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Avalon Advisory Group - Tom Roupe

25 Followers

Avalon Advisory Group Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2026

Avalon Advisory Group Portfolio Activity

VTIVanguard Total Stock Market ETF		ReducedGeneral$372.66($360.20-$385.12)-3.68%138.90M52.24%
IEFiShares 7-10 Year Treasury Bond ETF		AddedGeneral$91.72($89.19-$94.26)+5.04%87.35M32.74%
VEUVanguard FTSE All-World ex-US Index Fund		ReducedGeneral$83.45($80.38-$86.52)-2.44%16.41M6.17%
ITOTiShares Core S&P Total U.S. Stock Market ETF		ReducedGeneral$165.48($159.93-$171.03)-2.85%8.16M3.07%
SCHFSchwab International Equity ETF		ReducedGeneral$27.65($26.62-$28.68)-3.91%4.68M1.76%
SCHBSchwab U.S. Broad Market ETF		ReducedGeneral$29.17($28.19-$30.15)-0.50%4.51M1.70%
VXUSVanguard Total International Stock ETF		ReducedGeneral$85.30($82.06-$88.53)-0.66%2.54M0.95%
VOOVanguard S&P 500 ETF		ReducedGeneral$693.27($670.15-$716.39)-0.14%965.78K0.36%
MSFTMicrosoft		ReducedGeneral$446.38($373.35-$519.40)-8.38%504.69K0.19%
AAPLApple		ReducedTechnology$317.27($289.19-$345.34)-3.51%466.56K0.18%

Measured Performance

Avalon Advisory GroupAverage Hedge Fund PortfolioS&P 5000%50%100%150%2019202120222023202420252026
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Avalon Advisory Group activity FAQ

What is Avalon Advisory Group’s portfolio gain since Dec 2019?
Avalon Advisory Group’s portfolio gain since Dec 2019 was 76.96%.
What is Avalon Advisory Group’s Sharpe Ratio?
Avalon Advisory Group’s Sharpe Ratio is 2.37.
What is Avalon Advisory Group’s portfolio value?
Avalon Advisory Group’s portfolio value is $265.87M.
What is Avalon Advisory Group’s average return since the fund’s last 13F filing?
Avalon Advisory Group’s average return since the fund’s last 13F filing is 0.76%.
What was Avalon Advisory Group’s average return in the last 12 months?
Avalon Advisory Group’s average return in the last 12 months was 5.39%.
What was Avalon Advisory Group’s average return in the last 3 years?
Avalon Advisory Group’s average return in the last 3 years was 11.28%.
When was the most recent 13F form submitted by Avalon Advisory Group?
Avalon Advisory Group's most recent 13F form was submitted on Sep 30, 2026.
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.

TipRanks & Hedge Funds: TipRanks measures the performance of Tom Roupe 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.