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Spence Asset Management - Eric Walton

291 Followers

Spence Asset Management Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2026

Spence Asset Management Portfolio Activity

VOOVanguard S&P 500 ETF		NewGeneral$693.27($670.15-$716.39)+100.00%28.94M6.79%
AMZNAmazon		ReducedConsumer Cyclical$256.68($226.16-$287.20)-6.48%24.48M5.74%
GOOGAlphabet Class C		ReducedCommunication Services$348.35($314.89-$381.81)-6.66%23.91M5.61%
SPYMState Street SPDR Portfolio S&P 500 ETF		ReducedGeneral$88.78($85.81-$91.74)-2.93%21.55M5.06%
VVisa		ReducedFinancial$363.27($340.98-$385.57)-7.49%20.89M4.90%
MAMastercard		ReducedFinancial$557.33($513.42-$601.23)-7.33%19.42M4.55%
NVDANvidia		ReducedTechnology$212.38($190.01-$234.76)-4.90%19.36M4.54%
MSFTMicrosoft		ReducedGeneral$446.38($373.35-$519.40)-7.49%12.87M3.02%
GSGoldman Sachs Group		ReducedFinancial$1.03K($903.85-$1.15K)-7.78%12.10M2.84%
PLTRPalantir Technologies		ReducedTechnology$156.28($117.89-$194.68)-6.41%11.90M2.79%

Measured Performance

Spence Asset ManagementAverage Hedge Fund PortfolioS&P 5000%100%200%2017201920202022202320252026
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Spence Asset Management activity FAQ

What is Spence Asset Management’s portfolio gain since Dec 2017?
Spence Asset Management’s portfolio gain since Dec 2017 was 134.95%.
What is Spence Asset Management’s Sharpe Ratio?
Spence Asset Management’s Sharpe Ratio is 1.88.
What is Spence Asset Management’s portfolio value?
Spence Asset Management’s portfolio value is $426.22M.
What is Spence Asset Management’s average return since the fund’s last 13F filing?
Spence Asset Management’s average return since the fund’s last 13F filing is -1.36%.
What was Spence Asset Management’s average return in the last 12 months?
Spence Asset Management’s average return in the last 12 months was -15.86%.
What was Spence Asset Management’s average return in the last 3 years?
Spence Asset Management’s average return in the last 3 years was 15.27%.
When was the most recent 13F form submitted by Spence Asset Management?
Spence Asset Management's most recent 13F form was submitted on Sep 30, 2026.
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.

TipRanks & Hedge Funds: TipRanks measures the performance of Eric Walton 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.

Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.