DOSSIER · 13F-HR · Q1 2026
FIRST FOUNDATION ADVISORS
FIRST FOUNDATION's hedge fund based in Boston, MA — $2.5B in tracked AUM across 574 positions as of Q1 2026.
FF
FIRST FOUNDATION·Boston, MA·Hedge Fund
CIK 0001086763 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of FIRST FOUNDATION ADVISORS SEC 13F Filing
1. Portfolio Overview
FIRST FOUNDATION ADVISORS manages a substantial portfolio valued at approximately $2.71 billion as of September 30, 2025. The portfolio is characterized by a high degree of diversification, comprising 573 total holdings. Despite the large number of positions, the portfolio exhibited minimal net growth, increasing by only 0.3% from the previous quarter's $2.70 billion.
The investment strat...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…