Hedge Fund - Navellier & Associates

Louis Navellier Bio, Returns, AUM, Net Worth

Navellier & Associates is a seasoned money management firm specializing in identifying and capitalizing on market inefficiencies. They focus on uncovering what they consider the best growth stocks in the market, employing a disciplined quantitative and fundamental analysis system. For over three decades, Navellier has guided both individual and institutional clients with a consistent investment approach aimed at maximizing returns while managing risk effectively.

Louis Navellier is the Founder, Chairman of the Board, Chief Investment Officer, and Chief Compliance Officer of Navellier & Associates, Inc., headquartered in Reno, Nevada. With decades of experience in applying academic techniques to real market scenarios, he advocates for disciplined quantitative analysis to identify stocks that can outperform the market. Mr. Navellier's approach involves a rigorous three-step process: quantitative analysis, fundamental analysis, and optimization of selected securities for portfolio inclusion. Since 1980, he has shared his insights through the MPT Review, a stock advisory newsletter. Since 1987, he has actively managed individual portfolios, mutual funds, and institutional portfolios. Known for his charismatic leadership, Louis Navellier has been featured extensively in international media, including CNBC, Bloomberg, The Nightly Business Report, and Wall Street Week. His insights have also been highlighted in Barron’s, Forbes, Fortune, Investor’s Business Daily, Money, Smart Money, and The Wall Street Journal. He has been profiled in books such as Kenneth A. Stern’s Secrets of the Investment All-Stars and Alan R. Ackerman’s Investing Under Fire. Mr. Navellier earned his B.S. in business administration in 1978 and his M.B.A. in finance in 1979 from California State University – Hayward.

Navellier & Associates is a prominent advisory firm with 1,314 clients and discretionary assets under management (AUM) totaling $743,578,818, as reported in their Form ADV from March 2024. Their latest 13F filing for Q1 2024 shows they manage $811,568,534 in 13F securities, with a top 10 holdings concentration of 29.01%. NVIDIA Corp. stands as Navellier & Associates' largest holding, with 591,360 shares held.

Louis Navellier
Fund Profile
Filing Period:
Fund Name: Navellier & Associates
Manager Louis Navellier
Portfolio Value $811,568,534
Change This QTR +1.22%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. NVDA 591,360 $53,432,970 -2% 6.58%
2. SMCI 41,600 $42,017,248 +3% 5.17%
3. EME 64,217 $22,488,793 +40% 2.77%
4. LLY 25,605 $19,919,729 +7% 2.45%
5. XOM 169,850 $19,743,376 +2% 2.43%
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