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 Aviso Financial

13F Portfolio OverlapQ1 2026Aviso Financial portfolio →

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Most similar hedge funds by 13F overlap

Aviso Financial Inc. is an institutional investor managing $2.8B across 338 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 Aviso Financial are MUFG SECURITIES (CANADA), LTD., BANK OF NOVA SCOTIA, Addenda, with shared positions in $TD, $CNQ, $BMO, $BN, $CP, $ENB. The full ranking of 25 similar funds is below.

#1MUFG SECURITIES (CANADA), LTD.Active

Substantial overlap · 19 shared positions

$TD $CNQ $BMO $BN $CP $ENB

$3.5B

43 positions

#2BANK OF NOVA SCOTIA TRUST COActive

Substantial overlap · 17 shared positions

$TD $BMO $CNQ $ENB $BN $QSR

$1.2B

161 positions

#3Addenda Capital Inc.Active

Substantial overlap · 19 shared positions

$TD $BMO $CNQ $BN $ENB $CP

$3.6B

129 positions

#4Scheer, Rowlett & Associates Investment Management Ltd.Active

Substantial overlap · 14 shared positions

$TD $BMO $BN $FNV $CNQ $ENB

$1.4B

33 positions

#5GUARDIAN CAPITAL LPActive

Substantial overlap · 15 shared positions

$CNQ $TD $BN $CP $BMO $CM

$3.8B

177 positions

#6CIBC WORLD MARKET INC.Passive

Substantial overlap · 16 shared positions

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

$61.3B

1,463 positions

#7Guardian Partners Inc.Active

Substantial overlap · 14 shared positions

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

$1.2B

192 positions

#8TD Waterhouse Canada Inc.Passive

Substantial overlap · 15 shared positions

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

$33.7B

2,307 positions

#9Burkett Asset Management LtdPassive

Substantial overlap · 10 shared positions

$TD $CNQ $BMO $BN $FNV $SAP

$101M

61 positions

#10SCOTIA CAPITAL INC.Active

Substantial overlap · 15 shared positions

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

$24.3B

916 positions

#111832 Asset Management L.P.Active

Substantial overlap · 16 shared positions

$TD $BN $ENB $CNQ $BMO $RY

$108.8B

647 positions

#12BCV Asset Management Inc.Active

Notable overlap · 11 shared positions

$BN $BMO $CP $CNQ $CM $RY

$2.9B

120 positions

#13CIBC Asset Management IncActive

Notable overlap · 15 shared positions

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

$40.9B

1,372 positions

#14Dixon Mitchell Investment Counsel Inc.Active

Notable overlap · 10 shared positions

$TD $CNQ $BN $TMO $RY $WPM

$2.9B

140 positions

#15Purpose Unlimited Inc.Active

Notable overlap · 13 shared positions

$CNQ $ENB $TD $BMO $FNV $RY

$2.4B

577 positions

#16PICTON MAHONEY ASSET MANAGEMENTPassive

Notable overlap · 12 shared positions

$TD $CNQ $CP $FNV $ENB $RY

$13.5B

1,238 positions

#17Lorne Steinberg Wealth Management Inc.Passive

Notable overlap · 10 shared positions

$TD $BMO $CP $CM $RY $BN

$422M

68 positions

#18Cardinal Capital Management, Inc.Active

Notable overlap · 10 shared positions

$BMO $BN $CP $CM $RY $ENB

$3.7B

66 positions

#19Tacita Capital IncPassive

Notable overlap · 14 shared positions

$TD $BN $ENB $RY $FNV $BMO

$169M

238 positions

#20TD ASSET MANAGEMENT INCPassive

Notable overlap · 15 shared positions

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

$123.2B

1,230 positions

#21Federation des caisses Desjardins du QuebecPassive

Notable overlap · 15 shared positions

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

$27.8B

2,964 positions

#22PCJ Investment Counsel Ltd.Passive

Notable overlap · 13 shared positions

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

$352M

59 positions

#23Gold Investment Management Ltd.Passive

Notable overlap · 12 shared positions

$TD $CP $BN $CM $RY $CNQ

$323M

201 positions

#24MACKENZIE FINANCIAL CORPPassive

Notable overlap · 16 shared positions

$TD $CNQ $RY $CP $BMO $ENB

$83.3B

1,420 positions

#25INTACT INVESTMENT MANAGEMENT INC.Passive

Notable overlap · 16 shared positions

$TD $RY $BMO $QSR $CNQ $ENB

$3.5B

269 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.