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Tillar-Wenstrup Advisors, Llc - James G. Tillar
Tillar-Wenstrup Advisors, Llc a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2023
18 Followers
James G. Tillar Tillar-Wenstrup Advisors, Llc
Hedge Fund Manager
Ranked #215 out of 487 Hedge Fund Managers
Portfolio Gain
+52.73%
Since Jan 2016
Sharpe Ratio
1.42
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$0.00
James G. Tillar manages more assets than 0% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+5.93%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
0.00% General
0.00% Financial
0.00% Industrial Goods
0.00% Consumer Defensive
0.00% Technology
0.00% Consumer Cyclical
0.00% Communication Services
A breakdown of Tillar-Wenstrup Advisors, Llc's portfolio by sector
Tillar-Wenstrup Advisors, Llc Portfolio Activity
iShares iBonds Dec 2023 Term Corporate ETF
Sold Out
General
$25.11
($25.02-$25.19)
0.00%
-100.00%
0.00
0.00%
SPDR Bloomberg Investment Grade Floating Rate ETF
Sold Out
General
$30.19
($29.68-$30.70)
0.00%
-100.00%
0.00
0.00%
iShares iBonds Dec 2024 Term Corporate ETF
Sold Out
General
$24.59
($24.37-$24.80)
0.00%
-100.00%
0.00
0.00%
Vanguard Small Cap Value ETF
Sold Out
General
$163.23
($147.94-$178.51)
0.00%
-100.00%
0.00
0.00%
iShares MSCI USA Min Vol Factor ETF
Sold Out
General
$71.42
($68.77-$74.08)
0.00%
-100.00%
0.00
0.00%
Vanguard U.S. Value Factor ETF
Sold Out
General
$100.62
($90.56-$110.69)
0.00%
-100.00%
0.00
0.00%
iShares Treasury Floating Rate Bond ETF
Sold Out
General
$50.49
($50.38-$50.61)
0.00%
-100.00%
0.00
0.00%
iShares Core Dividend Growth ETF
Sold Out
General
$49.75
($47.53-$51.96)
0.00%
-100.00%
0.00
0.00%
iShares iBonds Dec 2023 Term Muni Bond ETF
Sold Out
General
$25.39
($25.30-$25.47)
0.00%
-100.00%
0.00
0.00%
iShares MSCI USA Quality Factor ETF
Sold Out
General
$119.78
($112.82-$126.75)
0.00%
-100.00%
0.00
0.00%
See a list of Tillar-Wenstrup Advisors, Llc's holdings, as reported to the SEC on Mar 31, 2023. Click on any holding to see more details
Measured Performance
Compare Tillar-Wenstrup Advisors, Llc's performance with other Hedge Funds and the S&P 500
Tillar-Wenstrup Advisors, Llc activity FAQ
What is Tillar-Wenstrup Advisors, Llc’s portfolio gain since Jun 2013?
Tillar-Wenstrup Advisors, Llc’s portfolio gain since Jun 2013 was 52.73%.
What is Tillar-Wenstrup Advisors, Llc’s Sharpe Ratio?
Tillar-Wenstrup Advisors, Llc’s Sharpe Ratio is 1.42.
What is Tillar-Wenstrup Advisors, Llc’s portfolio value?
Tillar-Wenstrup Advisors, Llc’s portfolio value is $0.00.
What is Tillar-Wenstrup Advisors, Llc’s average return since the fund’s last 13F filing?
Tillar-Wenstrup Advisors, Llc’s average return since the fund’s last 13F filing is 0.00%.
What was Tillar-Wenstrup Advisors, Llc’s average return in the last 12 months?
Tillar-Wenstrup Advisors, Llc’s average return in the last 12 months was 0.00%.
What was Tillar-Wenstrup Advisors, Llc’s average return in the last 3 years?
Tillar-Wenstrup Advisors, Llc’s average return in the last 3 years was 5.93%.
When was the most recent most recent 13F form submitted by Tillar-Wenstrup Advisors, Llc?
Tillar-Wenstrup Advisors, Llc's most recent 13F form was submitted on Mar 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 James G. Tillar Net Worth?
James G. Tillar is Managing Tillar-Wenstrup Advisors, Llc which has a net worth of $0.00.
TipRanks & Hedge Funds: TipRanks measures the performance of James G. Tillar 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.