13F Pro

Hedge Funds Similar to Cornerstone Wealth Advisors,

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

Cornerstone Wealth Advisors, Inc. is an institutional investor managing $434M across 49 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 Wealth Advisors, are SCRATCH, INSIGHT 2811,, MAYPORT,, with shared positions in $UPST, $SNOW, $WFC, $CTVA, $UNIT, $MKL. The full ranking of 25 similar funds is below.

#1SCRATCH CAPITAL LLCActive
Substantial overlap · 3 shared positions
$UPST$SNOW$WFC
$175M
45 positions
#2INSIGHT 2811, INC.Active
Substantial overlap · 3 shared positions
$UPST$CTVA$SNOW
$239M
101 positions
#3MAYPORT, LLCActive
Substantial overlap · 5 shared positions
$UPST$UNIT$SNOW$MKL$AFRM
$538M
130 positions
#4ARK & TLK INVESTMENTS, LLCActive
Notable overlap · 5 shared positions
$UPST$SNOW$UNIT$CTVA$SE
$370M
119 positions
#5Heritage Wealth Management, Inc. /CA/Passive
Notable overlap · 3 shared positions
$UPST$SNOW$SE
$181M
94 positions
#6Compass Planning Associates IncSmart money
Notable overlap · 3 shared positions
$UPST$SNOW$MKL
$156M
30 positions
#7Chemistry Wealth Management LLCPassive
Notable overlap · 5 shared positions
$UPST$UNIT$UNH$WFC$MKL
$569M
204 positions
#8Wealth Dimensions Group, Ltd.Active
Notable overlap · 3 shared positions
$UPST$CTVA$MCD
$508M
170 positions
#9GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Notable overlap · 4 shared positions
$UPST$UNIT$MKL$AFRM
$128M
42 positions
#10Orgel Wealth Management, LLCActive
Notable overlap · 4 shared positions
$UPST$AFRM$MKL$SNOW
$4.6B
95 positions
#11TrueWealth Financial PartnersActive
Notable overlap · 5 shared positions
$UPST$UNIT$SNOW$SE$MKL
$251M
66 positions
#12Level Financial AdvisorsActive
Notable overlap · 4 shared positions
$UPST$SNOW$UNIT$AFRM
$392M
92 positions
#13Cornerstone Financial Management LLCPassive
Notable overlap · 5 shared positions
$UPST$SNOW$UNIT$UNH$SE
$109M
1,311 positions
#14Cravens & Co Advisors, LLCActive
Notable overlap · 3 shared positions
$UPST$UNH$AFRM
$154M
64 positions
#15AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$UPST$UNH$WFC
$445M
77 positions
#16Bear Mountain Capital, Inc.Active
Notable overlap · 4 shared positions
$UPST$SE$AFRM$MKL
$333M
198 positions
#17McLean Asset Management CorpActive
Notable overlap · 4 shared positions
$UPST$SNOW$CTVA$SE
$572M
165 positions
#18American Money Management, LLCActive
Notable overlap · 4 shared positions
$UPST$SNOW$WFC$MCD
$632M
168 positions
#19Discipline Wealth Solutions, LLCActive
Notable overlap · 4 shared positions
$UNIT$UPST$SNOW$MKL
$950M
192 positions
#20Altiora Financial Group, LLCActive
Notable overlap · 6 shared positions
$UPST$SNOW$CTVA$UNIT$SE$UNH
$607M
110 positions
#21Echo45 Advisors LLCActive
Notable overlap · 3 shared positions
$UPST$UNIT$SNOW
$178M
76 positions
#22Berkshire BankPassive
Notable overlap · 3 shared positions
$UPST$SNOW$MKL
$488M
157 positions
#23Marotta Asset ManagementActive
Notable overlap · 4 shared positions
$UNIT$UPST$SNOW$WFC
$543M
103 positions
#24Grove Street Fiduciary, LLCActive
Notable overlap · 5 shared positions
$UNIT$SNOW$UPST$WFC$MKL
$227M
74 positions
#25WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$UPST$SNOW$MCD
$350M
95 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.