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Carolina Wealth Advisors, LLC - Christy Horlacher

Carolina Wealth Advisors, LLC a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
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Christy Horlacher

Christy Horlacher
Carolina Wealth Advisors, LLC

Hedge Fund Manager
Ranked #122 out of 487 Hedge Fund Managers

Portfolio Gain

+74.69%
Since Jan 2016

Sharpe Ratio

2.08
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$184.50B
Christy Horlacher manages more assets than 95% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+16.98%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
0.04% General
0.01% Consumer Cyclical
0.01% Financial
<0.01% Technology
<0.01% Healthcare
<0.01% Industrial Goods
<0.01% Communication Services
<0.01% Consumer Defensive
<0.01% Real Estate
<0.01% Basic Materials
<0.01% Energy
<0.01% Utilities
A breakdown of Carolina Wealth Advisors, LLC's portfolio by sector

Carolina Wealth Advisors, LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
SPDR S&P 500 ETF Trust
Added
General
$495.52
($466.43-$524.61)
+1.22%
+409.84%
162.67K
<0.01%
Not Changed
Industrial Goods
$100.57
($90.48-$110.66)
+13.17%
0.00%
52.82K
<0.01%
Accenture
New
Technology
$358.60
($329.69-$387.51)
-12.83%
+100.00%
9.71K
<0.01%
LiveRamp Holdings
Added
Technology
$37.78
($32.90-$42.66)
-7.28%
+0.46%
848.18K
<0.01%
Advanced Micro Devices
Not Changed
Technology
$180.52
($133.74-$227.30)
-7.83%
0.00%
16.24K
<0.01%
Albemarle
Not Changed
Basic Materials
$128.15
($106.69-$149.61)
-3.15%
0.00%
1.32K
<0.01%
Bread Financial Holdings
Reduced
Financial
$34.43
($28.00-$40.86)
+13.05%
-0.18%
625.93K
<0.01%
Altria Group
Not Changed
Consumer Defensive
$42.13
($39.25-$45.00)
+4.29%
0.00%
9.81K
<0.01%
Amazon
Reduced
Consumer Cyclical
$162.88
($144.05-$181.70)
+0.21%
-6.19%
341.46K
<0.01%
American Express
Not Changed
Financial
$204.75
($177.81-$231.69)
+4.93%
0.00%
3.64K
<0.01%
See a list of Carolina Wealth Advisors, LLC's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details

Measured Performance

Compare Carolina Wealth Advisors, LLC's performance with other Hedge Funds and the S&P 500

Carolina Wealth Advisors, LLC activity FAQ

What is Carolina Wealth Advisors, LLC’s portfolio gain since Jun 2013?
Carolina Wealth Advisors, LLC’s portfolio gain since Jun 2013 was 74.69%.
    What is Carolina Wealth Advisors, LLC’s Sharpe Ratio?
    Carolina Wealth Advisors, LLC’s Sharpe Ratio is 2.08.
      What is Carolina Wealth Advisors, LLC’s portfolio value?
      Carolina Wealth Advisors, LLC’s portfolio value is $184.50B.
        What is Carolina Wealth Advisors, LLC’s average return since the fund’s last 13F filing?
        Carolina Wealth Advisors, LLC’s average return since the fund’s last 13F filing is -3.65%.
          What was Carolina Wealth Advisors, LLC’s average return in the last 12 months?
          Carolina Wealth Advisors, LLC’s average return in the last 12 months was 20.45%.
            What was Carolina Wealth Advisors, LLC’s average return in the last 3 years?
            Carolina Wealth Advisors, LLC’s average return in the last 3 years was 16.98%.
              When was the most recent most recent 13F form submitted by Carolina Wealth Advisors, LLC?
              Carolina Wealth Advisors, LLC'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 Christy Horlacher Net Worth?
                  Christy Horlacher is Managing Carolina Wealth Advisors, LLC which has a net worth of $184.50B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Christy Horlacher 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.