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Hedge Funds Similar to Cornerstone ,

13F Portfolio OverlapQ1 2026Cornerstone , portfolio →
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Most similar hedge funds by 13F overlap

Cornerstone Management, Inc. is an institutional investor managing $695M across 67 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cornerstone , are Wealth Architects,, Dentgroup, rebel Financial, with shared positions in $UNIT, $SE, $HUM, $AMN, $LRCX, $AFL. The full ranking of 25 similar funds is below.

#1Wealth Architects, LLCPassive
Some overlap · 5 shared positions
$UNIT$SE$HUM$AMN$LRCX
$1.1B
244 positions
#2Dentgroup LLC
Some overlap · 4 shared positions
$UNIT$SE$HUM$AFL
$146M
93 positions
#3rebel Financial LLCPassive
Some overlap · 4 shared positions
$UNIT$SE$AMN$SLV
$231M
65 positions
#4Creekside PartnersPassive
Some overlap · 3 shared positions
$UNIT$SE$HUM
$243M
183 positions
#5Prosperity Planning, Inc.Active
Some overlap · 3 shared positions
$UNIT$SE$AMN
$395M
110 positions
#6Foster Group, Inc.Active
Some overlap · 3 shared positions
$UNIT$SE$AMN
$3.4B
284 positions
#7MB Generational Wealth, LLCActive
Some overlap · 3 shared positions
$UNIT$SE$AMN
$181M
66 positions
#8Stokes Family Office, LLCPassive
Some overlap · 5 shared positions
$SE$UNIT$HUM$AMN$LRCX
$969M
276 positions
#9LAM GROUP, INC.Passive
Some overlap · 3 shared positions
$UNIT$SE$AMN
$182M
136 positions
#10Asempa Wealth AdvisorsPassive
Some overlap · 3 shared positions
$SE$UNIT$HUM
$115M
115 positions
#11NewEdge Advisors, LLCPassive
Slight overlap · 4 shared positions
$UNIT$SE$KO$SO
$2.2B
1,217 positions
#12Traveka Wealth, LLCPassive
Slight overlap · 3 shared positions
$UNIT$SE$KO
$262M
186 positions
#13Monument Group Wealth Advisors, LLCSmart money
Slight overlap · 3 shared positions
$UNIT$SE$KO
$180M
43 positions
#14AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Slight overlap · 3 shared positions
$UNIT$SE$KO
$206M
97 positions
#15Modera Wealth Management, LLCActive
Slight overlap · 4 shared positions
$UNIT$SE$HUM$PNC
$8.3B
635 positions
#16Noble Family Wealth, LLCActive
Slight overlap · 4 shared positions
$UNIT$SE$HUM$AFL
$484M
76 positions
#17Ifrah Financial Services, Inc.Passive
Slight overlap · 3 shared positions
$UNIT$SE$LRCX
$378M
200 positions
#18Strategic Investment Advisors / MIPassive
Slight overlap · 3 shared positions
$UNIT$SE$LRCX
$1.4B
386 positions
#19RF&L WEALTH MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$UNIT$SE$GL$SO
$134M
52 positions
#20MSH Capital Advisors LLCPassive
Slight overlap · 4 shared positions
$SE$UNIT$HUM$KO
$472M
273 positions
#21Arbor Wealth Advisors LLCActive
Slight overlap · 5 shared positions
$UNIT$HUM$AMN$KO$DUK
$143M
56 positions
#22Lansing Street AdvisorsPassive
Slight overlap · 4 shared positions
$UNIT$SE$HUM$BAC
$397M
151 positions
#23PDS Planning, IncPassive
Slight overlap · 4 shared positions
$UNIT$HUM$AMN$KO
$1.5B
561 positions
#24Mill Creek Capital Advisors, LLCActive
Slight overlap · 3 shared positions
$UNIT$SE$HUM
$4.9B
260 positions
#25FIDUCIARY ADVISORS, INC.Active
Slight overlap · 5 shared positions
$UNIT$AMN$SE$KO$BAC
$133M
121 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.