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 W.H. Cornerstone Investments

13F Portfolio OverlapQ1 2026W.H. Cornerstone Investments portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

W.H. Cornerstone Investments Inc. is an institutional investor managing $160M across 129 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 W.H. Cornerstone Investments are Hurlow Wealth Group,, Hilton ,, Longview Financial Advisors, with shared positions in $COP, $USB, $SNOW, $DDOG, $LIN, $AFL. The full ranking of 25 similar funds is below.

#1Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$COP $USB $SNOW $DDOG $LIN $AFL

$420M

120 positions

#2Hilton Capital Management, LLCActive

Notable overlap · 4 shared positions

$COP $USB $SNOW $RSG

$1.3B

129 positions

#3Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$COP $USB $SNOW

$184M

157 positions

#4American Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$COP $USB $SNOW $SHW

$750M

159 positions

#5Stonebridge Capital Advisors LLCPassive

Notable overlap · 5 shared positions

$COP $USB $TMO $MDT $ETN

$1.4B

211 positions

#6Stone Summit Wealth LLCPassive

Notable overlap · 8 shared positions

$COP $USB $ECL $AMN $MDT $LIN

$359M

142 positions

#7Shotwell Rutter Baer IncActive

Notable overlap · 4 shared positions

$COP $USB $TXN $AMN

$170M

38 positions

#8Foundation Wealth Management, LLC\PAActive

Notable overlap · 4 shared positions

$COP $USB $SNOW $AMN

$284M

91 positions

#9MATHER GROUP, LLC.Active

Notable overlap · 7 shared positions

$COP $SNOW $USB $DDOG $LOW $AFL

$10.0B

1,896 positions

#10Cascade Wealth Advisors, IncActive

Notable overlap · 6 shared positions

$USB $COP $TMO $DDOG $SNOW $ETN

$228M

60 positions

#11Avant Financial Advisors LLCActive

Notable overlap · 5 shared positions

$USB $COP $TXN $AMN $SNOW

$142M

65 positions

#12North Forty Two & Co.Passive

Notable overlap · 4 shared positions

$COP $USB $SNOW $TXN

$108M

97 positions

#13Seaside Wealth Management, Inc.Smart money

Notable overlap · 5 shared positions

$COP $USB $AMN $DDOG $TXN

$356M

65 positions

#14Integrity Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$COP $USB $DDOG $SHW

$184M

74 positions

#15Equita Financial Network, Inc.Active

Notable overlap · 6 shared positions

$USB $COP $TXN $AMN $DDOG $LOW

$318M

87 positions

#16SpringVest Wealth Management LLCActive

Notable overlap · 4 shared positions

$COP $USB $AEP $DDOG

$146M

67 positions

#17ACTION POINT FINANCIAL PLANNING, LLCActive

Notable overlap · 3 shared positions

$COP $USB $AMN

$112M

69 positions

#18PRUDENTIAL PLCActive

Notable overlap · 4 shared positions

$COP $USB $SHW $LIN

$17.1B

680 positions

#19Hassell Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$COP $USB $DDOG

$298M

28 positions

#20TAGStone Capital, Inc.Passive

Notable overlap · 3 shared positions

$COP $USB $DDOG

$283M

137 positions

#21Sagace Wealth Management LLCPassive

Notable overlap · 4 shared positions

$USB $COP $SNOW $ETN

$149M

70 positions

#22SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money

Notable overlap · 3 shared positions

$COP $USB $AMN

$154M

39 positions

#23Fortress Financial Solutions, LLCActive

Notable overlap · 3 shared positions

$COP $USB $AEP

$96M

56 positions

#24Davidson Capital Management Inc.Active

Notable overlap · 3 shared positions

$COP $USB $AEP

$552M

93 positions

#25DecisionPoint Financial, LLCActive

Notable overlap · 3 shared positions

$COP $USB $RSG

$464M

679 positions

Compare W.H. Cornerstone Investments’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 W.H. Cornerstone Investments’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.