Most Concentrated Hedge Funds — Q1 2026

Funds ranked by their top holding as a percentage of total portfolio value. Concentrated portfolios signal high conviction in individual investment ideas.

#FundPortfolio ValueHoldingsTop Holding %
1Robert B. Daugherty Foundation$100.0B1100.0%
2CenturyLink Investment Management Co$77.1M1100.0%
3RPM Capital Partners, LLC$3.3B1100.0%
4Fund Resources Investment Holding Group Co Ltd$81.7B1100.0%
5PartnerRe Asset Management CORP$111.2B2100.0%
6PEAVINE CAPITAL, LLC$170.8B999.0%
7Catterton Management Company, L.L.C.$3.6T398.7%
8Quadratic Capital Management LLC$383.3B298.5%
9Ninety One SA (PTY) Ltd$1.6T9694.6%
10Lubar & Co., Inc$104.7B384.8%
11Manitou Investment Management Ltd.$19.4B5176.1%
12Neumann Advisory Hong Kong Ltd$317.5M676.1%
13Snow Phipps Group, LLC$317.6B276.1%
14SUMMER ROAD LLC$141.5B2471.1%
15SeaTown Holdings Pte. Ltd.$7.3B1769.5%
16Industrial Alliance Investment Management Inc.$167.3M869.5%
17Bayshore Capital Advisors, LLC$194.4B4168.1%
18General Motors Holdings LLC$90.5B465.5%
19Keystone Financial Planning, Inc.$317.7B3965.3%
20THOMPSON DAVIS & CO., INC.$92.5B14064.8%
21York GP, Ltd.$354.0M264.0%
22MSRH, LLC$46.2B2862.4%
23Raub Brock Capital Management LP$117.8B4361.8%
24Stephens Group, LLC$171.5B461.3%
25USS Investment Management Ltd$8.4T50760.5%
26HT Partners LLC$263.6B5558.9%
27BURRUS FINANCIAL SERVICES, INC.$139.2B1157.1%
28Constellation Investments, Inc.$1.0T1956.5%
29Focused Investors LLC$317.2B2256.0%
30Kozak & Associates, Inc.$111.7B43755.4%
31MKD WEALTH COACHES, LLC$33.1B2850.7%
32HILLMAN CO$73.0B1449.4%
33SMI Advisory Services, LLC$435.2B6049.0%
34Wall Capital Group, Inc.$68.7B2348.6%
35Courant Investment Management LLC$35.5B748.6%
36Safir Wealth Advisors, LLC$32.5B1948.1%
37Briaud Financial Planning Inc$102.3B3847.5%
38Beach Point Capital Management LP$253.5B946.8%
39Reliant Investment Management, LLC$14.3B5345.6%
40DOCK STREET ASSET MANAGEMENT INC$40.8B5844.4%
41Aquire Wealth Advisors, LLC$350.3B4844.0%
42WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$1.1T2143.5%
43SANDER CAPITAL ADVISORS INC$172.2M1143.2%
44Arlington Partners LLC$42.0B6242.3%
45Benefit Street Partners LLC$70.4B1742.2%
46Community Financial Services Group, LLC$100.8B45341.7%
47Benson Investment Management Company, Inc.$9.3B741.5%
48Waldron Private Wealth LLC$608.2B33941.3%
49CALEDONIA INVESTMENTS PLC$157.4B1540.8%
50Tiller Private Wealth, Inc.$133.4B6640.6%
51Perkins Coie Trust Co$122.5B24040.3%
52Compton Wealth Advisory Group, LLC$142.1B8539.9%
53Ramiah Investment Group$57.8B3239.6%
54Private Wealth Group, LLC$148.6B7139.3%
55MJT & Associates Financial Advisory Group, Inc.$59.2B43939.2%
56Harpswell Capital Advisors, LLC$105.2B3439.1%
57Karras Company, Inc.$23.6B6138.4%
58JCSD Capital, LLC$65.9B2537.4%
59Eastover Investment Advisors LLC$24.7B5036.9%
60FACTORIAL MANAGEMENT Ltd$3.8B336.6%
61Genesee Capital Advisors, LLC$112.0B13836.5%
62Bank of Italy$2.2B836.4%
63SMH CAPITAL ADVISORS INC$32.2M3736.0%
64Focused Wealth Management, Inc$411.2B19935.8%
65Wallington Asset Management, LLC$224.8B6035.7%
66Affiance Financial, LLC$271.5B10435.5%
67Cornerstone Management, Inc.$296.8B6535.0%
68WEALTHCARE CAPITAL MANAGEMENT LLC$495.2B9434.9%
69LS Investment Advisors, LLC$114.7B12534.6%
70Lee Financial Co$278.4B14434.0%
71New Capital Management LP$293.2B5933.9%
72TTP Investments, Inc.$153.2B3533.3%
73Sendero Wealth Management, LLC$254.3B20432.6%
74Edge Wealth Management LLC$164.5B8532.2%
75Corundum Group, Inc.$49.3B10032.0%
76Yelin Lapidot Holdings Management Ltd.$269.2B8332.0%
77HAMILTON LANE ADVISORS LLC$136.0B2031.9%
78Broad Peak Investment Advisers Pte Ltd$182.0B2331.9%
79Trust Point Inc.$425.6B51831.5%
80Overbrook Management Corp$64.1B4931.2%
81Analyst IMS Investment Management Services Ltd.$3.3B14331.2%
82STERLING INVESTMENT ADVISORS LLC /ADV$118.1B3930.9%
83Defender Capital, LLC.$68.6B3330.9%
84GREENHAVEN ASSOCIATES INC$3.1T2630.7%
85LEE JOHNSON CAPITAL MANAGEMENT, LLC$153.3B8030.6%
86Trust Co of the South$366.7B14130.5%
87MOGY JOEL R INVESTMENT COUNSEL INC$83.6B11430.5%
88TruNorth Capital Management, LLC$430.1B11430.4%
89Marquette Asset Management, LLC$413.4B79030.1%
90ARMSTRONG HENRY H ASSOCIATES INC$40.7B6130.0%
91Stash Investments, LLC$154.9B530.0%
92Mader & Shannon Wealth Management, Inc.$99.0B2029.6%
93Bishop & Co Investment Management, LLC$149.4B2629.6%
94Lindsell Train Ltd$1.1T2729.4%
95Peterson Wealth Advisors, LLC$635.3B10828.9%
96Kopp Family Office, LLC$97.4B2128.9%
97Stillwater Capital Advisors, LLC$57.9B6828.7%
98Balentine LLC$1.3T21528.6%
99Shulman DeMeo Asset Management LLC$49.5B14028.4%
100WALNUT PRIVATE EQUITY PARTNERS, LLC$139.5B1428.3%

Data sourced from SEC 13F filings for Q1 2026. Filings are delayed up to 45 days after quarter end.

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Frequently Asked Questions

What does "most concentrated" mean?

Concentration is measured by the percentage of a fund's total portfolio allocated to its single largest holding. A higher percentage means the fund is more concentrated.

When is this data updated?

13F filings are due 45 days after each quarter end. Data is updated as new filings become available.