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Seven Post Investment Office LP - Eldridge Fuller Gray

Seven Post Investment Office LP a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Eldridge Fuller Gray

Eldridge Fuller Gray
Seven Post Investment Office LP

Hedge Fund Manager
Ranked #172 out of 487 Hedge Fund Managers

Portfolio Gain

+82.65%
Since Jan 2016

Sharpe Ratio

1.54
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$397.07M
Eldridge Fuller Gray manages more assets than 19% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+9.94%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
44.81% General
30.54% Industrial Goods
15.22% Real Estate
2.95% Technology
2.70% Communication Services
1.14% Financial
0.56% Consumer Cyclical
0.23% Healthcare
A breakdown of Seven Post Investment Office LP's portfolio by sector

Seven Post Investment Office LP Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Costco
New
Consumer Cyclical
$611.07
($540.23-$681.91)
+9.70%
+100.00%
206.60K
0.05%
Equity Lifestyle
Added
Real Estate
$67.25
($60.47-$74.04)
-13.22%
+0.69%
12.95M
3.24%
Equity Residential
Added
Real Estate
$57.80
($52.57-$63.02)
+7.22%
+1.33%
18.35M
4.57%
Freightos Limited
Added
Industrial Goods
$2.81
($2.00-$3.62)
-16.82%
+50.56%
267.05K
0.07%
iShares Short Treasury Bond ETF
Added
General
$110.22
($109.85-$110.60)
+1.56%
+120.40%
11.35M
2.82%
Microsoft
Added
Technology
$347.76
($311.21-$384.30)
+6.31%
+57.46%
1.19M
0.30%
Vanguard Total World Stock ETF
Added
General
$96.07
($88.73-$103.40)
+4.17%
+0.23%
7.40M
1.86%
Prologis
Added
Real Estate
$117.08
($96.64-$137.52)
-21.89%
+0.57%
20.93M
5.23%
Charles River Labs
Not Changed
Healthcare
$200.75
($161.65-$239.84)
-3.63%
0.00%
383.91K
0.10%
CrowdStrike Holdings
Not Changed
Technology
$211.34
($160.86-$261.81)
+16.72%
0.00%
6.74M
1.70%
See a list of Seven Post Investment Office LP's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Seven Post Investment Office LP's performance with other Hedge Funds and the S&P 500

Seven Post Investment Office LP activity FAQ

What is Seven Post Investment Office LP’s portfolio gain since Jun 2013?
Seven Post Investment Office LP’s portfolio gain since Jun 2013 was 82.65%.
    What is Seven Post Investment Office LP’s Sharpe Ratio?
    Seven Post Investment Office LP’s Sharpe Ratio is 1.54.
      What is Seven Post Investment Office LP’s portfolio value?
      Seven Post Investment Office LP’s portfolio value is $397.07M.
        What is Seven Post Investment Office LP’s average return since the fund’s last 13F filing?
        Seven Post Investment Office LP’s average return since the fund’s last 13F filing is 0.55%.
          What was Seven Post Investment Office LP’s average return in the last 12 months?
          Seven Post Investment Office LP’s average return in the last 12 months was 29.41%.
            What was Seven Post Investment Office LP’s average return in the last 3 years?
            Seven Post Investment Office LP’s average return in the last 3 years was 9.94%.
              When was the most recent most recent 13F form submitted by Seven Post Investment Office LP?
              Seven Post Investment Office LP's most recent 13F form was submitted on Dec 31, 2023.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Eldridge Fuller Gray Net Worth?
                  Eldridge Fuller Gray is Managing Seven Post Investment Office LP which has a net worth of $397.07M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Eldridge Fuller Gray and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.