13F Pro

Hedge Funds Similar to Cornerstone Wealth Advisors

13F Portfolio OverlapQ2 2026Cornerstone Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Cornerstone Wealth Advisors, Inc. is an institutional investor managing $477M across 55 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 Wealth Advisors are DAVIS-REA LTD., LIGHTHOUSE FINANCIAL SERVICES, Cynosure, with shared positions in $WFC, $SPGI, $GLW, $VICR. The full ranking of 3 similar funds is below.

#1DAVIS-REA LTD.Passive
Slight overlap · 3 shared positions
$WFC$SPGI$GLW
$351M
45 positions
#2LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Slight overlap · 3 shared positions
$SPGI$GLW$WFC
$476M
102 positions
#3Cynosure Management, LLCActive
Slight overlap · 3 shared positions
$WFC$GLW$VICR
$666M
180 positions

Compare Cornerstone Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Cornerstone Wealth Advisors’s holdings

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.