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Barton Investment Management - J. Barton Riley

Barton Investment Management a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
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J. Barton Riley

J. Barton Riley
Barton Investment Management

Hedge Fund Manager
Ranked #108 out of 487 Hedge Fund Managers

Portfolio Gain

+182.11%
Since Jan 2016

Sharpe Ratio

2.26
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$751.71M
J. Barton Riley manages more assets than 32% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+21.28%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
29.93% Communication Services
27.83% Technology
20.52% Consumer Cyclical
7.24% Financial
6.50% Industrial Goods
6.21% Real Estate
0.90% Healthcare
0.68% General
0.20% Energy
A breakdown of Barton Investment Management's portfolio by sector

Barton Investment Management Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Global-e Online
Added
Consumer Cyclical
$32.66
($28.11-$37.20)
-4.11%
+3.27%
35.95M
4.78%
Vanguard Total Stock Market ETF
Reduced
General
$257.49
($244.57-$270.41)
+1.33%
-0.95%
3.36M
0.45%
BlackLine
Reduced
Technology
$56.44
($43.80-$69.09)
-3.47%
-12.31%
24.36M
3.24%
Qualcomm
Reduced
Technology
$193.49
($156.34-$230.63)
-6.51%
-2.30%
9.76M
1.30%
Amazon
Reduced
Consumer Cyclical
$183.08
($166.32-$199.84)
-5.24%
-11.12%
117.45M
15.62%
American Express
Not Changed
Financial
$229.46
($214.51-$244.41)
+4.99%
0.00%
439.94K
0.06%
Caterpillar
Not Changed
Industrial Goods
$348.93
($315.85-$382.01)
+4.36%
0.00%
250.82K
0.03%
T Rowe Price
Reduced
Financial
$114.57
($107.43-$121.72)
-0.45%
-0.27%
2.17M
0.29%
Adobe
Not Changed
Technology
$496.23
($433.97-$558.48)
-0.82%
0.00%
1.78M
0.24%
Merck & Company
Not Changed
Healthcare
$127.75
($120.87-$134.63)
+1.59%
0.00%
1.01M
0.13%
See a list of Barton Investment Management's holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details

Measured Performance

Compare Barton Investment Management's performance with other Hedge Funds and the S&P 500

Barton Investment Management activity FAQ

What is Barton Investment Management’s portfolio gain since Jun 2013?
Barton Investment Management’s portfolio gain since Jun 2013 was 182.11%.
    What is Barton Investment Management’s Sharpe Ratio?
    Barton Investment Management’s Sharpe Ratio is 2.26.
      What is Barton Investment Management’s portfolio value?
      Barton Investment Management’s portfolio value is $751.71M.
        What is Barton Investment Management’s average return since the fund’s last 13F filing?
        Barton Investment Management’s average return since the fund’s last 13F filing is -2.77%.
          What was Barton Investment Management’s average return in the last 12 months?
          Barton Investment Management’s average return in the last 12 months was 19.64%.
            What was Barton Investment Management’s average return in the last 3 years?
            Barton Investment Management’s average return in the last 3 years was 21.28%.
              When was the most recent most recent 13F form submitted by Barton Investment Management?
              Barton Investment Management's most recent 13F form was submitted on Jun 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 J. Barton Riley Net Worth?
                  J. Barton Riley is Managing Barton Investment Management which has a net worth of $751.71M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of J. Barton Riley 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.