS INC.Passive
Some overlap · 5 shared positions
$BN$GIL$FNV$CNQ$BNS
$529M
216 positions
#22GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$BN$CNQ$TMO$FISV
$328M
83 positions
#23Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$FNV$MKL$TMO$CP
$335M
101 positions
#24NEW SOUTH CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$BN$TMO$GIL$FISV
$2.1B
51 positions
#25Purpose Unlimited Inc.Active
Some overlap · 3 shared positions
$CNQ$BNS$FNV
$2.4B
577 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.