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Chilton Investment Co LLC - Richard Chilton

Chilton Investment Co LLC a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
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Richard Chilton

Richard Chilton
Chilton Investment Co LLC

Hedge Fund Manager
Ranked #38 out of 487 Hedge Fund Managers

Portfolio Gain

+178.83%
Since Jan 2016

Sharpe Ratio

3.37
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$3.65B
Richard Chilton manages more assets than 63% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+20.91%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
23.52% Industrial Goods
20.40% Financial
20.06% Consumer Cyclical
14.08% Technology
10.76% Basic Materials
7.18% Healthcare
1.75% Consumer Defensive
0.98% Communication Services
0.75% General
0.08% Energy
0.04% Utilities
0.00% Real Estate
A breakdown of Chilton Investment Co LLC's portfolio by sector

Chilton Investment Co LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
AbbVie
Added
Healthcare
$168.65
($154.41-$182.89)
-3.61%
+1.72%
2.26M
0.06%
Abbott Laboratories
Added
Healthcare
$115.38
($109.11-$121.64)
-9.31%
+7.93%
3.36M
0.09%
Brown & Brown
Added
Financial
$78.61
($69.24-$87.99)
+5.79%
+1063.40%
18.35M
0.50%
Adobe
Added
Technology
$561.63
($485.00-$638.25)
+9.20%
+418.25%
1.05M
0.03%
Clean Harbors
Added
Industrial Goods
$181.99
($161.39-$202.58)
+13.12%
+39.99%
4.88M
0.13%
Automatic Data Processing
Added
Industrial Goods
$244.12
($231.67-$256.57)
-0.54%
+0.19%
3.71M
0.10%
CME Group
Added
Financial
$209.09
($195.54-$222.63)
-6.64%
+12.60%
327.02K
<0.01%
Hasbro
Added
Consumer Cyclical
$51.56
($46.09-$57.04)
+5.54%
+39.95%
2.46M
0.07%
Arthur J Gallagher & Co
Added
Financial
$239.49
($222.88-$256.10)
+8.35%
+14.01%
138.14M
3.78%
Coca-Cola Bottling Co Consolidated
Added
Consumer Defensive
$872.54
($803.09-$942.00)
+28.32%
+76.89%
2.69M
0.07%
See a list of Chilton Investment Co LLC's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details

Measured Performance

Compare Chilton Investment Co LLC's performance with other Hedge Funds and the S&P 500

Chilton Investment Co LLC activity FAQ

What is Chilton Investment Co LLC’s portfolio gain since Jun 2013?
Chilton Investment Co LLC’s portfolio gain since Jun 2013 was 178.83%.
    What is Chilton Investment Co LLC’s Sharpe Ratio?
    Chilton Investment Co LLC’s Sharpe Ratio is 3.37.
      What is Chilton Investment Co LLC’s portfolio value?
      Chilton Investment Co LLC’s portfolio value is $3.65B.
        What is Chilton Investment Co LLC’s average return since the fund’s last 13F filing?
        Chilton Investment Co LLC’s average return since the fund’s last 13F filing is 2.81%.
          What was Chilton Investment Co LLC’s average return in the last 12 months?
          Chilton Investment Co LLC’s average return in the last 12 months was 21.88%.
            What was Chilton Investment Co LLC’s average return in the last 3 years?
            Chilton Investment Co LLC’s average return in the last 3 years was 20.91%.
              When was the most recent most recent 13F form submitted by Chilton Investment Co LLC?
              Chilton Investment Co LLC's most recent 13F form was submitted on Mar 31, 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 Richard Chilton Net Worth?
                  Richard Chilton is Managing Chilton Investment Co LLC which has a net worth of $3.65B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Richard Chilton 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.