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Legacy Wealth Management, Inc - Jay Sharifi
Legacy Wealth Management, Inc a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
200 Followers
Jay Sharifi Legacy Wealth Management, Inc
Hedge Fund Manager
Ranked #68 out of 487 Hedge Fund Managers
Portfolio Gain
+162.75%
Since Jan 2016
Sharpe Ratio
3.01
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$1.54B
Jay Sharifi manages more assets than 47% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+18.37%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
84.77% General
0.16% Communication Services
0.15% Technology
0.06% Healthcare
0.04% Consumer Cyclical
0.03% Utilities
0.02% Financial
0.01% Consumer Defensive
A breakdown of Legacy Wealth Management, Inc's portfolio by sector
Legacy Wealth Management, Inc Portfolio Activity
JPMorgan Ultra-Short Income ETF
Added
General
$50.49
($50.25-$50.74)
+0.26%
+2.76%
70.10M
4.50%
iShares Russell 1000 Growth ETF
Not Changed
General
$351.79
($320.75-$382.82)
+6.19%
0.00%
472.98K
0.03%
Meta Platforms
New
Communication Services
$510.02
($442.65-$577.40)
+2.95%
+100.00%
461.96K
0.03%
iShares Core S&P 500 ETF
Added
General
$545.25
($513.02-$577.47)
+4.21%
+1.74%
290.61M
18.83%
Home Depot
New
Consumer Cyclical
$367.59
($331.64-$403.54)
+0.17%
+100.00%
252.03K
0.02%
Vanguard Total Stock Market ETF
Not Changed
General
$267.68
($251.00-$284.35)
+4.79%
0.00%
7.64M
0.50%
Financial Select Sector SPDR Fund
New
General
$43.27
($40.66-$45.88)
+8.54%
+100.00%
578.60K
0.04%
Dimensional U.S. Core Equity 2 ETF
New
General
$32.52
($30.66-$34.38)
+4.96%
+100.00%
204.06K
0.01%
Visa
New
Financial
$272.88
($252.70-$293.07)
+11.97%
+100.00%
255.43K
0.02%
Procter & Gamble
New
Consumer Defensive
$167.99
($158.04-$177.94)
-2.60%
+100.00%
214.25K
0.01%
See a list of Legacy Wealth Management, Inc's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Legacy Wealth Management, Inc's performance with other Hedge Funds and the S&P 500
Legacy Wealth Management, Inc activity FAQ
What is Legacy Wealth Management, Inc’s portfolio gain since Jun 2013?
Legacy Wealth Management, Inc’s portfolio gain since Jun 2013 was 162.75%.
What is Legacy Wealth Management, Inc’s Sharpe Ratio?
Legacy Wealth Management, Inc’s Sharpe Ratio is 3.01.
What is Legacy Wealth Management, Inc’s portfolio value?
Legacy Wealth Management, Inc’s portfolio value is $1.54B.
What is Legacy Wealth Management, Inc’s average return since the fund’s last 13F filing?
Legacy Wealth Management, Inc’s average return since the fund’s last 13F filing is 2.33%.
What was Legacy Wealth Management, Inc’s average return in the last 12 months?
Legacy Wealth Management, Inc’s average return in the last 12 months was 30.57%.
What was Legacy Wealth Management, Inc’s average return in the last 3 years?
Legacy Wealth Management, Inc’s average return in the last 3 years was 18.37%.
When was the most recent most recent 13F form submitted by Legacy Wealth Management, Inc?
Legacy Wealth Management, Inc's most recent 13F form was submitted on Sep 30, 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 Jay Sharifi Net Worth?
Jay Sharifi is Managing Legacy Wealth Management, Inc which has a net worth of $1.54B.
TipRanks & Hedge Funds: TipRanks measures the performance of Jay Sharifi 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.