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Hedge Funds Similar to BAROMETER

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

BAROMETER CAPITAL MANAGEMENT INC. is an institutional investor managing $360M across 136 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 BAROMETER are Lorne Steinberg Wealth, Murchinson Ltd., MUFG SECURITIES (CANADA), LTD., with shared positions in $RY, $CM, $BMO, $CP, $MS, $IMO. The full ranking of 25 similar funds is below.

#1Lorne Steinberg Wealth Management Inc.Passive
Notable overlap · 5 shared positions
$RY$CM$BMO$CP$MS
$487M
72 positions
#2Murchinson Ltd.Passive
Notable overlap · 5 shared positions
$RY$CM$BMO$CP$IMO
$725M
125 positions
#3MUFG SECURITIES (CANADA), LTD.Active
Notable overlap · 5 shared positions
$RY$CM$BMO$CP$IMO
$3.7B
43 positions
#4Cardinal Capital Management, Inc.Active
Notable overlap · 4 shared positions
$RY$CM$BMO$CP
$4.1B
70 positions
#5PCJ Investment Counsel Ltd.Passive
Notable overlap · 5 shared positions
$RY$HBM$BMO$CM$CP
$348M
62 positions
#6Triasima Portfolio Management inc.Passive
Notable overlap · 5 shared positions
$RY$CM$BMO$HBM$CIB
$740M
127 positions
#7Addenda Capital Inc.Active
Notable overlap · 5 shared positions
$RY$BMO$CP$HBM$CM
$3.7B
128 positions
#8Value Partners Investments Inc.Active
Notable overlap · 4 shared positions
$CM$RY$BMO$CP
$1.4B
104 positions
#9Gold Investment Management Ltd.Passive
Notable overlap · 7 shared positions
$RY$CP$CM$CSX$BMO$C
$369M
202 positions
#10Guardian Partners Inc.Passive
Notable overlap · 4 shared positions
$RY$CM$BMO$IMO
$1.1B
391 positions
#11SIG North Trading, ULCActive
Notable overlap · 5 shared positions
$RY$CM$BMO$CP$IMO
$5.4B
286 positions
#12GUARDIAN CAPITAL LPActive
Notable overlap · 4 shared positions
$RY$BMO$CP$CM
$4.1B
174 positions
#13TD Waterhouse Canada Inc.Passive
Notable overlap · 4 shared positions
$RY$BMO$CM$CP
$38.0B
2,405 positions
#14Dilation Capital Management LPActive
Notable overlap · 5 shared positions
$HWM$CP$ASX$GDS$NOK
$248M
20 positions
#15Jones Collombin Investment Counsel IncActive
Notable overlap · 6 shared positions
$RY$BMO$CSX$CM$HBM$BBVA
$326M
113 positions
#16BCV Asset Management Inc.Active
Notable overlap · 4 shared positions
$RY$BMO$CP$CM
$3.3B
116 positions
#17LETKO, BROSSEAU & ASSOCIATES INCActive
Notable overlap · 4 shared positions
$RY$BMO$CM$C
$6.8B
112 positions
#18Aviso Financial Inc.Passive
Notable overlap · 4 shared positions
$BMO$CM$CP$RY
$2.9B
273 positions
#19CANERECTOR INCActive
Notable overlap · 3 shared positions
$RY$CM$BMO
$219M
9 positions
#20CIBC WORLD MARKET INC.Passive
Notable overlap · 4 shared positions
$RY$BMO$CM$CP
$62.3B
1,540 positions
#21MACKENZIE FINANCIAL CORPPassive
Notable overlap · 4 shared positions
$RY$BMO$CP$CM
$101.2B
1,554 positions
#22K.J. Harrison & Partners IncPassive
Notable overlap · 5 shared positions
$RY$CM$CP$BMO$MS
$706M
224 positions
#23BANK OF NOVA SCOTIA TRUST COActive
Notable overlap · 4 shared positions
$RY$BMO$CP$CM
$1.2B
173 positions
#24Delaney Capital Management Ltd.Active
Notable overlap · 4 shared positions
$RY$BMO$CP$CM
$632M
53 positions
#25CIDEL ASSET MANAGEMENT INCPassive
Notable overlap · 4 shared positions
$RY$BMO$CM$CP
$2.1B
480 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.