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Filers›Family Office›Hill Investment Group Partners, LLC
DOSSIER · 13F-HR · Q1 2026

Hill Investment Group Partners, LLC

Hill Investment's family office based in Greenwich, CT — $906M in tracked AUM across 50 positions as of Q1 2026.

HI
Hill Investment·Greenwich, CT·Family Office
CIK 0001979028 · last filed Mar 31, 2026
Total AUM
$906M
▲ 2.5%
vs prior
Holdings
50
—
positions
Whale Score
73
73
strong
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
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.

#HoldingValueSharesWeight
01
EBI
RBB FUND TRUST
$367M6.3M40.5%
02
LVIG
RBB FUND TRUST
$89M901K9.8%
03
DFIC
DIMENSIONAL ETF TRUST
$72M2.0M8.0%
04
AVDV
AMERICAN CENTY ETF TR
$51M506K5.6%
05
DFEM
DIMENSIONAL ETF TRUST
$50M1.4M5.5%
06
DFGX
DIMENSIONAL ETF TRUST
$36M679K3.9%
07
DFIP
DIMENSIONAL ETF TRUST
$33M791K3.6%
08
DFIV
DIMENSIONAL ETF TRUST
$31M594K3.5%
09
AVIG
AMERICAN CENTY ETF TR
$31M742K3.4%
10
AVUV
AMERICAN CENTY ETF TR
$30M271K3.3%

Filing history

Filing history loading…
AI Agent · grounded in Hill
haiku-4-5 · 50 positions indexed
Sector mix
  • Tech6%
  • Financials13%
  • Cons. Disc.24%
  • Communications13%
  • Industrials5%
  • Energy48%
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