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 Wealth

13F Portfolio OverlapQ2 2026Cornerstone Wealth portfolio →

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Most similar hedge funds by 13F overlap

Cornerstone Wealth Management, LLC is an institutional investor managing $2.3B across 745 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 Wealth are CFS Investment Advisory Services, Triangle Securities Wealth, PENINSULA ASSET, with shared positions in $EMR, $DOV, $AFL, $GWW, $LOW, $LIN. The full ranking of 25 similar funds is below.

#1CFS Investment Advisory Services, LLCPassive

Some overlap · 6 shared positions

$EMR $DOV $AFL $GWW $LOW $LIN

$1.5B

357 positions

#2Triangle Securities Wealth ManagementPassive

Some overlap · 5 shared positions

$BX $EMR $DOV $LOW $LIN

$504M

213 positions

#3PENINSULA ASSET MANAGEMENT INCActive

Some overlap · 5 shared positions

$EMR $AFL $GWW $LOW $NDSN

$209M

54 positions

#4MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$PH $AFL $GWW $LOW $LIN

$857M

166 positions

#5Cushing Capital Partners, LLCPassive

Some overlap · 5 shared positions

$PH $AFL $GWW $LOW $LIN

$145M

99 positions

#6Hurlow Wealth Management Group, Inc.Active

Some overlap · 5 shared positions

$AFL $GWW $EMR $ED $LIN

$481M

125 positions

#7Legacy Financial Strategies, LLCActive

Some overlap · 5 shared positions

$AFL $GWW $LOW $NDSN $LIN

$646M

152 positions

#8Wagner Wealth Management, CorpPassive

Some overlap · 5 shared positions

$DOV $AFL $NDSN $ED $LIN

$124M

101 positions

#9Abbot Financial Management, Inc.Passive

Some overlap · 4 shared positions

$BX $EMR $PH $AFL

$293M

141 positions

#10Kimelman & Baird, LLCActive

Slight overlap · 4 shared positions

$BX $EMR $DOV $LIN

$1.3B

261 positions

#11VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Slight overlap · 4 shared positions

$BX $EMR $AFL $LOW

$201M

57 positions

#12Fruth Investment ManagementPassive

Slight overlap · 4 shared positions

$EMR $PH $GWW $LIN

$421M

225 positions

#13Community Financial Services Group, LLCPassive

Slight overlap · 4 shared positions

$EMR $PH $LOW $LIN

$686M

532 positions

#14Stonebridge Financial Group, LLCPassive

Slight overlap · 4 shared positions

$EMR $AFL $LOW $LIN

$1.3B

275 positions

#15Ark Wealth Advisors LLCPassive

Slight overlap · 4 shared positions

$EMR $AFL $LOW $LIN

$113M

87 positions

#16Somerset Trust CoPassive

Slight overlap · 4 shared positions

$EMR $AFL $LOW $LIN

$354M

186 positions

#17BKM Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$EMR $GWW $LOW $LIN

$282M

148 positions

#18ESL Trust Services, LLCSmart money

Slight overlap · 4 shared positions

$EMR $AFL $ED $LIN

$587M

266 positions

#19Sound Financial Strategies Group, LLCActive

Slight overlap · 4 shared positions

$EMR $GWW $NDSN $LIN

$157M

121 positions

#20Nicholson Wealth Management Group, LLCPassive

Slight overlap · 4 shared positions

$PH $AFL $GWW $LIN

$170M

111 positions

#21GREATMARK INVESTMENT PARTNERS, INC.Active

Slight overlap · 4 shared positions

$AFL $GWW $EMR $LOW

$906M

153 positions

#22Andrews Advisory Associates, LLCActive

Slight overlap · 4 shared positions

$DOV $GWW $LOW $AFL

$208M

86 positions

#23Silver Coast Investments LLCActive

Slight overlap · 4 shared positions

$DOV $AFL $LOW $LIN

$336M

121 positions

#24Valtrion Capital Management, LLCActive

Slight overlap · 3 shared positions

$BX $EMR $AFL

$134M

103 positions

#25MCDANIEL TERRY & COActive

Slight overlap · 4 shared positions

$EMR $DOV $NDSN $GWW

$1.3B

81 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.