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Legacy Wealth Management, Inc - Jay Sharifi
Legacy Wealth Management, Inc a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
123 Followers
Jay Sharifi Legacy Wealth Management, Inc
Hedge Fund Manager
Ranked #74 out of 487 Hedge Fund Managers
Portfolio Gain
+127.84%
Since Jan 2016
Sharpe Ratio
2.68
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$1.36B
Jay Sharifi manages more assets than 45% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+15.40%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
99.79% General
0.13% Communication Services
0.02% Technology
A breakdown of Legacy Wealth Management, Inc's portfolio by sector
Legacy Wealth Management, Inc Portfolio Activity
SPDR S&P 500 ETF Trust
Added
General
$495.52
($466.43-$524.61)
-4.50%
+18.59%
5.32M
0.39%
Apple
New
Technology
$182.44
($168.49-$196.38)
-2.59%
+100.00%
323.24K
0.02%
AT&T
New
Communication Services
$17.15
($16.15-$18.16)
-5.69%
+100.00%
1.62M
0.12%
Invesco QQQ Trust
Reduced
General
$422.34
($395.34-$449.34)
-4.64%
-1.29%
237.99K
0.02%
iShares Core U.S. Aggregate Bond ETF
Not Changed
General
$98.16
($96.75-$99.56)
-2.43%
0.00%
3.70M
0.27%
Vanguard Total Stock Market ETF
Not Changed
General
$246.74
($232.40-$261.07)
-4.90%
0.00%
7.02M
0.52%
iShares Core S&P Mid-Cap ETF
Reduced
General
$57.15
($53.30-$61.01)
-7.10%
-5.03%
89.82M
6.62%
iShares Core S&P Small Cap ETF
Added
General
$106.33
($101.50-$111.16)
-7.40%
+3.55%
49.93M
3.68%
Schwab U.S. Small-Cap ETF
Reduced
General
$47.01
($44.47-$49.54)
-8.12%
-1.06%
27.60M
2.03%
Schwab U.S. Broad Market ETF
Reduced
General
$57.84
($54.51-$61.18)
-4.91%
-9.48%
879.00K
0.06%
See a list of Legacy Wealth Management, Inc's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details
Measured Performance
Compare Legacy Wealth Management, Inc's performance with other Hedge Funds and the S&P 500
Legacy Wealth Management, Inc activity FAQ
What is Legacy Wealth Management, Inc’s portfolio gain since Jun 2013?
Legacy Wealth Management, Inc’s portfolio gain since Jun 2013 was 127.84%.
What is Legacy Wealth Management, Inc’s Sharpe Ratio?
Legacy Wealth Management, Inc’s Sharpe Ratio is 2.68.
What is Legacy Wealth Management, Inc’s portfolio value?
Legacy Wealth Management, Inc’s portfolio value is $1.36B.
What is Legacy Wealth Management, Inc’s average return since the fund’s last 13F filing?
Legacy Wealth Management, Inc’s average return since the fund’s last 13F filing is -4.52%.
What was Legacy Wealth Management, Inc’s average return in the last 12 months?
Legacy Wealth Management, Inc’s average return in the last 12 months was 15.56%.
What was Legacy Wealth Management, Inc’s average return in the last 3 years?
Legacy Wealth Management, Inc’s average return in the last 3 years was 15.40%.
When was the most recent most recent 13F form submitted by Legacy Wealth Management, Inc?
Legacy Wealth Management, Inc'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 Jay Sharifi Net Worth?
Jay Sharifi is Managing Legacy Wealth Management, Inc which has a net worth of $1.36B.
TipRanks & Hedge Funds: TipRanks measures the performance of Jay Sharifi 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.