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Stewart Asset Management, LLC - William P. Stewart
Stewart Asset Management, LLC a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2022
18 Followers
William P. Stewart Stewart Asset Management, LLC
Hedge Fund Manager
Ranked #136 out of 487 Hedge Fund Managers
Portfolio Gain
+125.78%
Since Jan 2016
Sharpe Ratio
2.15
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$130.48M
William P. Stewart manages more assets than 2% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+25.65%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
27.15% Healthcare
19.79% Consumer Cyclical
16.82% Communication Services
13.09% Financial
12.83% Technology
5.65% Industrial Goods
0.82% Utilities
0.70% General
A breakdown of Stewart Asset Management, LLC's portfolio by sector
Stewart Asset Management, LLC Portfolio Activity
Abbott Laboratories
Reduced
Healthcare
$103.08
($93.25-$112.91)
+11.59%
-6.81%
5.08M
3.74%
Adobe
Added
Technology
$316.13
($276.60-$355.67)
+52.19%
+22.15%
4.36M
3.34%
Amazon
Reduced
Consumer Cyclical
$102.34
($81.69-$123.00)
+134.67%
-10.95%
8.44M
6.47%
Alphabet Class C
Reduced
Communication Services
$94.27
($83.45-$105.10)
+88.19%
-10.04%
10.31M
7.89%
Apple
Reduced
Technology
$141.69
($125.87-$157.50)
+78.78%
-2.16%
2.95M
2.24%
Intuitive Surgical
Reduced
Healthcare
$232.58
($180.07-$285.09)
+106.47%
-6.82%
9.06M
6.95%
Danaher
Reduced
Healthcare
$259.23
($234.82-$283.63)
+1.01%
-0.64%
3.53M
2.38%
Costco
Reduced
Consumer Cyclical
$495.81
($449.03-$542.58)
+118.88%
-16.20%
3.73M
2.76%
Mastercard
Reduced
Financial
$323.06
($276.87-$369.26)
+51.57%
-8.46%
13.93M
10.55%
Walt Disney
Reduced
Communication Services
$96.45
($84.07-$108.84)
+34.16%
-19.35%
7.68M
5.84%
See a list of Stewart Asset Management, LLC's holdings, as reported to the SEC on Dec 31, 2022. Click on any holding to see more details
Measured Performance
Compare Stewart Asset Management, LLC's performance with other Hedge Funds and the S&P 500
Stewart Asset Management, LLC activity FAQ
What is Stewart Asset Management, LLC’s portfolio gain since Jun 2013?
Stewart Asset Management, LLC’s portfolio gain since Jun 2013 was 125.78%.
What is Stewart Asset Management, LLC’s Sharpe Ratio?
Stewart Asset Management, LLC’s Sharpe Ratio is 2.15.
What is Stewart Asset Management, LLC’s portfolio value?
Stewart Asset Management, LLC’s portfolio value is $130.48M.
What is Stewart Asset Management, LLC’s average return since the fund’s last 13F filing?
Stewart Asset Management, LLC’s average return since the fund’s last 13F filing is 105.44%.
What was Stewart Asset Management, LLC’s average return in the last 12 months?
Stewart Asset Management, LLC’s average return in the last 12 months was 50.01%.
What was Stewart Asset Management, LLC’s average return in the last 3 years?
Stewart Asset Management, LLC’s average return in the last 3 years was 25.65%.
When was the most recent most recent 13F form submitted by Stewart Asset Management, LLC?
Stewart Asset Management, LLC's most recent 13F form was submitted on Dec 31, 2022.
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 William P. Stewart Net Worth?
William P. Stewart is Managing Stewart Asset Management, LLC which has a net worth of $130.48M.
TipRanks & Hedge Funds: TipRanks measures the performance of William P. Stewart 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.