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Hedge Funds Similar to Cornerstone Wealth

13F Portfolio OverlapQ2 2026Cornerstone Wealth portfolio →
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Most similar hedge funds by 13F overlap

Cornerstone Wealth, LLC/TN is an institutional investor managing $198M across 102 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 are Allen Mooney & Barnes Investment Advisors, Advocacy Wealth, Edgemoor Investment Advisors, with shared positions in $SCHW, $AEP, $LOW, $FLO, $CHD, $FHN. The full ranking of 5 similar funds is below.

#1Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 4 shared positions
$SCHW$AEP$LOW$FLO
$658M
152 positions
#2Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$SCHW$LOW$CHD
$2.8B
151 positions
#3Edgemoor Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$LOW$SCHW$AEP
$1.5B
188 positions
#4Interval Partners, LPPassive
Some overlap · 3 shared positions
$LOW$SCHW$FHN
$3.9B
298 positions
#5SOUTHERN CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$FHN$LOW$RF
$239M
84 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.