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Matson Money. Inc. - Mark Matson
Matson Money. Inc. a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
4 Followers
Portfolio Gain
+41.14%
Since Jan 2016
Sharpe Ratio
2.06
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$2.91B
Mark Matson manages more assets than 58% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+4.73%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
99.61% General
A breakdown of Matson Money. Inc.'s portfolio by sector
Matson Money. Inc. Portfolio Activity
iShares 5-10 Year Investment Grade Corporate Bond ETF
Reduced
General
$52.46
($50.82-$54.10)
-0.87%
-0.05%
178.72M
6.07%
Dimensional Inflation-Protected Securities ETF
Added
General
$41.57
($40.64-$42.50)
-1.61%
+70.10%
147.57M
5.04%
Dimensional International Small Cap ETF
New
General
$25.34
($23.60-$27.08)
-4.44%
+100.00%
330.79M
11.36%
iShares Core International Aggregate Bond ETF
Added
General
$50.85
($49.75-$51.96)
+1.22%
+0.42%
443.74M
15.23%
iShares Core MSCI Emerging Markets ETF
Reduced
General
$54.06
($49.47-$58.66)
-2.53%
-0.26%
177.91M
6.11%
iShares Core S&P 500 ETF
Not Changed
General
$545.25
($513.02-$577.47)
+5.35%
0.00%
357.68M
12.28%
iShares Core MSCI EAFE ETF
Added
General
$73.78
($68.74-$78.83)
-4.52%
+1.29%
166.35M
5.71%
iShares MSCI EAFE Small-Cap ETF
Sold Out
General
$63.69
($59.06-$68.33)
-5.07%
-100.00%
0.00
0.00%
iShares 1-5 Year Investment Grade Corporate Bond ETF
Added
General
$51.87
($51.00-$52.74)
-0.08%
+0.70%
705.21M
23.96%
iShares MSCI USA Value Factor ETF
Not Changed
General
$104.40
($98.50-$110.30)
+2.45%
0.00%
403.39M
13.85%
See a list of Matson Money. Inc.'s holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Matson Money. Inc.'s performance with other Hedge Funds and the S&P 500
Matson Money. Inc. activity FAQ
What is Matson Money. Inc.’s portfolio gain since Jun 2013?
Matson Money. Inc.’s portfolio gain since Jun 2013 was 41.14%.
What is Matson Money. Inc.’s Sharpe Ratio?
Matson Money. Inc.’s Sharpe Ratio is 2.06.
What is Matson Money. Inc.’s portfolio value?
Matson Money. Inc.’s portfolio value is $2.91B.
What is Matson Money. Inc.’s average return since the fund’s last 13F filing?
Matson Money. Inc.’s average return since the fund’s last 13F filing is 0.19%.
What was Matson Money. Inc.’s average return in the last 12 months?
Matson Money. Inc.’s average return in the last 12 months was 13.49%.
What was Matson Money. Inc.’s average return in the last 3 years?
Matson Money. Inc.’s average return in the last 3 years was 4.73%.
When was the most recent most recent 13F form submitted by Matson Money. Inc.?
Matson Money. Inc.'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 Mark Matson Net Worth?
Mark Matson is Managing Matson Money. Inc. which has a net worth of $2.91B.
TipRanks & Hedge Funds: TipRanks measures the performance of Mark Matson 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.