13F
中
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Hill Investment Group Partners, LLC

13F equity value
$906M
Positions
50
Top 10 concentration
87.1%
Quarters / total new picks
11 / 45
13F equity value over time
$0M$453M$906M202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 11 quarters, returned +10.9% per quarter — versus +1.9% per quarter from simply owning every 13F stock. It beat that baseline in only 72.7% of quarters (excess t = 0.76, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+3.2%
t-stat
0.76
Quarterly win rate
73%
Annualized excess
+40.1%
$1 → follow vs universe
$2.87 vs $1.19
Cumulative return: $1 invested in new picks vs universe
1.00 20210930: universe 0.89820221231: universe 0.83420230630: universe 0.80420230930: universe 0.91220231231: universe 0.95320240331: universe 0.97520240630: universe 1.06320241231: universe 0.99220250630: universe 1.02320250930: universe 1.15120251231: universe 1.191 20210930: follow 0.97620221231: follow 0.99920230630: follow 1.01620230930: follow 1.10120231231: follow 1.23220240331: follow 1.25020240630: follow 1.64820241231: follow 1.62420250630: follow 1.64720250930: follow 2.34920251231: follow 2.868 0.74 1.92 3.10 20212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 50 · 2026 Q1

Ticker Value Weight QoQ
DFIC $72M
8.0%
HOLD
AVDV $51M
5.6%
HOLD
DFEM $50M
5.5%
HOLD
DFGX $36M
3.9%
TRIM
DFIP $33M
3.6%
HOLD
DFIV $31M
3.5%
HOLD
AVIG $31M
3.4%
TRIM
AVUV $30M
3.3%
ADD
DFAC $19M
2.1%
TRIM
AVRE $17M
1.9%
TRIM
DISV $14M
1.6%
HOLD
AVEM $13M
1.5%
HOLD
AVDE $12M
1.3%
HOLD
BSVO $5M
0.6%
HOLD
DFSV $5M
0.5%
HOLD
DFAT $4M
0.5%
HOLD
BSM $3M
0.3%
HOLD
BOXX $2M
0.3%
TRIM
AVSU $2M
0.2%
ADD
DFGR $2M
0.2%
TRIM

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

NOC

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.