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Hedge Funds Similar to Mendota Financial Group,

13F Portfolio OverlapQ1 2026Mendota Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Mendota Financial Group, LLC is an institutional investor managing $161M across 33 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 Mendota Financial Group, are InvesTrust, NOVEM GROUP, Wilkins Miller Wealth ,, with shared positions in $SNOW, $SSL, $HLT, $VLTO, $L, $PSLV. The full ranking of 25 similar funds is below.

#1InvesTrustPassive
Some overlap · 3 shared positions
$SNOW$SSL$HLT
$238M
91 positions
#2NOVEM GROUPPassive
Some overlap · 3 shared positions
$SNOW$HLT$SSL
$873M
437 positions
#3Wilkins Miller Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SNOW$HLT$SSL
$165M
89 positions
#4LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$SSL$HLT$VLTO$SNOW
$135M
83 positions
#5HARBOR ADVISORY CORP /MA/Passive
Some overlap · 3 shared positions
$SNOW$SSL$HLT
$333M
79 positions
#6Gilbert Capital Group, Inc.Active
Some overlap · 3 shared positions
$SNOW$SSL$HLT
$129M
51 positions
#7Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 3 shared positions
$SSL$HLT$SNOW
$257M
109 positions
#8Walleye Partners, LLCActive
Some overlap · 4 shared positions
$L$HLT$SSL$VLTO
$81M
54 positions
#9Foundation Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SNOW$SSL$HLT
$148M
44 positions
#10DROMS STRAUSS ADVISORS INC /MO/ /ADVActive
Some overlap · 3 shared positions
$SNOW$SSL$HLT
$383M
77 positions
#11VanWeelden Wealth Management, LLCActive
Some overlap · 3 shared positions
$SNOW$PSLV$PHYS
$125M
31 positions
#12TrustWell Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SNOW$PSLV$PHYS
$106M
70 positions
#13LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 3 shared positions
$SSL$HLT$PHYS
$133M
61 positions
#14Reliant Wealth PlanningActive
Some overlap · 3 shared positions
$SNOW$SSL$HLT
$331M
51 positions
#15SONATA CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$SSL$HLT$SNOW
$271M
123 positions
#16Arnold Financial Planning LLCActive
Some overlap · 3 shared positions
$SNOW$HLT$SSL
$107M
26 positions
#17MV CAPITAL MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$SSL$HLT$SNOW
$1.0B
1,197 positions
#18ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$SNOW$PHYS$PSLV
$197M
204 positions
#19EIGHT 31 FINANCIAL, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$SNOW
$166M
72 positions
#20ARCADIA INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$SSL$HLT$SNOW
$212M
81 positions
#21MCF Advisors LLCPassive
Some overlap · 3 shared positions
$SNOW$HLT$SSL
$2.3B
1,338 positions
#22Conrad Siegel Investment Advisors, Inc.Smart money
Some overlap · 3 shared positions
$SNOW$HLT$SSL
$554M
63 positions
#234Thought Financial Group Inc.Active
Some overlap · 3 shared positions
$SSL$HLT$PSLV
$202M
99 positions
#24Guidance Point Advisors, LLCActive
Some overlap · 3 shared positions
$HLT$SSL$SNOW
$422M
96 positions
#25BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$SNOW$PSLV$PHYS
$402M
108 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.