What hedge funds are most similar to MACKENZIE FINANCIAL CORP?

The funds with the most similar 13F portfolios to MACKENZIE FINANCIAL CORP are MUFG SECURITIES (CANADA), LTD., Addenda, CIBC Asset, based on overlapping conviction holdings in the latest SEC filings.

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 MACKENZIE FINANCIAL

13F Portfolio OverlapQ1 2026MACKENZIE FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

MACKENZIE FINANCIAL CORP is an institutional investor managing $83.3B across 1,420 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 MACKENZIE FINANCIAL are MUFG SECURITIES (CANADA), LTD., Addenda, CIBC Asset, with shared positions in $RY, $TD, $AEM, $CNQ, $CP, $SHOP. The full ranking of 25 similar funds is below.

#1MUFG SECURITIES (CANADA), LTD.Active

Substantial overlap · 23 shared positions

$RY $TD $AEM $CNQ $CP $SHOP

$3.5B

43 positions

#2Addenda Capital Inc.Active

Substantial overlap · 20 shared positions

$RY $TD $AEM $CNQ $CP $SHOP

$3.6B

129 positions

#3CIBC Asset Management IncActive

Substantial overlap · 20 shared positions

$RY $TD $AEM $CNQ $BMO $ENB

$40.9B

1,372 positions

#4TD Waterhouse Canada Inc.Passive

Substantial overlap · 18 shared positions

$RY $TD $AEM $CNQ $CP $BMO

$33.7B

2,307 positions

#5GUARDIAN CAPITAL LPActive

Substantial overlap · 17 shared positions

$RY $TD $AEM $CNQ $CP $SHOP

$3.8B

177 positions

#6TD ASSET MANAGEMENT INCPassive

Substantial overlap · 19 shared positions

$RY $TD $AEM $CNQ $BMO $ENB

$123.2B

1,230 positions

#7BANK OF NOVA SCOTIA TRUST COActive

Substantial overlap · 19 shared positions

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

$1.2B

161 positions

#8CIBC WORLD MARKET INC.Passive

Substantial overlap · 17 shared positions

$RY $TD $CNQ $AEM $SHOP $BMO

$61.3B

1,463 positions

#91832 Asset Management L.P.Active

Substantial overlap · 17 shared positions

$RY $TD $CNQ $CP $SHOP $BMO

$108.8B

647 positions

#10PCJ Investment Counsel Ltd.Passive

Substantial overlap · 16 shared positions

$RY $TD $AEM $CNQ $SHOP $BMO

$352M

59 positions

#11Federation des caisses Desjardins du QuebecPassive

Substantial overlap · 19 shared positions

$RY $TD $BMO $ENB $SHOP $CM

$27.8B

2,964 positions

#12INTACT INVESTMENT MANAGEMENT INC.Passive

Substantial overlap · 19 shared positions

$RY $TD $BMO $MFC $CNQ $ENB

$3.5B

269 positions

#13PICTON MAHONEY ASSET MANAGEMENTPassive

Substantial overlap · 16 shared positions

$RY $TD $AEM $CNQ $CP $SHOP

$13.5B

1,238 positions

#14Connor, Clark & Lunn Investment Management Ltd.Passive

Substantial overlap · 18 shared positions

$RY $TD $AEM $SHOP $ENB $CP

$43.4B

1,526 positions

#15Scheer, Rowlett & Associates Investment Management Ltd.Active

Substantial overlap · 17 shared positions

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

$1.4B

33 positions

#16Hillsdale Investment Management Inc.Passive

Substantial overlap · 16 shared positions

$RY $TD $AEM $BMO $ENB $SHOP

$3.7B

655 positions

#17SCOTIA CAPITAL INC.Active

Substantial overlap · 15 shared positions

$RY $TD $CNQ $BMO $ENB $MFC

$24.3B

916 positions

#18BANK OF MONTREAL /CAN/Passive

Substantial overlap · 18 shared positions

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

$268.5B

3,733 positions

#19FIL LtdPassive

Notable overlap · 17 shared positions

$RY $AEM $TD $SHOP $CP $BMO

$128.7B

1,105 positions

#20Jones Collombin Investment Counsel IncPassive

Notable overlap · 12 shared positions

$RY $TD $AEM $CNQ $SHOP $BMO

$326M

113 positions

#21Guardian Partners Inc.Active

Notable overlap · 13 shared positions

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

$1.2B

192 positions

#22Lorne Steinberg Wealth Management Inc.Passive

Notable overlap · 12 shared positions

$RY $TD $CP $BMO $CNQ $MFC

$422M

68 positions

#23BRITISH COLUMBIA INVESTMENT MANAGEMENT CorpActive

Notable overlap · 18 shared positions

$TD $RY $CNQ $SHOP $AEM $TRP

$17.0B

692 positions

#24Tacita Capital IncPassive

Notable overlap · 14 shared positions

$RY $TD $ENB $CNI $BN $TRP

$169M

238 positions

#25TORONTO DOMINION BANKPassive

Notable overlap · 16 shared positions

$RY $CNQ $BMO $ENB $MFC $CM

$69.7B

2,092 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.