What hedge funds are most similar to Menard Financial Group LLC?

The funds with the most similar 13F portfolios to Menard Financial Group LLC are Grant Private Wealth, ZEVENBERGEN INVESTMENTS, NZS ,, based on overlapping conviction holdings in the latest SEC filings.

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 OverlapQ1 2026Menard Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Menard Financial Group LLC is an institutional investor managing $143M across 82 U.S. equity positions as of Q1 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 Grant Private Wealth, ZEVENBERGEN INVESTMENTS, NZS ,, with shared positions in $PLTR, $UBER, $PANW, $AMD, $SHOP, $CRWD. The full ranking of 25 similar funds is below.

#1Grant Private Wealth Management IncPassive

Notable overlap · 10 shared positions

$PLTR $UBER $PANW $AMD $SHOP $CRWD

$188M

154 positions

#2ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Notable overlap · 9 shared positions

$UBER $PWR $AXON $SHOP $AMD $SNOW

$3.5B

110 positions

#3NZS Capital, LLCActive

Notable overlap · 8 shared positions

$UBER $PWR $KLAC $SHOP $AXON $NET

$3.0B

58 positions

#4Nikko Asset Management Americas, Inc.Active

Notable overlap · 7 shared positions

$PLTR $DE $SHOP $BMNP $NET $AMD

$7.1B

186 positions

#5ITHAKA GROUP LLCActive

Notable overlap · 7 shared positions

$PLTR $UBER $AXON $SHOP $PANW $AMD

$482M

38 positions

#6Winslow Capital Management, LLCActive

Notable overlap · 8 shared positions

$PLTR $PWR $SHOP $KLAC $MCK $AMD

$25.6B

60 positions

#7Benchmark Investment Advisors LLCPassive

Notable overlap · 7 shared positions

$PLTR $UBER $KLAC $PANW $CRWD $LRCX

$172M

76 positions

#8STF Management LP

Some overlap · 8 shared positions

$PLTR $SHOP $KLAC $AMD $LRCX $PANW

$107M

101 positions

#9Canvas Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$PLTR $UBER $PANW $AMD $CRWD

$588M

240 positions

#10Teamwork Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$PLTR $PWR $KLAC $DE $AMD $CRWD

$946M

216 positions

#11Broadleaf Partners, LLCActive

Some overlap · 5 shared positions

$PLTR $UBER $PWR $SHOP $PANW

$429M

84 positions

#12PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 6 shared positions

$PLTR $AXON $AMD $CRWD $LRCX $MU

$128M

80 positions

#13RPG Investment Advisory, LLCPassive

Some overlap · 6 shared positions

$PLTR $PWR $NET $AMD $SNOW $CRWD

$829M

92 positions

#14Gunderson Capital Management Inc.Passive

Some overlap · 5 shared positions

$PLTR $PWR $DELL $AMD $MU

$239M

46 positions

#15ARK Investment Management LLCActive

Some overlap · 5 shared positions

$PLTR $DE $SHOP $BMNP $AMD

$12.9B

182 positions

#16Bannerstone Capital Management, LLCPassive

Some overlap · 5 shared positions

$PLTR $PWR $PANW $AMD $LRCX

$108M

97 positions

#17Sun Financial IncPassive

Some overlap · 7 shared positions

$PWR $KLAC $PANW $DE $AMD $CRWD

$200M

159 positions

#18Titan Wealth (CI) LtdPassive

Some overlap · 4 shared positions

$PLTR $UBER $KLAC $CRWD

$232M

51 positions

#19DEEPWATER ASSET MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$UBER $AXON $SHOP $NET $SNOW $LRCX

$158M

39 positions

#20SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 6 shared positions

$PLTR $PWR $DE $SHOP $LRCX $MU

$688M

180 positions

#21Knollwood Investment Advisory, LLCPassive

Some overlap · 7 shared positions

$PLTR $KLAC $PANW $AMD $CRWD $LRCX

$992M

303 positions

#22Ethos Capital Management, Inc.Active

Some overlap · 5 shared positions

$PLTR $UBER $AMD $SNOW $MU

$117M

56 positions

#23PeakShares LLCPassive

Some overlap · 7 shared positions

$PLTR $UBER $PANW $KLAC $AMD $CRWD

$109M

116 positions

#24WD RUTHERFORD LLCPassive

Some overlap · 8 shared positions

$PANW $SHOP $CASY $MCK $AMD $SNOW

$225M

71 positions

#25BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$PLTR $PWR $KLAC $DE $AMD

$360M

106 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.