What hedge funds are most similar to CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC?

The funds with the most similar 13F portfolios to CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC are LAM GROUP,, Stony Point Wealth, FC Advisory, based on overlapping conviction holdings in the latest SEC filings.

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 CORNERSTONE ADVISORS ASSET ,

13F Portfolio OverlapQ1 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 $648M across 134 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 ADVISORS ASSET , are LAM GROUP,, Stony Point Wealth, FC Advisory, with shared positions in $MKL, $MAR, $SE, $NSC, $IBM, $JHG. The full ranking of 25 similar funds is below.

#1LAM GROUP, INC.Passive

Notable overlap · 5 shared positions

$MKL $MAR $SE $NSC $IBM

$182M

136 positions

#2Stony Point Wealth Management Inc.Passive

Notable overlap · 5 shared positions

$MKL $JHG $MAR $OKE $KKR

$252M

96 positions

#3FC Advisory LLCActive

Notable overlap · 7 shared positions

$MKL $HUM $DDOG $BRZE $DOV $MS

$342M

115 positions

#4Blankinship & Foster, LLCSmart money

Notable overlap · 6 shared positions

$MKL $KKR $BRZE $DDOG $HUM $IBM

$452M

75 positions

#5Hegarty Advisors, LLCActive

Notable overlap · 6 shared positions

$MKL $KKR $HUM $DOV $MS $COP

$127M

57 positions

#6Glassman Wealth ServicesSmart money

Notable overlap · 9 shared positions

$MKL $DDOG $BRZE $KKR $HUM $MAR

$736M

187 positions

#7Luminvest Wealth Management LLCSmart money

Notable overlap · 7 shared positions

$MKL $DDOG $BRZE $KKR $HUM $COP

$382M

55 positions

#8Bulwark Capital CorpActive

Notable overlap · 7 shared positions

$JHG $MAR $OKE $HUM $KKR $COP

$162M

100 positions

#9MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 7 shared positions

$MKL $DDOG $IBM $MAR $CTVA $NSC

$240M

234 positions

#10Triune Financial Partners, LLCSmart money

Notable overlap · 3 shared positions

$MKL $OKE $IBM

$421M

47 positions

#11Wrenne Financial Planning LLCSmart money

Notable overlap · 6 shared positions

$MKL $DDOG $BRZE $HUM $MS $AGQ

$255M

49 positions

#12MilWealth Group LLCSmart money

Notable overlap · 6 shared positions

$MKL $HUM $KKR $BRZE $CTVA $COP

$420M

81 positions

#13STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$MKL $HUM $BRZE $COP

$140M

29 positions

#14Voya Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$MKL $KKR $BDX $COP

$1.0B

209 positions

#15BLUESTEM FINANCIAL ADVISORS, LLCSmart money

Notable overlap · 3 shared positions

$MKL $DDOG $BRZE

$259M

33 positions

#16Sage Financial Management Group, Inc.Active

Notable overlap · 4 shared positions

$MKL $KKR $IBM $COP

$325M

57 positions

#17Compton Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$MKL $HUM $MS

$449M

85 positions

#18Kestra Investment Management, LLCActive

Notable overlap · 3 shared positions

$MKL $JHG $DDOG

$5.8B

439 positions

#19Forvis Mazars Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$MKL $KKR $SE $HUM $DDOG $IBM

$5.3B

399 positions

#20HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 3 shared positions

$MKL $JHG $HUM

$280M

107 positions

#21Mullooly Asset Management, Inc.Active

Notable overlap · 3 shared positions

$MKL $DDOG $KKR

$271M

51 positions

#22Dunhill Financial, LLCPassive

Notable overlap · 4 shared positions

$MKL $MAR $HUM $DOV

$424M

1,857 positions

#23Flower City CapitalSmart money

Notable overlap · 4 shared positions

$MKL $BRZE $IBM $DOV

$199M

46 positions

#24Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 4 shared positions

$MKL $HUM $BRZE $DOV

$151M

54 positions

#25DEFINE FINANCIAL, LLCSmart money

Notable overlap · 4 shared positions

$MKL $AGQ $MAR $BDX

$184M

41 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.