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Hedge Funds Similar to ASHFORD

13F Portfolio OverlapQ2 2026ASHFORD portfolio →
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Most similar hedge funds by 13F overlap

ASHFORD CAPITAL MANAGEMENT INC is an institutional investor managing $933M across 107 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 ASHFORD are BROWN, Millington Financial Advisors, RICE HALL JAMES & ASSOCIATES, with shared positions in $CLBT, $UFPT, $RDVT, $TYL, $SNEX, $INCY. The full ranking of 25 similar funds is below.

#1BROWN CAPITAL MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$CLBT$UFPT$RDVT$TYL
$500M
54 positions
#2Millington Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$SNEX$INCY$STT
$254M
128 positions
#3RICE HALL JAMES & ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$LGND$YOU$SRAD$SUPN
$2.1B
240 positions
#4Future Fund LLCPassive
Some overlap · 5 shared positions
$AXON$IDCC$HQY$LGND$SNEX
$349M
118 positions
#5McAlvany Wealth Management LLCPassive
Some overlap · 4 shared positions
$FNV$VOXR$VNOM$EPD
$134M
48 positions
#6Herald Investment Management LtdActive
Some overlap · 3 shared positions
$VICR$RDVT$FROG
$737M
92 positions
#7GENEVA CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$HQY$KNSL$AXON$TYL
$4.4B
119 positions
#8Praesidium Investment Management Company, LLCSmart money
Some overlap · 3 shared positions
$CLBT$FROG$TYL
$214M
12 positions
#9Granahan Investment Management, LLCPassive
Some overlap · 5 shared positions
$AXON$LGND$FROG$CLBT$PRCH
$2.8B
150 positions
#10WASATCH ADVISORS LPActive
Some overlap · 3 shared positions
$HQY$FROG$UFPT
$15.3B
219 positions
#11NEUMEIER POMA INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$IDCC$CVCO$UFPT
$1.5B
42 positions
#12Pembroke Management, LTDActive
Some overlap · 4 shared positions
$LGND$RDVT$BROS$PRCH
$637M
78 positions
#13Atlas Wealth Partners, LLCActive
Some overlap · 3 shared positions
$FNV$LB$VNOM
$92M
64 positions
#14GAGNON SECURITIES LLCActive
Some overlap · 3 shared positions
$EQIX$WGS$EPD
$519M
83 positions
#15Gagnon Advisors, LLCActive
Some overlap · 3 shared positions
$EQIX$WGS$EPD
$157M
23 positions
#16O'Brien Greene & Co. IncPassive
Some overlap · 3 shared positions
$FNV$UNP$SNEX
$362M
141 positions
#17HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$LB$FNV$VNOM
$8.8B
351 positions
#18EagleClaw Capital Managment, LLCPassive
Some overlap · 3 shared positions
$LB$FNV$UNP
$745M
145 positions
#19ESG Planning DBA Harper InvestingPassive
Some overlap · 3 shared positions
$EQIX$UNP$STT
$297M
84 positions
#20HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$FNV$UNP$EPD
$252M
43 positions
#21Greenhouse Funds LLLPActive
Some overlap · 3 shared positions
$HQY$SRAD$GSAT
$2.0B
32 positions
#22Riverwater Partners LLCPassive
Some overlap · 3 shared positions
$IDCC$SKWD$SNEX
$337M
209 positions
#23REINHART PARTNERS, LLC.Active
Some overlap · 3 shared positions
$SKWD$IDCC$AYI
$4.4B
72 positions
#24Montanaro Asset Management LtdPassive
Some overlap · 3 shared positions
$AYI$HQY$SNEX
$317M
42 positions
#25CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive
Some overlap · 3 shared positions
$EQIX$UNP$VICI
$7.2B
101 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.