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Auxier Asset Management - Jeff Auxier
Auxier Asset Management a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
473 Followers
Portfolio Gain
+120.60%
Since Jan 2016
Sharpe Ratio
2.43
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$676.54M
Jeff Auxier manages more assets than 30% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+13.57%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
22.97% Healthcare
19.76% Financial
18.89% Consumer Defensive
9.53% Technology
9.39% Consumer Cyclical
5.54% Industrial Goods
5.09% Communication Services
4.28% Basic Materials
3.91% Energy
0.40% Real Estate
A breakdown of Auxier Asset Management's portfolio by sector
Auxier Asset Management Portfolio Activity
AT&T
Not Changed
Communication Services
$20.24
($18.14-$22.34)
+5.11%
0.00%
510.36K
0.07%
KLA
Not Changed
Technology
$772.16
($648.00-$896.32)
-20.13%
0.00%
646.63K
0.10%
CAE
Not Changed
Industrial Goods
$17.62
($15.95-$19.29)
+21.01%
0.00%
990.56K
0.15%
American Express
Added
Financial
$247.35
($222.03-$272.68)
+6.37%
+0.49%
1.93M
0.29%
Unum Group
Added
Financial
$54.32
($49.63-$59.01)
+22.99%
+0.10%
3.52M
0.52%
Elevance Health
Added
Healthcare
$530.71
($494.17-$567.26)
-23.56%
+0.03%
19.35M
2.86%
Trane Technologies
Not Changed
Industrial Goods
$349.31
($306.72-$391.90)
+5.77%
0.00%
2.60M
0.38%
Laboratory
New
Healthcare
$218.71
($198.96-$238.47)
+6.43%
+100.00%
213.42K
0.03%
Amgen
Reduced
Healthcare
$326.48
($306.11-$346.85)
-9.94%
-0.06%
2.81M
0.41%
Visa
Not Changed
Financial
$272.88
($252.70-$293.07)
+12.01%
0.00%
11.46M
1.69%
See a list of Auxier Asset Management's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Auxier Asset Management's performance with other Hedge Funds and the S&P 500
Auxier Asset Management activity FAQ
What is Auxier Asset Management’s portfolio gain since Jun 2013?
Auxier Asset Management’s portfolio gain since Jun 2013 was 120.60%.
What is Auxier Asset Management’s Sharpe Ratio?
Auxier Asset Management’s Sharpe Ratio is 2.43.
What is Auxier Asset Management’s portfolio value?
Auxier Asset Management’s portfolio value is $676.54M.
What is Auxier Asset Management’s average return since the fund’s last 13F filing?
Auxier Asset Management’s average return since the fund’s last 13F filing is >-0.01%.
What was Auxier Asset Management’s average return in the last 12 months?
Auxier Asset Management’s average return in the last 12 months was 19.82%.
What was Auxier Asset Management’s average return in the last 3 years?
Auxier Asset Management’s average return in the last 3 years was 13.57%.
When was the most recent most recent 13F form submitted by Auxier Asset Management?
Auxier Asset Management'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 Jeff Auxier Net Worth?
Jeff Auxier is Managing Auxier Asset Management which has a net worth of $676.54M.
TipRanks & Hedge Funds: TipRanks measures the performance of Jeff Auxier 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.