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Wealth CMT - Andrew Barnett&Eric M. Feder
Wealth CMT a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2023
11 Followers
Portfolio Gain
+47.42%
Since Jan 2016
Sharpe Ratio
1.13
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$66.17M
Andrew Barnett&Eric M. Feder manages more assets than 1% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+9.57%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
97.35% General
A breakdown of Wealth CMT's portfolio by sector
Wealth CMT Portfolio Activity
Vanguard Total International Stock ETF
Sold Out
General
$55.94
($53.90-$57.99)
+14.08%
-100.00%
0.00
0.00%
Vanguard Tax-Exempt Bond ETF
Sold Out
General
$50.25
($49.42-$51.09)
+5.27%
-100.00%
0.00
0.00%
Vanguard Growth ETF
Sold Out
General
$263.31
($242.98-$283.65)
+50.80%
-100.00%
0.00
0.00%
Vanguard Mid-Cap Growth ETF
Sold Out
General
$195.26
($185.82-$204.70)
+31.46%
-100.00%
0.00
0.00%
Vanguard S&P 500 ETF
Sold Out
General
$389.84
($370.92-$408.76)
+38.87%
-100.00%
0.00
0.00%
Vanguard Mid-Cap Value ETF
Sold Out
General
$132.80
($127.28-$138.32)
+25.09%
-100.00%
0.00
0.00%
Vanguard FTSE All-World ex-US Index Fund
Sold Out
General
$54.25
($52.23-$56.26)
+14.36%
-100.00%
0.00
0.00%
SPDR Portfolio S&P 1500 Composite Stock Market ETF
Sold Out
General
$52.14
($49.63-$54.65)
+38.01%
-100.00%
0.00
0.00%
SPDR Dow Jones Industrial Average ETF Trust
Sold Out
General
$335.77
($325.82-$345.73)
+30.84%
-100.00%
0.00
0.00%
iShares MSCI USA Min Vol Factor ETF
Added
General
$72.72
($71.11-$74.33)
+26.21%
+9.68%
14.70M
21.70%
See a list of Wealth CMT's holdings, as reported to the SEC on Jun 30, 2023. Click on any holding to see more details
Measured Performance
Compare Wealth CMT's performance with other Hedge Funds and the S&P 500
Wealth CMT activity FAQ
What is Wealth CMT’s portfolio gain since Jun 2013?
Wealth CMT’s portfolio gain since Jun 2013 was 47.42%.
What is Wealth CMT’s Sharpe Ratio?
Wealth CMT’s Sharpe Ratio is 1.13.
What is Wealth CMT’s portfolio value?
Wealth CMT’s portfolio value is $66.17M.
What is Wealth CMT’s average return since the fund’s last 13F filing?
Wealth CMT’s average return since the fund’s last 13F filing is 19.09%.
What was Wealth CMT’s average return in the last 12 months?
Wealth CMT’s average return in the last 12 months was 15.33%.
What was Wealth CMT’s average return in the last 3 years?
Wealth CMT’s average return in the last 3 years was 9.57%.
When was the most recent most recent 13F form submitted by Wealth CMT?
Wealth CMT's most recent 13F form was submitted on Jun 30, 2023.
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 Andrew Barnett&Eric M. Feder Net Worth?
Andrew Barnett&Eric M. Feder is Managing Wealth CMT which has a net worth of $66.17M.
TipRanks & Hedge Funds: TipRanks measures the performance of Andrew Barnett&Eric M. Feder 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.