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Hedge Funds Similar to Corundum Group,

13F Portfolio OverlapQ1 2026Corundum Group, portfolio →
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Most similar hedge funds by 13F overlap

Corundum Group, Inc. is an institutional investor managing $299M across 108 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Corundum Group, are Greystone Financial Group,, Vertrix Wealth ,, Somerset Group, with shared positions in $SNOW, $LMT, $LIN, $DUK, $WM, $AMGN. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive
Notable overlap · 7 shared positions
$SNOW$LMT$LIN$DUK$WM$AMGN
$353M
78 positions
#2Vertrix Wealth Management, LLCPassive
Notable overlap · 7 shared positions
$SNOW$LIN$LMT$DUK$WM$AMGN
$272M
95 positions
#3Somerset Group LLCActive
Notable overlap · 5 shared positions
$MMM$SNOW$ECL$USB$MCD
$135M
59 positions
#4InvesTrustPassive
Notable overlap · 7 shared positions
$SNOW$CTVA$MMM$BMY$USB$INTC
$238M
91 positions
#5Hillcrest Wealth Advisors - NY, LLCActive
Notable overlap · 3 shared positions
$SNOW$CTVA$USB
$247M
51 positions
#6FELL CAPITAL MANAGEMENT /ADVPassive
Notable overlap · 3 shared positions
$SNOW$CTVA$AMGN
$105M
91 positions
#7Powell Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$CTVA$LMT
$290M
174 positions
#8Red Mountain Financial, LLCPassive
Notable overlap · 5 shared positions
$SNOW$CTVA$LMT$AMGN$MCD
$106M
79 positions
#9Strategic Equity ManagementPassive
Some overlap · 3 shared positions
$SNOW$CTVA$LMT
$266M
70 positions
#10STEPHENS GROUP ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$SNOW$CTVA$USB
$1.6B
26 positions
#11Patrick Mauro Investment Advisor, INC.Active
Some overlap · 6 shared positions
$LIN$LMT$BMY$DUK$WM$MCD
$199M
40 positions
#12WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$LIN$LMT$DUK$WM$CTVA$AMGN
$1.2B
69 positions
#13Titan Investment Solutions LtdActive
Some overlap · 3 shared positions
$LMT$LIN$WM
$781M
56 positions
#14Cassaday & Co Wealth Management LLCActive
Some overlap · 3 shared positions
$SNOW$CTVA$MCD
$4.7B
1,361 positions
#15SMA Capital LLCPassive
Some overlap · 3 shared positions
$LMT$LIN$WM
$232M
95 positions
#16S.E.E.D. Planning Group LLCPassive
Some overlap · 3 shared positions
$LMT$LIN$USB
$344M
89 positions
#17RETIREMENT CAPITAL STRATEGIESActive
Some overlap · 3 shared positions
$SNOW$MMM$INTC
$265M
62 positions
#18Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$LMT$LIN$INTC
$249M
57 positions
#19CONSOLIDATED CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$LMT$MMM$INTC$AMGN
$310M
74 positions
#20Idaho Trust CoPassive
Some overlap · 4 shared positions
$CTVA$SNOW$USB$MCD
$308M
97 positions
#21Atlas Wealth LLCPassive
Some overlap · 6 shared positions
$LMT$USB$WM$AMGN$BAC$MCD
$334M
115 positions
#22Victrix Investment AdvisorsPassive
Some overlap · 5 shared positions
$LMT$MMM$DUK$INTC$BAC
$275M
107 positions
#23CHRISTINE MESSMER PCActive
Some overlap · 4 shared positions
$SNOW$LMT$AMGN$BMY
$156M
80 positions
#24MFA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$SNOW$LMT$USB$DUK
$508M
88 positions
#25Clark & Stuart, IncActive
Some overlap · 3 shared positions
$MMM$INTC$ECL
$148M
49 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.