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Hedge Funds Similar to Ruggaard & Associates

13F Portfolio OverlapQ2 2026Ruggaard & Associates portfolio →
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Most similar hedge funds by 13F overlap

Ruggaard & Associates LLC is an institutional investor managing $279M across 128 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 Ruggaard & Associates are MUFG SECURITIES (CANADA), LTD., GUARDIAN, SIG North Trading, ULC, with shared positions in $AEM, $RY, $BNS, $SU, $CNI, $CNQ. The full ranking of 25 similar funds is below.

#1MUFG SECURITIES (CANADA), LTD.Active
Some overlap · 6 shared positions
$AEM$RY$BNS$SU$CNI$CNQ
$3.7B
43 positions
#2GUARDIAN CAPITAL LPActive
Some overlap · 6 shared positions
$AEM$RY$BNS$SU$CNI$CNQ
$4.1B
174 positions
#3SIG North Trading, ULCActive
Some overlap · 6 shared positions
$AEM$RY$BNS$SU$CNI$CNQ
$5.4B
286 positions
#4Addenda Capital Inc.Active
Some overlap · 6 shared positions
$AEM$RY$BNS$SU$CNI$CNQ
$3.8B
131 positions
#5FIL LtdPassive
Some overlap · 6 shared positions
$TXN$RY$AEM$SU$BNS$CNI
$139.3B
1,144 positions
#6CIDEL ASSET MANAGEMENT INCPassive
Some overlap · 7 shared positions
$RY$COP$AEM$BNS$SU$CNI
$2.1B
480 positions
#7Guardian Partners Inc.Passive
Some overlap · 7 shared positions
$TXN$RY$BNS$SU$AEM$CNI
$1.1B
412 positions
#8Jones Collombin Investment Counsel IncActive
Some overlap · 5 shared positions
$AEM$VLO$RY$DE$CNQ
$326M
113 positions
#9MACKENZIE FINANCIAL CORPPassive
Some overlap · 6 shared positions
$AEM$RY$BNS$SU$CNI$CNQ
$101.2B
1,554 positions
#10INTACT INVESTMENT MANAGEMENT INC.Passive
Some overlap · 7 shared positions
$AEM$RY$SU$BNS$TXN$CNI
$3.5B
274 positions
#11Alberta Investment Management CorpActive
Some overlap · 6 shared positions
$AEM$RY$BNS$SU$CNI$CNQ
$17.9B
665 positions
#12Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$TXN$RY$AFL$COP$TRV
$265M
100 positions
#13CIBC Asset Management IncPassive
Some overlap · 6 shared positions
$AEM$RY$BNS$SU$CNI$CNQ
$45.6B
1,428 positions
#14BCV Asset Management Inc.Active
Some overlap · 6 shared positions
$TXN$RY$BNS$CNI$DE$CNQ
$3.3B
116 positions
#15Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$TXN$RY$AEM$VLO$SU
$1.0B
204 positions
#16Willis Investment CounselActive
Some overlap · 4 shared positions
$TXN$COP$VLO$AFL
$2.0B
128 positions
#17MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Some overlap · 4 shared positions
$TXN$NVS$COP$SU
$167M
84 positions
#18TD Waterhouse Canada Inc.Passive
Some overlap · 6 shared positions
$AEM$RY$BNS$SU$CNI$CNQ
$38.4B
2,464 positions
#19Scheer, Rowlett & Associates Investment Management Ltd.Active
Some overlap · 5 shared positions
$AEM$RY$SU$CNI$CNQ
$1.4B
30 positions
#20PCJ Investment Counsel Ltd.Passive
Some overlap · 6 shared positions
$AEM$RY$BNS$SU$CNI$CNQ
$348M
62 positions
#21MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$TXN$NVS$VLO$AFL
$277M
147 positions
#22CIBC WORLD MARKET INC.Passive
Some overlap · 6 shared positions
$AEM$RY$BNS$SU$CNI$CNQ
$62.3B
1,540 positions
#23Cardinal Point Capital Management, ULCPassive
Some overlap · 6 shared positions
$AEM$RY$BNS$SU$CNI$CNQ
$1.8B
283 positions
#24Connor, Clark & Lunn Investment Management Ltd.Passive
Some overlap · 5 shared positions
$AEM$RY$BNS$SU$CNI
$52.8B
1,622 positions
#25Ativo Capital Management LLCPassive
Some overlap · 3 shared positions
$AEM$NVS$RY
$129M
55 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.