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Hedge Funds Similar to Cornerstone National Bank

13F Portfolio OverlapQ3 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 $309M across 235 U.S. equity positions as of Q3 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 Oribel, Aurdan, GRANDFIELD & DODD, with shared positions in $ADI, $LOW, $CRM, $PLTR, $ITW, $MCHP. The full ranking of 25 similar funds is below.

#1Oribel Capital Management, LPPassive
Notable overlap · 5 shared positions
$ADI$LOW$CRM$PLTR$ITW
$3.3B
143 positions
#2Aurdan Capital Management, LLCActive
Notable overlap · 5 shared positions
$MCHP$LOW$STT$ITW$DIS
$394M
99 positions
#3GRANDFIELD & DODD, LLCActive
Notable overlap · 5 shared positions
$ADI$JCI$ITW$DIS$GILD
$1.9B
217 positions
#4GPM Growth Investors, Inc.Active
Notable overlap · 3 shared positions
$ADI$MCHP$CRM
$239M
43 positions
#5LATHROP INVESTMENT MANAGEMENT COActive
Notable overlap · 5 shared positions
$ADI$JCI$SLB$ITW$DIS
$565M
89 positions
#6Wilkinson Global Asset Management LLCActive
Notable overlap · 4 shared positions
$ADI$TJX$DIS$LOW
$1.3B
62 positions
#7Glassy Mountain Advisors, Inc.Passive
Notable overlap · 5 shared positions
$GD$JCI$LOW$CRM$DIS
$366M
76 positions
#8BRADY FAMILY WEALTH, LLCPassive
Notable overlap · 5 shared positions
$ADI$LOW$TJX$GD$ITW
$346M
113 positions
#9PROFESSIONAL ADVISORY SERVICES INCActive
Notable overlap · 3 shared positions
$ADI$TJX$GD
$837M
90 positions
#10Norway Savings BankPassive
Notable overlap · 7 shared positions
$ADI$MCHP$LOW$JCI$ICE$TJX
$244M
103 positions
#11Ironvine Capital Partners, LLCActive
Some overlap · 4 shared positions
$ADI$LOW$DIS$GD
$1.1B
57 positions
#12CINCINNATI FINANCIAL CORPActive
Some overlap · 3 shared positions
$ADI$TJX$MCHP
$5.2B
56 positions
#13Notis-McConarty EdwardActive
Some overlap · 3 shared positions
$ADI$TJX$LOW
$231M
67 positions
#14Saturna Capital CORPActive
Some overlap · 4 shared positions
$JCI$TJX$LOW$ITW
$8.2B
140 positions
#15Baker Chad RActive
Some overlap · 3 shared positions
$ADI$TJX$LOW
$612M
52 positions
#16Somerset Trust CoPassive
Some overlap · 4 shared positions
$ADI$LOW$GD$ITW
$354M
186 positions
#17ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$MCHP$ADI$PLTR$TJX
$74.1B
109 positions
#18Peoples Bank/KSPassive
Some overlap · 4 shared positions
$ADI$GD$LOW$STT
$103M
97 positions
#19JGP Wealth Management, LLCActive
Some overlap · 4 shared positions
$ADI$LOW$ICE$ITW
$1.1B
242 positions
#20ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 4 shared positions
$ADI$GD$CEG$TJX
$129M
106 positions
#21CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$ADI$LOW$STT
$1.3B
99 positions
#22FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$ADI$MCHP$ITW
$4.6B
93 positions
#23BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TJX$ADI$LOW$CRM$ITW
$8.0B
1,334 positions
#24Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 3 shared positions
$ADI$MCHP$TJX
$449M
45 positions
#25Mirova US LLCActive
Some overlap · 4 shared positions
$TJX$LOW$CRM$EW
$9.3B
45 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.