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 Planning

13F Portfolio OverlapQ3 2026Cornerstone Planning portfolio →

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Most similar hedge funds by 13F overlap

Cornerstone Planning, LLC is an institutional investor managing $487M across 143 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cornerstone Planning are CONNORS INVESTOR SERVICES, Cullen, BERKSHIRE ASSET, with shared positions in $MS, $CB, $VZ, $LOW, $PEP, $PLTR. The full ranking of 25 similar funds is below.

#1CONNORS INVESTOR SERVICES INCPassive

Some overlap · 6 shared positions

$MS $CB $VZ $LOW $PEP $PLTR

$1.2B

153 positions

#2Cullen Capital Management, LLCActive

Some overlap · 5 shared positions

$QCOM $MS $CB $GD $LOW

$10.2B

208 positions

#3BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 5 shared positions

$NUE $QCOM $CB $LOW $PEP

$2.5B

270 positions

#4Unison Advisors LLCActive

Some overlap · 5 shared positions

$NUE $QCOM $CB $GD $VZ

$1.4B

173 positions

#5Aster Capital Management (DIFC) LtdPassive

Some overlap · 7 shared positions

$QCOM $PLTR $PEP $CB $MS $GD

$470M

808 positions

#6Ark Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$NUE $QCOM $CB $LOW $PEP

$113M

87 positions

#7Baugh & Associates, LLCActive

Some overlap · 5 shared positions

$QCOM $MS $VZ $LOW $PEP

$221M

41 positions

#8Alliance Private Wealth, LLCActive

Some overlap · 5 shared positions

$QCOM $MS $VZ $PEP $DIS

$269M

85 positions

#9William B. Walkup & Associates, Inc.Passive

Some overlap · 5 shared positions

$NUE $MS $VZ $LOW $QCOM

$208M

258 positions

#10BROOKS, MOORE & ASSOCIATES, INC.Passive

Some overlap · 5 shared positions

$QCOM $CB $VZ $LOW $PEP

$223M

114 positions

#11Insight Inv LLCPassive

Some overlap · 5 shared positions

$QCOM $MS $GD $PEP $LOW

$210M

108 positions

#12Somerset Trust CoPassive

Some overlap · 5 shared positions

$CB $MS $GD $LOW $PEP

$354M

186 positions

#13KANAWHA CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$QCOM $CB $LOW $PEP $VZ

$1.6B

228 positions

#14Sculati Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MS $GD $LOW $VZ $DIS

$306M

120 positions

#15FARMERS TRUST CO

Some overlap · 5 shared positions

$VZ $CB $NUE $PEP $PLTR

$637M

203 positions

#16DAVIDSON TRUST COPassive

Some overlap · 6 shared positions

$CB $PEP $DIS $LOW $QCOM $VZ

$253M

183 positions

#17Networth Advisors, LLCActive

Some overlap · 6 shared positions

$MS $PLTR $DIS $PEP $VZ $LOW

$172M

383 positions

#18VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 5 shared positions

$QCOM $CB $VZ $PEP $LOW

$203M

58 positions

#19Iowa State BankPassive

Some overlap · 5 shared positions

$MS $PEP $VZ $PLTR $DIS

$592M

116 positions

#20Community Bank, N.A.Passive

Some overlap · 5 shared positions

$VZ $NUE $PEP $QCOM $CB

$926M

530 positions

#21SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive

Some overlap · 4 shared positions

$NUE $QCOM $VZ $PEP

$244M

321 positions

#22SECURITY NATIONAL BANK OF SO DAKPassive

Some overlap · 4 shared positions

$NUE $QCOM $VZ $PEP

$217M

287 positions

#23Stokes Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$QCOM $MS $CB $PEP

$455M

118 positions

#24INSIGHT 2811, INC.Active

Some overlap · 4 shared positions

$QCOM $MS $VZ $PEP

$259M

108 positions

#25VIKING FUND MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$MS $QCOM $VZ $PEP

$1.1B

141 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.