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Hedge Funds Similar to Ashford Advisors

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

Ashford Advisors, LLC is an institutional investor managing $485M across 23 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 Advisors are Sageworth, Colter Lewis Investment Partners, Integrity Wealth Solutions, with shared positions in $DOV, $MDY, $IBIT. The full ranking of 6 similar funds is below.

#1Sageworth Trust CoActive
Substantial overlap · 3 shared positions
$DOV$MDY$IBIT
$2.5B
127 positions
#2Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$DOV$IBIT$MDY
$225M
114 positions
#3Integrity Wealth Solutions LLCActive
Slight overlap · 3 shared positions
$IBIT$DOV$MDY
$271M
129 positions
#4GenTrust, LLCActive
Slight overlap · 3 shared positions
$IBIT$MDY$DOV
$2.6B
201 positions
#5Glassman Wealth ServicesActive
Slight overlap · 3 shared positions
$MDY$IBIT$DOV
$835M
236 positions
#6Fairway Wealth LLCActive
Slight overlap · 3 shared positions
$IBIT$MDY$DOV
$437M
239 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.