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Hedge Funds Similar to NewGen Asset Ltd

13F Portfolio OverlapQ2 2026NewGen Asset Ltd portfolio →
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Most similar hedge funds by 13F overlap

NewGen Asset Management Ltd is an institutional investor managing $243M across 34 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 NewGen Asset Ltd are PCJ Investment Counsel Ltd., Extract Advisors, GUARDIAN, with shared positions in $EFXT, $TAC, $SHOP, $CAE, $ENB, $IAG. The full ranking of 25 similar funds is below.

#1PCJ Investment Counsel Ltd.Passive
Notable overlap · 9 shared positions
$EFXT$TAC$SHOP$CAE$ENB$IAG
$348M
62 positions
#2Extract Advisors LLCActive
Notable overlap · 4 shared positions
$AEM$USAS$IAG$VZLA
$358M
31 positions
#3GUARDIAN CAPITAL LPActive
Notable overlap · 6 shared positions
$AEM$BGSI$MDA$GIL$ENB$SHOP
$4.1B
174 positions
#4McAlvany Wealth Management LLCPassive
Notable overlap · 4 shared positions
$SLV$AEM$ENB$CCJ
$134M
48 positions
#5Heathbridge Capital Management Ltd.Active
Notable overlap · 3 shared positions
$AEM$TRI$CAE
$292M
28 positions
#6Jones Collombin Investment Counsel IncActive
Notable overlap · 5 shared positions
$AEM$SHOP$ENB$CCJ$GIL
$326M
113 positions
#7MUFG SECURITIES (CANADA), LTD.Active
Notable overlap · 6 shared positions
$AEM$SHOP$ENB$CCJ$TRI$GIL
$3.7B
43 positions
#8SIG North Trading, ULCActive
Notable overlap · 6 shared positions
$AEM$CCJ$ENB$SHOP$TAC$TRI
$5.4B
286 positions
#9Scheer, Rowlett & Associates Investment Management Ltd.Active
Notable overlap · 6 shared positions
$AEM$ENB$ATS$GIL$CAE$TRI
$1.4B
30 positions
#10Addenda Capital Inc.Active
Notable overlap · 4 shared positions
$SHOP$AEM$CCJ$ENB
$3.7B
128 positions
#11Ninepoint Partners LPActive
Notable overlap · 6 shared positions
$SHOP$CCJ$ENB$VZLA$AEM$IAG
$1.3B
165 positions
#12Cutler Capital Management, LLCPassive
Notable overlap · 3 shared positions
$AEM$PRGS$WGO
$385M
124 positions
#13LOUISBOURG INVESTMENTS INC.Passive
Notable overlap · 5 shared positions
$SHOP$GIL$TRI$MDA$BGSI
$542M
210 positions
#14Tacita Capital IncPassive
Notable overlap · 6 shared positions
$TAC$ENB$EFXT$AEM$CCJ$GIL
$184M
214 positions
#15Caldwell Investment Management Ltd.Active
Notable overlap · 3 shared positions
$EFXT$ATS$AEM
$152M
33 positions
#16Hillsdale Investment Management Inc.Passive
Some overlap · 6 shared positions
$EFXT$ENB$AEM$SHOP$PDS$IAG
$4.4B
647 positions
#17SPROTT INC.Active
Some overlap · 4 shared positions
$AEM$IAG$VZLA$CCJ
$3.2B
268 positions
#18PICTON MAHONEY ASSET MANAGEMENTPassive
Some overlap · 6 shared positions
$SHOP$ENB$AEM$GIL$IAG$CCJ
$13.5B
1,378 positions
#19O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$SLV$CCJ$AEM
$125M
61 positions
#20Connor, Clark & Lunn Investment Management Ltd.Passive
Some overlap · 6 shared positions
$ENB$AEM$SHOP$EFXT$MDA$CCJ
$52.8B
1,622 positions
#21AEGIS FINANCIAL CORPActive
Some overlap · 3 shared positions
$PDS$EFXT$SLV
$633M
39 positions
#22Orion Resource Partners LPActive
Some overlap · 3 shared positions
$CCJ$PDS$SLSR
$219M
24 positions
#23Spark Investment Management LLCActive
Some overlap · 3 shared positions
$EFXT$PDS$AEM
$51M
72 positions
#24INTACT INVESTMENT MANAGEMENT INC.Passive
Some overlap · 5 shared positions
$GIL$AEM$ENB$EFXT$SHOP
$3.5B
274 positions
#25Timelo Investment Management Inc.Active
Some overlap · 3 shared positions
$CAE$EFXT$BGSI
$349M
49 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.