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Hedge Funds Similar to Ashford Advisors,

13F Portfolio OverlapQ1 2026Ashford Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Ashford Advisors, LLC is an institutional investor managing $429M across 23 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 Ashford Advisors, are Mosaic Advisors, TWO SIGMA SECURITIES,, TWIN FOCUS PARTNERS,, with shared positions in $DOV, $DIA, $EPAM, $MDY. The full ranking of 25 similar funds is below.

#1Mosaic Advisors LLCPassive
Slight overlap · 3 shared positions
$DOV$DIA$EPAM
$67M
42 positions
#2TWO SIGMA SECURITIES, LLCPassive
Slight overlap · 3 shared positions
$DOV$DIA$MDY
$861M
1,599 positions
#3TWIN FOCUS CAPITAL PARTNERS, LLCActive
Slight overlap · 3 shared positions
$DOV$DIA$EPAM
$871M
173 positions
#4FIFTH THIRD SECURITIES, INC.Passive
Slight overlap · 3 shared positions
$DOV$DIA$MDY
$1.5B
341 positions
#5Selby Wealth Management, LLCActive
Slight overlap · 3 shared positions
$DOV$MDY$DIA
$254M
81 positions
#6New England Private Wealth Advisors LLCActive
Slight overlap · 3 shared positions
$DOV$MDY$EPAM
$866M
194 positions
#7Coyle Financial Counsel LLCActive
Slight overlap · 3 shared positions
$DOV$MDY$EPAM
$473M
113 positions
#8SCS Capital Management LLCActive
Slight overlap · 3 shared positions
$DOV$MDY$EPAM
$9.4B
468 positions
#9Vanguard National Trust CoActive
Slight overlap · 3 shared positions
$DOV$MDY$EPAM
$1.6B
751 positions
#10Fiduciary Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$DIA$MDY$EPAM
$153M
60 positions
#11Conservest Capital Advisors, Inc.Active
Slight overlap · 3 shared positions
$DIA$MDY$EPAM
$1.1B
127 positions
#12SENTINEL WEALTH MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$DIA$MDY$EPAM
$125M
39 positions
#13Well Done, LLCActive
Slight overlap · 3 shared positions
$DOV$DIA$EPAM
$681M
197 positions
#14Prosperity Planning, Inc.Active
Slight overlap · 4 shared positions
$MDY$DOV$DIA$EPAM
$395M
110 positions
#15Powerhouse Assets LLCActive
Slight overlap · 3 shared positions
$DIA$DOV$MDY
$115M
55 positions
#16Waldron Private Wealth LLCActive
Slight overlap · 3 shared positions
$DOV$MDY$EPAM
$2.6B
342 positions
#17Align Financial, LLCActive
Slight overlap · 3 shared positions
$DIA$DOV$EPAM
$176M
373 positions
#18Embree Financial GroupPassive
Slight overlap · 3 shared positions
$DIA$MDY$EPAM
$849M
265 positions
#19Graves-Light Private Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$DIA$DOV$EPAM
$961M
197 positions
#20Granite FO LLCActive
Slight overlap · 3 shared positions
$MDY$DIA$EPAM
$169M
170 positions
#21Lutz Financial Services LLCActive
Slight overlap · 3 shared positions
$MDY$EPAM$DOV
$1.5B
100 positions
#22Newton One Investments LLCActive
Slight overlap · 3 shared positions
$DOV$EPAM$MDY
$368M
121 positions
#23JMG Financial Group, Ltd.Smart money
Slight overlap · 3 shared positions
$MDY$EPAM$DOV
$3.6B
127 positions
#24WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$EPAM$DIA$MDY
$1000M
94 positions
#25VANGUARD ADVISERS INCSmart money
Slight overlap · 3 shared positions
$DOV$DIA$EPAM
$25.5B
668 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.