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 Guardian Partners

13F Portfolio OverlapQ1 2026Guardian Partners portfolio →

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Most similar hedge funds by 13F overlap

Guardian Partners Inc. is an institutional investor managing $1.2B across 192 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 Guardian Partners are MUFG SECURITIES (CANADA), LTD., BANK OF NOVA SCOTIA, TD Waterhouse Canada, with shared positions in $RY, $TD, $BMO, $ENB, $BNS, $CM. The full ranking of 25 similar funds is below.

#1MUFG SECURITIES (CANADA), LTD.Active

Highly similar · 20 shared positions

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

$3.5B

43 positions

#2BANK OF NOVA SCOTIA TRUST COActive

Substantial overlap · 15 shared positions

$RY $TD $BMO $ENB $CNQ $CNI

$1.2B

161 positions

#3TD Waterhouse Canada Inc.Passive

Substantial overlap · 16 shared positions

$RY $TD $ENB $BMO $CM $CNQ

$33.7B

2,307 positions

#4CIBC WORLD MARKET INC.Passive

Substantial overlap · 16 shared positions

$RY $TD $BNS $BMO $ENB $CNQ

$61.3B

1,463 positions

#5SCOTIA CAPITAL INC.Active

Substantial overlap · 16 shared positions

$RY $TD $BNS $ENB $BMO $CNQ

$24.3B

916 positions

#6Scheer, Rowlett & Associates Investment Management Ltd.Active

Substantial overlap · 13 shared positions

$RY $TD $BMO $ENB $CNQ $CNI

$1.4B

33 positions

#7Addenda Capital Inc.Active

Substantial overlap · 14 shared positions

$TD $RY $BMO $ENB $BNS $CNQ

$3.6B

129 positions

#8GUARDIAN CAPITAL LPActive

Substantial overlap · 13 shared positions

$RY $TD $BMO $CNQ $CM $ENB

$3.8B

177 positions

#9INTACT INVESTMENT MANAGEMENT INC.Passive

Substantial overlap · 17 shared positions

$RY $TD $CNI $NTR $SU $BMO

$3.5B

269 positions

#10Lorne Steinberg Wealth Management Inc.Passive

Substantial overlap · 11 shared positions

$RY $TD $BMO $CM $CNI $NTR

$422M

68 positions

#11Cardinal Capital Management, Inc.Active

Substantial overlap · 11 shared positions

$RY $BMO $BNS $CM $CNI $BN

$3.7B

66 positions

#12Tacita Capital IncPassive

Substantial overlap · 15 shared positions

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

$169M

238 positions

#13Federation des caisses Desjardins du QuebecPassive

Substantial overlap · 13 shared positions

$RY $TD $BMO $BNS $BN $ENB

$27.8B

2,964 positions

#14Aviso Financial Inc.Active

Substantial overlap · 14 shared positions

$TD $BMO $ENB $CM $CNQ $BN

$2.8B

338 positions

#15Hillsdale Investment Management Inc.Passive

Substantial overlap · 14 shared positions

$RY $TD $CM $BNS $BMO $FTS

$3.7B

655 positions

#16Burkett Asset Management LtdPassive

Substantial overlap · 8 shared positions

$RY $TD $BMO $CNQ $NTR $CNI

$101M

61 positions

#171832 Asset Management L.P.Active

Substantial overlap · 14 shared positions

$TD $RY $CNI $ENB $CNQ $BN

$108.8B

647 positions

#18CIBC Asset Management IncActive

Substantial overlap · 14 shared positions

$RY $TD $BMO $CM $ENB $CNQ

$40.9B

1,372 positions

#19CANERECTOR INCActive

Substantial overlap · 5 shared positions

$RY $TD $BMO $BNS $CM

$211M

9 positions

#20Triasima Portfolio Management inc.Passive

Substantial overlap · 10 shared positions

$RY $TD $CM $BMO $FTS $IMO

$661M

137 positions

#21LETKO, BROSSEAU & ASSOCIATES INCActive

Substantial overlap · 9 shared positions

$TD $BNS $RY $BMO $CM $NTR

$6.2B

101 positions

#22Gold Investment Management Ltd.Passive

Substantial overlap · 12 shared positions

$TD $BNS $RY $CNI $BN $CM

$323M

201 positions

#23TD ASSET MANAGEMENT INCPassive

Substantial overlap · 14 shared positions

$RY $TD $BMO $ENB $CM $CNQ

$123.2B

1,230 positions

#24PCJ Investment Counsel Ltd.Passive

Substantial overlap · 11 shared positions

$RY $TD $ENB $CNI $CNQ $BMO

$352M

59 positions

#25Coleford Investment Management Ltd.Active

Substantial overlap · 6 shared positions

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

$408M

24 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.