3edge Asset Management, LP
3EDGE Asset Management, LP is a global, multi-asset investment management firm founded in 2016 and headquartered in Naples, Florida, with additional offices in Boston, MA and Los Angeles, CA. The firm serves institutional investors, endowments, foundations, family offices, and private clients, blending scientific methodologies, sound judgment, and practical experience to identify undervalued asset classes for outperformance while managing downside risk. 3EDGE employs around 26 professionals and provides diversified portfolio solutions focused on risk management and consistent, long-term investment returns.
Investment Strategy
3EDGE Asset Management applies a global, multi-asset investment strategy designed to preserve and grow client capital in all market conditions. The firm's approach is rooted in a proprietary research model that combines quantitative analysis, scientific methodology, and qualitative human judgment, leveraging nearly 150 years of market data to develop and stress-test diversified portfolios. 3EDGE aims to generate consistent, long-term returns, focusing on risk management, tactical diversification, and downside protection to help clients remain invested through volatile markets.
Latest 13F Filing Activity
3edge Asset Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 84 equity positions with a total 13F market value of $2B. The fund increased holdings in SPDR Index SHS FDS, SPDR Series Trust, World Gold TR among other positions. 3edge Asset Management, LP reduced exposure to Ishares TR, Ishares TR, PIMCO Etf TR among others.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 14.46% | $232.5M | 2,535,005 | $91.53 | $91.73 | +$53.7M |
G GLDM | WORLD GOLD TR | 9.01% | $144.9M | 2,211,620 | $50.48 | $65.52 | +$49.2M |
S SPEM | SPDR INDEX SHS FDS | 8.46% | $136.0M | 3,182,524 | $41.91 | $42.74 | +$105.4M |
S STIP | ISHARES TR | 7.14% | $114.9M | 1,116,519 | $101.53 | $102.91 | +$1.8M |
V VXUS | VANGUARD STAR FDS | 6.74% | $108.4M | 1,569,678 | $60.75 | $69.09 | +$20.7M |