AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Hill Investment Group Partners, LLC reported a significant contraction in portfolio value during the third quarter of 2025, with total assets under management (AUM) decreasing by 18.1%, falling from approximately $767.90 million to $628.67 million. This reduction corresponds with a reduction in the number of holdings from the previous period to 33 current positions. The portfolio is characterized by a high degree of concentration, with the top ten holdings accounting for ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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