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

13F Portfolio OverlapQ2 2026Cornerstone Advisors portfolio →

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Most similar hedge funds by 13F overlap

Cornerstone Advisors, LLC is an institutional investor managing $3.0B across 112 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Cornerstone Advisors are FACTORY MUTUAL INSURANCE, Blue Chip Partners, Ayrshire, with shared positions in $KLAC, $PM, $APH, $MS, $CRWD, $ETN. The full ranking of 25 similar funds is below.

#1FACTORY MUTUAL INSURANCE COActive

Some overlap · 8 shared positions

$KLAC $PM $APH $MS $CRWD $ETN

$10.6B

205 positions

#2Blue Chip Partners, LLCActive

Some overlap · 7 shared positions

$KLAC $PM $CRWD $WELL $MS $ETN

$1.6B

184 positions

#3Ayrshire Capital Management LLCPassive

Some overlap · 7 shared positions

$KLAC $APH $ANET $MS $LIN $ETN

$214M

50 positions

#4GLOBALT Investments LLC / GAActive

Some overlap · 7 shared positions

$GLW $KLAC $MS $ANET $PM $ETN

$3.0B

213 positions

#5Hartford Funds Management Co LLCSmart money

Some overlap · 6 shared positions

$KLAC $PM $GLW $WELL $MS $ETN

$1.3B

98 positions

#6Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$KLAC $APH $ANET $CRWD $GLW $STX

$147M

69 positions

#7Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$KLAC $APH $ANET $GLW $LIN $ETN

$686M

532 positions

#8Crew Capital Management, Ltd.Passive

Some overlap · 6 shared positions

$KLAC $PM $APH $ANET $ISRG $MNST

$183M

112 positions

#9Capital International SarlActive

Some overlap · 6 shared positions

$KLAC $PM $APH $WELL $LIN $ISRG

$7.1B

287 positions

#10Fortune Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$KLAC $PM $APH $ETN $STX $MNST

$234M

163 positions

#11Elite Life Management LLCActive

Some overlap · 6 shared positions

$APH $ANET $CRWD $WELL $LIN $ETN

$85M

61 positions

#12Kessler Investment Group, LLCPassive

Some overlap · 5 shared positions

$KLAC $PM $ANET $CRWD $GLW

$234M

81 positions

#13HOWE & RUSLING INCPassive

Some overlap · 5 shared positions

$KLAC $PM $APH $CRWD $MS

$1.7B

479 positions

#14Alaethes Wealth, LLCPassive

Some overlap · 5 shared positions

$KLAC $PM $ANET $CRWD $MS

$345M

111 positions

#15CGN Advisors LLCPassive

Some overlap · 5 shared positions

$KLAC $APH $ANET $CRWD $GLW

$1.4B

322 positions

#16Evansbrook LLCActive

Some overlap · 6 shared positions

$ANET $CRWD $MS $ETN $STX $PM

$168M

127 positions

#17PCB Capital LLCPassive

Some overlap · 5 shared positions

$KLAC $PM $APH $ANET $ISRG

$82M

114 positions

#18MASSACHUSETTS FINANCIAL SERVICES CO /MA/Passive

Some overlap · 6 shared positions

$KLAC $LIN $STX $ETN $APH $MS

$315.2B

1,005 positions

#19PeakShares LLCActive

Some overlap · 5 shared positions

$KLAC $ANET $CRWD $GLW $WELL

$134.4B

122 positions

#20BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$KLAC $PM $ANET $LIN $ETN

$1.7B

401 positions

#21Avanda Investment Management Pte. Ltd.Active

Some overlap · 5 shared positions

$KLAC $APH $ANET $GLW $LIN

$299M

39 positions

#22JACKSON SQUARE CAPITAL, LLCActive

Some overlap · 5 shared positions

$KLAC $ANET $CRWD $GLW $LIN

$719M

138 positions

#23PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADOActive

Some overlap · 6 shared positions

$PM $KLAC $MS $LIN $APH $ETN

$28.9B

1,842 positions

#24Vivid Wealth Management, LLCPassive

Some overlap · 5 shared positions

$KLAC $PM $ANET $ETN $MNST

$284M

73 positions

#25Teamwork Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$KLAC $PM $ANET $ETN $MNST

$1.1B

215 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.