Old Well Partners, LLC is an exempt reporting adviser based in Charlotte, NC that reports managing 1 hedge fund on Form ADV. Its private funds, of all types, hold $111.2 million in gross assets. Its disclosed U.S. stock holdings returned an estimated -11.4% 2025 YTD through Mar 31 (S&P 500: -4.5%), based on 13F filings. Over a longer period they returned an estimated +12.9% from Q3 2024 to Q1 2025, compared with +2.8% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- —Form ADV Item 5.F
- Gross assets of private funds
- $111.2 millionAll private fund types, Form ADV
- Hedge funds managed
- 14 private funds in total
- Employees
- —Form ADV Item 5.A
- Registration
- Exempt reporting adviserCRD 285195
- Latest Form ADV
- 01/30/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q1 2025 | -11.4% | -4.5% |
| Q4 2024 | +10.7% | +2.1% |
| Q3 2024 | +15.1% | +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
- Mercadolibre Inc$1.4 million
- Amazon Com Inc Com$1.1 million
- Alphabet, Inc Non-voting Class$839,268
- KKR & Co Inc CL A$779,327
- Berkshire Hathaway Inc Del CL B New$391,446
As of 2025-03-31, from 13F filing by Old Well 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