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Hedge Funds Similar to ASHTON THOMAS SECURITIES

13F Portfolio OverlapQ3 2026ASHTON THOMAS SECURITIES portfolio →
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Most similar hedge funds by 13F overlap

ASHTON THOMAS SECURITIES, LLC is an institutional investor managing $944M across 511 U.S. equity positions as of Q3 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, Adalta, with shared positions in $UNP, $OXY, $MCK, $DIS, $MKL, $BN. The full ranking of 25 similar funds is below.

#1SCHARF INVESTMENTS, LLCActive
Some overlap · 11 shared positions
$UNP$OXY$MCK$DIS$MKL$BN
$3.0B
79 positions
#2REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$UNP$MCK$BA$CME$TMO
$769M
225 positions
#3Adalta Capital Management LLCPassive
Some overlap · 5 shared positions
$UNP$MKL$BA$BN$FNV
$228M
103 positions
#4Spears Abacus Advisors LLCPassive
Some overlap · 5 shared positions
$UNP$DIS$BN$FNV$TMO
$5.6B
445 positions
#5DKRT Investments Corp.Active
Slight overlap · 5 shared positions
$UNP$BA$A$TMO$DIS
$409M
50 positions
#6Parkside Investments, LLCActive
Slight overlap · 5 shared positions
$UNP$DIS$BN$TMO$CME
$879M
95 positions
#7Live Oak Private Wealth LLCPassive
Slight overlap · 5 shared positions
$DIS$MKL$BA$BN$A
$800M
211 positions
#8Lincoln Capital LLCActive
Slight overlap · 4 shared positions
$UNP$DIS$MKL$OXY
$570M
138 positions
#9Stamos Capital Partners, L.P.Passive
Slight overlap · 4 shared positions
$UNP$DIS$BA$CME
$653M
140 positions
#10Marathon Asset Management LtdActive
Slight overlap · 5 shared positions
$MKL$BN$FNV$CME$TMO
$2.2B
76 positions
#11Sather Financial Group IncActive
Slight overlap · 4 shared positions
$UNP$MKL$BA$BN
$1.7B
121 positions
#12VIKING GLOBAL INVESTORS LPActive
Slight overlap · 4 shared positions
$UNP$DIS$BA$TMO
$35.1B
90 positions
#13Fortis Advisors, LLCActive
Slight overlap · 4 shared positions
$UNP$DIS$BN$TMO
$214M
122 positions
#14Shelter Mutual Insurance CoActive
Slight overlap · 4 shared positions
$UNP$MKL$BN$CME
$473M
58 positions
#15Smith, Salley & AssociatesPassive
Slight overlap · 4 shared positions
$UNP$MKL$BN$TMO
$2.3B
275 positions
#16Poehling Capital Management, INC.Passive
Slight overlap · 4 shared positions
$OXY$DIS$MKL$CNC
$486M
164 positions
#17EagleClaw Capital Managment, LLCPassive
Slight overlap · 4 shared positions
$UNP$BA$FNV$CME
$745M
145 positions
#18QV Investors Inc.Active
Slight overlap · 4 shared positions
$UNP$BN$CNC$FNV
$1.4B
71 positions
#19Northwest & Ethical Investments L.P.Passive
Slight overlap · 4 shared positions
$UNP$MCK$BN$A
$4.3B
522 positions
#20Oak Thistle LLCPassive
Slight overlap · 4 shared positions
$MCK$OXY$BA$CME
$1.1B
469 positions
#21McClarren Financial Advisors, Inc.Active
Slight overlap · 3 shared positions
$UNP$MCK$DIS
$198M
84 positions
#22Councilmark Asset Management, LLCActive
Slight overlap · 3 shared positions
$UNP$MCK$DIS
$194M
87 positions
#23GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Slight overlap · 4 shared positions
$DIS$BA$BN$TMO
$372M
82 positions
#24ALTA CAPITAL MANAGEMENT LLC/Active
Slight overlap · 4 shared positions
$MCK$UNP$CME$TMO
$1.2B
215 positions
#25FRANKLIN STREET ADVISORS INC /NCActive
Slight overlap · 4 shared positions
$DIS$BA$CME$TMO
$1.8B
165 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.