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Vantis Investment Advisers L.P. - Steven David Holzman
Vantis Investment Advisers L.P. a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2021
102 Followers
Steven David Holzman Vantis Investment Advisers L.P.
Hedge Fund Manager
Ranked #28 out of 487 Hedge Fund Managers
Portfolio Gain
+302.60%
Since Jan 2016
Sharpe Ratio
3.99
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$96.56M
Steven David Holzman manages more assets than 1% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+42.55%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
32.99% Financial
18.21% Consumer Cyclical
15.90% Industrial Goods
7.79% Basic Materials
7.27% Healthcare
6.48% Technology
5.62% Communication Services
2.10% Energy
0.44% General
A breakdown of Vantis Investment Advisers L.P.'s portfolio by sector
Vantis Investment Advisers L.P. Portfolio Activity
Starbucks
Sold Out
Consumer Cyclical
$110.75
($104.02-$117.47)
-11.10%
-100.00%
0.00
0.00%
JPMorgan Chase & Co.
Added
Financial
$162.40
($151.84-$172.96)
+62.78%
+240.78%
11.12M
10.58%
Netflix
New
Communication Services
$641.36
($581.74-$700.99)
+31.97%
+100.00%
361.46K
0.37%
Robinhood Markets
Sold Out
Technology
$30.02
($16.68-$43.36)
+71.96%
-100.00%
0.00
0.00%
Meta Platforms
New
Communication Services
$326.67
($299.50-$353.83)
+75.74%
+100.00%
336.35K
0.35%
SoFi Technologies
Added
Financial
$19.16
($13.66-$24.65)
-17.71%
+26.98%
2.64M
2.74%
iShares Russell 2000 ETF
New
General
$226.61
($208.76-$244.46)
+11.18%
+100.00%
444.90K
0.44%
Williams-Sonoma
New
Consumer Cyclical
$95.55
($79.44-$111.66)
+63.82%
+100.00%
2.16M
2.10%
Micron
Sold Out
Technology
$81.21
($65.67-$96.75)
+22.26%
-100.00%
0.00
0.00%
Ulta Beauty
Sold Out
Consumer Cyclical
$386.42
($355.00-$417.85)
-6.57%
-100.00%
0.00
0.00%
See a list of Vantis Investment Advisers L.P.'s holdings, as reported to the SEC on Dec 31, 2021. Click on any holding to see more details
Measured Performance
Compare Vantis Investment Advisers L.P.'s performance with other Hedge Funds and the S&P 500
Vantis Investment Advisers L.P. activity FAQ
What is Vantis Investment Advisers L.P.’s portfolio gain since Jun 2013?
Vantis Investment Advisers L.P.’s portfolio gain since Jun 2013 was 302.60%.
What is Vantis Investment Advisers L.P.’s Sharpe Ratio?
Vantis Investment Advisers L.P.’s Sharpe Ratio is 3.99.
What is Vantis Investment Advisers L.P.’s portfolio value?
Vantis Investment Advisers L.P.’s portfolio value is $96.56M.
What is Vantis Investment Advisers L.P.’s average return since the fund’s last 13F filing?
Vantis Investment Advisers L.P.’s average return since the fund’s last 13F filing is 18.75%.
What was Vantis Investment Advisers L.P.’s average return in the last 12 months?
Vantis Investment Advisers L.P.’s average return in the last 12 months was 41.83%.
What was Vantis Investment Advisers L.P.’s average return in the last 3 years?
Vantis Investment Advisers L.P.’s average return in the last 3 years was 42.55%.
When was the most recent most recent 13F form submitted by Vantis Investment Advisers L.P.?
Vantis Investment Advisers L.P.'s most recent 13F form was submitted on Dec 31, 2021.
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 Steven David Holzman Net Worth?
Steven David Holzman is Managing Vantis Investment Advisers L.P. which has a net worth of $96.56M.
TipRanks & Hedge Funds: TipRanks measures the performance of Steven David Holzman 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.