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Lee Financial Group Hawaii, Inc. - Terry Lee

Lee Financial Group Hawaii, Inc. a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Terry Lee

Terry Lee
Lee Financial Group Hawaii, Inc.

Hedge Fund Manager
Ranked #285 out of 487 Hedge Fund Managers

Portfolio Gain

+14.59%
Since Jan 2016

Sharpe Ratio

0.45
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$117.44M
Terry Lee manages more assets than 2% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+2.31%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
92.60% General
1.13% Real Estate
1.11% Consumer Cyclical
1.05% Financial
0.97% Technology
0.88% Consumer Defensive
0.75% Energy
0.48% Communication Services
0.00% Healthcare
A breakdown of Lee Financial Group Hawaii, Inc.'s portfolio by sector

Lee Financial Group Hawaii, Inc. Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Altria Group
Added
Consumer Defensive
$41.29
($39.06-$43.52)
+8.64%
+13.18%
541.60K
0.45%
Apple
Not Changed
Technology
$182.65
($165.67-$199.62)
-13.20%
0.00%
361.19K
0.31%
Costco
Added
Consumer Cyclical
$611.07
($540.23-$681.91)
+9.64%
+0.08%
795.40K
0.68%
Fortinet
Not Changed
Technology
$52.36
($44.12-$60.60)
+10.71%
0.00%
431.66K
0.37%
Home Depot
Added
Consumer Cyclical
$314.59
($274.26-$354.92)
-1.59%
+0.61%
515.67K
0.44%
Kellanova
Added
Consumer Defensive
$51.80
($47.63-$55.98)
+5.04%
+17.05%
503.25K
0.42%
Microsoft
Added
Technology
$347.76
($311.21-$384.30)
+8.59%
+0.11%
345.96K
0.29%
Oneok
Added
Energy
$66.01
($60.58-$71.44)
+16.06%
+9.33%
896.22K
0.75%
Verizon
Added
Communication Services
$34.51
($30.14-$38.88)
+8.82%
+15.69%
584.99K
0.48%
Visa
Added
Financial
$245.51
($227.78-$263.25)
+5.48%
+0.14%
376.20K
0.32%
See a list of Lee Financial Group Hawaii, Inc.'s holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Lee Financial Group Hawaii, Inc.'s performance with other Hedge Funds and the S&P 500

Lee Financial Group Hawaii, Inc. activity FAQ

What is Lee Financial Group Hawaii, Inc.’s portfolio gain since Jun 2013?
Lee Financial Group Hawaii, Inc.’s portfolio gain since Jun 2013 was 14.59%.
    What is Lee Financial Group Hawaii, Inc.’s Sharpe Ratio?
    Lee Financial Group Hawaii, Inc.’s Sharpe Ratio is 0.45.
      What is Lee Financial Group Hawaii, Inc.’s portfolio value?
      Lee Financial Group Hawaii, Inc.’s portfolio value is $117.44M.
        What is Lee Financial Group Hawaii, Inc.’s average return since the fund’s last 13F filing?
        Lee Financial Group Hawaii, Inc.’s average return since the fund’s last 13F filing is 3.24%.
          What was Lee Financial Group Hawaii, Inc.’s average return in the last 12 months?
          Lee Financial Group Hawaii, Inc.’s average return in the last 12 months was 12.54%.
            What was Lee Financial Group Hawaii, Inc.’s average return in the last 3 years?
            Lee Financial Group Hawaii, Inc.’s average return in the last 3 years was 2.31%.
              When was the most recent most recent 13F form submitted by Lee Financial Group Hawaii, Inc.?
              Lee Financial Group Hawaii, 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 Terry Lee Net Worth?
                  Terry Lee is Managing Lee Financial Group Hawaii, Inc. which has a net worth of $117.44M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Terry Lee 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.