30 New 13F Filers in '25

At OWL, we love using our data to identify promising managers as early as possible in their life cycle. While OWL offers several data sets to help with this - such as our team change alerts, which we recently highlighted - one of our favorites remains global stock ownership disclosures.

Last February, we looked through over 400 new 13F filings to share a curated list of 30 managers who disclosed a 13F for the first time. This year, the new batch is even larger, with over 700 investment firms filing their first 13F. Once again, we’ve gone through them all and put together a list of 30 with active portfolios and compelling team backgrounds.

Most are recent launches, while a few are established managers who crossed the AUM threshold for 13F reporting. The list spans 20 cities and includes several notable pod spinouts, sector-focused funds, and even four managers who successfully launched after working at top endowments (MIT, Notre Dame, Emory, and Duke) – a career path we’ll admit we have a bit of a soft spot for at OWL!

Allostery Investments

• Location: Greenwich, CT

• Key Person: Christopher Staral

• AUM: $122 million

• Top Holdings: CNTA, EOLS, APGE

• Note: biotech focus, ex-Laurion/Mangrove

Ananym Capital

• Location: New York 

• Key Person: Alex Silver

• AUM: $176 million

• Top Holdings: HSIC, LKQ, VAC

• Note: activist, ex-P2 Capital

Arrowpoint Investment Partners

• Location: Singapore

• Key Person: Jonathan Xiong

• AUM: $1.2 billion

• Top Holdings: AMZN, META, SE

• Note: Asia multi-strat, ex-Millennium

Broyhill Asset Management

• Location: Charlotte, NC

• Key Person: Chris Pavese

• AUM: $192 million

• Top Holdings: PM, BAX, FI

• Note: Concentrated, value equity

Camrose Capital

• Location: London

• Key Person: Edward Molson

• AUM: $305 million

• Top Holdings: CNM, YUM, HLT

• Note: ex-Egerton, new launch

Castalian Partners

• Location: Excelsior, MN

• Key Person: James Gibson

• AUM: $104 million

• Top Holdings: AMTM, NRP, TLN

• Note: 2016 launch, first 13F filed

Corigliano Investment Advisers

• Location: Raleigh, NC

• Key Person: Mark Corigliano

• AUM: $462 million

• Top Holdings: CTRA, COP, SLB

• Note: ex-DUMAC, energy long/short

Diadema Partners

• Location: Morristown, NJ

• Key Person: Beau Bassett

• AUM: $144 million

• Top Holdings: BMY, ABBV, TEVA

• Note: ex-Pura Vida, biotech hedge fund, 2024 launch

Emeth Value Capital

• Location: New Orleans

• Key Person: Andrew Carreon

• AUM: $119 million

• Top Holdings: DRVN, SEAT, BN

• Note: ex-Notre Dame Investment Office

Freestone Grove Partners

• Location: San Francisco

• Key Person: Todd Barker

• AUM: $5.9 billion

• Top Holdings:  

• Note: ex-Citadel/Surveyor, 2024 launch

Gallo Partners

• Location: New York

• Key Person: Michael Alfaro

• AUM: $145 million

• Top Holdings: PH, CP, PKG

• Note: industrials/cyclicals, ex-Covalis/Zimmer

Harraden Circle Investments

• Location: New York

• Key Person: Fritz Fortmiller

• AUM: $113 million

• Top Holdings: JACS.U, CLBR, SKGR

• Note: Founded in 2016, ex-Forester Capital

Jain Global

• Location: New York

• Key Person: Bobby Jain

• AUM: $5.9 billion

• Top Holdings: AJG, META, FDX

• Note: biggest hedge fund launch of 2024, backed by UTIMCO

Katamaran Capital

• Location: London

• Key Person: Priya Kodeeswaran

• AUM: $350 million

• Top Holdings: META, AMZN, TSM

• Note: ex-Millennium, backed by Brummer & Partners

Landmark Investment Partners

• Location: West Palm Beach, FL

• Key Person: Steven Frankel

• AUM: $916 million

• Top Holdings: AMH, ESS, CPT

• Note: real estate equities, 2024 launch

Lynwood Price

• Location: Austin, TX

• Key Person: Jimmy Price

• AUM: $148 million

• Top Holdings: AMZN, MSFT, KKR

• Note: ex-Karlin, ValueAct

Maestria Partners

• Location: Atlanta, GA

• Key Person: James Edwards

• AUM: $268 million 

• Top Holdings: BN, APO, AMZN

• Note: ex-Emory endowment, concentrated long-only

Monimus Capital

• Location: Woodbridge, NJ

• Key Person: Brian Bellinger

• AUM: $151 million

• Top Holdings: PLNT, JAKK, MSGS

• Note: 2020 launch, ex-Raging Capital

Panoramic Capital

• Location: Larkspur, CA

• Key Person: Bill Hazen

• AUM: $210 million

• Top Holdings: META, NVDA, NFLX

• Note: 2010 launch, tech focus

Rangeley Capital

• Location: New Canaan, CT

• Key Person: Chris Demuth

• AUM: $197 million

• Top Holdings: CLMT, AMPY, DK

• Note: Event-drive hedge fund founded in 2007

Regents Gate Capital

• Location: London

• Key Person: Joshua White

• AUM: $783 million

• Top Holdings: NVDA, APH, EMN

• Note: equity market-neutral, ex-Balyasny

Ripple Effect Asset Management

• Location: New York

• Key Person: Ravi Bellur

• AUM: $165 million

• Top Holdings: AM, VST, TLN

• Note: Cross-asset energy hedge fund, ex-Tarsadia/Point State

Sellaronda Global Management

• Location: New York

• Key Person: Gor Ter-Grigoryan

• AUM: $219 million

• Top Holdings: SRAD, TKO, CCCS

• Note: ex-Cadian/TPG-Axon, TMT focus

Sophron Capital

• Location: Summit, NJ

• Key Person: George Maslovsky

• AUM: $252 million

• Top Holdings: EQR, REXR, ESS

• Note: real estate equities, ex-Echo Street

TFJ Capital

• Location: Somerville, MA

• Key Person: Matt Fisher 

• AUM: $179 million

• Top Holdings: APP, CPNG, KAR

• Note: ex-MIT endowment, concentrated public equity

Triavera Capital

• Location: Larkspur, CA

• Key Person: Michael Kahn

• AUM: $137 million

• Top Holdings: AMZN, GOOG, KKR

• Note: ex-Valiant, 2024 launch

Tribune Investment Group

• Location: New York

• Key Person: Bogdan Cosmaciuc

• AUM: $188 million

• Top Holdings: SPGI, WTW, IP

• Note: former co-head of equities at Senator

Truffle Hound Capital

• Location: Bethesda, MD

• Key Person: Steve Bauer

• AUM: $551 million

• Top Holdings: CIB, AMLP, OPBK

• Note: founded in 2002, first time disclosing a 13F

Visualize Group

• Location: New  York

• Key Person: Melvin Ike

• AUM: $183 million

• Top Holdings: WCN, ADSK, BRO

• Note: ex-Blackstone/Third Point, anchored by TPG

Whitebark Investors

• Location: Incline Village, NV

• Key Person: Thomas McConnon

• AUM: $333 million

• Top Holdings: GSHD, DASH, FLUT

• Note: ex-Wildcat Capital, long-biased public equity

Note – for AUM numbers, we typically rely on form ADV data, but in some cases we used other sources such as estimated holdings value. 

Other News & Events

• Interview with Cambridge University’s CIO

• Podcast on whether Blackstone will become PE’s Millenium

• Article on Princeton’s historical energy investments

• Article from VCU CIO on benefits of internal endowment management

• Caltech picks new CIO to manage $4.6 billion endowment

• Interview with University of Illinois on whether relationships drive returns

• Article on Discovery Capital trimming its equity exposure

• White paper from True North on potential obsolescence of the endowment model

• Penn State is hiring an Associate Director of Investments

• University of California is hiring a Senior Investment Associate for Real Estate

• Verus is hiring a Director of Private Markets

• Virginia Retirement System is hiring a Global Equity Investment Analyst

About Old Well Labs

OWL is an intelligence platform built for allocators, by allocators. Leading endowments, foundations, and family offices use the system to find, monitor, and connect with thousands of fund managers globally. OWL's analytics engine has collected over one billion data points from 65 countries. We make it easy for allocators to find and track information about the managers they care about – not just positions but also performance analytics, people data, business information, and details about the manager investments of other allocators.

Disclaimers

Returns represent the return on invested capital of publicly disclosed long positions, as calculated by OWL. Actual returns may vary based on a number of factors, including (but not limited to) undisclosed positions, short exposure, non-equity holdings, cash holdings, and lagged disclosure of positions.

This newsletter and the material on the Old Well Labs platform are for informational purposes only and should not be considered investment advice or a recommendation of any particular security, manager, or strategy. Old Well Labs shall not be liable for any investment gain or loss that may occur from the use of this material. No part of this material may be reproduced in any form or used in any publication without express written permission from Old Well Labs.