What hedge funds are most similar to W.H. Cornerstone Investments Inc.?

The funds with the most similar 13F portfolios to W.H. Cornerstone Investments Inc. are MATTERN, PENINSULA ASSET, TOTH FINANCIAL ADVISORY, based on overlapping conviction holdings in the latest SEC filings.

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 W.H. Cornerstone Investments

13F Portfolio OverlapQ2 2026W.H. Cornerstone Investments portfolio →

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Most similar hedge funds by 13F overlap

W.H. Cornerstone Investments Inc. is an institutional investor managing $177M across 141 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 W.H. Cornerstone Investments are MATTERN, PENINSULA ASSET, TOTH FINANCIAL ADVISORY, with shared positions in $AFL, $ECL, $SHW, $BLK, $LIN, $LOW. The full ranking of 25 similar funds is below.

#1MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$AFL $ECL $SHW $BLK $LIN $LOW

$857M

166 positions

#2PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$SYY $ECL $AFL $SHW $LOW $ADP

$209M

54 positions

#3TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 7 shared positions

$ECL $SYY $AFL $SHW $BLK $LOW

$1.0B

1,024 positions

#4NORRIS PERNE & FRENCH LLP/MIActive

Notable overlap · 7 shared positions

$ECL $ETN $TMO $SHW $LIN $KLAC

$2.3B

156 positions

#5DB Fitzpatrick & Co, IncActive

Notable overlap · 7 shared positions

$ECL $AFL $ETN $TMO $SHW $RSG

$121M

100 positions

#6CAMDEN NATIONAL BANKPassive

Notable overlap · 10 shared positions

$TMO $LIN $TJX $RSG $ADP $PEP

$767M

184 positions

#7Providence Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$SYY $ETN $TMO $LIN $TJX $LOW

$660M

385 positions

#8FRANKLIN STREET ADVISORS INC /NCActive

Some overlap · 7 shared positions

$AFL $ETN $TMO $BLK $LIN $TJX

$1.8B

165 positions

#9Somerset Trust CoPassive

Some overlap · 8 shared positions

$AFL $BLK $LIN $LOW $ADP $PEP

$354M

186 positions

#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 8 shared positions

$ETN $TMO $LIN $TJX $LOW $PEP

$8.0B

1,334 positions

#11Haverford Financial Services, Inc.Active

Some overlap · 8 shared positions

$ETN $BLK $TMO $TJX $LOW $PEP

$339M

49 positions

#12Guinness Asset Management LTDActive

Some overlap · 7 shared positions

$AFL $ETN $BLK $KLAC $TMO $PEP

$5.9B

141 positions

#13Ayrshire Capital Management LLCPassive

Some overlap · 6 shared positions

$ECL $ETN $LIN $KLAC $TJX $RSG

$219M

50 positions

#14BRADY FAMILY WEALTH, LLCPassive

Some overlap · 8 shared positions

$BLK $TJX $LOW $ETN $ADP $PEP

$346M

113 positions

#15Legacy Financial Strategies, LLCActive

Some overlap · 6 shared positions

$AFL $ECL $SHW $LIN $LOW $ADP

$615M

145 positions

#16HEADINVEST, LLCPassive

Some overlap · 7 shared positions

$ETN $ECL $LIN $KLAC $TJX $PEP

$536M

217 positions

#17Haverford Trust CoActive

Some overlap · 7 shared positions

$ETN $TMO $BLK $TJX $LOW $PEP

$11.6B

424 positions

#18M. Kraus & CoPassive

Some overlap · 6 shared positions

$ECL $ETN $TMO $LIN $RSG $PEP

$373M

83 positions

#19Sky Investment Group LLCPassive

Some overlap · 7 shared positions

$TMO $ECL $LIN $SYY $ADP $PEP

$637M

146 positions

#20WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 7 shared positions

$AFL $KLAC $BLK $LOW $ADP $PEP

$390M

103 positions

#21BOSTON FAMILY OFFICE LLCPassive

Some overlap · 6 shared positions

$ECL $ETN $TMO $ADP $TJX $PEP

$1.6B

314 positions

#22Palisade Asset Management, LLCPassive

Some overlap · 6 shared positions

$ECL $BLK $KLAC $TJX $ADP $PEP

$1.1B

204 positions

#23MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$ECL $AFL $SHW $LIN $BLK $CB

$277M

147 positions

#24LOWE BROCKENBROUGH & CO INCPassive

Some overlap · 7 shared positions

$ETN $TMO $TJX $KLAC $PEP $CB

$2.2B

341 positions

#25GREAT LAKES ADVISORS, LLCPassive

Some overlap · 7 shared positions

$BLK $LIN $TJX $LOW $TMO $PEP

$13.1B

825 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.