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Hedge Funds Similar to Trans-Canada

13F Portfolio OverlapQ2 2026Trans-Canada portfolio →
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Most similar hedge funds by 13F overlap

Trans-Canada Capital Inc. is an institutional investor managing $1.8B across 22 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 Trans-Canada are Saratoga Research & Investment, Phraction, Stockman Wealth, with shared positions in $ASML, $SBUX, $HON, $HONA, $TXN, $QCOM. The full ranking of 25 similar funds is below.

#1Saratoga Research & Investment ManagementActive
Notable overlap · 4 shared positions
$ASML$SBUX$HON$HONA
$1.8B
46 positions
#2Phraction Management LLCActive
Notable overlap · 4 shared positions
$ASML$TXN$HON$HONA
$596M
66 positions
#3Stockman Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$ASML$QCOM$HON$HONA
$968M
178 positions
#4WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 3 shared positions
$ASML$HON$HONA
$2.1B
131 positions
#5MATRIX ASSET ADVISORS INC/NYActive
Notable overlap · 3 shared positions
$QCOM$TXN$SBUX
$1.2B
106 positions
#6Tamar Securities, LLCActive
Notable overlap · 3 shared positions
$ASML$QCOM$TXN
$1.1B
98 positions
#7ROFFMAN MILLER ASSOCIATES INC /PA/Active
Notable overlap · 4 shared positions
$TXN$ASML$HON$HONA
$1.9B
88 positions
#8Walsky Investment Management, Inc.Passive
Notable overlap · 4 shared positions
$TXN$HON$HONA$QCOM
$108M
52 positions
#9Madson Wealth Advisors IncActive
Some overlap · 5 shared positions
$ASML$TXN$HON$HONA$QCOM
$147M
97 positions
#10Palmer Knight CoPassive
Some overlap · 3 shared positions
$TXN$HON$HONA
$260M
36 positions
#11GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$ASML$QCOM$SBUX
$949M
245 positions
#12VAN ECK ASSOCIATES CORPActive
Some overlap · 3 shared positions
$ASML$TXN$QCOM
$164.1B
1,337 positions
#13Gimbal FinancialActive
Some overlap · 3 shared positions
$TXN$HON$HONA
$163M
55 positions
#14CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$QCOM$HON$HONA
$5.2B
56 positions
#15Maple Capital Management, Inc.Active
Some overlap · 3 shared positions
$TXN$HON$HONA
$1.7B
130 positions
#16Camarda Financial Advisors, LLC
Some overlap · 4 shared positions
$SBUX$ASML$HON$HONA
$331M
122 positions
#17Kensington Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$TXN$QCOM$HON$HONA
$230M
85 positions
#18Haverford Financial Services, Inc.Active
Some overlap · 3 shared positions
$TXN$HONA$HON
$339M
49 positions
#19Granite Group Advisors, LLCActive
Some overlap · 4 shared positions
$QCOM$SBUX$TXN$ASML
$169M
84 positions
#20First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$TXN$HON$HONA
$529M
75 positions
#21Teucrium Investment Advisors, LLCActive
Some overlap · 3 shared positions
$ASML$TXN$QCOM
$112M
47 positions
#22BCV Asset Management Inc.Active
Some overlap · 3 shared positions
$TXN$ASML$CM
$3.3B
116 positions
#23McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$ASML$QCOM$HON
$1.1B
137 positions
#24Stiles Financial Services IncPassive
Some overlap · 3 shared positions
$ASML$TXN$QCOM
$398M
183 positions
#25Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$SBUX$TXN$HON$HONA
$358M
74 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.