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 Menard Financial Group

13F Portfolio OverlapQ2 2026Menard Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Menard Financial Group LLC is an institutional investor managing $184M 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 Menard Financial Group are Cunning Partners, HAGER INVESTMENT SERVICES, Cornerstone Select Advisors, with shared positions in $KLAC, $DELL, $PWR, $CRWD, $AXP, $PLTR. The full ranking of 25 similar funds is below.

#1Cunning Capital Partners, LPActive

Notable overlap · 7 shared positions

$KLAC $DELL $PWR $CRWD $AXP $PLTR

$248M

55 positions

#2HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Notable overlap · 6 shared positions

$PLTR $KLAC $DELL $SCHW $PWR $AXP

$217M

352 positions

#3Cornerstone Select Advisors, LLCPassive

Notable overlap · 5 shared positions

$KLAC $CRWD $DELL $PLTR $GILD

$238M

149 positions

#4PeakShares LLCActive

Notable overlap · 5 shared positions

$KLAC $CRWD $DELL $PLTR $AXP

$134.4B

122 positions

#5Teamwork Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$KLAC $PWR $PLTR $DE $AXP

$1.1B

215 positions

#6BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$KLAC $PWR $DE $PLTR $AXP

$414M

106 positions

#7Realta Investment AdvisorsPassive

Some overlap · 6 shared positions

$CRWD $PLTR $KLAC $AXP $PWR $DE

$322M

378 positions

#8FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 4 shared positions

$KLAC $PLTR $DELL $CRWD

$490M

188 positions

#9Axecap Investments, LLCPassive

Some overlap · 4 shared positions

$KLAC $CRWD $DELL $C

$181M

73 positions

#10Asio Capital, LLCActive

Some overlap · 5 shared positions

$CRWD $DELL $PWR $AXP $C

$781M

109 positions

#11Citizens Business BankActive

Some overlap · 4 shared positions

$PLTR $DELL $PWR $SCHW

$664M

139 positions

#12Titan Wealth (CI) LtdPassive

Some overlap · 3 shared positions

$KLAC $CRWD $PLTR

$269M

51 positions

#13Sun Financial IncPassive

Some overlap · 5 shared positions

$PLTR $PWR $KLAC $DE $AXP

$212M

161 positions

#14Robbins FarleyPassive

Some overlap · 4 shared positions

$CRWD $DELL $PWR $CASY

$260M

157 positions

#15Cypress Point Wealth Management, LLCActive

Some overlap · 6 shared positions

$PLTR $KLAC $DE $C $CRWD $DELL

$492M

142 positions

#16ARGUS INVESTORS' COUNSEL, INC.Passive

Some overlap · 5 shared positions

$PWR $KLAC $SCHW $DELL $AXP

$130M

106 positions

#17Faithward Advisors, LLCPassive

Some overlap · 3 shared positions

$KLAC $PLTR $CRWD

$819M

339 positions

#18Kingsman Wealth Management, Inc.Active

Some overlap · 5 shared positions

$PLTR $PWR $CRWD $C $DELL

$214M

76 positions

#19Monument Capital ManagementPassive

Some overlap · 5 shared positions

$DELL $CASY $KLAC $PWR $STLD

$497M

262 positions

#20Markin Volterra Fund LPActive

Some overlap · 5 shared positions

$DELL $KLAC $PLTR $CRWD $PWR

$147M

69 positions

#21Vivid Wealth Management, LLCPassive

Some overlap · 4 shared positions

$KLAC $PWR $DE $AXP

$284M

73 positions

#22MARVIN & PALMER ASSOCIATES INCActive

Some overlap · 4 shared positions

$KLAC $PWR $DE $C

$159M

28 positions

#23J. Team Financial, Inc.Passive

Some overlap · 6 shared positions

$DELL $DE $CRWD $SCHW $MCK $PWR

$103M

102 positions

#24PRINCETON CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$CRWD $PWR $AXP $C $DE

$443M

145 positions

#25AMI ASSET MANAGEMENT CORPActive

Some overlap · 4 shared positions

$CRWD $PWR $SCHW $SPCX

$1.7B

99 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.