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Hedge Funds Similar to Cornerstone Advisors,

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

Cornerstone Advisors, LLC is an institutional investor managing $2.7B across 99 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 Advisors, are WESPAC Advisors SoCal,, Wilkinson Global Asset, One Madison Group, with shared positions in $SHW, $GEV, $WELL, $MU, $GE, $LIN. The full ranking of 25 similar funds is below.

#1WESPAC Advisors SoCal, LLCPassive
Some overlap · 5 shared positions
$SHW$GEV$WELL$MU$GE
$470M
119 positions
#2Wilkinson Global Asset Management LLCActive
Some overlap · 5 shared positions
$SHW$LIN$PGR$UNP$DE
$1.3B
60 positions
#3One Madison Group LLCActive
Some overlap · 5 shared positions
$SHW$GEV$GE$UNP$ORLY
$866M
28 positions
#4CHILTON INVESTMENT CO INC.Active
Some overlap · 5 shared positions
$SHW$PGR$AXP$DE$ORLY
$4.3B
280 positions
#5Meiji Yasuda America IncActive
Some overlap · 7 shared positions
$PM$GE$WELL$PGR$MU$AXP
$404M
57 positions
#611 Capital Partners LPActive
Some overlap · 4 shared positions
$SHW$GEV$GE$LIN
$348M
20 positions
#7Brentview Investment Management LLCPassive
Some overlap · 7 shared positions
$PM$LIN$WELL$CME$UNP$TMUS
$231M
63 positions
#8COMPASS CAPITAL MANAGEMENT, INCActive
Some overlap · 5 shared positions
$SHW$LIN$GEV$DE$ISRG
$1.7B
87 positions
#9Capital International SarlActive
Some overlap · 7 shared positions
$PM$GE$LIN$WELL$MU$DE
$6.1B
287 positions
#10DEMMING FINANCIAL SERVICES CORP /ADVSmart money
Some overlap · 4 shared positions
$SHW$GEV$GE$PGR
$138M
37 positions
#11RWQ Financial Management Services, Inc.Active
Some overlap · 4 shared positions
$SHW$GEV$GE$MU
$153M
22 positions
#12Capital Group Private Client Services, Inc.Active
Some overlap · 6 shared positions
$PM$GEV$GE$LIN$WELL$MU
$5.9B
240 positions
#13Obion Capital Management LPActive
Some overlap · 4 shared positions
$SHW$GE$LIN$ORLY
$101M
15 positions
#14Schear Investment Advisers, LLCPassive
Some overlap · 6 shared positions
$SHW$GEV$GE$LIN$MU$MCK
$227M
77 positions
#15Teucrium Investment Advisors, LLCActive
Some overlap · 6 shared positions
$PM$GEV$GE$LIN$MU$TMUS
$129M
42 positions
#16Left Brain Wealth Management, LLCPassive
Some overlap · 7 shared positions
$GE$CME$PGR$MU$MCK$MNST
$255M
79 positions
#17Douglass Winthrop Advisors, LLCActive
Some overlap · 5 shared positions
$SHW$LIN$AXP$DE$MNST
$5.5B
303 positions
#18Blue Zone Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$LIN$AXP$ORLY
$491M
130 positions
#19REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$GE$CME$UNP$SHW$DE$MCK
$697M
218 positions
#20MENORA MIVTACHIM HOLDINGS LTD.Active
Some overlap · 5 shared positions
$SHW$PGR$MU$UNP$ISRG
$21.1B
157 positions
#21VUB Generali dochodkova spravcovska spolocnost, a.s.Passive
Some overlap · 6 shared positions
$GEV$GE$LIN$WELL$UNP$DE
$127M
91 positions
#22NS Partners LtdActive
Some overlap · 6 shared positions
$PM$GEV$GE$TMUS$ISRG$MNST
$2.2B
71 positions
#23KG&L Capital Management,LLCPassive
Some overlap · 8 shared positions
$UNP$MCK$ORLY$PGR$PM$DE
$139M
123 positions
#24McLaughlin Asset Management, Inc.Passive
Some overlap · 6 shared positions
$GEV$GE$LIN$AXP$TMUS$ISRG
$105M
91 positions
#25Fairfield Financial Advisors, LTDActive
Some overlap · 7 shared positions
$GE$WELL$AXP$DE$MCK$ISRG
$290M
72 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.