Rule One Partners, LLC is an SEC-registered investment adviser based in Moreland, GA that reports managing 1 hedge fund on Form ADV. It reports $236.2 million in regulatory assets under management. Its private funds, of all types, hold $6.1 million in gross assets. Its disclosed U.S. stock holdings returned an estimated -15.0% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated -6.0% from Q4 2024 to Q2 2026, compared with +30.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $236.2 millionForm ADV Item 5.F
- Gross assets of private funds
- $6.1 millionAll private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 5Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 166341
- Latest Form ADV
- 07/31/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | -10.0% | +14.8% |
| Q1 2026 | -5.5% | -4.6% |
| Q4 2025 | -10.8% | +2.4% |
| Q3 2025 | -9.0% | +7.8% |
| Q2 2025 | +20.4% | +10.4% |
| Q1 2025 | +2.2% | -4.5% |
| Q4 2024 | +10.6% | +2.1% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Netflix Inc Com$29.9 million
- Sprouts Fmrs MKT Inc Com$17.3 million
- Salesforce Com Inc Com$15.6 million
- Lululemon Athletica Inc Com$14.6 million
- Pool Corporation$6.0 million
- Zoetis Inc$4.4 million
- Microsoft Corp Com$2.0 million
- Paypal Hldgs Inc$1.6 million
- Nike Inc CL B$1.5 million
As of 2026-06-30, from 13F filing by Rule One Partners, LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures