Almanack Investment Partners is an SEC-registered investment adviser based in Newtown Square, PA that reports managing 4 hedge funds on Form ADV. It reports $945.9 million in regulatory assets under management. Its private funds, of all types, hold $59.8 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +6.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +25.4% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $945.9 millionForm ADV Item 5.F
- Gross assets of private funds
- $59.8 millionAll private fund types, Form ADV
- Hedge funds managed
- 45 private funds in total
- Employees
- 24Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 282428
- Latest Form ADV
- 07/27/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +3.2% | +14.8% |
| Q1 2026 | +2.9% | -4.6% |
| Q4 2025 | +1.0% | +2.4% |
| Q3 2025 | +8.1% | +7.8% |
| Q2 2025 | +5.4% | +10.4% |
| Q1 2025 | +0.6% | -4.5% |
| Q4 2024 | -2.9% | +2.1% |
| Q3 2024 | +5.0% | +5.4% |
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
- Gadsden Dynamic Multi-asset$191.4 million
- Verizon Communications Inc$40.3 million
- Aberdeen STD Gold ETF$40.2 million
- Ishares 0-3 Month Treasury Bon$28.6 million
- Vanguard Total Stock Market ETF$23.6 million
- Schwab Fndmntl EM MRK Eq ETF$22.3 million
- Schwab U.S. Large-cap ETF$17.1 million
- Blackrock ETF Trust$16.2 million
- First Trst Nasd CL Edg Sgiif$13.6 million
- Wisdomtree Japan Hedged Equity$12.0 million
As of 2026-06-30, from 13F filing by Almanack Investment 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