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Barton Investment Management - J. Barton Riley
Barton Investment Management a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
865 Followers
J. Barton Riley Barton Investment Management
Hedge Fund Manager
Ranked #94 out of 487 Hedge Fund Managers
Portfolio Gain
+175.81%
Since Jan 2016
Sharpe Ratio
2.26
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$824.22M
J. Barton Riley manages more assets than 34% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+21.04%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
31.03% Technology
27.47% Communication Services
19.29% Consumer Cyclical
7.72% Financial
6.41% Industrial Goods
6.33% Real Estate
0.91% Healthcare
0.64% General
0.18% Energy
A breakdown of Barton Investment Management's portfolio by sector
Barton Investment Management Portfolio Activity
Vanguard Value ETF
New
General
$154.99
($146.67-$163.30)
-1.17%
+100.00%
201.13K
0.02%
Air Lease
Reduced
Industrial Goods
$45.46
($39.15-$51.77)
-3.23%
-1.14%
38.14M
4.63%
Northern
Reduced
Financial
$82.96
($76.67-$89.25)
-2.41%
-41.56%
200.07K
0.02%
Alphabet Class C
Reduced
Communication Services
$143.38
($131.55-$155.20)
+12.69%
-7.29%
1.78M
0.22%
PayPal Holdings
Reduced
Financial
$61.99
($55.77-$68.21)
-3.79%
-30.62%
15.85M
1.92%
T Rowe Price
Reduced
Financial
$112.83
($103.40-$122.27)
-8.71%
-2.18%
2.30M
0.28%
Amazon
Reduced
Consumer Cyclical
$162.88
($144.05-$181.70)
+5.06%
-2.73%
123.34M
14.97%
Qualcomm
Reduced
Technology
$156.26
($134.94-$177.59)
+6.64%
-5.08%
8.49M
1.03%
American Tower
Reduced
Real Estate
$200.13
($181.16-$219.10)
-4.83%
-3.12%
20.59M
2.48%
Shopify
Reduced
Technology
$81.09
($70.61-$91.57)
-19.07%
-2.68%
157.58M
19.12%
See a list of Barton Investment Management's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details
Measured Performance
Compare Barton Investment Management's performance with other Hedge Funds and the S&P 500
Barton Investment Management activity FAQ
What is Barton Investment Management’s portfolio gain since Jun 2013?
Barton Investment Management’s portfolio gain since Jun 2013 was 175.81%.
What is Barton Investment Management’s Sharpe Ratio?
Barton Investment Management’s Sharpe Ratio is 2.26.
What is Barton Investment Management’s portfolio value?
Barton Investment Management’s portfolio value is $824.22M.
What is Barton Investment Management’s average return since the fund’s last 13F filing?
Barton Investment Management’s average return since the fund’s last 13F filing is -5.65%.
What was Barton Investment Management’s average return in the last 12 months?
Barton Investment Management’s average return in the last 12 months was 31.91%.
What was Barton Investment Management’s average return in the last 3 years?
Barton Investment Management’s average return in the last 3 years was 21.04%.
When was the most recent most recent 13F form submitted by Barton Investment Management?
Barton Investment Management'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 J. Barton Riley Net Worth?
J. Barton Riley is Managing Barton Investment Management which has a net worth of $824.22M.
TipRanks & Hedge Funds: TipRanks measures the performance of J. Barton Riley 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.