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Hedge Funds Similar to Cornerstone National Bank &

13F Portfolio OverlapQ1 2026Cornerstone National Bank & portfolio →
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Most similar hedge funds by 13F overlap

Cornerstone National Bank & Trust Co is an institutional investor managing $271M across 209 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 National Bank & are VeraBank, N.A., United Bank, Trace Wealth Advisors,, with shared positions in $FLEX, $LOW, $KO, $NKE, $TJX, $GD. The full ranking of 25 similar funds is below.

#1VeraBank, N.A.Active
Notable overlap · 4 shared positions
$FLEX$LOW$KO$NKE
$546M
173 positions
#2United BankPassive
Notable overlap · 6 shared positions
$FLEX$TJX$GD$LOW$ADI$KO
$301M
124 positions
#3Trace Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$FLEX$NKE$DIS$PLTR
$133M
66 positions
#4Boltwood Capital ManagementPassive
Notable overlap · 7 shared positions
$FLEX$LOW$KO$TJX$ICE$CRM
$392M
184 positions
#5Navalign, LLCPassive
Notable overlap · 5 shared positions
$FLEX$JCI$KO$TJX$COP
$396M
127 positions
#6Norway Savings BankPassive
Notable overlap · 8 shared positions
$ADI$COP$ICE$TJX$MCHP$JCI
$211M
103 positions
#7CONNABLE OFFICE INCActive
Notable overlap · 5 shared positions
$FLEX$COP$LOW$KO$MAR
$1.0B
224 positions
#8Johnson Bixby & Associates, LLCActive
Notable overlap · 4 shared positions
$SE$COP$CRM$MAR
$806M
127 positions
#9MMA ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SE$COP$SNOW$SHOP
$284M
179 positions
#10Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$SE$ADI$JCI
$253M
126 positions
#11TIAA Wealth Investment Management LLCActive
Some overlap · 4 shared positions
$SE$FLEX$SNOW$TJX
$13.1B
563 positions
#12Topel & Distasi Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$COP$SNOW
$193M
58 positions
#13Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$SE$COP$PLTR
$333M
198 positions
#14BLUELINE ADVISORS LLCActive
Some overlap · 3 shared positions
$SE$COP$DIS
$129M
217 positions
#15Ravenswood Partners LPPassive
Some overlap · 4 shared positions
$SE$TJX$SHOP$NKE
$271M
35 positions
#16Addison Capital CoPassive
Some overlap · 3 shared positions
$SE$COP$SNOW
$562M
182 positions
#17EJMK Ventures LLCActive
Some overlap · 3 shared positions
$FLEX$SNOW$TJX
$179M
167 positions
#18Alight Capital Management LPPassive
Some overlap · 3 shared positions
$FLEX$MCHP$CRM
$417M
64 positions
#19Arcadia Wealth Management, LLCActive
Some overlap · 4 shared positions
$SE$SNOW$TJX$NKE
$276M
67 positions
#20TSA Wealth Managment LLCPassive
Some overlap · 4 shared positions
$SE$SNOW$KO$TJX
$309M
105 positions
#21SCHMIDT P J INVESTMENT MANAGEMENT INCPassive
Some overlap · 3 shared positions
$SE$ADI$ICE
$595M
212 positions
#22PARK NATIONAL CORP /OH/Passive
Some overlap · 8 shared positions
$ADI$TJX$ICE$KO$CRM$MAR
$3.3B
381 positions
#23Marion Wealth ManagementPassive
Some overlap · 7 shared positions
$COP$ADI$TJX$CRM$KO$MAR
$451M
146 positions
#24Brand Asset Management Group, Inc.Passive
Some overlap · 4 shared positions
$SE$SNOW$PLTR$NKE
$385M
193 positions
#25Verum Partners LLCActive
Some overlap · 4 shared positions
$SE$KO$LOW$NKE
$527M
176 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.