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Strategic Point Investment Advisors, LLC - Betsey A. Purinton
Strategic Point Investment Advisors, LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
263 Followers
Betsey A. Purinton Strategic Point Investment Advisors, LLC
Hedge Fund Manager
Ranked #61 out of 487 Hedge Fund Managers
Portfolio Gain
+143.58%
Since Jan 2016
Sharpe Ratio
3.13
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$606.19M
Betsey A. Purinton manages more assets than 27% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+16.14%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
99.37% General
0.35% Technology
0.04% Consumer Defensive
0.04% Healthcare
0.04% Energy
A breakdown of Strategic Point Investment Advisors, LLC's portfolio by sector
Strategic Point Investment Advisors, LLC Portfolio Activity
iShares S&P 500 Growth ETF
Not Changed
General
$89.62
($82.02-$97.22)
+4.04%
0.00%
322.68K
0.05%
Vanguard International High Dividend Yield ETF
Added
General
$69.86
($65.43-$74.28)
-4.49%
+0.93%
17.57M
2.90%
Vanguard ESG U.S. Stock ETF
Not Changed
General
$95.72
($89.55-$101.89)
+4.42%
0.00%
1.64M
0.27%
Technology Select Sector SPDR Fund
Reduced
General
$214.44
($190.75-$238.14)
+3.47%
-0.36%
26.42M
4.36%
Vanguard Short-Term Treasury ETF
Added
General
$58.42
($57.71-$59.13)
-0.67%
+335.07%
22.72M
3.72%
iShares ESG Aware MSCI USA ETF
Reduced
General
$119.11
($111.88-$126.33)
+4.00%
-0.66%
1.71M
0.28%
iShares MSCI USA Min Vol Factor ETF
Added
General
$87.76
($83.55-$91.97)
+2.35%
+2.71%
3.64M
0.60%
Vanguard ESG International Stock ETF
Not Changed
General
$58.48
($53.95-$63.02)
-5.58%
0.00%
564.66K
0.09%
Conocophillips
Not Changed
Energy
$109.85
($101.30-$118.40)
+6.89%
0.00%
214.77K
0.04%
iShares Core S&P Total U.S. Stock Market ETF
Added
General
$118.69
($111.64-$125.75)
+4.80%
+0.36%
43.72M
7.21%
See a list of Strategic Point Investment Advisors, LLC's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Strategic Point Investment Advisors, LLC's performance with other Hedge Funds and the S&P 500
Strategic Point Investment Advisors, LLC activity FAQ
What is Strategic Point Investment Advisors, LLC’s portfolio gain since Jun 2013?
Strategic Point Investment Advisors, LLC’s portfolio gain since Jun 2013 was 143.58%.
What is Strategic Point Investment Advisors, LLC’s Sharpe Ratio?
Strategic Point Investment Advisors, LLC’s Sharpe Ratio is 3.13.
What is Strategic Point Investment Advisors, LLC’s portfolio value?
Strategic Point Investment Advisors, LLC’s portfolio value is $606.19M.
What is Strategic Point Investment Advisors, LLC’s average return since the fund’s last 13F filing?
Strategic Point Investment Advisors, LLC’s average return since the fund’s last 13F filing is 0.79%.
What was Strategic Point Investment Advisors, LLC’s average return in the last 12 months?
Strategic Point Investment Advisors, LLC’s average return in the last 12 months was 22.35%.
What was Strategic Point Investment Advisors, LLC’s average return in the last 3 years?
Strategic Point Investment Advisors, LLC’s average return in the last 3 years was 16.14%.
When was the most recent most recent 13F form submitted by Strategic Point Investment Advisors, LLC?
Strategic Point Investment Advisors, LLC'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 Betsey A. Purinton Net Worth?
Betsey A. Purinton is Managing Strategic Point Investment Advisors, LLC which has a net worth of $606.19M.
TipRanks & Hedge Funds: TipRanks measures the performance of Betsey A. Purinton 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.