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 Heathbridge Ltd.

13F Portfolio OverlapQ2 2026Heathbridge Ltd. portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Heathbridge Capital Management Ltd. is an institutional investor managing $292M across 28 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 Heathbridge Ltd. are MUFG SECURITIES (CANADA), LTD., Scheer, Rowlett & Associates Investment Ltd., LINCLUDEN LTD, with shared positions in $TD, $TRP, $RY, $CNQ, $AEM, $CP. The full ranking of 25 similar funds is below.

#1MUFG SECURITIES (CANADA), LTD.Active

Substantial overlap · 10 shared positions

$TD $TRP $RY $CNQ $AEM $CP

$3.7B

43 positions

#2Scheer, Rowlett & Associates Investment Management Ltd.Active

Substantial overlap · 10 shared positions

$TD $RY $MFC $TU $TRP $CP

$1.4B

30 positions

#3LINCLUDEN MANAGEMENT LTDActive

Substantial overlap · 7 shared positions

$TD $TRP $RY $CNQ $TU $MFC

$1.0B

68 positions

#4Delaney Capital Management Ltd.Active

Substantial overlap · 6 shared positions

$TD $RY $CNQ $CP $MFC $TECK

$632M

53 positions

#5BANK OF NOVA SCOTIA TRUST COActive

Substantial overlap · 7 shared positions

$TD $RY $TRP $CNQ $MFC $CP

$1.2B

173 positions

#6SIG North Trading, ULCActive

Substantial overlap · 10 shared positions

$TD $RY $TU $TRP $AEM $CNQ

$5.4B

286 positions

#7Addenda Capital Inc.Active

Substantial overlap · 8 shared positions

$TD $RY $CNQ $CP $AEM $TRP

$3.7B

128 positions

#8Burkett Asset Management LtdPassive

Substantial overlap · 5 shared positions

$TD $MFC $RY $CNQ $TRI

$107M

59 positions

#9CIBC WORLD MARKET INC.Passive

Substantial overlap · 8 shared positions

$TD $RY $CNQ $TRP $AEM $CP

$62.3B

1,540 positions

#10TD Waterhouse Canada Inc.Passive

Substantial overlap · 7 shared positions

$TD $RY $TRP $MFC $CNQ $AEM

$38.0B

2,405 positions

#11GUARDIAN CAPITAL LPActive

Substantial overlap · 7 shared positions

$RY $CNQ $TD $AEM $CP $MFC

$4.1B

174 positions

#12Murchinson Ltd.Passive

Substantial overlap · 6 shared positions

$TD $RY $CP $TRP $CNQ $TECK

$725M

125 positions

#13CANERECTOR INCActive

Substantial overlap · 3 shared positions

$TD $MFC $RY

$219M

9 positions

#14Cardinal Capital Management, Inc.Active

Substantial overlap · 4 shared positions

$MFC $TRP $RY $CP

$4.1B

70 positions

#15PCJ Investment Counsel Ltd.Passive

Notable overlap · 10 shared positions

$RY $TD $CAE $CNQ $MFC $CP

$348M

62 positions

#16Coleford Investment Management Ltd.Active

Notable overlap · 4 shared positions

$TD $RY $TRP $CP

$459M

23 positions

#17MACKENZIE FINANCIAL CORPPassive

Notable overlap · 8 shared positions

$RY $TD $CP $AEM $MFC $CNQ

$101.2B

1,554 positions

#18VIEWPOINT INVESTMENT PARTNERS CORPPassive

Notable overlap · 7 shared positions

$RY $CNQ $SOBO $VZ $TD $TRP

$290M

127 positions

#19PICTON MAHONEY ASSET MANAGEMENTPassive

Notable overlap · 8 shared positions

$RY $TD $CP $CNQ $AEM $TRP

$13.5B

1,378 positions

#20SCOTIA CAPITAL INC.Active

Notable overlap · 8 shared positions

$RY $TD $TRP $MFC $CNQ $CP

$26.8B

915 positions

#21Lorne Steinberg Wealth Management Inc.Passive

Notable overlap · 6 shared positions

$RY $TD $TRP $CP $MFC $CNQ

$487M

72 positions

#22PORTLAND INVESTMENT COUNSEL INC.Active

Notable overlap · 3 shared positions

$VZ $TD $SOBO

$358M

58 positions

#23Aviso Financial Inc.Passive

Notable overlap · 6 shared positions

$TD $CNQ $CP $RY $TRP $TMO

$2.9B

273 positions

#24Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 4 shared positions

$VZ $ADP $KMB $AEP

$199M

38 positions

#25Tacita Capital IncPassive

Notable overlap · 5 shared positions

$TD $RY $TRP $MFC $AEM

$184M

214 positions

Compare Heathbridge Ltd.’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Heathbridge Ltd.’s holdings

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.