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 Financial Group, /NE/

13F Portfolio OverlapQ1 2026Cornerstone Financial Group, /NE/ portfolio →

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Most similar hedge funds by 13F overlap

Cornerstone Financial Group, LLC /NE/ is an institutional investor managing $156M across 73 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 Financial Group, /NE/ are Orcam Financial Group, Breakwater Investment, White Lighthouse Investment, with shared positions in $BRZE, $DOV, $USB, $UPST, $MKL, $MAR. The full ranking of 25 similar funds is below.

#1Orcam Financial GroupSmart money

Notable overlap · 6 shared positions

$BRZE $DOV $USB $UPST $MKL $MAR

$141M

62 positions

#2Breakwater Investment ManagementPassive

Notable overlap · 7 shared positions

$BRZE $DOV $UPST $MKL $KKR $WT

$269M

506 positions

#3White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$BRZE $USB $AFRM $UPST $KKR $MAR

$721M

145 positions

#4David Kennon IncSmart money

Notable overlap · 3 shared positions

$BRZE $UPST $WT

$279M

41 positions

#5Family CFO IncActive

Notable overlap · 4 shared positions

$BRZE $USB $AFRM $MKL

$223M

41 positions

#6Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$BRZE $USB $MKL $KKR

$382M

55 positions

#7Topsail Wealth Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $USB $MKL $MAR

$678M

294 positions

#8STONE LOFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$BRZE $USB $MKL

$140M

29 positions

#9Beacon Financial Strategies CORPActive

Notable overlap · 4 shared positions

$BRZE $UPST $DOV $MKL

$176M

177 positions

#10St. Louis Trust CoActive

Notable overlap · 4 shared positions

$BRZE $DOV $MKL $UNP

$856M

145 positions

#11CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 5 shared positions

$BRZE $USB $WT $MKL $AFRM

$324M

77 positions

#12Global Endowment Management, LPActive

Notable overlap · 4 shared positions

$BRZE $DOV $USB $WT

$896M

126 positions

#13Prime Buchholz LLCActive

Notable overlap · 3 shared positions

$BRZE $DOV $AFRM

$191M

22 positions

#14Clarity Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$BRZE $UPST $USB $KKR $MKL $MAR

$215M

95 positions

#15Peak Financial Management, Inc.Active

Notable overlap · 3 shared positions

$BRZE $USB $WT

$394M

100 positions

#1625 LLCActive

Notable overlap · 3 shared positions

$BRZE $USB $AFRM

$324M

69 positions

#17Charis Legacy Partners, LLCSmart money

Notable overlap · 5 shared positions

$BRZE $WT $UPST $MKL $KKR

$68M

27 positions

#18Curran Financial Partners, LLCActive

Notable overlap · 6 shared positions

$BRZE $USB $UPST $WT $KKR $MAR

$559M

127 positions

#19FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$BRZE $USB $DOV $MKL $KKR $MAR

$133M

121 positions

#20Sellwood Investment Partners LLCSmart money

Notable overlap · 4 shared positions

$BRZE $DOV $AFRM $UPST

$254M

59 positions

#21Sageworth Trust CoActive

Notable overlap · 5 shared positions

$BRZE $DOV $KKR $AFRM $MAR

$2.3B

172 positions

#22Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $DOV $MKL

$151M

54 positions

#23Vanguard National Trust CoActive

Notable overlap · 5 shared positions

$BRZE $DOV $MKL $KKR $MAR

$1.6B

751 positions

#24New Covenant Trust Company, N.A.Active

Notable overlap · 5 shared positions

$BRZE $AFRM $MKL $UNP $KKR

$112M

96 positions

#25GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 5 shared positions

$BRZE $UPST $MKL $AFRM $MAR

$128M

42 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.