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 Group,

13F Portfolio OverlapQ1 2026Cornerstone Wealth Group, portfolio →

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Most similar hedge funds by 13F overlap

Cornerstone Wealth Group, LLC is an institutional investor managing $1.6B across 447 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 Group, are FIRST FINANCIAL BANKSHARES, Catherine Avery Investment, Estabrook, with shared positions in $BAC, $WMB, $MCD, $AMGN, $ETN, $HON. The full ranking of 25 similar funds is below.

#1FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 7 shared positions

$BAC $WMB $MCD $AMGN $ETN $HON

$5.0B

201 positions

#2Catherine Avery Investment Management LLCPassive

Some overlap · 6 shared positions

$LEN $BAC $MCD $AMGN $C $CMI

$223M

109 positions

#3Estabrook Capital ManagementPassive

Some overlap · 6 shared positions

$BAC $WMB $AMGN $ETN $HON $C

$685M

380 positions

#4MCDONALD PARTNERS LLCPassive

Some overlap · 6 shared positions

$BAC $JHG $AMGN $ETN $HON $C

$424M

208 positions

#5Hilton Capital Management, LLCActive

Some overlap · 6 shared positions

$JHG $WMB $MCD $BAC $HON $AMGN

$1.3B

129 positions

#6OSTRUM ASSET MANAGEMENTActive

Some overlap · 6 shared positions

$CMI $AMAT $LECO $ETN $HON $MCD

$1.8B

562 positions

#7ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 5 shared positions

$CMI $BAC $WMB $AMGN $SO

$417M

199 positions

#8Allen Mooney & Barnes Investment Advisors LLCPassive

Some overlap · 6 shared positions

$CMI $AMAT $HON $MO $PFH $C

$695M

159 positions

#9Aull & Monroe Investment Management CorpPassive

Some overlap · 5 shared positions

$CMI $BAC $AMGN $ETN $SO

$215M

125 positions

#10PATRICK M SWEENEY & ASSOCIATES, INCPassive

Some overlap · 6 shared positions

$BAC $ETN $HON $MCD $CMI $AMAT

$156M

164 positions

#11FERGUSON WELLMAN CAPITAL MANAGEMENT, INCPassive

Some overlap · 5 shared positions

$LEN $AMGN $HON $ETN $UBER

$7.3B

406 positions

#12Generation Capital Management LLCPassive

Some overlap · 5 shared positions

$JHG $BAC $MCD $UBER $C

$137M

74 positions

#13Adams Asset Advisors, LLCActive

Some overlap · 5 shared positions

$CMI $BAC $AMGN $MO $C

$891M

88 positions

#14NORTH DALLAS BANK & TRUST COPassive

Some overlap · 5 shared positions

$CMI $BAC $HON $MCD $SO

$148M

109 positions

#15Cadence Bank

Some overlap · 5 shared positions

$LEN $MCD $AMAT $PFH $BAC

$1.7B

332 positions

#16ALBION FINANCIAL GROUP /UTActive

Some overlap · 6 shared positions

$JHG $HON $UBER $C $MCD $AMGN

$1.5B

737 positions

#17PLIMOTH TRUST CO LLCPassive

Some overlap · 5 shared positions

$BAC $MCD $AMGN $AMAT $ETN

$447M

173 positions

#18Richard C. Young & CO., LTD.Active

Some overlap · 5 shared positions

$CMI $WMB $MCD $MO $SO

$1.2B

93 positions

#19JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$BAC $MCD $AMGN $AMAT $SO

$822M

214 positions

#20Signet Private Wealth LLCPassive

Some overlap · 5 shared positions

$LEN $MCD $ETN $AMAT $WMB

$105M

118 positions

#21Ballast Rock Private Wealth LLCPassive

Some overlap · 4 shared positions

$LEN $JHG $AMAT $MCD

$181M

177 positions

#22Pinnacle Holdings, LLCPassive

Some overlap · 5 shared positions

$BAC $WMB $MCD $AMGN $C

$309M

233 positions

#23Cambridge Financial Group, Inc.Active

Some overlap · 5 shared positions

$BAC $WMB $MCD $ETN $C

$267M

33 positions

#24Wynn Capital, LLCPassive

Some overlap · 5 shared positions

$BAC $AMGN $AMAT $CMI $MCD

$195M

107 positions

#25L & S Advisors IncPassive

Some overlap · 5 shared positions

$CMI $WMB $ETN $HON $C

$795M

233 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.