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Hedge Funds Similar to MONETTA FINANCIAL SERVICES

13F Portfolio OverlapQ1 2026MONETTA FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

MONETTA FINANCIAL SERVICES INC is an institutional investor managing $129M across 58 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 MONETTA FINANCIAL SERVICES are KADENSA Ltd, ARK Investment, Gunderson, with shared positions in $PLTR, $HOOD, $AMD, $ALB, $GLW, $GE. The full ranking of 25 similar funds is below.

#1KADENSA CAPITAL LtdActive
Notable overlap · 7 shared positions
$PLTR$HOOD$AMD$ALB$GLW$GE
$718M
39 positions
#2ARK Investment Management LLCActive
Notable overlap · 6 shared positions
$PLTR$HOOD$AMD$ROKU$SHOP$BWXT
$12.9B
182 positions
#3Gunderson Capital Management Inc.Passive
Notable overlap · 6 shared positions
$PLTR$AMD$HAL$GE$GEV$MU
$239M
46 positions
#4AGP FRANKLIN, LLCPassive
Notable overlap · 6 shared positions
$PLTR$NUE$GLW$TJX$AMD$GILD
$200M
93 positions
#5NFJ INVESTMENT GROUP, LLCPassive
Notable overlap · 7 shared positions
$AMD$PSX$NUE$SLB$GEV$ALB
$2.6B
221 positions
#6Telemark Asset Management, LLCActive
Notable overlap · 6 shared positions
$PLTR$GLW$HAL$SLB$BWXT$SHOP
$1.1B
53 positions
#7Teamwork Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$HOOD$AMD$TJX$GE$GEV
$946M
216 positions
#8BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PLTR$AMD$HOOD$TJX$GE$GEV
$360M
106 positions
#9Meadowbrook Wealth Management, LLCPassive
Some overlap · 7 shared positions
$HOOD$GLW$TJX$GE$GEV$SHOP
$75M
65 positions
#10COOKSON PEIRCE & CO INCPassive
Some overlap · 7 shared positions
$PLTR$GLW$GEV$IBKR$BWXT$MU
$2.4B
303 positions
#11Nikko Asset Management Americas, Inc.Active
Some overlap · 5 shared positions
$PLTR$HOOD$AMD$ROKU$SHOP
$7.1B
186 positions
#12Henson-Edgewater Management, LLCPassive
Some overlap · 7 shared positions
$PLTR$AMD$TJX$MU$GE$MPC
$157M
66 positions
#13Winslow Capital Management, LLCActive
Some overlap · 6 shared positions
$PLTR$AMD$GE$GEV$SHOP$MU
$25.6B
60 positions
#14Owen LaRue, LLCPassive
Some overlap · 6 shared positions
$PLTR$REGN$GE$GEV$GLW$AMD
$261M
128 positions
#15HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 5 shared positions
$PLTR$AMD$GLW$TJX$GEV
$182M
329 positions
#16WD RUTHERFORD LLCPassive
Some overlap · 6 shared positions
$HOOD$AMD$TJX$GE$GEV$SHOP
$225M
71 positions
#17Telligent Fund, LPActive
Some overlap · 5 shared positions
$PLTR$AMD$GE$GEV$MU
$94M
24 positions
#18Tairen Capital LtdActive
Some overlap · 6 shared positions
$HOOD$AMD$GLW$SLB$MU$HAL
$924M
44 positions
#19PeakShares LLCPassive
Some overlap · 6 shared positions
$AMD$PLTR$GLW$TJX$REGN$MU
$109M
116 positions
#20IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive
Some overlap · 6 shared positions
$PLTR$AMD$SHOP$HOOD$ROKU$DIS
$1.3B
290 positions
#21Merrion Investment Management Co, LLCPassive
Some overlap · 7 shared positions
$GLW$HAL$GEV$MPC$MU$BWXT
$186M
109 positions
#22Markin Volterra Fund LPActive
Some overlap · 5 shared positions
$PLTR$AMD$GEV$MU$JBL
$65M
34 positions
#23Bosman Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$SLB$GEV$AMD$MU
$114M
52 positions
#24CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$GILD$AMD$SLB$TJX$GEV$JBL
$2.9B
658 positions
#25CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$PLTR$GILD$GLW$GE$GEV
$1.3B
118 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.