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Hedge Funds Similar to Corundum Group

13F Portfolio OverlapQ2 2026Corundum Group portfolio →
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Most similar hedge funds by 13F overlap

Corundum Group, Inc. is an institutional investor managing $337M across 112 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 Corundum Group are Somerset Group, Patrick Mauro Investment Advisor, Summit Financial Wealth Advisors, with shared positions in $MMM, $USB, $ECL, $LIN, $LMT, $BMY. The full ranking of 25 similar funds is below.

#1Somerset Group LLCActive
Notable overlap · 3 shared positions
$MMM$USB$ECL
$142M
58 positions
#2Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 6 shared positions
$LIN$LMT$BMY$DUK$WM$ADP
$199M
38 positions
#3Summit Financial Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$MMM$LMT$USB$BA
$807M
227 positions
#4Campion Asset ManagementActive
Notable overlap · 3 shared positions
$LMT$AMGN$DUK
$164M
83 positions
#5S.E.E.D. Planning Group LLCPassive
Notable overlap · 4 shared positions
$LIN$LMT$USB$ADP
$408M
98 positions
#6Greystone Financial Group, LLCPassive
Notable overlap · 5 shared positions
$LIN$LMT$DUK$WM$AMGN
$360M
73 positions
#7ASO GROUP LtdSmart money
Notable overlap · 4 shared positions
$MMM$LMT$USB$BMY
$236M
56 positions
#8DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$MMM$LMT$USB$BA$ADP
$530M
92 positions
#9Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$LIN$LMT$DUK$WM$AMGN
$292M
99 positions
#10WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$LIN$LMT$BA$DUK$AMGN$WM
$1.3B
73 positions
#11Integras Partners LLCPassive
Some overlap · 5 shared positions
$LMT$USB$BMY$DUK$AMGN
$181M
100 positions
#12Victrix Investment AdvisorsPassive
Some overlap · 4 shared positions
$LMT$MMM$DUK$BA
$246M
74 positions
#13MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$LIN$MMM$USB$ECL$WM$AMGN
$277M
147 positions
#14RMG Wealth Management LLCActive
Some overlap · 3 shared positions
$LMT$USB$AMGN
$967M
534 positions
#15Clark & Stuart, IncPassive
Some overlap · 3 shared positions
$MMM$ADP$ECL
$162M
52 positions
#16ALLEN WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$LMT$DUK$AMGN$WM
$205M
60 positions
#17Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$MMM$LMT$USB$BA
$1.1B
112 positions
#18BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$LMT$MMM$DUK$BA
$263M
90 positions
#19Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$LIN$USB$LMT$WM$AMGN$ADP
$265M
100 positions
#20Titan Investment Solutions LtdActive
Some overlap · 3 shared positions
$LMT$LIN$WM
$894M
60 positions
#21Wallington Asset Management, LLCActive
Some overlap · 3 shared positions
$LIN$AMGN$BA
$814M
61 positions
#22Canal Insurance COActive
Some overlap · 3 shared positions
$LMT$BMY$DUK
$426M
73 positions
#23CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$LIN$LMT$USB
$6.0B
294 positions
#24Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$LMT$USB$DUK$WM$AMGN
$330M
128 positions
#25First PREMIER BankPassive
Some overlap · 6 shared positions
$USB$ECL$DUK$WM$AMGN$ADP
$621M
388 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.