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Wind River Trust Co - Alan Heath
Wind River Trust Co a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
109 Followers
Portfolio Gain
+142.82%
Since Jan 2016
Sharpe Ratio
2.86
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$259.88M
Alan Heath manages more assets than 11% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+16.07%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
100.00% General
A breakdown of Wind River Trust Co's portfolio by sector
Wind River Trust Co Portfolio Activity
Vanguard FTSE Developed Markets ETF
Reduced
General
$50.09
($46.80-$53.40)
-6.53%
-13.80%
15.94M
6.13%
iShares Russell 3000 ETF
Not Changed
General
$308.53
($290.01-$327.05)
+3.00%
0.00%
40.74M
15.68%
iShares Core MSCI EAFE ETF
Not Changed
General
$73.78
($68.74-$78.83)
-7.41%
0.00%
1.65M
0.64%
Vanguard Total Stock Market ETF
Reduced
General
$267.68
($251.00-$284.35)
+2.94%
-5.03%
12.04M
4.63%
SPDR S&P 500 ETF Trust
Not Changed
General
$542.49
($510.27-$574.71)
+2.51%
0.00%
29.56M
11.37%
Vanguard Total World Stock ETF
Added
General
$113.17
($105.90-$120.43)
-0.40%
+0.50%
89.32M
34.37%
iShares MSCI ACWI ETF
Not Changed
General
$112.77
($105.31-$120.23)
-0.27%
0.00%
14.67M
5.65%
Vanguard Growth ETF
Not Changed
General
$361.22
($330.30-$392.14)
+4.09%
0.00%
7.88M
3.03%
iShares Russell 1000 Value ETF
Not Changed
General
$181.62
($172.86-$190.37)
+2.18%
0.00%
48.08M
18.50%
See a list of Wind River Trust Co's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Wind River Trust Co's performance with other Hedge Funds and the S&P 500
Wind River Trust Co activity FAQ
What is Wind River Trust Co’s portfolio gain since Jun 2013?
Wind River Trust Co’s portfolio gain since Jun 2013 was 142.82%.
What is Wind River Trust Co’s Sharpe Ratio?
Wind River Trust Co’s Sharpe Ratio is 2.86.
What is Wind River Trust Co’s portfolio value?
Wind River Trust Co’s portfolio value is $259.88M.
What is Wind River Trust Co’s average return since the fund’s last 13F filing?
Wind River Trust Co’s average return since the fund’s last 13F filing is 0.31%.
What was Wind River Trust Co’s average return in the last 12 months?
Wind River Trust Co’s average return in the last 12 months was 26.48%.
What was Wind River Trust Co’s average return in the last 3 years?
Wind River Trust Co’s average return in the last 3 years was 16.07%.
When was the most recent most recent 13F form submitted by Wind River Trust Co?
Wind River Trust Co's most recent 13F form was submitted on Sep 30, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Alan Heath Net Worth?
Alan Heath is Managing Wind River Trust Co which has a net worth of $259.88M.
TipRanks & Hedge Funds: TipRanks measures the performance of Alan Heath and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.