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Hedge Funds Similar to LETKO, BROSSEAU & ASSOCIATES

13F Portfolio OverlapQ2 2026LETKO, BROSSEAU & ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

LETKO, BROSSEAU & ASSOCIATES INC is an institutional investor managing $6.8B across 112 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 LETKO, BROSSEAU & ASSOCIATES are SIG North Trading, ULC, INTACT INVESTMENT, MUFG SECURITIES (CANADA), LTD., with shared positions in $BNS, $TD, $RY, $BMO, $RCI, $CM. The full ranking of 25 similar funds is below.

#1SIG North Trading, ULCActive
Substantial overlap · 15 shared positions
$BNS$TD$RY$BMO$RCI$CM
$5.4B
286 positions
#2INTACT INVESTMENT MANAGEMENT INC.Passive
Substantial overlap · 16 shared positions
$TD$MFC$RY$BMO$RCI$MGA
$3.5B
274 positions
#3MUFG SECURITIES (CANADA), LTD.Active
Substantial overlap · 15 shared positions
$TD$RY$BNS$BMO$MFC$CM
$3.7B
43 positions
#4Value Partners Investments Inc.Active
Substantial overlap · 13 shared positions
$BNS$SLF$MFC$RY$RCI$BMO
$1.4B
104 positions
#5LINCLUDEN MANAGEMENT LTDActive
Substantial overlap · 12 shared positions
$BNS$TD$RY$MFC$CM$NTR
$1.0B
68 positions
#6Lorne Steinberg Wealth Management Inc.Passive
Substantial overlap · 13 shared positions
$RY$TD$BMO$SLF$CM$BNS
$487M
72 positions
#7Scheer, Rowlett & Associates Investment Management Ltd.Active
Substantial overlap · 11 shared positions
$TD$RY$BMO$MFC$RCI$B
$1.4B
30 positions
#8Guardian Partners Inc.Passive
Substantial overlap · 10 shared positions
$BNS$TD$RY$BMO$CM$CNI
$1.1B
391 positions
#9CIBC WORLD MARKET INC.Passive
Substantial overlap · 12 shared positions
$TD$RY$BNS$BMO$CM$SLF
$62.3B
1,540 positions
#10BANK OF NOVA SCOTIA TRUST COActive
Substantial overlap · 11 shared positions
$TD$RY$BMO$MFC$SLF$CNI
$1.2B
173 positions
#11Cardinal Capital Management, Inc.Active
Substantial overlap · 8 shared positions
$BNS$RY$BMO$MFC$SLF$CM
$4.1B
70 positions
#12TD Waterhouse Canada Inc.Passive
Substantial overlap · 11 shared positions
$TD$RY$BMO$CM$BNS$MFC
$38.0B
2,405 positions
#13Cardinal Point Capital Management, ULCPassive
Substantial overlap · 11 shared positions
$RY$TD$BMO$MFC$BNS$CNI
$1.8B
294 positions
#14CANERECTOR INCActive
Substantial overlap · 6 shared positions
$BNS$TD$RY$BMO$MFC$CM
$219M
9 positions
#15PCJ Investment Counsel Ltd.Passive
Substantial overlap · 10 shared positions
$RY$TD$BNS$BMO$CVE$CM
$348M
62 positions
#16SCOTIA CAPITAL INC.Active
Substantial overlap · 9 shared positions
$BNS$TD$RY$BMO$CM$CNI
$26.8B
915 positions
#17Burkett Asset Management LtdPassive
Substantial overlap · 8 shared positions
$TD$RY$BMO$MFC$NTR$CNI
$107M
59 positions
#18GUARDIAN CAPITAL LPActive
Substantial overlap · 11 shared positions
$RY$TD$OTEX$BMO$CM$MFC
$4.1B
174 positions
#19Gold Investment Management Ltd.Passive
Substantial overlap · 10 shared positions
$TD$BNS$RY$MFC$CM$CNI
$369M
202 positions
#20Triasima Portfolio Management inc.Passive
Substantial overlap · 9 shared positions
$TD$RY$BMO$CM$CNI$BNS
$740M
127 positions
#21Federation des caisses Desjardins du QuebecPassive
Substantial overlap · 12 shared positions
$RY$TD$BNS$BMO$MFC$CNI
$32.7B
3,021 positions
#22Delaney Capital Management Ltd.Active
Substantial overlap · 8 shared positions
$BNS$TD$RY$BMO$MFC$FDX
$632M
53 positions
#23CIBC Asset Management IncPassive
Substantial overlap · 10 shared positions
$RY$TD$BMO$BNS$CM$CNI
$45.6B
1,428 positions
#24Murchinson Ltd.Passive
Substantial overlap · 10 shared positions
$TD$RY$BMO$CM$CNI$NTR
$725M
125 positions
#25Addenda Capital Inc.Active
Substantial overlap · 7 shared positions
$TD$RY$BMO$BNS$CNI$MFC
$3.7B
128 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.