TipRanksTop Financial ExpertsHedge FundsWalter Wemple Cruttenden III

Acorns Advisers, Llc - Walter Wemple Cruttenden III

Acorns Advisers, Llc a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
284 Followers
tipranks
Walter Wemple Cruttenden III

Walter Wemple Cruttenden III
Acorns Advisers, Llc

Hedge Fund Manager
Ranked #83 out of 487 Hedge Fund Managers

Portfolio Gain

+105.64%
Since Jan 2016

Sharpe Ratio

2.71
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$9.34B
Walter Wemple Cruttenden III manages more assets than 78% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+13.41%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
99.07% General
0.13% Technology
0.07% Consumer Cyclical
0.03% Communication Services
0.02% Financial
<0.01% Consumer Defensive
<0.01% Healthcare
<0.01% Energy
A breakdown of Acorns Advisers, Llc's portfolio by sector

Acorns Advisers, Llc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Visa
New
Financial
$272.13
($261.25-$283.00)
+18.43%
+100.00%
208.66K
<0.01%
iShares ESG Aware MSCI EM ETF
Added
General
$32.74
($31.05-$34.43)
+1.91%
+3.85%
36.41M
0.39%
JPMorgan Chase & Co.
New
Financial
$192.54
($179.20-$205.88)
+22.70%
+100.00%
236.85K
<0.01%
iShares Core MSCI Total International Stock ETF
Added
General
$67.55
($64.92-$70.18)
+0.21%
+4.81%
2.05B
21.93%
BlackRock
New
Financial
$790.34
($745.55-$835.12)
+33.82%
+100.00%
245.64K
<0.01%
Walmart
Added
Consumer Defensive
$63.80
($58.55-$69.04)
+24.78%
+39.46%
444.11K
<0.01%
iShares MBS ETF
Added
General
$90.96
($89.16-$92.77)
+2.08%
+6.07%
24.02M
0.25%
Broadcom
New
Technology
$152.46
($119.76-$185.16)
+3.01%
+100.00%
279.36K
<0.01%
Coca-Cola
Added
Consumer Defensive
$61.15
($57.93-$64.36)
-2.33%
+32.16%
369.36K
<0.01%
iShares Core S&P Mid-Cap ETF
Added
General
$58.56
($56.24-$60.88)
+10.08%
+4.18%
600.28M
6.40%
See a list of Acorns Advisers, Llc's holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details

Measured Performance

Compare Acorns Advisers, Llc's performance with other Hedge Funds and the S&P 500

Acorns Advisers, Llc activity FAQ

What is Acorns Advisers, Llc’s portfolio gain since Jun 2013?
Acorns Advisers, Llc’s portfolio gain since Jun 2013 was 105.64%.
    What is Acorns Advisers, Llc’s Sharpe Ratio?
    Acorns Advisers, Llc’s Sharpe Ratio is 2.71.
      What is Acorns Advisers, Llc’s portfolio value?
      Acorns Advisers, Llc’s portfolio value is $9.34B.
        What is Acorns Advisers, Llc’s average return since the fund’s last 13F filing?
        Acorns Advisers, Llc’s average return since the fund’s last 13F filing is 5.54%.
          What was Acorns Advisers, Llc’s average return in the last 12 months?
          Acorns Advisers, Llc’s average return in the last 12 months was 21.76%.
            What was Acorns Advisers, Llc’s average return in the last 3 years?
            Acorns Advisers, Llc’s average return in the last 3 years was 13.41%.
              When was the most recent most recent 13F form submitted by Acorns Advisers, Llc?
              Acorns Advisers, Llc'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 Walter Wemple Cruttenden III Net Worth?
                  Walter Wemple Cruttenden III is Managing Acorns Advisers, Llc which has a net worth of $9.34B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Walter Wemple Cruttenden III 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.