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Hedge Funds Similar to Ashton Thomas Private Wealth

13F Portfolio OverlapQ2 2026Ashton Thomas Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Ashton Thomas Private Wealth, LLC is an institutional investor managing $4.8B across 1,586 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 Ashton Thomas Private Wealth are Birchwood Financial Partners, MFA Wealth Services, Eliot Finkel Investment Counsel, with shared positions in $CHRW, $IAU, $WFC, $CRWD, $AMGN, $C. The full ranking of 25 similar funds is below.

#1Birchwood Financial Partners, Inc.Passive
Some overlap · 4 shared positions
$CHRW$IAU$WFC$CRWD
$122M
352 positions
#2MFA Wealth ServicesPassive
Some overlap · 5 shared positions
$AMGN$WFC$C$UNP$ETN
$167M
134 positions
#3Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$CHRW$AMGN$ETN
$214M
33 positions
#4North Forty Two & Co.Passive
Some overlap · 4 shared positions
$AMGN$IAU$WFC$UNP
$118M
104 positions
#5ASL Financial, LLCActive
Some overlap · 4 shared positions
$AMGN$IAU$WFC$ETN
$142M
99 positions
#6JMAC ENTERPRISES LLCActive
Some overlap · 4 shared positions
$AMGN$IAU$C$UNP
$593M
122 positions
#7GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$AMGN$WFC$C$UNP$ETN
$3.0B
213 positions
#8American State Bank (Iowa)Passive
Some overlap · 4 shared positions
$AMGN$WFC$C$UNP
$247M
139 positions
#9SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$AMGN$WFC$C$UNP
$606M
79 positions
#10Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$AMGN$WFC$C$UNP$ETN
$739M
344 positions
#11R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$AMGN$WFC$UNP$CRWD
$133M
47 positions
#12Richwood Investment Advisors, LLCActive
Some overlap · 4 shared positions
$AMGN$WFC$C$ETN
$142M
106 positions
#13Phoenix Wealth AdvisorsActive
Some overlap · 5 shared positions
$WFC$AMGN$IAU$UNP$ETN
$297M
129 positions
#14FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$AMGN$C$UNP$ETN
$5.3B
210 positions
#15Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$AMGN$WFC$UNP$ETN
$108M
52 positions
#16FORTRESS FINANCIAL GROUP, LLCSmart money
Some overlap · 3 shared positions
$AMGN$WFC$IAU
$200M
79 positions
#17Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$AMGN$WFC$C
$882M
88 positions
#18Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$AMGN$WFC$C
$181M
81 positions
#19Vision Capital Management, Inc.Active
Some overlap · 3 shared positions
$AMGN$IAU$CHRW
$876M
156 positions
#20Turas Capital Management LPPassive
Some overlap · 3 shared positions
$CHRW$UNP$ETN
$218M
59 positions
#21Wallington Asset Management, LLCActive
Some overlap · 3 shared positions
$AMGN$IAU$UNP
$814M
61 positions
#22Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$AMGN$IAU$ETN
$710M
193 positions
#23BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 3 shared positions
$AMGN$IAU$ETN
$2.7B
812 positions
#24ST GERMAIN D J CO INCPassive
Some overlap · 3 shared positions
$AMGN$WFC$ETN
$2.8B
914 positions
#25Paradigm Capital Management, LLC/NVActive
Some overlap · 3 shared positions
$AMGN$WFC$ETN
$116M
65 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.