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 Wealth Group

13F Portfolio OverlapQ2 2026Cornerstone Wealth Group portfolio →

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Most similar hedge funds by 13F overlap

Cornerstone Wealth Group, LLC is an institutional investor managing $1.7B across 504 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 Wealth Group are Linscomb Wealth, VAUGHAN DAVID INVESTMENTS, FUKOKU MUTUAL LIFE INSURANCE, with shared positions in $CMI, $AMGN, $WMB, $BLK, $DG, $MCD. The full ranking of 25 similar funds is below.

#1Linscomb Wealth, Inc.Active

Some overlap · 7 shared positions

$CMI $AMGN $WMB $BLK $DG $MCD

$2.3B

311 positions

#2VAUGHAN DAVID INVESTMENTS LLC/ILActive

Some overlap · 6 shared positions

$WMB $LECO $ETN $SO $BLK $C

$5.0B

245 positions

#3FUKOKU MUTUAL LIFE INSURANCE CoActive

Some overlap · 7 shared positions

$WMB $SO $TXN $MO $MCD $C

$1.7B

256 positions

#4ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 5 shared positions

$CMI $AMGN $WMB $SO $TXN

$460M

220 positions

#5FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$AMGN $WMB $ETN $BLK $MCD $C

$5.3B

210 positions

#6Walsky Investment Management, Inc.Passive

Some overlap · 6 shared positions

$AMGN $ETN $SO $TXN $MCD $LOW

$108M

52 positions

#7PINKERTON WEALTH, LLCActive

Some overlap · 6 shared positions

$AMGN $SO $TXN $ELV $MCD $C

$1.2B

103 positions

#8SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 6 shared positions

$AMGN $SO $TXN $ELV $MCD $C

$1.3B

97 positions

#9First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 6 shared positions

$AMGN $SO $TXN $BLK $MCD $LOW

$529M

75 positions

#10BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$AMGN $ETN $TXN $BLK $MCD $LOW

$346M

113 positions

#11Richard C. Young & CO., LTD.Passive

Some overlap · 5 shared positions

$CMI $WMB $SO $TXN $MO

$1.4B

101 positions

#12UNITED BANKActive

Some overlap · 5 shared positions

$CMI $AMGN $TXN $BLK $MCD

$853M

130 positions

#13Kinsale Capital Group, Inc.Active

Some overlap · 5 shared positions

$AMGN $WMB $TXN $DG $MCD

$754M

41 positions

#14BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Some overlap · 6 shared positions

$CMI $SO $MCD $C $TXN $DG

$263M

90 positions

#15OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 5 shared positions

$CMI $ETN $SO $TXN $MCD

$2.7B

54 positions

#16MORTON COMMUNITY BANKPassive

Some overlap · 5 shared positions

$WMB $LECO $ETN $SO $C

$491M

120 positions

#17Churchill Financial Advisors, LLCActive

Some overlap · 6 shared positions

$CMI $TXN $MCD $LOW $SO $AMGN

$519M

125 positions

#18Pinnacle West Asset Management, Inc.Passive

Some overlap · 5 shared positions

$AMGN $WMB $TXN $BLK $MCD

$145M

104 positions

#19Community Bank & Trust, Waco, TexasActive

Some overlap · 6 shared positions

$SO $ELV $MO $AMGN $MCD $LOW

$555M

168 positions

#20CoreFirst Bank & TrustPassive

Some overlap · 6 shared positions

$ETN $AMGN $MO $MCD $LOW $DG

$201M

279 positions

#21PATRON PARTNERS, LLCPassive

Some overlap · 5 shared positions

$AMGN $CMI $ETN $TXN $MCD

$260M

193 positions

#22ALBION FINANCIAL GROUP /UTPassive

Some overlap · 6 shared positions

$TXN $AMGN $BLK $SO $MCD $C

$1.7B

652 positions

#23MCDONALD PARTNERS LLCPassive

Some overlap · 5 shared positions

$AMGN $ETN $TXN $CMI $C

$412M

621 positions

#24Banco de Sabadell, S.APassive

Some overlap · 5 shared positions

$AMGN $ETN $TXN $BLK $MCD

$170M

61 positions

#25Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$CMI $AMGN $BLK $MCD $LOW

$1.3B

275 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.