Gem Investment Advisors, LLC
Gem Investment Advisors, LLC is an exempt reporting adviser that reports managing 2 hedge funds on Form ADV. Its private funds, of all types, hold $142.7 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +40.9% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +40.9% from Q1 2026 to Q2 2026, compared with +9.5% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- —Form ADV Item 5.F
- Gross assets of private funds
- $142.7 millionAll private fund types, Form ADV
- Hedge funds managed
- 22 private funds in total
- Employees
- —Form ADV Item 5.A
- Registration
- Exempt reporting adviserCRD 170780
- Latest Form ADV
- 03/30/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +42.2% | +14.8% |
| Q1 2026 | -0.9% | -4.6% |
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
- Garrett Motion Inc$36.0 million
- Absci Corporation$25.2 million
- Alpha Tau Medical LTD$18.0 million
- Quidelortho Corp Com$9.9 million
- Oramed Pharmaceuticals Inc$9.6 million
- Sprott Physical Gold And Silve$7.5 million
- PDF Solutions Inc$7.5 million
- Tejon Ranch Co$5.8 million
- Sotera Health Co$5.6 million
- CF Inds Hldgs Inc$5.4 million
As of 2026-06-30, from 13F filing by Gem Investment Advisors, 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