Hi Line Capital Management, Llc
- Regulatory AUM
- $757M
- Discretionary
- $726M
- Clients
- 128
- Avg AUM / client
- $5.9M
- Accounts
- 225
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 21, 2026
Investments (13F portfolio — 32 positions, $318,180,455)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | CL A | $35,907,000 | 50 | 11.3% | 4.75% |
| 2 | Ishares Tr | CORE MSCI INTL | $33,058,537 | 395,579 | 10.4% | 4.37% |
| 3 | Liberty Broadband Corp | COM SER C | $16,923,184 | 336,445 | 5.32% | 2.24% |
| 4 | Berkshire Hathaway Inc Del | CL B NEW | $16,278,903 | 33,971 | 5.12% | 2.15% |
| 5 | Siriusxm Holdings Inc | COMMON STOCK | $15,409,985 | 667,677 | 4.84% | 2.04% |
| 6 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $13,424,612 | 69,949 | 4.22% | 1.77% |
| 7 | Ishares Inc | CORE MSCI EMKT | $13,280,051 | 190,395 | 4.17% | 1.76% |
| 8 | Noble Corp Plc | ORD SHS A | $11,167,792 | 227,589 | 3.51% | 1.48% |
| 9 | Chubb Ltd Switz | COM | $10,457,309 | 31,988 | 3.29% | 1.38% |
| 10 | Eagle Matls Inc | COM | $9,922,447 | 52,332 | 3.12% | 1.31% |
| 11 | Cf Industries Hold | COM | $9,432,357 | 72,646 | 2.96% | 1.25% |
| 12 | Aercap Holdings Nv | SHS | $9,162,664 | 66,793 | 2.88% | 1.21% |
| 13 | Jpmorgan Chase & Co | COM | $9,013,357 | 30,641 | 2.83% | 1.19% |
| 14 | The Cigna Group | COM | $8,254,045 | 30,943 | 2.59% | 1.09% |
| 15 | Crh Plc | ORD | $8,099,035 | 76,756 | 2.55% | 1.07% |
| 16 | Adobe Inc | COM | $8,048,622 | 33,111 | 2.53% | 1.06% |
| 17 | Brown & Brown Inc | COM | $7,384,511 | 113,242 | 2.32% | 0.98% |
| 18 | Warrior Met Coal Inc | COM | $7,367,140 | 79,089 | 2.32% | 0.97% |
| 19 | Markel Group Inc | COM | $6,904,050 | 3,607 | 2.17% | 0.91% |
| 20 | Amcor Plc | COM NEW | $6,845,268 | 172,208 | 2.15% | 0.9% |
| 21 | Danaos Corporation | SHS | $6,786,335 | 60,248 | 2.13% | 0.9% |
| 22 | Ishares Tr | CORE S&P500 ETF | $6,745,700 | 10,327 | 2.12% | 0.89% |
| 23 | United Parcel Svcs Inc | CL B | $6,560,667 | 66,687 | 2.06% | 0.87% |
| 24 | American Express Co | COM | $6,327,882 | 20,920 | 1.99% | 0.84% |
| 25 | Mohawk Inds Inc | COM | $6,317,095 | 64,159 | 1.99% | 0.83% |
Top 25 of 32 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 84 | $6.1M | 0.8% |
| High net worth individuals | 33 | $41.1M | 5.44% |
| Charitable organizations | 11 | $685M | 90.5% |
| Other investment advisers | Fewer than 5 clients | $22.5M | 2.98% |
| Corporations and other businesses | Fewer than 5 clients | $1.8M | 0.24% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Eugene Anderson | Member, President, And Chief Investment Officer | Jul 2009 (17y) | 75% or more | |
| Chapin, Kasey, Jon | Owner | Jun 2019 (7y) | 10% – 25% | |
| Matthew Thomas Roby | Vice President, Chief Compliance Officer, General Counsel | Nov 2022 (4y) | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $725M (96% of AUM) Apr 2026
- Wells Fargo $87.5M (22% of AUM) Aug 2020
- First National Capital Markets, Inc. $32.3M (8% of AUM) Aug 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗