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 OverlapQ2 2026Cornerstone Financial portfolio →

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Most similar hedge funds by 13F overlap

Cornerstone Financial Management LLC is an institutional investor managing $125M across 1,471 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 Financial are Stack Financial, FIRST FINANCIAL BANKSHARES, Brentview Investment, with shared positions in $NEE, $PEP, $DOV, $LMT, $AEP, $AMGN. The full ranking of 25 similar funds is below.

#1Stack Financial Management, IncActive

Some overlap · 5 shared positions

$NEE $PEP $DOV $LMT $AEP

$1.3B

54 positions

#2FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$NEE $PEP $LMT $AMGN $NVS $AEP

$5.3B

210 positions

#3Brentview Investment Management LLCActive

Some overlap · 5 shared positions

$NEE $PEP $WELL $MS $O

$253M

63 positions

#4MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$NEE $PEP $LMT $AMGN $MS $AEP

$1.2B

106 positions

#5WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 5 shared positions

$NEE $PEP $WELL $LMT $AMGN

$1.3B

73 positions

#6Granite Group Advisors, LLCActive

Some overlap · 6 shared positions

$NEE $PEP $LMT $AMGN $MS $AEP

$169M

84 positions

#7OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 5 shared positions

$NEE $PEP $LMT $AMGN $VZ

$329M

323 positions

#8Flavin Financial Services, Inc.Passive

Some overlap · 5 shared positions

$NEE $PEP $LMT $AMGN $VZ

$175M

81 positions

#9Mayflower Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$NEE $PEP $DOV $VZ $MS

$1.2B

499 positions

#10Wilson & Boucher Capital Management, LLC

Some overlap · 4 shared positions

$NEE $PEP $DOV $AMGN

$170M

121 positions

#11EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$NEE $PEP $LMT $AMGN $MS

$1.3B

58 positions

#12Coston, McIsaac & PartnersPassive

Some overlap · 4 shared positions

$NEE $PEP $DOV $VZ

$497M

948 positions

#13Welch Group, LLCPassive

Some overlap · 5 shared positions

$NEE $PEP $LMT $VZ $AEP

$2.9B

326 positions

#14WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 4 shared positions

$NEE $DRI $DOV $LMT

$2.1B

131 positions

#15Baugh & Associates, LLCActive

Some overlap · 5 shared positions

$NEE $PEP $VZ $MS $O

$226M

42 positions

#16MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive

Some overlap · 5 shared positions

$NEE $PEP $LMT $AEP $NVS

$188M

513 positions

#17STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 4 shared positions

$NEE $DOV $PEP $AMGN

$592M

181 positions

#18Stablepoint Partners, LLCPassive

Some overlap · 5 shared positions

$NEE $PEP $LMT $AMGN $VZ

$723M

260 positions

#19CUTLER INVESTMENT COUNSEL LLCActive

Some overlap · 4 shared positions

$NEE $PEP $DOV $VZ

$1.1B

157 positions

#20Signet Investment Advisory Group, Inc.Passive

Some overlap · 4 shared positions

$NEE $PEP $LMT $AMGN

$227M

73 positions

#21Argo Wealth Advisory, LLCActive

Some overlap · 4 shared positions

$NEE $PEP $LMT $AMGN

$181M

50 positions

#22OPUS INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$NEE $PEP $LMT $AMGN

$183M

31 positions

#23Aull & Monroe Investment Management CorpPassive

Some overlap · 5 shared positions

$NEE $PEP $LMT $AMGN $VZ

$239M

126 positions

#24FourThought Financial Partners, LLCPassive

Some overlap · 4 shared positions

$NEE $PEP $LMT $AMGN

$1.3B

393 positions

#25Anchor Bay Capital, Inc.Passive

Some overlap · 5 shared positions

$NEE $DRI $WELL $VZ $O

$185M

341 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.