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Invst, LLC - Scott Jarred
Invst, LLC Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2024
81 Followers
Portfolio Gain
+9.87%
Since Jan 2016
Sharpe Ratio
1.81
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$822.78M
Scott Jarred manages more assets than 32% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+7.81%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
78.66% General
4.68% Technology
3.81% Financial
3.34% Consumer Cyclical
2.41% Communication Services
1.54% Industrials
1.44% Healthcare
1.38% Consumer Defensive
1.21% Energy
0.63% Real Estate
0.42% Utilities
0.09% Basic Materials
A breakdown of Invst, LLC's portfolio by sector
Invst, LLC Portfolio Activity
SPDR S&P 500 ETF Trust
Added
General
$587.17
($565.27-$609.07)
+4.32%
5.04M
0.61%
Abbott Laboratories
Reduced
Healthcare
$116.14
($111.28-$121.00)
-0.18%
250.88K
0.03%
Abercrombie Fitch
Added
Consumer Cyclical
$149.29
($130.87-$167.71)
+15.70%
600.42K
0.07%
Chubb
Reduced
Financial
$286.32
($270.60-$302.05)
-1.97%
247.84K
0.03%
Adobe
Reduced
Technology
$495.18
($432.47-$557.90)
-2.11%
268.59K
0.03%
Advanced Micro Devices
Sold Out
Technology
$145.97
($117.90-$174.05)
-100.00%
0.00
0.00%
Affiliated Managers
Added
Financial
$186.55
($173.58-$199.52)
+2.06%
981.18K
0.12%
Alphatec Holdings
Not Changed
Healthcare
$7.75
($4.88-$10.63)
0.00%
1.46M
0.18%
Altria Group
Added
Consumer Defensive
$53.45
($48.86-$58.03)
+7.65%
240.48K
0.03%
Amazon
Added
Consumer Cyclical
$206.63
($180.25-$233.00)
+0.57%
5.64M
0.68%
See a list of Invst, LLC's holdings, as reported to the SEC on Dec 31, 2024. Click on any holding to see more details
Measured Performance
Compare Invst, LLC's performance with other Hedge Funds and the S&P 500
Invst, LLC activity FAQ
What is Invst, LLC’s portfolio gain since Jun 2013?
Invst, LLC’s portfolio gain since Jun 2013 was 60.11%.
What is Invst, LLC’s Sharpe Ratio?
Invst, LLC’s Sharpe Ratio is 1.81.
What is Invst, LLC’s portfolio value?
Invst, LLC’s portfolio value is $822.78M.
What is Invst, LLC’s average return since the fund’s last 13F filing?
Invst, LLC’s average return since the fund’s last 13F filing is -0.77%.
What was Invst, LLC’s average return in the last 12 months?
Invst, LLC’s average return in the last 12 months was 9.87%.
What was Invst, LLC’s average return in the last 3 years?
Invst, LLC’s average return in the last 3 years was 7.81%.
When was the most recent most recent 13F form submitted by Invst, LLC?
Invst, LLC's most recent 13F form was submitted on Dec 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 Scott Jarred Net Worth?
Scott Jarred is Managing Invst, LLC which has a net worth of $822.78M.
TipRanks & Hedge Funds: TipRanks measures the performance of Scott Jarred 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.
Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.
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.
Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.