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Hedge Funds Similar to ASHTON THOMAS SECURITIES,

13F Portfolio OverlapQ1 2026ASHTON THOMAS SECURITIES, portfolio →
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Most similar hedge funds by 13F overlap

ASHTON THOMAS SECURITIES, LLC is an institutional investor managing $797M across 444 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 SECURITIES, are SCHARF INVESTMENTS,, REUTER JAMES WEALTH ,, Farrell Financial, with shared positions in $OXY, $MCK, $UNP, $CME, $MKL, $NVS. The full ranking of 25 similar funds is below.

#1SCHARF INVESTMENTS, LLCActive
Some overlap · 10 shared positions
$OXY$MCK$UNP$CME$MKL$NVS
$3.2B
70 positions
#2REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$USB$WT$MCK$UNP$CME$TMO
$697M
218 positions
#3Farrell Financial LLCPassive
Some overlap · 5 shared positions
$DDOG$USB$WT$MKL$CB
$167M
76 positions
#4CULBERTSON A N & CO INCPassive
Some overlap · 5 shared positions
$USB$WT$MCK$MDLZ$MKL
$771M
132 positions
#5TAGStone Capital, Inc.Passive
Some overlap · 4 shared positions
$DDOG$USB$WT$UNP
$283M
137 positions
#6FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 5 shared positions
$USB$WT$MS$UNP$CB
$354M
66 positions
#7Centurion Wealth Management LLCPassive
Some overlap · 5 shared positions
$USB$WT$MDLZ$MS$TMO
$444M
316 positions
#8ARQ WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$USB$MS$MCK$TMO$DIS
$555M
191 positions
#9TriaGen Wealth Management LLCPassive
Some overlap · 5 shared positions
$USB$MS$MCK$CME$DIS
$366M
171 positions
#10Bristlecone Value Partners, LLCPassive
Some overlap · 5 shared positions
$DDOG$WT$OXY$MKL$DIS
$114M
68 positions
#11PETRA FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$USB$DDOG$MCK$WT
$162M
117 positions
#12Trademark Financial Management, LLCPassive
Some overlap · 4 shared positions
$USB$WT$MS$MDLZ
$204M
102 positions
#13AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 5 shared positions
$DDOG$WT$USB$MDLZ$MKL
$206M
97 positions
#14Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$DDOG$WT$MS$CB
$1.2B
262 positions
#15Archer Investment Management, LLCPassive
Some overlap · 5 shared positions
$DDOG$WT$MKL$MS$USB
$238M
108 positions
#16Sentinus, LLCPassive
Some overlap · 4 shared positions
$USB$WT$MS$MDLZ
$1.1B
596 positions
#17Envision Financial LLCActive
Some overlap · 3 shared positions
$DDOG$USB$WT
$186M
46 positions
#18Sincerus Advisory, LLCActive
Some overlap · 3 shared positions
$DDOG$USB$WT
$132M
76 positions
#19Cornerstone Financial Management LLCPassive
Some overlap · 3 shared positions
$DDOG$USB$MS
$109M
1,311 positions
#20Wealthfront Advisers LLCActive
Some overlap · 3 shared positions
$DDOG$USB$MS
$45.6B
1,076 positions
#21Professional Financial Advisors, LLCActive
Some overlap · 5 shared positions
$WT$MS$UNP$USB$MKL
$491M
137 positions
#22Davidson Capital Management Inc.Active
Some overlap · 4 shared positions
$USB$MS$MCK$CME
$552M
93 positions
#23CONNING INC.Passive
Some overlap · 4 shared positions
$USB$MS$MDLZ$UNP
$3.0B
311 positions
#24HOWE & RUSLING INCPassive
Some overlap · 4 shared positions
$USB$MS$MDLZ$UNP
$1.5B
477 positions
#25EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$USB$MS$MDLZ$UNP
$1.4B
56 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.