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Rothschild & Co Wealth Management UK Ltd - Helen Watson
Rothschild & Co Wealth Management UK Ltd a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
81 Followers
Helen Watson Rothschild & Co Wealth Management UK Ltd
Hedge Fund Manager
Ranked #49 out of 487 Hedge Fund Managers
Portfolio Gain
+165.40%
Since Jan 2016
Sharpe Ratio
3.01
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$6.10B
Helen Watson manages more assets than 73% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+19.94%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
53.33% Financial
16.06% Industrial Goods
14.86% Communication Services
8.78% Consumer Cyclical
5.97% Technology
0.65% General
A breakdown of Rothschild & Co Wealth Management UK Ltd's portfolio by sector
Rothschild & Co Wealth Management UK Ltd Portfolio Activity
American Express
Reduced
Financial
$164.60
($140.91-$188.30)
+16.93%
-0.24%
667.69M
10.88%
Berkshire Hathaway A
Not Changed
Financial
$531.26K
($502.00K-$560.51K)
+10.63%
0.00%
1.09M
0.02%
Canadian Pacific Kansas City
Added
Industrial Goods
$74.67
($68.92-$80.41)
+6.33%
+3.41%
389.73M
6.38%
Charter Communications
Reduced
Communication Services
$408.39
($358.48-$458.30)
-33.61%
-0.16%
207.69M
3.41%
Comcast
Reduced
Communication Services
$41.45
($37.91-$44.99)
-9.83%
-0.32%
473.25M
7.66%
Deere
Reduced
Industrial Goods
$379.47
($355.60-$403.33)
-0.38%
-0.31%
456.92M
7.47%
Mastercard
Added
Financial
$394.06
($359.77-$428.36)
+8.21%
+0.08%
624.41M
10.21%
S&P Global
Reduced
Financial
$392.11
($340.49-$443.72)
-6.25%
-1.55%
604.74M
9.90%
Microsoft
Reduced
Technology
$347.76
($311.21-$384.30)
+9.72%
-20.84%
364.61M
5.97%
Moody's
Reduced
Financial
$347.88
($298.86-$396.91)
-3.66%
-1.44%
652.07M
10.67%
See a list of Rothschild & Co Wealth Management UK Ltd's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details
Measured Performance
Compare Rothschild & Co Wealth Management UK Ltd's performance with other Hedge Funds and the S&P 500
Rothschild & Co Wealth Management UK Ltd activity FAQ
What is Rothschild & Co Wealth Management UK Ltd’s portfolio gain since Jun 2013?
Rothschild & Co Wealth Management UK Ltd’s portfolio gain since Jun 2013 was 165.40%.
What is Rothschild & Co Wealth Management UK Ltd’s Sharpe Ratio?
Rothschild & Co Wealth Management UK Ltd’s Sharpe Ratio is 3.01.
What is Rothschild & Co Wealth Management UK Ltd’s portfolio value?
Rothschild & Co Wealth Management UK Ltd’s portfolio value is $6.10B.
What is Rothschild & Co Wealth Management UK Ltd’s average return since the fund’s last 13F filing?
Rothschild & Co Wealth Management UK Ltd’s average return since the fund’s last 13F filing is 0.53%.
What was Rothschild & Co Wealth Management UK Ltd’s average return in the last 12 months?
Rothschild & Co Wealth Management UK Ltd’s average return in the last 12 months was 17.40%.
What was Rothschild & Co Wealth Management UK Ltd’s average return in the last 3 years?
Rothschild & Co Wealth Management UK Ltd’s average return in the last 3 years was 19.94%.
When was the most recent most recent 13F form submitted by Rothschild & Co Wealth Management UK Ltd?
Rothschild & Co Wealth Management UK Ltd's most recent 13F form was submitted on Dec 31, 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 Helen Watson Net Worth?
Helen Watson is Managing Rothschild & Co Wealth Management UK Ltd which has a net worth of $6.10B.
TipRanks & Hedge Funds: TipRanks measures the performance of Helen Watson 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.