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Hedge Funds Similar to CORNERSTONE ADVISORS ASSET

13F Portfolio OverlapQ2 2026CORNERSTONE ADVISORS ASSET portfolio →
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Most similar hedge funds by 13F overlap

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC is an institutional investor managing $765M across 133 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 ADVISORS ASSET are BERKSHIRE ASSET, Mayfair Advisory Group, CINCINNATI FINANCIAL, with shared positions in $PPL, $NSC, $MCD, $MTB, $ABT, $DOV. The full ranking of 25 similar funds is below.

#1BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$PPL$NSC$MCD$MTB$ABT
$2.5B
270 positions
#2Mayfair Advisory Group, LLCPassive
Some overlap · 5 shared positions
$NSC$DOV$TFC$MCD$TRV
$332M
185 positions
#3CINCINNATI FINANCIAL CORPActive
Some overlap · 4 shared positions
$DOV$NSC$MCD$ABT
$5.2B
56 positions
#4Somerset Trust CoPassive
Some overlap · 5 shared positions
$NSC$ROST$MCD$ABT$LIN
$354M
186 positions
#5WBH ADVISORY INCPassive
Some overlap · 4 shared positions
$DOV$YUM$MCD$TRV
$1.5B
363 positions
#6ICW Investment Advisors LLCPassive
Some overlap · 5 shared positions
$YUM$ROST$MCD$ABT$LIN
$286M
144 positions
#7Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$DOV$NSC$IAU
$1.2B
127 positions
#8NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$DOV$ROST$IAU$MCD
$270M
74 positions
#9CINCINNATI INSURANCE COActive
Some overlap · 4 shared positions
$DOV$NSC$MCD$ABT
$6.9B
64 positions
#10Vest Financial, LLCPassive
Some overlap · 6 shared positions
$DOV$ROST$TRV$ALL$ABT$LIN
$9.5B
420 positions
#11MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$DOV$MCD$IAU$TRV
$130M
80 positions
#12Andrews Advisory Associates, LLCActive
Some overlap · 4 shared positions
$DOV$MCD$IAU$ALL
$208M
86 positions
#13Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 4 shared positions
$DOV$MCD$IAU$ABT
$252M
108 positions
#14Ackerman Capital Advisors, LLCActive
Some overlap · 4 shared positions
$DOV$MCD$IAU$ABT
$497M
120 positions
#15Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 4 shared positions
$DOV$MCD$IAU$LIN
$437M
707 positions
#16Downshift Financial, LLCPassive
Some overlap · 3 shared positions
$DOV$NSC$IAU
$223M
668 positions
#17HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 4 shared positions
$DOV$MCD$NSC$LIN
$209M
83 positions
#18New Capital Management LPSmart money
Some overlap · 3 shared positions
$DOV$YUM$IAU
$439M
60 positions
#19Newton One Investments LLCActive
Some overlap · 4 shared positions
$DOV$MCD$PPL$ALL
$397M
146 positions
#20Vantage Point Financial LLCPassive
Some overlap · 4 shared positions
$DOV$MCD$IAU$ALL
$328M
188 positions
#21OAK HARBOR WEALTH PARTNERS, LLCPassive
Some overlap · 4 shared positions
$NSC$TFC$MCD$ABT
$268M
225 positions
#22OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 3 shared positions
$NSC$YUM$TFC
$329M
323 positions
#23Salomon & Ludwin, LLCPassive
Slight overlap · 4 shared positions
$DOV$MCD$TFC$NSC
$1.2B
2,116 positions
#24INDEPENDENT INVESTORS INCSmart money
Slight overlap · 4 shared positions
$NSC$DOV$MCD$ABT
$524M
73 positions
#25Frankly Finances, LLCActive
Slight overlap · 3 shared positions
$DOV$PAA$IAU
$127M
90 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.