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Hedge Funds Similar to Cornerstone Planning Group

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

Cornerstone Planning Group LLC is an institutional investor managing $749M across 1,818 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 Group are rebel Financial, Retirement Systems, BCM ADVISORS,, with shared positions in $SNOW, $WT, $SE, $SLV, $IAU, $GLDM. The full ranking of 25 similar funds is below.

#1rebel Financial LLCPassive
Notable overlap · 4 shared positions
$SNOW$WT$SE$SLV
$231M
65 positions
#2Retirement Management Systems Inc.Active
Notable overlap · 3 shared positions
$SNOW$WT$IAU
$415M
51 positions
#3BCM ADVISORS, LLCActive
Notable overlap · 3 shared positions
$SNOW$WT$GLDM
$507M
78 positions
#4Discipline Wealth Solutions, LLCActive
Notable overlap · 4 shared positions
$SNOW$WT$SLV$IAU
$950M
192 positions
#5RETIREMENT CAPITAL STRATEGIESActive
Notable overlap · 3 shared positions
$SNOW$WT$SLV
$265M
62 positions
#6MBA Advisors LLCPassive
Notable overlap · 3 shared positions
$SNOW$WT$IAU
$260M
146 positions
#7Courage Miller Partners, LLCActive
Notable overlap · 3 shared positions
$SNOW$SLV$SE
$354M
92 positions
#8STEPHEN J. GARRY & ASSOCIATES, LLCActive
Notable overlap · 3 shared positions
$SNOW$SLV$IAU
$124M
51 positions
#9Bravias Capital Group, LLCActive
Notable overlap · 4 shared positions
$SLV$WT$GLDM$REGN
$153M
96 positions
#10Equity Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$SNOW$SLV$REGN
$155M
76 positions
#11MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$SLV$WT$IAU
$1.3B
143 positions
#12Longview Financial Advisors LLCActive
Notable overlap · 3 shared positions
$SNOW$WT$SE
$184M
157 positions
#13BEAM WEALTH ADVISORS, INC.Active
Notable overlap · 5 shared positions
$SLV$SNOW$SE$IAU$REGN
$402M
108 positions
#14American TrustActive
Notable overlap · 3 shared positions
$SNOW$SLV$GLDM
$1.1B
313 positions
#15Cranbrook Wealth Management, LLCActive
Notable overlap · 4 shared positions
$SNOW$RBLX$IAU$IBIT
$492M
385 positions
#16NavPoint Financial, Inc.Active
Notable overlap · 5 shared positions
$SNOW$IAU$AXP$GLDM$IBIT
$247M
71 positions
#17Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 5 shared positions
$SNOW$IAU$AXP$WT$SE
$931M
518 positions
#18Efficient Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$WT$SE
$1.4B
58 positions
#19Milestone Investment Advisors LLCActive
Notable overlap · 4 shared positions
$SNOW$WT$RBLX$IBIT
$414M
139 positions
#20Windward Private Wealth Management Inc.Smart money
Notable overlap · 3 shared positions
$SNOW$WT$SE
$289M
44 positions
#21MFA WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$SNOW$AXP$IAU
$508M
88 positions
#22Frankly Finances, LLCActive
Notable overlap · 3 shared positions
$SNOW$WT$IAU
$110M
64 positions
#23Heritage Financial Services, LLC
Notable overlap · 3 shared positions
$SNOW$WT$AXP
$1.2B
126 positions
#24WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$SNOW$WT$AXP
$156M
139 positions
#25Lionsbridge Wealth Management LLCPassive
Notable overlap · 3 shared positions
$SNOW$WT$REGN
$99M
59 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.