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 Jun 30, 2024
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Eldridge Fuller Gray

Eldridge Fuller Gray
Seven Post Investment Office LP

Hedge Fund Manager
Ranked #152 out of 487 Hedge Fund Managers

Portfolio Gain

+111.45%
Since Jan 2016

Sharpe Ratio

1.95
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$539.89M
Eldridge Fuller Gray manages more assets than 25% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+12.70%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
34.08% General
26.84% Industrial Goods
22.89% Technology
10.92% Real Estate
2.97% Communication Services
1.14% Financial
0.39% Consumer Cyclical
0.32% 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
SPDR S&P 500 ETF Trust
Added
General
$522.07
($493.86-$550.28)
+6.37%
+0.80%
37.36M
6.90%
Amazon
Reduced
Consumer Cyclical
$183.08
($166.32-$199.84)
-4.18%
-33.94%
564.29K
0.10%
Apollo Global Management
Not Changed
Financial
$112.75
($105.80-$119.69)
+17.39%
0.00%
250.31K
0.05%
Apple
Added
Technology
$192.14
($164.07-$220.20)
+9.11%
+0.03%
2.52M
0.47%
Berkshire Hathaway A
Not Changed
Financial
$668.99K
($596.00K-$741.97K)
+11.62%
0.00%
612.24K
0.11%
Charles River Labs
Not Changed
Healthcare
$238.46
($203.60-$273.31)
-9.14%
0.00%
335.49K
0.06%
Cisco Systems
New
Technology
$47.58
($44.95-$50.20)
+14.57%
+100.00%
554.63K
0.10%
Costco
Not Changed
Consumer Cyclical
$785.61
($697.27-$873.96)
+7.11%
0.00%
266.05K
0.05%
DR Horton
Not Changed
Consumer Cyclical
$151.91
($138.08-$165.75)
+31.67%
0.00%
381.92K
0.07%
Equity Lifestyle
Added
Real Estate
$62.81
($59.82-$65.80)
+2.60%
+0.76%
12.12M
2.23%
See a list of Seven Post Investment Office LP's holdings, as reported to the SEC on Jun 30, 2024. 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 111.45%.
    What is Seven Post Investment Office LP’s Sharpe Ratio?
    Seven Post Investment Office LP’s Sharpe Ratio is 1.95.
      What is Seven Post Investment Office LP’s portfolio value?
      Seven Post Investment Office LP’s portfolio value is $539.89M.
        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 5.52%.
          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 32.15%.
            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 12.70%.
              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 Jun 30, 2024.
                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 $539.89M.
                    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.