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Hedge Funds Similar to Cornerstone Advisory,

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

Cornerstone Advisory, LLC is an institutional investor managing $1.1B across 262 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 Advisory, are Evergreen Wealth ,, Human Investing, Leo H. Evart,, with shared positions in $KKR, $HUM, $SNOW, $UNIT, $MAR, $BAH. The full ranking of 25 similar funds is below.

#1Evergreen Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$KKR$HUM$SNOW$UNIT
$194M
54 positions
#2Human Investing LLCSmart money
Notable overlap · 3 shared positions
$KKR$HUM$SNOW
$687M
96 positions
#3Leo H. Evart, Inc.Passive
Notable overlap · 6 shared positions
$HUM$SNOW$MAR$BAH$KKR$UNIT
$117M
298 positions
#4Capital Advisors Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$HUM$SNOW$KKR$MAR$UNIT
$745M
219 positions
#5SWAN Capital LLCPassive
Notable overlap · 4 shared positions
$KKR$HUM$MAR$UNIT
$272M
554 positions
#6Ariston Services GroupActive
Notable overlap · 3 shared positions
$KKR$HUM$SNOW
$167M
71 positions
#7City State BankPassive
Notable overlap · 5 shared positions
$HUM$KKR$SNOW$MAR$UNIT
$385M
784 positions
#8Blackston Financial Advisory Group, LLCActive
Notable overlap · 3 shared positions
$KKR$HUM$MAR
$160M
106 positions
#9Financial Perspectives, IncPassive
Notable overlap · 3 shared positions
$KKR$HUM$MAR
$358M
716 positions
#10DAGCO, INC.Passive
Notable overlap · 4 shared positions
$KKR$HUM$MAR$JHG
$461M
353 positions
#11White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$KKR$MAR$HUM$SNOW$UNIT
$721M
145 positions
#12Evergreen Wealth Solutions, LLCPassive
Notable overlap · 6 shared positions
$SNOW$HUM$JHG$BAH$TROW$UNIT
$1.4B
406 positions
#13Reality Financial Planning Services, LLCSmart money
Notable overlap · 3 shared positions
$KKR$HUM$SNOW
$104M
20 positions
#14Kropog Financial Group, LLCActive
Notable overlap · 4 shared positions
$KKR$SNOW$MAR$HUM
$123M
33 positions
#15HOWARD WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$KKR$HUM$JHG$MAR
$238M
142 positions
#16Wealth Care LLCActive
Notable overlap · 4 shared positions
$KKR$HUM$PDI$NAD
$113M
67 positions
#17Joel Isaacson & Co., LLCActive
Notable overlap · 6 shared positions
$KKR$HUM$SNOW$UNIT$MAR$COR
$3.0B
455 positions
#18Cannon Wealth Management Services, LLCPassive
Notable overlap · 3 shared positions
$KKR$HUM$BAH
$148M
85 positions
#19Quaker Wealth Management, LLCActive
Notable overlap · 4 shared positions
$KKR$MAR$JHG$HUM
$320M
972 positions
#20Darrow Company, Inc.Active
Notable overlap · 4 shared positions
$KKR$SNOW$MAR$HUM
$222M
56 positions
#21HANOVER ADVISORS INCActive
Notable overlap · 4 shared positions
$HUM$SNOW$KKR$MAR
$246M
118 positions
#22Martel Wealth Advisors IncSmart money
Notable overlap · 4 shared positions
$KKR$HUM$UNIT$MAR
$587M
73 positions
#23Wilkins Miller Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$KKR$SNOW$HUM
$165M
89 positions
#24Sherman Wealth Management LLCPassive
Notable overlap · 3 shared positions
$KKR$HUM$UNIT
$116M
80 positions
#25KDT Advisors, LLCPassive
Notable overlap · 3 shared positions
$KKR$HUM$UNIT
$63M
69 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.