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

13F Portfolio OverlapQ2 2026Cornerstone portfolio →

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Most similar hedge funds by 13F overlap

Cornerstone Capital, Inc. is an institutional investor managing $1.1B across 120 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 are MOUNTAIN PACIFIC INVESTMENT ADVISERS, FLOSSBACH VON STORCH SE, Peloton Wealth Strategists, with shared positions in $APH, $AME, $ATR, $TMO, $AJG, $VRT. The full ranking of 25 similar funds is below.

#1MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive

Notable overlap · 6 shared positions

$APH $AME $ATR $TMO $AJG $VRT

$635M

146 positions

#2FLOSSBACH VON STORCH SEActive

Notable overlap · 7 shared positions

$APH $AME $TMO $NKE $ABT $SCHW

$22.1B

106 positions

#3Peloton Wealth StrategistsPassive

Notable overlap · 8 shared positions

$TMO $AMGN $VRT $UBER $APH $KMB

$271M

91 positions

#4J. Stern & Co. LLPActive

Notable overlap · 6 shared positions

$APH $TMO $NKE $ABT $DIS $ETN

$1.1B

51 positions

#5NovaPoint Capital, LLCPassive

Notable overlap · 5 shared positions

$GLW $APH $ABT $PEP $VRT

$481M

161 positions

#6Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 7 shared positions

$APH $AMGN $VRT $VZ $ABT $PEP

$513M

70 positions

#7FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 7 shared positions

$GLW $KMB $VZ $KMI $CRWD $VRT

$206M

80 positions

#8Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$GLW $AMGN $ETN $PEP

$214M

33 positions

#9CORRADO ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$GLW $SHOP $DIS $VZ $CRWD

$217M

120 positions

#10Karras Company, Inc.Active

Notable overlap · 4 shared positions

$GLW $TMO $UBER $AMGN

$110M

61 positions

#11First Long Island Investors, LLCActive

Notable overlap · 6 shared positions

$APH $AMGN $ABT $UBER $ETN $PEP

$1.4B

73 positions

#12Port Capital LLCActive

Notable overlap · 4 shared positions

$APH $AME $SSD $ETN

$2.5B

108 positions

#13Dundas Partners LLPActive

Notable overlap · 4 shared positions

$APH $AME $TMO $ABT

$1.4B

31 positions

#14SHUFRO ROSE & CO LLCActive

Notable overlap · 4 shared positions

$GLW $TMO $AMGN $PEP

$1.7B

315 positions

#15CHELSEA COUNSEL COPassive

Notable overlap · 5 shared positions

$GLW $AMGN $TMO $ABT $KMB

$236M

232 positions

#16IAT REINSURANCE CO LTD.Active

Notable overlap · 5 shared positions

$AMGN $GLW $UBER $NKE $DIS

$167M

77 positions

#17NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 5 shared positions

$APH $AJG $UBER $ABT $PEP

$606M

79 positions

#18Ridgeline Wealth, LLCActive

Notable overlap · 4 shared positions

$GLW $AJG $VRT $ETN

$171M

60 positions

#19Ayrshire Capital Management LLCPassive

Notable overlap · 5 shared positions

$APH $AME $AJG $ETN $UBER

$214M

50 positions

#20Guinness Atkinson Asset Management IncPassive

Notable overlap · 5 shared positions

$APH $AME $TMO $ETN $AJG

$223M

107 positions

#21Advocacy Wealth Management, LLCActive

Notable overlap · 7 shared positions

$APH $UBER $VRT $ABT $ETN $SCHW

$2.8B

151 positions

#22O'Keefe Stevens Advisory, Inc.Active

Notable overlap · 3 shared positions

$GLW $AMGN $PFE

$488M

81 positions

#23CACTI ASSET MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$GLW $DIS $UBER $NKE

$2.0B

76 positions

#24Westview Management dba Westview Investment AdvisorsPassive

Notable overlap · 3 shared positions

$GLW $SSD $SCHW

$204M

67 positions

#25Hudson Value Partners, LLCPassive

Notable overlap · 4 shared positions

$GLW $TMO $AMGN $CRWD

$399M

113 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.