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Hedge Funds Similar to Ativo

13F Portfolio OverlapQ2 2026Ativo portfolio →
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Most similar hedge funds by 13F overlap

Ativo Capital Management LLC is an institutional investor managing $131M across 56 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 Ativo are Westwood Global Investments, Scheer, Rowlett & Associates Investment Ltd., GUARDIAN, with shared positions in $BAP, $YUMC, $BVN, $RY, $B, $TD. The full ranking of 25 similar funds is below.

#1Westwood Global Investments, LLCSmart money
Notable overlap · 3 shared positions
$BAP$YUMC$BVN
$2.8B
11 positions
#2Scheer, Rowlett & Associates Investment Management Ltd.Active
Notable overlap · 5 shared positions
$RY$B$TD$AEM$GIL
$1.4B
30 positions
#3GUARDIAN CAPITAL LPActive
Notable overlap · 6 shared positions
$RY$TD$AEM$ASML$GIL$B
$4.1B
174 positions
#4MUFG SECURITIES (CANADA), LTD.Active
Notable overlap · 6 shared positions
$RY$TD$AEM$B$KGC$GIL
$3.7B
43 positions
#5Burkett Asset Management LtdPassive
Notable overlap · 4 shared positions
$ASML$RY$TD$UL
$107M
59 positions
#6Henry James International Management Inc.Passive
Notable overlap · 5 shared positions
$ASML$AER$NVS$IX$B
$334M
91 positions
#7Jones Collombin Investment Counsel IncActive
Notable overlap · 5 shared positions
$RY$AEM$B$TD$GIL
$326M
113 positions
#8SIG North Trading, ULCActive
Notable overlap · 5 shared positions
$RY$TD$AEM$B$KGC
$5.4B
286 positions
#9Euro Pacific Asset Management, LLCActive
Notable overlap · 6 shared positions
$B$BTI$AEM$KGC$ASML$NVS
$880M
96 positions
#10Addenda Capital Inc.Active
Notable overlap · 4 shared positions
$RY$TD$AEM$KGC
$3.7B
128 positions
#11CIBC Asset Management IncPassive
Notable overlap · 5 shared positions
$RY$TD$AEM$B$KGC
$45.6B
1,428 positions
#12Coleford Investment Management Ltd.Active
Notable overlap · 3 shared positions
$RY$NVS$TD
$459M
23 positions
#13MACKENZIE FINANCIAL CORPPassive
Notable overlap · 5 shared positions
$RY$TD$AEM$B$GIL
$101.2B
1,554 positions
#14INTACT INVESTMENT MANAGEMENT INC.Passive
Notable overlap · 5 shared positions
$TD$RY$GIL$AEM$B
$3.5B
274 positions
#15Connor, Clark & Lunn Investment Management Ltd.Passive
Notable overlap · 6 shared positions
$RY$TD$AEM$ASML$B$KGC
$52.8B
1,622 positions
#16PICTON MAHONEY ASSET MANAGEMENTPassive
Notable overlap · 5 shared positions
$RY$TD$AEM$GIL$B
$13.5B
1,378 positions
#17Heathbridge Capital Management Ltd.Active
Notable overlap · 3 shared positions
$RY$TD$AEM
$292M
28 positions
#18Guardian Partners Inc.Passive
Notable overlap · 4 shared positions
$RY$TD$ING$AEM
$1.1B
391 positions
#19Mondrian Investment Partners LTDActive
Notable overlap · 3 shared positions
$YUMC$BTI$B
$6.5B
111 positions
#20PCJ Investment Counsel Ltd.Passive
Notable overlap · 4 shared positions
$RY$TD$AEM$B
$348M
62 positions
#21Hillsdale Investment Management Inc.Passive
Notable overlap · 5 shared positions
$RY$TD$AEM$B$KGC
$4.4B
647 positions
#22Alberta Investment Management CorpActive
Notable overlap · 4 shared positions
$TD$RY$AEM$B
$17.9B
665 positions
#23Ninepoint Partners LPActive
Notable overlap · 5 shared positions
$TD$RY$KGC$B$AEM
$1.3B
165 positions
#24TD Waterhouse Canada Inc.Passive
Notable overlap · 4 shared positions
$RY$TD$AEM$B
$38.0B
2,405 positions
#25Tacita Capital IncPassive
Notable overlap · 5 shared positions
$RY$TD$KGC$AEM$GIL
$184M
214 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.