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Fund Evaluation Group, LLC - Becky Wood
Fund Evaluation Group, LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
4 Followers
Portfolio Gain
+95.93%
Since Jan 2016
Sharpe Ratio
1.96
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$1.81B
Becky Wood manages more assets than 49% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+10.73%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
81.33% General
A breakdown of Fund Evaluation Group, LLC's portfolio by sector
Fund Evaluation Group, LLC Portfolio Activity
iShares MSCI ACWI ETF
Reduced
General
$112.77
($105.31-$120.23)
+2.74%
-1.33%
2.21M
0.12%
iShares Russell 2000 ETF
New
General
$212.66
($196.70-$228.63)
+7.62%
+100.00%
9.69M
0.54%
Schwab Short-Term US Treasury ETF
Added
General
$24.24
($23.95-$24.54)
-0.07%
+189.85%
18.93M
1.04%
SPDR Portfolio S&P 600 Small Cap ETF
Reduced
General
$43.87
($40.77-$46.96)
+6.35%
-1.53%
2.02M
0.11%
iShares U.S. Treasury Bond ETF
Added
General
$23.03
($22.37-$23.69)
-1.46%
+8.86%
283.79M
15.58%
Schwab International Equity ETF
Added
General
$19.47
($18.12-$20.82)
-3.99%
+10.84%
46.51M
2.57%
iShares 20+ Year Treasury Bond ETF
Added
General
$95.73
($89.82-$101.64)
-3.70%
+4003.80%
10.17M
0.56%
Schwab US TIPS ETF
Reduced
General
$26.36
($25.77-$26.95)
-1.26%
-5.15%
36.83M
2.03%
iShares Short Treasury Bond ETF
Reduced
General
$110.33
($110.04-$110.63)
+0.86%
-6.62%
33.00M
1.80%
Schwab U.S. Large-Cap ETF
Reduced
General
$21.35
($20.07-$22.64)
+6.12%
-1.42%
22.83M
1.26%
See a list of Fund Evaluation Group, LLC's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Fund Evaluation Group, LLC's performance with other Hedge Funds and the S&P 500
Fund Evaluation Group, LLC activity FAQ
What is Fund Evaluation Group, LLC’s portfolio gain since Jun 2013?
Fund Evaluation Group, LLC’s portfolio gain since Jun 2013 was 95.93%.
What is Fund Evaluation Group, LLC’s Sharpe Ratio?
Fund Evaluation Group, LLC’s Sharpe Ratio is 1.96.
What is Fund Evaluation Group, LLC’s portfolio value?
Fund Evaluation Group, LLC’s portfolio value is $1.81B.
What is Fund Evaluation Group, LLC’s average return since the fund’s last 13F filing?
Fund Evaluation Group, LLC’s average return since the fund’s last 13F filing is 3.70%.
What was Fund Evaluation Group, LLC’s average return in the last 12 months?
Fund Evaluation Group, LLC’s average return in the last 12 months was 24.76%.
What was Fund Evaluation Group, LLC’s average return in the last 3 years?
Fund Evaluation Group, LLC’s average return in the last 3 years was 10.73%.
When was the most recent most recent 13F form submitted by Fund Evaluation Group, LLC?
Fund Evaluation Group, LLC's most recent 13F form was submitted on Sep 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 Becky Wood Net Worth?
Becky Wood is Managing Fund Evaluation Group, LLC which has a net worth of $1.81B.
TipRanks & Hedge Funds: TipRanks measures the performance of Becky Wood 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.