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 MONTRUSCO BOLTON INVESTMENTS

13F Portfolio OverlapQ2 2026MONTRUSCO BOLTON INVESTMENTS portfolio →

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Most similar hedge funds by 13F overlap

MONTRUSCO BOLTON INVESTMENTS INC. is an institutional investor managing $6.5B across 80 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 MONTRUSCO BOLTON INVESTMENTS are CARDEROCK, Retail Employees Superannuation Pty Ltd as trustee for Retai, Investment Services of America, with shared positions in $MNST, $APH, $IDXX, $LIN, $WCN, $UBER. The full ranking of 25 similar funds is below.

#1CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 5 shared positions

$MNST $APH $IDXX $LIN $WCN

$456M

67 positions

#2Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Notable overlap · 5 shared positions

$IDXX $LIN $APH $UBER $SNPS

$373M

28 positions

#3Capital Investment Services of America, Inc.Active

Notable overlap · 4 shared positions

$DHR $APG $IDXX $SNPS

$1.0B

83 positions

#4JACOBSON & SCHMITT ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$DHR $APH $IDXX $LIN $FSV

$612M

81 positions

#5Ravenstone Capital Management Inc.Active

Notable overlap · 6 shared positions

$DHR $WCN $APH $RY $BNS $TD

$244M

54 positions

#6FLOSSBACH VON STORCH SEActive

Notable overlap · 4 shared positions

$DHR $APH $LIN $ZTS

$22.1B

106 positions

#7NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 5 shared positions

$APH $DHR $UBER $SNPS $BLK

$606M

79 positions

#8Mendel Money ManagementPassive

Notable overlap · 4 shared positions

$DHR $APH $LIN $UBER

$273M

127 positions

#9Progressive Investment Management CorpActive

Some overlap · 4 shared positions

$APH $IDXX $DHR $LIN

$454M

56 positions

#10HARVEY INVESTMENT CO LLCActive

Some overlap · 3 shared positions

$IDXX $WCN $APH

$918M

99 positions

#11NZS Capital, LLCActive

Some overlap · 4 shared positions

$APH $DHR $LIN $UBER

$3.9B

61 positions

#12Jones Collombin Investment Counsel IncActive

Some overlap · 6 shared positions

$VLO $WCN $UBER $RY $TD $BMO

$326M

113 positions

#13Tandem Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$WCN $APH $ZTS $BLK $CHD $IDXX

$1.5B

68 positions

#14Pelham Capital Ltd.Active

Some overlap · 3 shared positions

$APG $APH $LIN

$176M

12 positions

#15DAVIS R M INCActive

Some overlap · 5 shared positions

$APH $LIN $WCN $DHR $IDXX

$6.3B

280 positions

#16NICOLA WEALTH MANAGEMENT LTD.Passive

Some overlap · 5 shared positions

$WCN $LIN $SNPS $TD $FSV

$868M

61 positions

#17Arrow Capital Pty LtdActive

Some overlap · 3 shared positions

$VLO $DHR $UBER

$118M

25 positions

#18BCV Asset Management Inc.Active

Some overlap · 7 shared positions

$WCN $DHR $RY $FSV $TFII $BMO

$3.3B

116 positions

#19Sandhill Capital Partners LLCActive

Some overlap · 4 shared positions

$APH $LIN $UBER $BLK

$1.2B

98 positions

#20Sustainable Growth Advisers, LPActive

Some overlap · 5 shared positions

$DHR $CMG $SNPS $LIN $WCN

$10.2B

47 positions

#21Nutshell Asset Management LtdActive

Some overlap · 3 shared positions

$IDXX $APH $ZTS

$300M

45 positions

#22BRASADA CAPITAL MANAGEMENT, LPPassive

Some overlap · 3 shared positions

$IDXX $WCN $APH

$558M

152 positions

#23COMGEST GLOBAL INVESTORS S.A.S.Active

Some overlap · 3 shared positions

$IDXX $LIN $UBER

$4.5B

55 positions

#24BANK OF NOVA SCOTIA TRUST COActive

Some overlap · 9 shared positions

$WCN $RY $DHR $LIN $PSA $TD

$1.2B

173 positions

#25CIM, LLCPassive

Some overlap · 4 shared positions

$MNST $SNPS $CMG $APH

$773M

171 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.