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

13F Portfolio OverlapQ1 2026Cornerstone Financial portfolio →

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Most similar hedge funds by 13F overlap

Cornerstone Financial Management LLC is an institutional investor managing $109M across 1,311 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 are WEBSTERROGERS FINANCIAL ADVISORS,, Cascade Wealth Advisors,, Level Financial Advisors, with shared positions in $UPST, $VLTO, $HUM, $USB, $COP, $DDOG. The full ranking of 25 similar funds is below.

#1WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Substantial overlap · 7 shared positions

$UPST $VLTO $HUM $USB $COP $DDOG

$350M

95 positions

#2Cascade Wealth Advisors, IncActive

Substantial overlap · 7 shared positions

$UPST $HUM $COP $USB $DDOG $KKR

$228M

60 positions

#3Level Financial AdvisorsActive

Notable overlap · 6 shared positions

$UPST $VLTO $COP $SNOW $UNIT $HUM

$392M

92 positions

#4Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 5 shared positions

$VLTO $HUM $COP $KKR $UNIT

$230M

21 positions

#5Cravens & Co Advisors, LLCActive

Notable overlap · 4 shared positions

$UPST $VLTO $USB $UNH

$154M

64 positions

#6GEN Financial Management, INC.Active

Notable overlap · 4 shared positions

$UPST $HUM $DDOG $DOV

$162M

51 positions

#7Windward Private Wealth Management Inc.Smart money

Notable overlap · 9 shared positions

$VLTO $HUM $SNOW $COP $UPST $DOV

$289M

44 positions

#8Calder Financial LLCActive

Notable overlap · 5 shared positions

$UPST $HUM $SNOW $KKR $USB

$101M

40 positions

#9Wheelhouse Advisory Group LLCActive

Notable overlap · 6 shared positions

$NTRB $HUM $DDOG $SNOW $KKR $USB

$302M

51 positions

#10Blackston Financial Advisory Group, LLCActive

Notable overlap · 5 shared positions

$NTRB $HUM $KKR $DRI $DOV

$160M

106 positions

#11MATHER GROUP, LLC.Active

Notable overlap · 7 shared positions

$VLTO $COP $SNOW $USB $DDOG $DOV

$10.0B

1,896 positions

#12Arlington Trust Co LLCActive

Notable overlap · 5 shared positions

$UPST $HUM $KKR $DOV $SE

$1.1B

844 positions

#13Gladwyn Financial Advisors, Inc.Active

Notable overlap · 6 shared positions

$NTRB $COP $USB $KO $SE $UNIT

$160M

82 positions

#14Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$NTRB $HUM $KKR $UNIT

$116M

80 positions

#15FC Advisory LLCActive

Notable overlap · 9 shared positions

$NTRB $SNOW $VLTO $HUM $MS $DDOG

$342M

115 positions

#16Family CFO IncActive

Notable overlap · 4 shared positions

$VLTO $HUM $USB $UNIT

$223M

41 positions

#17Cordant, Inc.Active

Notable overlap · 4 shared positions

$UPST $COP $USB $SNOW

$246M

75 positions

#18Bear Mountain Capital, Inc.Active

Notable overlap · 5 shared positions

$UPST $COP $DDOG $MUFG $SE

$333M

198 positions

#19American Financial Advisors, LLCActive

Notable overlap · 8 shared positions

$HUM $COP $USB $SNOW $SE $WELL

$750M

159 positions

#20AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$UPST $COP $DDOG $UNH

$445M

77 positions

#21Capital Advisors Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$HUM $USB $SNOW $KKR $DDOG $UNIT

$745M

219 positions

#22Wolff Financial Management LLCActive

Notable overlap · 7 shared positions

$UPST $COP $KKR $MS $HUM $UNIT

$453M

103 positions

#23TD PRIVATE CLIENT WEALTH LLCPassive

Notable overlap · 9 shared positions

$VLTO $UPST $HUM $COP $MS $USB

$4.8B

1,649 positions

#24Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$COP $USB $HUM $SNOW $DDOG $KKR

$420M

120 positions

#25Ballast Financial Advisors LLCActive

Notable overlap · 7 shared positions

$HUM $COP $USB $KKR $MS $DOV

$98M

68 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.