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Hedge Funds Similar to MONETTA FINANCIAL SERVICES

13F Portfolio OverlapQ2 2026MONETTA FINANCIAL SERVICES portfolio →
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Most similar hedge funds by 13F overlap

MONETTA FINANCIAL SERVICES INC is an institutional investor managing $148M across 59 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 MONETTA FINANCIAL SERVICES are Bluebird Wealth, AGP FRANKLIN, Firsthand, with shared positions in $GLW, $DDOG, $HOOD, $CRWD, $ASML, $TJX. The full ranking of 25 similar funds is below.

#1Bluebird Wealth Management LLCPassive
Notable overlap · 6 shared positions
$GLW$DDOG$HOOD$CRWD$ASML$TJX
$115M
89 positions
#2AGP FRANKLIN, LLCPassive
Some overlap · 6 shared positions
$GLW$NUE$CRWD$PLTR$TJX$NTAP
$231M
93 positions
#3Firsthand Capital Management, Inc.Active
Some overlap · 5 shared positions
$GLW$HOOD$ROKU$ASML$PLTR
$63M
54 positions
#4Nikko Asset Management Americas, Inc.Passive
Some overlap · 6 shared positions
$HOOD$CRWD$SHOP$ILMN$ROKU$PLTR
$7.7B
276 positions
#5Retireful, LLCPassive
Some overlap · 5 shared positions
$GLW$DDOG$CRWD$JBL$NTAP
$107M
81 positions
#6TABR Capital Management, LLCActive
Some overlap · 6 shared positions
$GLW$CNC$CRWD$DDOG$JBL$SHOP
$117M
54 positions
#7Meadowbrook Wealth Management, LLCPassive
Some overlap · 6 shared positions
$HOOD$CRWD$SHOP$PLTR$TJX$SBUX
$93M
81 positions
#8Synergy Financial Group, LTDPassive
Some overlap · 7 shared positions
$DDOG$CRWD$SHOP$ASML$DIS$SBUX
$139M
119 positions
#9COOKSON PEIRCE & CO INCPassive
Some overlap · 6 shared positions
$GLW$JBL$IBKR$DDOG$LUV$RPRX
$3.0B
317 positions
#10VMS Asset Management LimitedPassive
Some overlap · 4 shared positions
$GLW$DDOG$CRWD$IBKR
$315M
33 positions
#11Stony Point Capital LLCActive
Some overlap · 5 shared positions
$DDOG$IBKR$SHOP$ASML$PLTR
$1.5B
30 positions
#12GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$HOOD$DDOG$CRWD$PLTR$SHOP
$363M
43 positions
#13Laurion Capital Management LPPassive
Some overlap · 4 shared positions
$DDOG$GLW$HOOD$PLTR
$3.9B
420 positions
#14Slow Capital, Inc.Active
Some overlap · 5 shared positions
$DDOG$CRWD$ILMN$ASML$TJX
$857M
111 positions
#15Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$CRWD$IBKR$SHOP$ASML$PLTR
$819M
339 positions
#16STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 4 shared positions
$GLW$NUE$ASML$DIS
$146.1B
107 positions
#17Mainstream Capital Management LLCActive
Some overlap · 4 shared positions
$GLW$CRWD$IBKR$TJX
$166M
90 positions
#18ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$HOOD$CRWD$SHOP$PLTR
$551M
40 positions
#19Legacy Advisory Services, LLCActive
Some overlap · 4 shared positions
$GLW$CRWD$SHOP$DIS
$142M
54 positions
#20Camarda Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$ASML$DDOG$JBL$SBUX$TJX
$331M
122 positions
#21Stonekeep Investments, LLCActive
Some overlap · 6 shared positions
$DDOG$ROKU$CRWD$PLTR$SHOP$DIS
$172M
81 positions
#22PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$DDOG$GLW$CRWD$JBL
$462M
86 positions
#23ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$DDOG$CRWD$ASML$TJX
$713M
97 positions
#24Ravenswood Partners LPActive
Some overlap · 4 shared positions
$HOOD$SHOP$ASML$TJX
$313M
36 positions
#25CORNERSTONE ENTERPRISES, LLCActive
Some overlap · 5 shared positions
$GLW$SHOP$PLTR$CRWD$HOOD
$219M
42 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.