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Hedge Funds Similar to Value Partners Investments

13F Portfolio OverlapQ3 2026Value Partners Investments portfolio →
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Most similar hedge funds by 13F overlap

Value Partners Investments Inc. is an institutional investor managing $1.4B across 103 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Value Partners Investments are Cardinal, LETKO, BROSSEAU & ASSOCIATES, MUFG SECURITIES (CANADA), LTD., with shared positions in $CNI, $CP, $MFC, $BNS, $CM, $RY. The full ranking of 25 similar funds is below.

#1Cardinal Capital Management, Inc.Active
Substantial overlap · 9 shared positions
$CNI$CP$MFC$BNS$CM$RY
$4.4B
72 positions
#2LETKO, BROSSEAU & ASSOCIATES INCActive
Substantial overlap · 13 shared positions
$BNS$SLF$MFC$RY$RCI$BMO
$6.8B
112 positions
#3MUFG SECURITIES (CANADA), LTD.Active
Substantial overlap · 11 shared positions
$BNS$CM$RY$BMO$CP$MFC
$3.7B
43 positions
#4SIG North Trading, ULCActive
Substantial overlap · 11 shared positions
$BNS$CM$RCI$RY$BMO$SLF
$5.4B
286 positions
#5Lorne Steinberg Wealth Management Inc.Passive
Substantial overlap · 10 shared positions
$CM$RY$BMO$CNI$CP$SLF
$474M
72 positions
#6INTACT INVESTMENT MANAGEMENT INC.Passive
Substantial overlap · 10 shared positions
$MFC$CNI$RY$BMO$RCI$CM
$3.5B
274 positions
#7BANK OF NOVA SCOTIA TRUST COActive
Substantial overlap · 12 shared positions
$RY$BMO$CNI$MFC$SLF$CP
$1.2B
173 positions
#8Scheer, Rowlett & Associates Investment Management Ltd.Active
Notable overlap · 7 shared positions
$CNI$RY$MFC$BMO$CP$RCI
$1.4B
30 positions
#9Murchinson Ltd.Passive
Notable overlap · 10 shared positions
$CM$CNI$RY$CP$BMO$SLF
$725M
125 positions
#10LINCLUDEN MANAGEMENT LTDActive
Notable overlap · 8 shared positions
$CNI$BNS$CM$RY$MFC$TD
$1.0B
68 positions
#11GUARDIAN CAPITAL LPActive
Notable overlap · 12 shared positions
$RY$OTEX$BMO$CP$CM$MFC
$4.1B
174 positions
#12Burkett Asset Management LtdPassive
Notable overlap · 9 shared positions
$CNI$MFC$RY$BMO$RCI$SAP
$106M
59 positions
#13Guardian Partners Inc.Passive
Notable overlap · 9 shared positions
$BNS$CM$RY$BMO$CNI$RCI
$1.1B
412 positions
#14CANERECTOR INCActive
Notable overlap · 6 shared positions
$MFC$BNS$CM$RY$BMO$TD
$218M
9 positions
#15QV Investors Inc.Active
Notable overlap · 8 shared positions
$CNI$CP$RY$SLF$RCI$TD
$1.4B
71 positions
#16Gold Investment Management Ltd.Passive
Notable overlap · 11 shared positions
$BNS$RY$MFC$CP$CNI$CM
$358M
198 positions
#17Addenda Capital Inc.Active
Notable overlap · 8 shared positions
$BNS$RY$BMO$CP$CNI$MFC
$3.8B
131 positions
#18SCOTIA CAPITAL INC.Active
Notable overlap · 10 shared positions
$BNS$RY$BMO$CM$CNI$MFC
$26.8B
915 positions
#19CIBC WORLD MARKET INC.Passive
Notable overlap · 11 shared positions
$BNS$RY$BMO$CM$SLF$CP
$62.3B
1,540 positions
#20Delaney Capital Management Ltd.Active
Notable overlap · 8 shared positions
$BNS$CP$RY$BMO$MFC$TD
$632M
53 positions
#21TD Waterhouse Canada Inc.Passive
Notable overlap · 10 shared positions
$RY$BMO$CM$BNS$MFC$CP
$38.4B
2,464 positions
#22CIDEL ASSET MANAGEMENT INCPassive
Notable overlap · 11 shared positions
$RY$BMO$CNI$CM$MFC$BNS
$2.1B
480 positions
#23Triasima Portfolio Management inc.Passive
Notable overlap · 10 shared positions
$CM$RY$BMO$CNI$BNS$MFC
$758M
137 positions
#24Heathbridge Capital Management Ltd.Active
Notable overlap · 6 shared positions
$ADP$MFC$CP$RY$TD$VZ
$292M
28 positions
#25CIBC Asset Management IncPassive
Notable overlap · 9 shared positions
$RY$BMO$BNS$CM$CNI$MFC
$45.6B
1,428 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.