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Avalon Advisory Group - Tom Roupe
Avalon Advisory Group a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
18 Followers
Portfolio Gain
+45.90%
Since Jan 2016
Sharpe Ratio
1.61
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$209.94M
Tom Roupe manages more assets than 8% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+9.40%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
94.78% General
1.61% Financial
0.89% Technology
A breakdown of Avalon Advisory Group's portfolio by sector
Avalon Advisory Group Portfolio Activity
Fifth Third Bancorp
Reduced
Financial
$36.48
($33.82-$39.14)
+29.43%
-10.18%
2.00M
0.94%
iShares Core S&P Total U.S. Stock Market ETF
Reduced
General
$114.28
($108.49-$120.07)
+9.38%
-5.78%
6.07M
2.88%
Schwab U.S. Broad Market ETF
Reduced
General
$20.15
($19.14-$21.17)
+9.33%
-0.50%
1.17M
0.55%
Schwab International Equity ETF
Reduced
General
$19.23
($18.53-$19.93)
+0.21%
-0.20%
1.86M
0.88%
Bok Financial
Not Changed
Financial
$90.71
($85.02-$96.41)
+26.49%
0.00%
1.19M
0.56%
Microsoft
Not Changed
Technology
$422.10
($388.03-$456.17)
-6.81%
0.00%
617.24K
0.29%
WesBanco
Not Changed
Financial
$27.75
($25.56-$29.95)
+28.71%
0.00%
231.04K
0.11%
Vanguard Total Stock Market ETF
Reduced
General
$257.49
($244.57-$270.41)
+9.30%
-3.78%
106.97M
50.80%
SPDR S&P 500 ETF Trust
New
General
$522.07
($493.86-$550.28)
+8.40%
+100.00%
219.32K
0.10%
Vanguard S&P 500 ETF
New
General
$479.82
($453.90-$505.74)
+8.45%
+100.00%
503.13K
0.24%
See a list of Avalon Advisory Group's holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details
Measured Performance
Compare Avalon Advisory Group's performance with other Hedge Funds and the S&P 500
Avalon Advisory Group activity FAQ
What is Avalon Advisory Group’s portfolio gain since Jun 2013?
Avalon Advisory Group’s portfolio gain since Jun 2013 was 45.90%.
What is Avalon Advisory Group’s Sharpe Ratio?
Avalon Advisory Group’s Sharpe Ratio is 1.61.
What is Avalon Advisory Group’s portfolio value?
Avalon Advisory Group’s portfolio value is $209.94M.
What is Avalon Advisory Group’s average return since the fund’s last 13F filing?
Avalon Advisory Group’s average return since the fund’s last 13F filing is 5.82%.
What was Avalon Advisory Group’s average return in the last 12 months?
Avalon Advisory Group’s average return in the last 12 months was 20.95%.
What was Avalon Advisory Group’s average return in the last 3 years?
Avalon Advisory Group’s average return in the last 3 years was 9.40%.
When was the most recent most recent 13F form submitted by Avalon Advisory Group?
Avalon Advisory Group's most recent 13F form was submitted on Jun 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 Tom Roupe Net Worth?
Tom Roupe is Managing Avalon Advisory Group which has a net worth of $209.94M.
TipRanks & Hedge Funds: TipRanks measures the performance of Tom Roupe 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.