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Carolina Wealth Advisors, LLC - Christy Horlacher
Carolina Wealth Advisors, LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
88 Followers
Christy Horlacher Carolina Wealth Advisors, LLC
Hedge Fund Manager
Ranked #117 out of 487 Hedge Fund Managers
Portfolio Gain
+89.86%
Since Jan 2016
Sharpe Ratio
2.38
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$196.56B
Christy Horlacher manages more assets than 95% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+18.39%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
0.04% General
0.02% Consumer Cyclical
0.01% Financial
<0.01% Technology
<0.01% Industrial Goods
<0.01% Communication Services
<0.01% Healthcare
<0.01% Consumer Defensive
<0.01% Real Estate
<0.01% Basic Materials
<0.01% Energy
<0.01% Utilities
A breakdown of Carolina Wealth Advisors, LLC's portfolio by sector
Carolina Wealth Advisors, LLC Portfolio Activity
British American Tobacco
Not Changed
Consumer Defensive
$35.24
($30.93-$39.54)
+0.96%
0.00%
23.74K
<0.01%
Colgate-Palmolive
Not Changed
Consumer Defensive
$102.16
($95.02-$109.30)
-9.37%
0.00%
7.68K
<0.01%
DR Horton
Not Changed
Consumer Cyclical
$166.44
($133.02-$199.85)
-14.72%
0.00%
5.72K
<0.01%
Duke Energy
Added
Utilities
$108.76
($99.21-$118.31)
-0.55%
+82.74%
41.51K
<0.01%
Xtrackers S&P 500 ESG ETF
Not Changed
General
$49.72
($46.88-$52.56)
+2.80%
0.00%
65.41K
<0.01%
LiveRamp Holdings
Reduced
Technology
$27.46
($21.45-$33.47)
+15.05%
-8.41%
620.69K
<0.01%
Gold Fields
Not Changed
Basic Materials
$15.41
($13.16-$17.66)
-2.35%
0.00%
614.00
<0.01%
Lowe's
Added
Consumer Cyclical
$240.25
($211.80-$268.71)
-3.87%
+10.58%
62.30K
<0.01%
Schwab US TIPS ETF
Added
General
$26.36
($25.77-$26.95)
-2.11%
+0.23%
21.26M
0.01%
Packaging
Reduced
Consumer Cyclical
$196.88
($176.07-$217.69)
+10.64%
-4.53%
7.65M
<0.01%
See a list of Carolina Wealth Advisors, LLC's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Carolina Wealth Advisors, LLC's performance with other Hedge Funds and the S&P 500
Carolina Wealth Advisors, LLC activity FAQ
What is Carolina Wealth Advisors, LLC’s portfolio gain since Jun 2013?
Carolina Wealth Advisors, LLC’s portfolio gain since Jun 2013 was 89.86%.
What is Carolina Wealth Advisors, LLC’s Sharpe Ratio?
Carolina Wealth Advisors, LLC’s Sharpe Ratio is 2.38.
What is Carolina Wealth Advisors, LLC’s portfolio value?
Carolina Wealth Advisors, LLC’s portfolio value is $196.56B.
What is Carolina Wealth Advisors, LLC’s average return since the fund’s last 13F filing?
Carolina Wealth Advisors, LLC’s average return since the fund’s last 13F filing is -0.64%.
What was Carolina Wealth Advisors, LLC’s average return in the last 12 months?
Carolina Wealth Advisors, LLC’s average return in the last 12 months was 23.77%.
What was Carolina Wealth Advisors, LLC’s average return in the last 3 years?
Carolina Wealth Advisors, LLC’s average return in the last 3 years was 18.39%.
When was the most recent most recent 13F form submitted by Carolina Wealth Advisors, LLC?
Carolina Wealth 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 Christy Horlacher Net Worth?
Christy Horlacher is Managing Carolina Wealth Advisors, LLC which has a net worth of $196.56B.
TipRanks & Hedge Funds: TipRanks measures the performance of Christy Horlacher 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.