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Hedge Funds Similar to Cornerstone

13F Portfolio OverlapQ3 2026Cornerstone portfolio →
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Most similar hedge funds by 13F overlap

Cornerstone Management, Inc. is an institutional investor managing $673M across 67 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 Cornerstone are BUSH INVESTMENT GROUP, Smith Thornton Advisors, Approach Retirement Advisors, with shared positions in $AFL, $GPN, $SO, $GL, $DUK, $CSX. The full ranking of 25 similar funds is below.

#1BUSH INVESTMENT GROUP, LLC
Some overlap · 3 shared positions
$AFL$GPN$SO
$183M
38 positions
#2Smith Thornton Advisors LLCPassive
Some overlap · 4 shared positions
$GL$SO$GPN$DUK
$229M
139 positions
#3Approach Retirement Advisors, LLCActive
Some overlap · 3 shared positions
$AFL$SO$DUK
$135M
80 positions
#4Pinnacle Financial Partners, Inc.Active
Some overlap · 3 shared positions
$GPN$AFL$SO
$14.7B
1,128 positions
#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 3 shared positions
$AFL$SO$DUK
$203M
58 positions
#6LongView Wealth ManagementPassive
Some overlap · 3 shared positions
$AFL$SO$DUK
$415M
229 positions
#7Mayfair Advisory Group, LLCPassive
Some overlap · 5 shared positions
$SO$CSX$GL$TFC$DUK
$345M
186 positions
#8FIRETHORN WEALTH PARTNERS, LLCPassive
Some overlap · 4 shared positions
$AFL$SO$CSX$DUK
$313M
197 positions
#9EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$GL$PNC$TFC
$5.2B
76 positions
#10Mason & Associates, LLCSmart money
Some overlap · 4 shared positions
$SO$CSX$DUK$TFC
$486M
45 positions
#11Kentucky Trust CoPassive
Some overlap · 4 shared positions
$SO$PNC$DUK$TFC
$200M
316 positions
#12Nalls Sherbakoff Group, LLCPassive
Some overlap · 5 shared positions
$PNC$TFC$SLV$DUK$SO
$141M
378 positions
#13ForthRight Wealth Management, LLCActive
Some overlap · 3 shared positions
$AFL$SO$TFC
$391M
76 positions
#14Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$SO$CSX$PNC$TFC
$108M
52 positions
#15Hillcrest Wealth Advisors - NY, LLCActive
Some overlap · 3 shared positions
$GPN$SLV$PNC
$282M
55 positions
#16First Bank & TrustPassive
Some overlap · 4 shared positions
$PNC$SO$DUK$TFC
$687M
277 positions
#17Biltmore Wealth Management, LLCActive
Some overlap · 3 shared positions
$AFL$CSX$SO
$323M
59 positions
#18Beacon Financial Strategies CORPActive
Some overlap · 5 shared positions
$DUK$AFL$CSX$TFC$SO
$203M
240 positions
#19TrueWealth Advisors, LLCPassive
Some overlap · 3 shared positions
$GL$SO$CSX
$445M
240 positions
#20Ronald Blue Trust, Inc.Active
Some overlap · 4 shared positions
$GPN$AFL$SO$TFC
$9.5B
2,524 positions
#21FIRST UNITED BANK & TRUSTPassive
Some overlap · 3 shared positions
$SO$CSX$PNC
$347M
408 positions
#22Ellsworth Advisors, LLCPassive
Some overlap · 3 shared positions
$WES$PNC$DUK
$620M
193 positions
#23Ranch Capital Advisors Inc.Passive
Some overlap · 3 shared positions
$SO$AFL$DUK
$316M
157 positions
#24WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$SO$AFL$DUK
$390M
103 positions
#25First PREMIER BankPassive
Some overlap · 3 shared positions
$SO$CSX$DUK
$621M
388 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.