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Asset Management Advisors, LLC - Lynn Mathre
Asset Management Advisors, LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
18 Followers
Lynn Mathre Asset Management Advisors, LLC
Hedge Fund Manager
Ranked #260 out of 487 Hedge Fund Managers
Portfolio Gain
+55.29%
Since Jan 2016
Sharpe Ratio
0.88
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$143.25M
Lynn Mathre manages more assets than 3% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+6.18%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
51.63% Financial
13.30% Technology
11.26% Utilities
9.90% Energy
9.72% Consumer Cyclical
3.72% Communication Services
0.21% General
A breakdown of Asset Management Advisors, LLC's portfolio by sector
Asset Management Advisors, LLC Portfolio Activity
Southern Co
Not Changed
Utilities
$83.91
($76.96-$90.85)
-6.92%
0.00%
270.54K
0.19%
Ally Financial
Reduced
Financial
$38.70
($31.95-$45.46)
+8.88%
-0.63%
5.86M
4.05%
Occidental Petroleum
Added
Energy
$57.25
($49.75-$64.75)
-5.53%
+0.76%
6.10M
4.24%
Lennar
Reduced
Consumer Cyclical
$167.22
($140.65-$193.80)
-15.41%
-0.80%
9.94M
6.92%
Verizon
Reduced
Communication Services
$41.88
($38.70-$45.05)
-5.04%
-0.40%
5.41M
3.72%
Brookfield Renewable
Added
Utilities
$29.57
($26.10-$33.03)
-7.48%
+133.00%
6.37M
4.40%
NextEra Energy
Reduced
Utilities
$77.47
($69.38-$85.56)
-11.89%
-0.15%
9.62M
6.67%
CarMax
Reduced
Consumer Cyclical
$78.78
($70.75-$86.82)
+12.43%
-0.08%
4.02M
2.80%
Vanguard S&P 500 Value ETF
Not Changed
General
$182.71
($174.48-$190.94)
+0.96%
0.00%
300.00K
0.21%
Brookfield Corporation
Added
Financial
$47.55
($40.82-$54.29)
+12.98%
+31.83%
11.82M
8.25%
See a list of Asset Management Advisors, LLC's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Asset Management Advisors, LLC's performance with other Hedge Funds and the S&P 500
Asset Management Advisors, LLC activity FAQ
What is Asset Management Advisors, LLC’s portfolio gain since Jun 2013?
Asset Management Advisors, LLC’s portfolio gain since Jun 2013 was 55.29%.
What is Asset Management Advisors, LLC’s Sharpe Ratio?
Asset Management Advisors, LLC’s Sharpe Ratio is 0.88.
What is Asset Management Advisors, LLC’s portfolio value?
Asset Management Advisors, LLC’s portfolio value is $143.25M.
What is Asset Management Advisors, LLC’s average return since the fund’s last 13F filing?
Asset Management Advisors, LLC’s average return since the fund’s last 13F filing is 1.30%.
What was Asset Management Advisors, LLC’s average return in the last 12 months?
Asset Management Advisors, LLC’s average return in the last 12 months was 27.40%.
What was Asset Management Advisors, LLC’s average return in the last 3 years?
Asset Management Advisors, LLC’s average return in the last 3 years was 6.18%.
When was the most recent most recent 13F form submitted by Asset Management Advisors, LLC?
Asset Management Advisors, LLC's most recent 13F form was submitted on Sep 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 Lynn Mathre Net Worth?
Lynn Mathre is Managing Asset Management Advisors, LLC which has a net worth of $143.25M.
TipRanks & Hedge Funds: TipRanks measures the performance of Lynn Mathre 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.