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WealthBridge Investment Counsel Inc. - Scott Hart

WealthBridge Investment Counsel Inc. a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Scott Hart

Scott Hart
WealthBridge Investment Counsel Inc.

Hedge Fund Manager
Ranked #271 out of 483 Hedge Fund Managers

Portfolio Gain

+21.44%
Since Jun 2013

Sharpe Ratio

0.50
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$250.01M
Scott Hart manages more assets than 11% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+5.18%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
23.42% Healthcare
18.55% Financial
14.74% General
13.50% Industrial Goods
12.87% Technology
5.93% Consumer Cyclical
4.23% Communication Services
4.04% Consumer Defensive
1.27% Energy
1.21% Basic Materials
A breakdown of WealthBridge Investment Counsel Inc.'s portfolio by sector

WealthBridge Investment Counsel Inc. Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Danaher
Added
Healthcare
$208.16
($182.09-$234.22)
+7.10%
+4.28%
3.46M
1.39%
Microsoft
Added
Technology
$347.76
($311.21-$384.30)
+7.31%
+0.19%
6.45M
2.58%
FedEx
Added
Industrial Goods
$255.11
($224.69-$285.53)
-5.31%
+0.31%
8.21M
3.28%
Apple
Reduced
Technology
$182.65
($165.67-$199.62)
-5.58%
-5.82%
10.03M
4.01%
Global X Cybersecurity ETF
Added
Technology
$26.21
($22.55-$29.87)
+4.64%
+1.05%
2.82M
1.13%
Citigroup
Reduced
Financial
$44.98
($38.17-$51.80)
+8.77%
-4.73%
5.70M
2.26%
L3Harris Technologies
Added
Industrial Goods
$186.12
($160.25-$211.99)
+0.57%
+0.90%
5.29M
2.12%
Coca-Cola
Reduced
Consumer Defensive
$55.80
($51.55-$60.04)
+3.00%
-0.46%
3.82M
1.53%
Laboratory
Added
Healthcare
$211.43
($195.01-$227.84)
-5.11%
+0.29%
7.81M
3.12%
Eaton
Reduced
Industrial Goods
$216.89
($191.82-$241.97)
+14.65%
-2.49%
9.42M
3.77%
See a list of WealthBridge Investment Counsel Inc.'s holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare WealthBridge Investment Counsel Inc.'s performance with other Hedge Funds and the S&P 500

WealthBridge Investment Counsel Inc. activity FAQ

What is WealthBridge Investment Counsel Inc.’s portfolio gain since Jun 2013?
WealthBridge Investment Counsel Inc.’s portfolio gain since Jun 2013 was 21.44%.
    What is WealthBridge Investment Counsel Inc.’s Sharpe Ratio?
    WealthBridge Investment Counsel Inc.’s Sharpe Ratio is 0.50.
      What is WealthBridge Investment Counsel Inc.’s portfolio value?
      WealthBridge Investment Counsel Inc.’s portfolio value is $250.01M.
        What is WealthBridge Investment Counsel Inc.’s average return since the fund’s last 13F filing?
        WealthBridge Investment Counsel Inc.’s average return since the fund’s last 13F filing is 3.14%.
          What was WealthBridge Investment Counsel Inc.’s average return in the last 12 months?
          WealthBridge Investment Counsel Inc.’s average return in the last 12 months was 16.28%.
            What was WealthBridge Investment Counsel Inc.’s average return in the last 3 years?
            WealthBridge Investment Counsel Inc.’s average return in the last 3 years was 5.18%.
              When was the most recent most recent 13F form submitted by WealthBridge Investment Counsel Inc.?
              WealthBridge Investment Counsel Inc.'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 Scott Hart Net Worth?
                  Scott Hart is Managing WealthBridge Investment Counsel Inc. which has a net worth of $250.01M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Scott Hart 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.