Most Concentrated Hedge Funds — Q3 2026

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

Quarter:Q3 2026 Q2 2026 Q1 2026 Q3 2025

#	Fund	Portfolio Value	Holdings	Top Holding %
1	Factorial Partners, LLC	$75.7M	1	100.0%
2	USCF Advisers LLC	$410.4M	1	100.0%
3	PartnerRe Asset Management CORP	$108.0B	3	100.0%
4	York GP, Ltd.	$7.7B	3	95.6%
5	Alaska Permanent Fund Corp	$197.5B	10	88.9%
6	RPM Capital Partners, LLC	$18.1B	2	88.8%
7	GLP Holdings LLLP	$4.2B	4	83.3%
8	Hyperion Asset Management Ltd	$211.6B	19	76.2%
9	Snow Phipps Group, LLC	$264.1B	2	75.9%
10	Neumann Advisory Hong Kong Ltd	$314.3M	5	73.3%
11	HT Partners LLC	$242.9B	55	73.1%
12	Gibson Capital, LLC	$183.4B	91	68.1%
13	DUPONT CAPITAL MANAGEMENT CORP	$1.8B	38	63.3%
14	Edge Wealth Management LLC	$198.5B	85	62.1%
15	Keystone Financial Planning, Inc.	$333.6B	37	61.2%
16	SRH ADVISORS, LLC	$327.4B	260	61.2%
17	VISION FINANCIAL MARKETS LLC	$47.7B	376	56.6%
18	BURRUS FINANCIAL SERVICES, INC.	$141.5B	11	56.3%
19	Roth Financial Partners LLC	$131.6B	36	56.1%
20	CANERECTOR INC	$61.7B	9	55.4%
21	Verger Capital Management LLC	$144.2B	12	53.3%
22	Stephens Group, LLC	$204.4B	4	52.7%
23	Freedom Day Solutions, LLC	$244.9B	131	52.6%
24	SEGRA CAPITAL MANAGEMENT, LLC	$417.3B	11	51.9%
25	Sitrin Capital Management LLC	$10.7B	40	51.8%
26	MKD WEALTH COACHES, LLC	$37.2B	34	51.2%
27	TETRAD CORP	$81.1B	3	50.5%
28	GoalFusion Wealth Management, LLC	$101.0B	34	49.7%
29	CLARK FINANCIAL SERVICES GROUP INC /BD	$37.6B	92	49.0%
30	Pennsylvania State University	$251.7B	3	48.9%
31	Arlington Partners LLC	$65.4B	3	48.0%
32	PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	$45.1B	39	47.0%
33	Private Wealth Group, LLC	$156.3B	72	46.9%
34	Beach Point Capital Management LP	$223.5B	19	46.3%
35	SANDER CAPITAL ADVISORS INC	$219.6M	10	45.9%
36	Bank of Finland	$1.1T	4	45.4%
37	HEFFERNAN ADVISORY, INC	$103.3B	56	45.1%
38	STEPHENS GROUP ASSET MANAGEMENT, LLC	$481.7B	26	45.0%
39	Credit Capital Investments LLC	$35.2B	40	44.4%
40	Legacy Advisors, LLC	$327.3B	311	44.3%
41	Westchester Capital Management, Inc.	$37.7B	45	43.0%
42	Hamilton Capital, LLC	$1.6T	152	42.9%
43	BANK OF STOCKTON	$84.3B	120	42.8%
44	Overbrook Management Corp	$75.6B	51	42.6%
45	CALEDONIA INVESTMENTS PLC	$169.7B	15	40.4%
46	Everhart Financial Group, Inc.	$500.5B	487	40.4%
47	Dominguez Wealth Management Solutions, Inc.	$78.9B	72	39.6%
48	GP Brinson Investments LLC	$117.9B	13	38.6%
49	Advanced Asset Management Advisors Inc	$45.5B	87	38.5%
50	DAVIS-REA LTD.	$43.2B	40	37.6%
51	Randolph Co Inc	$330.3B	44	36.9%
52	Defender Capital, LLC.	$63.2B	38	36.8%
53	CAPITAL CITY TRUST CO/FL	$120.8B	117	36.7%
54	STEGINSKY CAPITAL LLC	$606.8M	8	36.5%
55	Mallini Complete Financial Planning LLC	$78.4B	71	36.1%
56	Blankinship & Foster, LLC	$373.2B	75	35.8%
57	Cordatus Wealth Management LLC	$97.3B	158	35.8%
58	Angeles Investment Advisors, LLC	$674.9B	38	35.3%
59	Amtrust Financial Services, Inc.	$54.1B	18	34.8%
60	SOUTHERN MICHIGAN BANK & TRUST	$167.0B	407	34.2%
61	Horrell Capital Management, Inc.	$50.7B	190	34.1%
62	COOPER INVESTORS PTY LTD	$115.1B	33	33.9%
63	CARDEROCK CAPITAL MANAGEMENT INC	$49.9B	69	33.7%
64	RWC ASSET ADVISORS (US) LLC	$274.3B	14	33.5%
65	NORTH POINT PORTFOLIO MANAGERS CORP/OH	$109.1B	255	33.3%
66	Marquette Asset Management, LLC	$470.3B	763	32.8%
67	KFA Private Wealth Group, LLC	$204.3B	153	32.8%
68	Colony Family Offices, LLC	$310.8B	66	32.7%
69	MARINO, STRAM & ASSOCIATES LLC	$169.4B	201	32.6%
70	Financial Symmetry Inc	$258.4B	62	32.4%
71	Advus Financial Partners, LLC	$47.6B	46	32.1%
72	ABLES, IANNONE, MOORE & ASSOCIATES, INC.	$15.8B	62	32.0%
73	Gridiron Partners, LLC	$160.3B	52	32.0%
74	ARMSTRONG HENRY H ASSOCIATES INC	$45.0B	60	31.8%
75	Peterson Wealth Advisors, LLC	$730.0B	115	31.3%
76	Seven Bridges Advisors LLC	$67.9B	17	31.3%
77	JIA INVESTMENT ALLIANCE PTE. LTD.	$71.9B	23	30.8%
78	NORTHSTAR ASSET MANAGEMENT Co	$84.4B	244	30.5%
79	Platt Investment Counsel, LLC	$67.0B	15	30.4%
80	FOUNDERS CAPITAL MANAGEMENT, LLC	$62.0B	79	30.1%
81	Richardson Capital Management LLC	$181.6B	256	30.0%
82	WEBER CAPITAL MANAGEMENT LLC /ADV	$96.0B	12	29.9%
83	Violich Capital Management, Inc.	$62.5B	110	29.4%
84	Eastover Investment Advisors LLC	$32.6B	49	29.0%
85	Strategic Advisors LLC	$99.8B	157	29.0%
86	NIXON PEABODY TRUST CO	$345.8B	188	28.8%
87	Vision Capital Management, Inc.	$278.3B	147	28.5%
88	Paragon Capital Management Ltd	$206.6B	201	28.3%
89	Conrad Siegel Investment Advisors, Inc.	$465.1B	74	28.2%
90	BRIGHTON SECURITIES CORP.	$121.0B	46	27.9%
91	Tanglewood Wealth Management, Inc.	$754.2B	47	27.9%
92	Beacon Wealthcare LLC	$139.0B	32	27.7%
93	Provident Investment Management, Inc.	$126.3B	84	27.6%
94	Paladin Partners, LLC	$27.8B	194	27.4%
95	CYPRESS ASSET MANAGEMENT INC/TX	$15.1B	103	27.4%
96	Olistico Wealth, LLC	$83.3B	343	27.4%
97	MOGY JOEL R INVESTMENT COUNSEL INC	$79.9B	127	27.2%
98	General Partner, Inc.	$40.0B	160	25.9%
99	McAlister, Sweet & Associates, Inc.	$43.1B	33	25.9%
100	Ramiah Investment Group	$47.5B	76	25.9%

Data sourced from SEC 13F filings for Q3 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.