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 Advisory

13F Portfolio OverlapQ2 2026Cornerstone Advisory portfolio →

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Most similar hedge funds by 13F overlap

Cornerstone Advisory, LLC is an institutional investor managing $1.2B across 278 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 Advisory are Evergreen Wealth Solutions, Congress Park, Arcus Partners, with shared positions in $BAH, $TROW, $CRWD, $NAD, $NVG, $MQY. The full ranking of 25 similar funds is below.

#1Evergreen Wealth Solutions, LLCPassive

Some overlap · 3 shared positions

$BAH $TROW $CRWD

$1.9B

515 positions

#2Congress Park Capital LLCPassive

Some overlap · 4 shared positions

$NAD $NVG $MQY $CRWD

$370M

134 positions

#3Arcus Capital Partners, LLCActive

Some overlap · 3 shared positions

$BAH $COR $BX

$242M

108 positions

#4Carson Advisory Inc.Passive

Some overlap · 3 shared positions

$BAH $BX $SO

$218M

204 positions

#5Garden State Investment Advisory Services LLCPassive

Some overlap · 3 shared positions

$BAH $CRWD $GLW

$553M

365 positions

#6Whipplewood Advisors, LLCPassive

Some overlap · 4 shared positions

$NVG $BX $ARCC $BXSL

$149M

636 positions

#7Smith Asset Management Co., LLCActive

Some overlap · 4 shared positions

$PDI $NVG $ARCC $BME

$127M

70 positions

#8KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENTActive

Some overlap · 3 shared positions

$BAH $GLW $SO

$352M

85 positions

#9OMNI 360 Wealth, Inc.Active

Some overlap · 3 shared positions

$BAH $BX $SO

$216M

135 positions

#10Wealth Care LLCActive

Some overlap · 3 shared positions

$PDI $NAD $GLW

$123M

73 positions

#11Palogic Value Management, L.P.Passive

Some overlap · 3 shared positions

$NAD $NVG $ARCC

$304M

194 positions

#12LINCOLN CAPITAL CORPPassive

Some overlap · 3 shared positions

$BAH $COR $GLW

$308M

99 positions

#13Beta Wealth Group, Inc.Active

Some overlap · 3 shared positions

$PDI $BX $SO

$267M

114 positions

#14Hennion & Walsh Asset Management, Inc.Passive

Some overlap · 3 shared positions

$MQY $NVG $NAD

$3.5B

955 positions

#15Regatta Research & Money ManagementPassive

Some overlap · 3 shared positions

$NAD $BXSL $SO

$106M

495 positions

#16Estate Planners Group, LLCActive

Some overlap · 3 shared positions

$PDI $PDO $ARCC

$221M

70 positions

#17WILLIAM JOHN SEMPOLINSKIActive

Some overlap · 3 shared positions

$BAH $SHW $GLW

$248M

106 positions

#18PARK CIRCLE CoActive

Some overlap · 3 shared positions

$TROW $BX $ARCC

$117M

53 positions

#19Meadowbrook Wealth Management, LLCPassive

Some overlap · 3 shared positions

$PDI $CRWD $PDO

$93M

81 positions

#20OLD SECOND NATIONAL BANK OF AURORAPassive

Some overlap · 4 shared positions

$BX $ARCC $BXSL $GLW

$530M

275 positions

#211620 INVESTMENT ADVISORS, INC.Passive

Some overlap · 4 shared positions

$TY $BX $GLW $SO

$161M

677 positions

#22Mallini Complete Financial Planning LLCSmart money

Some overlap · 3 shared positions

$PDI $ARCC $SO

$140M

70 positions

#23CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$TROW $ARCC $SO

$6.4B

290 positions

#24Wealthcare Capital Partners, LLCPassive

Some overlap · 3 shared positions

$BX $TROW $ARCC

$242M

179 positions

#25Valtrion Capital Management, LLCActive

Some overlap · 4 shared positions

$BX $SHW $CRWD $BXSL

$134M

103 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.