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Hedge Funds Similar to Burkett Asset Ltd

13F Portfolio OverlapQ2 2026Burkett Asset Ltd portfolio →
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Most similar hedge funds by 13F overlap

Burkett Asset Management Ltd is an institutional investor managing $107M across 59 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 Burkett Asset Ltd are Scheer, Rowlett & Associates Investment Ltd., MUFG SECURITIES (CANADA), LTD., LINCLUDEN LTD, with shared positions in $RY, $TD, $CNI, $BN, $BMO, $MFC. The full ranking of 25 similar funds is below.

#1Scheer, Rowlett & Associates Investment Management Ltd.Active
Highly similar · 12 shared positions
$RY$TD$CNI$BN$BMO$MFC
$1.4B
30 positions
#2MUFG SECURITIES (CANADA), LTD.Active
Substantial overlap · 14 shared positions
$RY$TD$BMO$CNQ$BN$MFC
$3.7B
43 positions
#3LINCLUDEN MANAGEMENT LTDActive
Substantial overlap · 11 shared positions
$RY$TD$CNI$CNQ$MFC$BN
$1.0B
68 positions
#4BANK OF NOVA SCOTIA TRUST COActive
Substantial overlap · 12 shared positions
$RY$TD$BMO$CNQ$CNI$MFC
$1.2B
173 positions
#5GUARDIAN CAPITAL LPActive
Substantial overlap · 10 shared positions
$RY$CNQ$TD$BN$BMO$GIB
$4.1B
174 positions
#6Addenda Capital Inc.Active
Substantial overlap · 11 shared positions
$RY$TD$BMO$BN$CNQ$CNI
$3.7B
128 positions
#7SIG North Trading, ULCActive
Substantial overlap · 13 shared positions
$RY$TD$BMO$RCI$CNQ$MFC
$5.4B
286 positions
#8QV Investors Inc.Active
Substantial overlap · 10 shared positions
$CNI$RY$TD$FNV$GIB$BN
$1.3B
68 positions
#9Beutel, Goodman & Co Ltd.Active
Substantial overlap · 12 shared positions
$TD$BMO$RY$CNQ$BN$CNI
$13.6B
163 positions
#10Guardian Partners Inc.Passive
Substantial overlap · 9 shared positions
$RY$TD$BMO$CNI$BN$NTR
$1.1B
391 positions
#11Cardinal Capital Management, Inc.Active
Substantial overlap · 8 shared positions
$RY$MFC$CNI$BN$BMO$NTR
$4.1B
70 positions
#12Lorne Steinberg Wealth Management Inc.Passive
Substantial overlap · 12 shared positions
$RY$TD$BMO$CNI$MFC$BN
$487M
72 positions
#13Aviso Financial Inc.Passive
Substantial overlap · 12 shared positions
$TD$BMO$CNQ$BN$FNV$RY
$2.9B
273 positions
#14Tacita Capital IncPassive
Substantial overlap · 9 shared positions
$RY$BN$TD$CNI$BMO$FNV
$184M
214 positions
#15Murchinson Ltd.Passive
Substantial overlap · 9 shared positions
$RY$TD$BMO$CNI$CNQ$NTR
$725M
125 positions
#16Delaney Capital Management Ltd.Active
Substantial overlap · 8 shared positions
$TD$RY$BMO$CNQ$MFC$GIB
$632M
53 positions
#17CANERECTOR INCActive
Substantial overlap · 5 shared positions
$RY$TD$MFC$BMO$BNS
$219M
9 positions
#18TD Waterhouse Canada Inc.Passive
Substantial overlap · 9 shared positions
$RY$TD$BMO$MFC$CNQ$BN
$38.0B
2,405 positions
#19CIBC WORLD MARKET INC.Passive
Substantial overlap · 9 shared positions
$RY$TD$BMO$CNQ$BN$MFC
$62.3B
1,540 positions
#20INTACT INVESTMENT MANAGEMENT INC.Passive
Substantial overlap · 9 shared positions
$MFC$TD$CNI$RY$BMO$RCI
$3.5B
274 positions
#21Heathbridge Capital Management Ltd.Active
Substantial overlap · 5 shared positions
$TD$MFC$RY$CNQ$TRI
$292M
28 positions
#22LETKO, BROSSEAU & ASSOCIATES INCActive
Substantial overlap · 8 shared positions
$TD$RY$BMO$MFC$NTR$CNI
$6.8B
112 positions
#23Federation des caisses Desjardins du QuebecPassive
Substantial overlap · 9 shared positions
$RY$TD$BMO$BN$MFC$CNI
$32.7B
3,021 positions
#24Rempart Asset Management Inc.Active
Substantial overlap · 6 shared positions
$RY$CNI$BMO$CNQ$GIB$TD
$488M
36 positions
#25SCOTIA CAPITAL INC.Active
Substantial overlap · 8 shared positions
$RY$TD$BMO$BN$CNI$MFC
$26.8B
915 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.