13F Pro

Hedge Funds Similar to Investment of Ontario

13F Portfolio OverlapQ2 2026Investment of Ontario portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Investment Management Corp of Ontario is an institutional investor managing $7.9B across 657 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 Investment of Ontario are TI, Belleair Asset, Aull & Monroe Investment, with shared positions in $NEE, $RY, $DUK, $SO, $BMO, $TD. The full ranking of 25 similar funds is below.

#1TI-TRUST, INCPassive
Some overlap · 6 shared positions
$NEE$RY$DUK$SO$BMO$TD
$186M
132 positions
#2Belleair Asset Management, LLCActive
Some overlap · 5 shared positions
$NEE$RY$DUK$SO$WM
$119M
84 positions
#3Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$NEE$RY$DUK$SO$WM
$239M
126 positions
#4Capital Innovations LLCPassive
Slight overlap · 4 shared positions
$NEE$DUK$SO$WM
$385M
51 positions
#5Constitution Capital LLCActive
Slight overlap · 4 shared positions
$NEE$DUK$SO$WM
$195M
62 positions
#6Rithm Capital Corp.Active
Slight overlap · 4 shared positions
$NEE$DUK$SO$WM
$81M
38 positions
#7SCHNIEDERS CAPITAL MANAGEMENT, LLC.Passive
Slight overlap · 4 shared positions
$NEE$DUK$SO$WM
$762M
246 positions
#8Armor Investment Advisors, LLCActive
Slight overlap · 4 shared positions
$RY$DUK$SO$NEE
$312M
155 positions
#9Northwest & Ethical Investments L.P.Passive
Slight overlap · 4 shared positions
$NEE$RY$BMO$TD
$4.3B
522 positions
#10Brown Shipley& Co LtdActive
Slight overlap · 4 shared positions
$NEE$RY$WM$TD
$193M
75 positions
#11Chancellor Financial Group WB LPPassive
Slight overlap · 3 shared positions
$NEE$HEI$WM
$162M
149 positions
#12Dougherty & Associates, LLCActive
Slight overlap · 4 shared positions
$DUK$SO$WM$NEE
$125M
52 positions
#13Andrew Hill Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$NEE$RY$DUK
$135M
57 positions
#14CarsonAllaria Wealth Management, Ltd.Active
Slight overlap · 3 shared positions
$NEE$RY$DUK
$231M
71 positions
#15Guardian Partners Inc.Passive
Slight overlap · 4 shared positions
$RY$DUK$BMO$TD
$1.1B
391 positions
#16MORTON COMMUNITY BANKPassive
Slight overlap · 3 shared positions
$NEE$DUK$SO
$491M
120 positions
#17Kuhn & Co Investment CounselPassive
Slight overlap · 3 shared positions
$NEE$DUK$SO
$173M
149 positions
#18OmniStar Financial Group, Inc.Passive
Slight overlap · 3 shared positions
$NEE$DUK$SO
$217M
118 positions
#19FUKOKU MUTUAL LIFE INSURANCE CoActive
Slight overlap · 3 shared positions
$NEE$DUK$SO
$1.7B
256 positions
#20EDGAR LOMAX CO/VAActive
Slight overlap · 3 shared positions
$NEE$DUK$SO
$1.3B
58 positions
#21VAUGHAN DAVID INVESTMENTS LLC/ILActive
Slight overlap · 3 shared positions
$NEE$DUK$SO
$5.0B
245 positions
#22Magellan Asset Management LtdActive
Slight overlap · 3 shared positions
$NEE$DUK$SO
$4.5B
78 positions
#23Energy Income Partners, LLCActive
Slight overlap · 3 shared positions
$NEE$DUK$SO
$6.4B
88 positions
#24COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYSPassive
Slight overlap · 3 shared positions
$NEE$DUK$SO
$20.6B
1,759 positions
#25Visionary Wealth AdvisorsPassive
Slight overlap · 3 shared positions
$NEE$DUK$SO
$2.5B
666 positions

Compare Investment of Ontario’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 Investment of Ontario’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.