How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Ashton Thomas Private Wealth,

13F Portfolio OverlapQ1 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 $4.2B across 1,502 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 Ashton Thomas Private Wealth, are Faithward Advisors,, First Eagle Investment ,, OneAscent Wealth, with shared positions in $MSTR, $AMGN, $USB, $IAU, $CHRW, $OKE. The full ranking of 25 similar funds is below.

#1Faithward Advisors, LLCPassive

Some overlap · 4 shared positions

$MSTR $AMGN $USB $IAU

$701M

261 positions

#2First Eagle Investment Management, LLCActive

Some overlap · 3 shared positions

$MSTR $CHRW $OKE

$75.6B

425 positions

#3OneAscent Wealth Management LLCActive

Some overlap · 3 shared positions

$MSTR $USB $SNOW

$302M

157 positions

#4OneAscent Financial Services LLCPassive

Some overlap · 3 shared positions

$MSTR $USB $SCHW

$1.8B

591 positions

#5Bare Financial Services, IncPassive

Some overlap · 3 shared positions

$MSTR $SNOW $SCHW

$378M

1,730 positions

#6Pacific Capital Wealth Advisors, Inc.Smart money

Some overlap · 5 shared positions

$MSTR $USB $SNOW $IAU $SCHW

$595M

87 positions

#7American Investment Services, Inc.Active

Some overlap · 5 shared positions

$AMGN $USB $SNOW $IAU $SCHW

$448M

132 positions

#8Birchwood Financial Partners, Inc.Passive

Some overlap · 5 shared positions

$CHRW $SNOW $IAU $LRCX $USB

$104M

348 positions

#9CreativeOne Wealth, LLCPassive

Some overlap · 4 shared positions

$MSTR $SNOW $SCHW $IAU

$4.3B

1,171 positions

#10Sculptor Capital LPPassive

Some overlap · 3 shared positions

$MSTR $SNOW $LRCX

$9.6B

363 positions

#11MidFirst BankPassive

Some overlap · 5 shared positions

$AMGN $SNOW $OKE $LRCX $SCHW

$1.2B

926 positions

#12Beaird Harris Wealth Management, LLCActive

Some overlap · 6 shared positions

$MSTR $IAU $OKE $SNOW $USB $SCHW

$1.5B

686 positions

#13Discipline Wealth Solutions, LLCActive

Some overlap · 4 shared positions

$MSTR $SNOW $IAU $SCHW

$950M

192 positions

#14North Forty Two & Co.Passive

Some overlap · 4 shared positions

$AMGN $USB $SNOW $IAU

$108M

97 positions

#15Smart Portfolios, LLCPassive

Slight overlap · 4 shared positions

$AMGN $USB $SNOW $OKE

$100M

99 positions

#16Disciplined Investments, LLCPassive

Slight overlap · 5 shared positions

$USB $IAU $OKE $SCHW $SNOW

$279M

141 positions

#17OLD MISSION CAPITAL LLCActive

Slight overlap · 4 shared positions

$MSTR $USB $LRCX $SNOW

$6.3B

1,062 positions

#18Eliot Finkel Investment Counsel, LLCActive

Slight overlap · 3 shared positions

$CHRW $AMGN $USB

$184M

32 positions

#19Vivaldi Capital Management LPPassive

Slight overlap · 4 shared positions

$AMGN $SNOW $IAU $SCHW

$723M

290 positions

#20Parallax Volatility Advisers, L.P.Active

Slight overlap · 3 shared positions

$MSTR $USB $SNOW

$38.6B

1,428 positions

#21Sound Financial Strategies Group, LLCPassive

Slight overlap · 3 shared positions

$MSTR $IAU $CHRW

$147M

111 positions

#22Argyle Capital Partners, LLCPassive

Slight overlap · 4 shared positions

$AMGN $USB $OKE $SCHW

$139M

160 positions

#23Bay Rivers GroupPassive

Slight overlap · 4 shared positions

$AMGN $USB $LRCX $SCHW

$240M

109 positions

#24DCF Advisers, LLCActive

Slight overlap · 4 shared positions

$AMGN $USB $IAU $LRCX

$375M

86 positions

#25Barnes Dennig Private Wealth Management LLCPassive

Slight overlap · 4 shared positions

$AMGN $SNOW $IAU $SCHW

$101M

307 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.