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 Group

13F Portfolio OverlapQ2 2026Cornerstone Planning Group portfolio →

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Most similar hedge funds by 13F overlap

Cornerstone Planning Group LLC is an institutional investor managing $794M across 1,867 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cornerstone Planning Group are JSF Financial, Sharkey, Howes & Javer, SENTINEL PENSION ADVISORS, with shared positions in $LAZ, $DELL, $STT, $IAU, $AXP, $MCO. The full ranking of 25 similar funds is below.

#1JSF Financial, LLCActive

Some overlap · 4 shared positions

$LAZ $DELL $STT $IAU

$632M

142 positions

#2Sharkey, Howes & JaverActive

Some overlap · 6 shared positions

$DELL $AXP $IAU $STT $MCO $IBIT

$829M

163 positions

#3SENTINEL PENSION ADVISORS, LLCActive

Slight overlap · 4 shared positions

$LAZ $DELL $GLDM $IAU

$762M

147 positions

#4Redwood Financial Network CorpPassive

Slight overlap · 3 shared positions

$LAZ $DELL $STT

$180M

192 positions

#5L & S Advisors IncPassive

Slight overlap · 3 shared positions

$DELL $AXP $STT

$967M

236 positions

#6Horizon Investment Services, LLCPassive

Slight overlap · 3 shared positions

$DELL $AXP $STT

$360M

143 positions

#7Buck Wealth Strategies, LLCPassive

Slight overlap · 3 shared positions

$LAZ $DELL $GLDM

$956M

1,170 positions

#8William Allan CorpActive

Slight overlap · 4 shared positions

$DELL $AXP $MCO $UPS

$204M

62 positions

#9ELEMENT POINTE ADVISORS, LLCSmart money

Slight overlap · 4 shared positions

$DELL $STT $GLDM $IBIT

$621M

90 positions

#10Sky Investment Group LLCPassive

Slight overlap · 4 shared positions

$DELL $AXP $LIN $PM

$637M

146 positions

#11SACKS & ASSOCIATES, LLCPassive

Slight overlap · 4 shared positions

$DELL $STT $MCO $IBIT

$148M

80 positions

#12Hamilton Point Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$DELL $AXP $IAU

$710M

193 positions

#13Riverbend Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$DELL $AXP $IAU

$199M

176 positions

#14DENVER WEALTH MANAGEMENT, INC.Smart money

Slight overlap · 4 shared positions

$LAZ $STT $GLDM $SPCX

$349M

109 positions

#15Verity & Verity, LLCActive

Slight overlap · 4 shared positions

$DELL $STT $MET $UPS

$1.5B

138 positions

#16Bill Few Associates, Inc.Passive

Slight overlap · 3 shared positions

$AXP $LAZ $STT

$470M

227 positions

#17Copia Wealth ManagementPassive

Slight overlap · 6 shared positions

$STT $IAU $GLDM $IBIT $PM $UPS

$166M

570 positions

#18Bellwether Advisors, LLCPassive

Slight overlap · 3 shared positions

$DELL $STT $IAU

$675M

167 positions

#19Miller Capital Partners, Inc.Active

Slight overlap · 3 shared positions

$DELL $AXP $LIN

$257M

258 positions

#20PLIMOTH TRUST CO LLCPassive

Slight overlap · 3 shared positions

$DELL $AXP $LIN

$501M

175 positions

#21Alliance Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$LAZ $STT $PM

$308M

172 positions

#22Navigation Group, LLCActive

Slight overlap · 3 shared positions

$LAZ $STT $SPCX

$514M

121 positions

#23COURIER CAPITAL LLCPassive

Slight overlap · 4 shared positions

$AXP $STT $GLDM $LIN

$2.0B

399 positions

#24Lifeworks Advisors, LLCPassive

Slight overlap · 4 shared positions

$DELL $IAU $IBIT $LIN

$955M

337 positions

#25Quartz Partners, LLCPassive

Slight overlap · 3 shared positions

$DELL $STT $GLDM

$305M

191 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.