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 Cornerstone Investment Partners

13F Portfolio OverlapQ2 2026Cornerstone Investment Partners portfolio →

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Most similar hedge funds by 13F overlap

Cornerstone Investment Partners, LLC is an institutional investor managing $3.0B across 312 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 Cornerstone Investment Partners are EAGLE ROCK INVESTMENT COMPANY, Atlantic Edge Private Wealth, Legacy, with shared positions in $KLAC, $CB, $AXP, $TMO, $AZO, $URI. The full ranking of 25 similar funds is below.

#1EAGLE ROCK INVESTMENT COMPANY, LLCActive

Substantial overlap · 18 shared positions

$KLAC $CB $AXP $TMO $AZO $URI

$808M

156 positions

#2Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$KLAC $TRV $URI $CMI $MCK $TMO

$489M

619 positions

#3Legacy TrustPassive

Notable overlap · 6 shared positions

$URI $AXP $SYK $CMI $KLAC $TTWO

$566M

210 positions

#4Castlefield Investment Partners LLPActive

Notable overlap · 5 shared positions

$KLAC $CB $TMO $IQV $URI

$147M

35 positions

#5PATTON ALBERTSON MILLER GROUP, LLCPassive

Notable overlap · 5 shared positions

$KLAC $URI $CMI $MCK $TMO

$1.0B

213 positions

#6Cunning Capital Partners, LPActive

Notable overlap · 5 shared positions

$KLAC $URI $AXP $MCK $CB

$248M

55 positions

#7Local Pensions Partnership Investment LtdActive

Notable overlap · 3 shared positions

$KLAC $TMO $AZO

$4.8B

32 positions

#8Bristol Gate Capital Partners Inc.Active

Notable overlap · 4 shared positions

$KLAC $WRB $MCK $EME

$1.4B

33 positions

#9UNIO CAPITAL LLCActive

Notable overlap · 3 shared positions

$KLAC $CB $AXP

$526M

19 positions

#10Smith Group Asset Management, LLCActive

Notable overlap · 4 shared positions

$KLAC $AXP $MCK $DG

$2.5B

166 positions

#11Eley Financial Management, IncPassive

Notable overlap · 4 shared positions

$URI $KLAC $MCK $CMI

$309M

72 positions

#12TILIA FIDUCIARY PARTNERS, INC.

Notable overlap · 6 shared positions

$KLAC $MCK $SYK $TMO $AXP $EME

$211M

127 positions

#13Jackson Wealth Management, LLC

Notable overlap · 6 shared positions

$KLAC $COR $BX $URI $AXP $EVR

$170M

86 positions

#14NEW VERNON INVESTMENT MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$WRB $CB $TRV $BX $SYK

$82M

37 positions

#15EVEXIA WEALTH LLCPassive

Notable overlap · 4 shared positions

$KLAC $CB $SYK $EME

$369M

77 positions

#16Sivik Global Healthcare LLCActive

Notable overlap · 4 shared positions

$COR $MCK $TMO $SYK

$132M

34 positions

#17Applied Finance Capital Management, LLCPassive

Notable overlap · 5 shared positions

$KLAC $URI $CMI $TRV $CBRE

$1.3B

218 positions

#18Evercore Wealth Management, LLCActive

Notable overlap · 5 shared positions

$AZO $CB $TMO $CBRE $BX

$7.1B

433 positions

#19Morse Asset Management, IncPassive

Notable overlap · 5 shared positions

$KLAC $URI $APO $AZO $EVR

$604M

415 positions

#20BALDWIN WEALTH PARTNERS LLC/MAPassive

Notable overlap · 4 shared positions

$KLAC $URI $BX $MCK

$1.5B

234 positions

#21Orange Investment Advisors, Inc.Passive

Notable overlap · 5 shared positions

$KLAC $AXP $TMO $URI $AZO

$823M

143 positions

#22SCHARF INVESTMENTS, LLCActive

Notable overlap · 4 shared positions

$MCK $CB $TMO $SYK

$3.0B

79 positions

#23Dundas Partners LLPActive

Notable overlap · 4 shared positions

$TMO $AXP $WRB $SYK

$1.4B

31 positions

#24MCRAE CAPITAL MANAGEMENT INCPassive

Notable overlap · 3 shared positions

$URI $TMO $CB

$508M

113 positions

#25Verdence Capital Advisors LLCPassive

Notable overlap · 13 shared positions

$KLAC $CB $WRB $URI $CMI $MCK

$1.9B

658 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.