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Mycio Wealth Partners, Llc - David Lees, James Biles and Paul Bracaglia
Mycio Wealth Partners, Llc a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2022
39 Followers
David Lees, James Biles and Paul Bracaglia Mycio Wealth Partners, Llc
Hedge Fund Manager
Ranked #42 out of 468 Hedge Fund Managers
Portfolio Gain
+151.73%
Since Jan 2016
Sharpe Ratio
2.73
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$256.37M
David Lees, James Biles and Paul Bracaglia manages more assets than 12% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+16.42%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
61.70% Financial
31.33% General
5.29% Technology
0.64% Basic Materials
0.30% Consumer Defensive
0.13% Utilities
<0.01% Industrial Goods
A breakdown of Mycio Wealth Partners, Llc's portfolio by sector
Mycio Wealth Partners, Llc Portfolio Activity
SPDR S&P 500 ETF Trust
Added
General
$395.71
($359.70-$431.73)
+7.70%
+0.35%
6.37M
2.47%
Chubb
Reduced
Financial
$188.25
($173.78-$202.73)
+21.23%
-4.21%
148.99M
57.89%
Air Products and Chemicals
New
Basic Materials
$246.88
($218.88-$274.89)
+34.08%
+100.00%
1.63M
0.64%
Apple
Not Changed
Technology
$155.91
($135.66-$176.15)
-4.43%
0.00%
8.48M
3.30%
Automatic Data Processing
Not Changed
Technology
$233.60
($205.61-$261.59)
+7.04%
0.00%
3.12M
1.21%
Capital One Financial
Not Changed
Financial
$103.41
($90.27-$116.55)
-1.02%
0.00%
273.10K
0.11%
Lockheed Martin
Not Changed
Technology
$409.58
($373.67-$445.49)
+25.89%
0.00%
2.00M
0.78%
Markel
Added
Financial
$1.20K
($1.06K-$1.34K)
+20.61%
+1.65%
200.58K
0.08%
PPL
Not Changed
Utilities
$28.41
($25.83-$30.99)
+17.44%
0.00%
325.09K
0.13%
US Bancorp
Not Changed
Financial
$44.99
($40.31-$49.68)
+7.14%
0.00%
203.90K
0.08%
See a list of Mycio Wealth Partners, Llc's holdings, as reported to the SEC on Sep 30, 2022. Click on any holding to see more details
Measured Performance
Compare Mycio Wealth Partners, Llc's performance with other Hedge Funds and the S&P 500
Mycio Wealth Partners, Llc activity FAQ
What is Mycio Wealth Partners, Llc’s portfolio gain since Jun 2013?
Mycio Wealth Partners, Llc’s portfolio gain since Jun 2013 was 151.73%.
What is Mycio Wealth Partners, Llc’s Sharpe Ratio?
Mycio Wealth Partners, Llc’s Sharpe Ratio is 2.73.
What is Mycio Wealth Partners, Llc’s portfolio value?
Mycio Wealth Partners, Llc’s portfolio value is $256.37M.
What is Mycio Wealth Partners, Llc’s average return since the fund’s last 13F filing?
Mycio Wealth Partners, Llc’s average return since the fund’s last 13F filing is 16.81%.
What was Mycio Wealth Partners, Llc’s average return in the last 12 months?
Mycio Wealth Partners, Llc’s average return in the last 12 months was 2.92%.
What was Mycio Wealth Partners, Llc’s average return in the last 3 years?
Mycio Wealth Partners, Llc’s average return in the last 3 years was 16.42%.
When was the most recent most recent 13F form submitted by Mycio Wealth Partners, Llc?
Mycio Wealth Partners, Llc's most recent 13F form was submitted on Sep 30, 2022.
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 David Lees, James Biles and Paul Bracaglia Net Worth?
David Lees, James Biles and Paul Bracaglia is Managing Mycio Wealth Partners, Llc which has a net worth of $256.37M.
TipRanks & Hedge Funds: TipRanks measures the performance of David Lees, James Biles and Paul Bracaglia 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.