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 OverlapQ1 2026Cornerstone Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Cornerstone Wealth Management, LLC is an institutional investor managing $2.0B across 712 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 Wealth , are SEAMOUNT FINANCIAL GROUP, FLAGSTAR ADVISORS, NewEdge Advisors,, with shared positions in $HUM, $DIA, $USB, $SOLV, $IBM, $KO. The full ranking of 25 similar funds is below.

#1SEAMOUNT FINANCIAL GROUP INCPassive

Some overlap · 8 shared positions

$HUM $DIA $USB $SOLV $IBM $KO

$222M

135 positions

#2FLAGSTAR ADVISORS INC.Passive

Some overlap · 8 shared positions

$HUM $BRZE $MS $DIA $SHW $WT

$276M

174 positions

#3NewEdge Advisors, LLCPassive

Some overlap · 10 shared positions

$DIA $WT $IBM $KO $SHW $UNIT

$2.2B

1,217 positions

#4Ballast Financial Advisors LLCActive

Some overlap · 7 shared positions

$HUM $MS $USB $SOLV $BRZE $UNIT

$98M

68 positions

#5Vestmark Advisory Solutions, Inc.Passive

Some overlap · 8 shared positions

$BRZE $MS $WT $SHW $SNOW $USB

$9.0B

1,327 positions

#6ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 7 shared positions

$HUM $BRZE $SNOW $WT $KO $UNIT

$753M

159 positions

#7Cornerstone Financial Management LLCPassive

Some overlap · 7 shared positions

$HUM $SNOW $MS $USB $KO $DOV

$109M

1,311 positions

#8O'ROURKE & COMPANY, IncPassive

Some overlap · 8 shared positions

$SNOW $USB $IBM $KO $BRZE $UNIT

$253M

171 positions

#9Avantax Planning Partners, Inc.Active

Some overlap · 6 shared positions

$HUM $BRZE $SNOW $WT $KO $IBM

$3.6B

435 positions

#10Cambridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$MS $DIA $HUM $USB $BRZE $UNIT

$295M

168 positions

#11UPTICK PARTNERS, LLCPassive

Some overlap · 6 shared positions

$HUM $MS $SNOW $WT $DIA $UNIT

$502M

293 positions

#12Tranquility Partners, LLCPassive

Some overlap · 6 shared positions

$HUM $MS $SNOW $WT $KO $UNIT

$265M

226 positions

#13SkyOak Wealth, LLCPassive

Some overlap · 6 shared positions

$HUM $MS $SNOW $IBM $UNIT $EMR

$546M

255 positions

#14FIFTH THIRD SECURITIES, INC.Passive

Some overlap · 9 shared positions

$MS $SNOW $SHW $UNIT $DOV $USB

$1.5B

341 positions

#15Forza Wealth Management, LLCPassive

Some overlap · 6 shared positions

$HUM $MS $USB $IBM $UNIT $EMR

$287M

188 positions

#16Fortis Group Advisors, LLCPassive

Some overlap · 7 shared positions

$SNOW $DIA $SHW $WT $USB $IBM

$605M

582 positions

#17Westfuller Advisors, LLCPassive

Some overlap · 5 shared positions

$BRZE $MS $SNOW $SOLV $IBM

$232M

756 positions

#18Curran Financial Partners, LLCActive

Some overlap · 5 shared positions

$HUM $BRZE $USB $WT $SHW

$559M

127 positions

#19BIP Wealth, LLCActive

Some overlap · 7 shared positions

$BRZE $HUM $USB $WT $DOV $UNIT

$2.5B

453 positions

#20Roof Eidam Maycock Peralta, LLCActive

Some overlap · 6 shared positions

$HUM $BRZE $SOLV $WT $UNIT $SHW

$436M

125 positions

#21Selby Wealth Management, LLCActive

Some overlap · 6 shared positions

$HUM $MS $SNOW $WT $DOV $DIA

$254M

81 positions

#22Meridian Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$HUM $MS $USB $WT $UNIT $IBM

$183M

141 positions

#23Lionsbridge Wealth Management LLCPassive

Some overlap · 5 shared positions

$BRZE $SNOW $DIA $USB $WT

$99M

59 positions

#24Trademark Financial Management, LLCPassive

Some overlap · 5 shared positions

$HUM $MS $USB $WT $SHW

$204M

102 positions

#25SC&H Financial Advisors, Inc.Active

Some overlap · 6 shared positions

$HUM $USB $BRZE $WT $UNIT $DOV

$663M

155 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.