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Hedge Funds Similar to Caldwell Investment Ltd.

13F Portfolio OverlapQ2 2026Caldwell Investment Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Caldwell Investment Management Ltd. is an institutional investor managing $152M across 33 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 Caldwell Investment Ltd. are Montaka Global Pty Ltd, 2Xideas AG, NewGen Asset Ltd, with shared positions in $KKR, $ICE, $NOW, $RBA, $WCN, $EFXT. The full ranking of 25 similar funds is below.

#1Montaka Global Pty LtdActive
Notable overlap · 3 shared positions
$KKR$ICE$NOW
$178M
20 positions
#22Xideas AGActive
Notable overlap · 3 shared positions
$ICE$RBA$WCN
$232M
48 positions
#3NewGen Asset Management LtdActive
Notable overlap · 3 shared positions
$EFXT$ATS$AEM
$243M
34 positions
#4HARMONY ASSET MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$CBOE$VRT$ICE
$372M
201 positions
#5INTACT INVESTMENT MANAGEMENT INC.Passive
Some overlap · 5 shared positions
$MFC$CVE$EFXT$BEPC$AEM
$3.5B
274 positions
#6PCJ Investment Counsel Ltd.Passive
Some overlap · 4 shared positions
$EFXT$MFC$CVE$AEM
$348M
62 positions
#7Scheer, Rowlett & Associates Investment Management Ltd.Active
Some overlap · 5 shared positions
$MFC$CVE$ATS$GIB$AEM
$1.4B
30 positions
#8HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$MIAX$ICE$CBOE$RBA
$8.8B
351 positions
#9Goodman Advisory Group, LLCActive
Some overlap · 3 shared positions
$CBOE$NOW$EQX
$435M
69 positions
#10Ruane, Cunniff & Goldfarb L.P.Active
Some overlap · 3 shared positions
$ICE$ACN$J
$6.4B
54 positions
#11MUFG SECURITIES (CANADA), LTD.Active
Some overlap · 5 shared positions
$MFC$CVE$WCN$GIB$AEM
$3.7B
43 positions
#12MAD RIVER INVESTORSSmart money
Some overlap · 3 shared positions
$MIAX$CBOE$ICE
$268M
30 positions
#13Spark Investment Management LLCActive
Some overlap · 3 shared positions
$EFXT$CVE$AEM
$51M
72 positions
#14BANK OF NOVA SCOTIA TRUST COActive
Some overlap · 5 shared positions
$MFC$RBA$LIN$WCN$GIB
$1.2B
173 positions
#15LINCLUDEN MANAGEMENT LTDActive
Some overlap · 4 shared positions
$MFC$BEPC$J$GIB
$1.0B
68 positions
#16Hillsdale Investment Management Inc.Passive
Some overlap · 5 shared positions
$EFXT$CVE$MFC$RBA$AEM
$4.4B
647 positions
#17Jones Collombin Investment Counsel IncActive
Some overlap · 4 shared positions
$MFC$CVE$WCN$AEM
$326M
113 positions
#18HAHN CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ICE$J$NOW
$165M
31 positions
#19BROWN, LISLE/CUMMINGS, INC.
Some overlap · 3 shared positions
$ICE$VRT$ACN
$446M
1,054 positions
#20Delaney Capital Management Ltd.Active
Some overlap · 3 shared positions
$MFC$ATS$GIB
$632M
53 positions
#21Timelo Investment Management Inc.Active
Some overlap · 5 shared positions
$EFXT$CVE$GIB$ELVA$ACN
$349M
49 positions
#22DLK Investment Management, LLCPassive
Some overlap · 3 shared positions
$ICE$LIN$ACN
$235M
96 positions
#23COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$ICE$LIN$NOW$ACN
$1.7B
91 positions
#24TORRAY LLCActive
Some overlap · 3 shared positions
$KKR$NOW$ACN
$741M
91 positions
#25CIDEL ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$MFC$RBA$J$WCN$AEM
$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.