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WealthNavi Inc. - Kazuhisa Shibayama
WealthNavi Inc. a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
18 Followers
Portfolio Gain
+63.44%
Since Jan 2016
Sharpe Ratio
1.82
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$8.74B
Kazuhisa Shibayama manages more assets than 77% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+11.24%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
99.93% General
A breakdown of WealthNavi Inc.'s portfolio by sector
WealthNavi Inc. Portfolio Activity
iShares Core U.S. Aggregate Bond ETF
Added
General
$99.13
($96.22-$102.04)
-2.89%
+2.41%
998.79M
11.36%
Vanguard FTSE Emerging Markets ETF
Reduced
General
$44.76
($40.91-$48.60)
-5.12%
-1.14%
769.44M
8.80%
iShares U.S. Real Estate ETF
Added
General
$95.21
($86.38-$104.04)
-2.21%
+0.22%
447.00M
5.11%
iShares Core International Aggregate Bond ETF
Added
General
$50.85
($49.75-$51.96)
-0.21%
+33.37%
108.42M
1.24%
Vanguard FTSE Developed Markets ETF
Added
General
$50.09
($46.80-$53.40)
-6.68%
+5.58%
2.43B
27.85%
SPDR Gold Shares
Reduced
General
$230.93
($214.49-$247.37)
+1.48%
-13.73%
252.23M
2.89%
iShares Gold Trust
Added
General
$47.20
($43.84-$50.57)
+1.49%
+4.22%
287.40M
3.29%
iShares TIPS Bond ETF
Reduced
General
$108.45
($105.85-$111.06)
-2.33%
-4.85%
97.66M
1.12%
iShares Core S&P 500 ETF
Added
General
$545.25
($513.02-$577.47)
+3.41%
+58.39%
124.32M
1.42%
Vanguard Total Stock Market ETF
Added
General
$267.68
($251.00-$284.35)
+4.20%
+3.43%
3.22B
36.84%
See a list of WealthNavi Inc.'s holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare WealthNavi Inc.'s performance with other Hedge Funds and the S&P 500
WealthNavi Inc. activity FAQ
What is WealthNavi Inc.’s portfolio gain since Jun 2013?
WealthNavi Inc.’s portfolio gain since Jun 2013 was 63.44%.
What is WealthNavi Inc.’s Sharpe Ratio?
WealthNavi Inc.’s Sharpe Ratio is 1.82.
What is WealthNavi Inc.’s portfolio value?
WealthNavi Inc.’s portfolio value is $8.74B.
What is WealthNavi Inc.’s average return since the fund’s last 13F filing?
WealthNavi Inc.’s average return since the fund’s last 13F filing is -1.49%.
What was WealthNavi Inc.’s average return in the last 12 months?
WealthNavi Inc.’s average return in the last 12 months was 20.39%.
What was WealthNavi Inc.’s average return in the last 3 years?
WealthNavi Inc.’s average return in the last 3 years was 11.24%.
When was the most recent most recent 13F form submitted by WealthNavi Inc.?
WealthNavi Inc.'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 Kazuhisa Shibayama Net Worth?
Kazuhisa Shibayama is Managing WealthNavi Inc. which has a net worth of $8.74B.
TipRanks & Hedge Funds: TipRanks measures the performance of Kazuhisa Shibayama 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.