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Hedge Funds Similar to Cornerstone Planning,

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

Cornerstone Planning, LLC is an institutional investor managing $443M across 141 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 Planning, are InvesTrust, HAMEL ASSOCIATES,, VIRGINIA WEALTH GROUP,, with shared positions in $SSL, $HLT, $VZ, $KO, $IBM, $HON. The full ranking of 25 similar funds is below.

#1InvesTrustPassive
Notable overlap · 5 shared positions
$SSL$HLT$VZ$KO$IBM
$238M
91 positions
#2HAMEL ASSOCIATES, INC.Passive
Notable overlap · 7 shared positions
$SSL$HLT$VZ$KO$HON$CB
$351M
81 positions
#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$SSL$HLT$VZ$CB$LOW
$187M
55 positions
#4Summit Asset Management, LLCActive
Some overlap · 6 shared positions
$SSL$HLT$BAC$HON$KO$IBM
$719M
172 positions
#5Winthrop Partners - WNY, LLCPassive
Some overlap · 4 shared positions
$SSL$HLT$CB$VZ
$188M
87 positions
#6LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 4 shared positions
$SSL$HLT$PLTR$CB
$133M
61 positions
#7WOODMONT INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$SSL$HLT$CB$VZ$KO
$1.6B
263 positions
#8CAPITAL ADVISORS INC/OKPassive
Some overlap · 6 shared positions
$HLT$SSL$VZ$KO$IBM$HON
$6.2B
357 positions
#9MEMBERS WEALTH LLCActive
Some overlap · 4 shared positions
$SSL$HLT$KO$LOW
$167M
113 positions
#10Sound View Wealth Advisors Group, LLCPassive
Some overlap · 4 shared positions
$SSL$HLT$KO$IBM
$1.5B
422 positions
#11LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$SSL$HLT$VZ$AMD
$135M
83 positions
#12Gratus Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$SSL$HLT$BAC$IBM
$691M
138 positions
#13BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$VZ$KO$BAC$IBM$HON$CB
$199M
110 positions
#14Windsor Capital Management, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$KO
$355M
123 positions
#15Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 4 shared positions
$SSL$HLT$BAC$IBM
$257M
109 positions
#16Kathmere Capital Management, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$VZ
$1.6B
623 positions
#17Jefferson Bridge Capital, LLCPassive
Some overlap · 5 shared positions
$SSL$HLT$VZ$PLTR$CB
$101M
53 positions
#18Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 4 shared positions
$SSL$HLT$BAC$LOW
$172M
129 positions
#19EIGHT 31 FINANCIAL, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$KO
$166M
72 positions
#20THREADGILL FINANCIAL, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$KO
$344M
44 positions
#21ARCADIA INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$SSL$HLT$HON
$212M
81 positions
#22Commonwealth Financial Services, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$KO
$632M
278 positions
#23Signature Wealth Management GroupPassive
Some overlap · 3 shared positions
$SSL$HLT$IBM
$263M
128 positions
#24Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$SSL$HLT$VZ$IBM$LOW
$340M
174 positions
#25MV CAPITAL MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$SSL$HLT$CB
$1.0B
1,197 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.