William T. Hedges Portfolio
Invests via Hedges Asset Management LLC | Managed by William T. Hedges
Invests via Hedges Asset Management LLC
Managed by William T. Hedges
Automatically Tracked
William T. Hedges Profile
William T. Hedges is a prominent leader in corporate finance, recognized for his strategic insights and operational expertise in scaling businesses across various sectors. He has significantly impacted several high-growth organizations by leveraging his extensive experience in mergers and acquisitions, which positions him as a key player in the capital markets landscape. Known for fostering innovation and collaboration within teams, he excels at navigating complex financial environments while enhancing organizational value. With a strong background that integrates both operational management and investment acumen, Hedges' contributions extend beyond traditional frameworks, solidifying his role as an influential figure in business development.
William T. Hedges is a prominent leader in corporate finance, recognized for his strategic insights and operational expertise in scaling businesses across various sectors. He has significantly impacted several high-growth organizations by leveraging his extensive experience in mergers and acquisitions, which positions him as a key player in the capital markets landscape. Known for fostering innovation and collaboration within teams, he excels at navigating complex financial environments while enhancing organizational value. With a strong background that integrates both operational management and investment acumen, Hedges' contributions extend beyond traditional frameworks, solidifying his role as an influential figure in business development.
Investment Philosophy & Strategy
In the realm of investment, William T. Hedges emphasizes a unique approach to identifying transformative opportunities within growth sectors. His insights drive strategic capital allocation aimed at fostering scalable ventures and innovation-led initiatives. With his depth in operational management, he seeks out investments that combine robust business models with the potential for significant market impact. Understanding the intricacies of mergers and acquisitions, he prioritizes companies that demonstrate strong leadership and dynamic adaptability to shifting trends. This blend of experience allows him to anticipate competitive shifts while nurturing long-term value creation.
In the realm of investment, William T. Hedges emphasizes a unique approach to identifying transformative opportunities within growth sectors. His insights drive strategic capital allocation aimed at fostering scalable ventures and innovation-led initiatives. With his depth in operational management, he seeks out investments that combine robust business models with the potential for significant market impact. Understanding the intricacies of mergers and acquisitions, he prioritizes companies that demonstrate strong leadership and dynamic adaptability to shifting trends. This blend of experience allows him to anticipate competitive shifts while nurturing long-term value creation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
54.45%
Gain +0.07%
Monthly
0.66%
Yearly
8.23%
Drawdown
21.83%
$146.64M
Equity
Holdings
$146.64M
Investment
$124.36M
$45.03M
Profit +$73,961.92
Realized
$22.63M
Unrealized
$22.4M
Dividends
$13.63M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
$73,961.92
Win %
69%
This Week
Compared To Last Week
Gain
0.05%
Profit
$73,961.92
Win %
69%
This Month
Compared to last month
Gain
-0.81%
Profit
-$1.19M
Win %
69%
This Year
Compared to last year
Gain
-0.87%
Profit
-$1.29M
Win %
71%
SHAK Shake Shack Inc.
+7.83%
+$62,356.53 
LYFT Lyft Inc.
+6.27%
+$35,244 
FETH Fidelity Ethereum Fund
+4.58%
+$9,350 
ABNB Airbnb, Inc.
+4.08%
+$19,295.97 
IMAX Imax Corporation
+3.99%
+$81,569.5 
PENN PENN Entertainment, Inc.
+3.42%
+$132,230 
MMM 3M Company
+3.25%
+$23,281.5 
ALK Alaska Air Group Inc.
+2.97%
+$19,591 
WYNN Wynn Resorts, Limited
+2.87%
+$52,861.7 
BROS Dutch Bros Inc.
+2.66%
+$18,870 
CPB The Campbell's Company
+2.43%
+$4,902.5 
VTRS Viatris Inc.
+2.32%
+$32,500 
MCD McDonald's Corporation
+2.23%
+$5,909.99 
GE General Electric Company
+2.23%
+$153,462.81 
SCHW Charles Schwab Corporation
+2.17%
+$19,227 
F Ford Motor Company
+2.16%
+$26,784 
VZ Verizon Communications Inc.
+2.03%
+$37,741 
DIS The Walt Disney Company
+1.9%
+$16,560 
DAL Delta Air Lines, Inc.
+1.89%
+$5,152.01 
NVO Novo Nordisk A/S Sponsored ADR
+1.84%
+$27,360 
CCJ Cameco Corporation
+1.7%
+$5,513 
MKC McCormick & Company, Incorporated
+1.3%
+$14,625 
WFC Wells Fargo & Company
+1.15%
+$15,345 
IBM International Business Machines Corporation
+0.98%
+$8,987 
BA Boeing Company
+0.94%
+$54,648 
BMY Bristol-Myers Squibb Company
+0.76%
+$7,167.5 
UL Unilever PLC Sponsored American Depositary Receipt
+0.71%
+$9,524.5 
LUV Southwest Airlines Co.
+0.67%
+$25,019.83 
IFF International Flavors & Fragrances Inc.
+0.61%
+$6,589.5 
EW Edwards Lifesciences Corporation
+0.5%
+$1,435 
CRSP Crispr Therapeutics AG
+0.41%
+$4,669.25 
NEM Newmont Corporation
+0.3%
+$5,222 
MSOS AdvisorShares Pure US Cannabis ETF
+0.23%
+$1,410 
PAAS Pan American Silver Corp.
+0.23%
+$4,306.54 
BAC Bank of America Corporation
+0.13%
+$1,176.01 
KHC The Kraft Heinz Company
+0.08%
+$1,051 
PFE Pfizer Inc.
+0.04%
+$101 
SLV iShares Silver Trust
+0.04%
+$250 
EEM iShares MSCI Emerging Markets ETF
+0.03%
+$94 
CNK Cinemark Holdings Inc.
+0.03%
+$272 
B BARRICK MINING CORP Common Stock (ABR0)
+0.03%
+$545.5 
MTN Vail Resorts, Inc.
+0.02%
+$555.75 
INSP Inspire Medical Systems, Inc.
+0.02%
+$87 
TSN Tyson Foods Inc.
+0.02%
+$208.5 
ROG Rogers Corporation
+0.01%
+$52.53 
TGT Target Corporation
+0.01%
+$204 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$40 
L Loews Corporation
+0.01%
+$127 
VEU Vanguard FTSE All-World ex-US ETF
+0.01%
+$23 
WPM Wheaton Precious Metals Corp.
0%
+$14.5 
BCS Barclays PLC Sponsored ADR
0%
$0 
CDE Coeur Mining, Inc.
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
DOCU DocuSign Inc.
0%
$0 
DOG ProShares Short Dow30
0%
$0 
ELAN Elanco Animal Health Incorporated
0%
$0 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
0%
$0 
EUFN iShares MSCI Europe Financials ETF
0%
$0 
FDX FedEx Corporation
0%
$0 
FNV Franco-Nevada Corporation
0%
$0 
FXI iShares China Large-Cap ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GLPI Gaming and Leisure Properties, Inc.
0%
$0 
GVA Granite Construction Incorporated
0%
$0 
H5919C104
0%
$0 
HMC Honda Motor Co., Ltd.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
KWEB KraneShares CSI China Internet ETF
0%
$0 
LIND Lindblad Expeditions Holdings Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MGM MGM Resorts International
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NTNX Nutanix, Inc.
0%
$0 
NVST Envista Holdings Corporation
0%
$0 
PHYS Sprott Physical Gold Trust
0%
$0 
PPLT abrdn Physical Platinum Shares ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SQM Quimica y Minera Chilena S.A. ADR
0%
$0 
STLA Stellantis N.V.
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
LAC
-39.84%
-$229.5 
CNHI CNH Industrial N.V.
-7.8%
-$226.1 
WMB The Williams Companies, Inc.
-4.34%
-$47,829 
COP ConocoPhillips
-3.89%
-$12,636 
DOW Dow Inc.
-3.65%
-$85,020 
BP BP p.l.c. Sponsored ADR
-3.45%
-$113,334.56 
KMI Kinder Morgan, Inc.
-3.38%
-$11,655 
GBCI Glacier Bancorp Inc.
-2.53%
-$375,554.24 
SHEL Shell plc
-2.27%
-$97,485 
CTVA Corteva Inc.
-1.87%
-$4,676 
SLB Schlumberger Limited
-1.7%
-$25,543 
UPS United Parcel Service, Inc.
-1.6%
-$30,360 
FMC FMC Corporation
-1.59%
-$33,462 
INTC Intel Corporation
-0.7%
-$21,872.5 
WAB Wabtec Corporation
-0.53%
-$1,600 
MBLY Mobileye Global Inc.
-0.5%
-$3,410 
MRK Merck & Co., Inc.
-0.24%
-$3,239.57 
WY Weyerhaeuser Company
-0.12%
-$1,852.5 
GT The Goodyear Tire & Rubber Company
-0.07%
-$990 
ARCO Arcos Dorados Holdings Inc.
-0.06%
-$1,749 
IEV iShares Europe ETF
-0.06%
-$266.5 
FIGS Figs Inc.
-0.05%
-$317.5 
PSQ ProShares Short QQQ
-0.04%
-$1,522 
CVX Chevron Corporation
-0.04%
-$416.44 
SH ProShares Short S&P500
-0.03%
-$642 
HP Helmerich & Payne Inc.
-0.03%
-$112 
DFE WisdomTree Europe SmallCap Dividend Fund
0%
-$13.5 Events
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Dividends
Dividend Analysis
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| Trades 1144 | Longs Won 681/1144 59% | Profit Factor 2.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $267,643.27 |
| Average Win $105,065.65 | Best Trade (Jul 28) $5.2M | Sharpe Ratio -203.39 |
| Average Loss -$57,285.39 | Worst Trade (Jul 28) -$3.69M | Z-Score -3.18 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 2d | Expectancy $39,358.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,558 | 2,302 | 2,046 | 1,790 | 1,535 | 1,279 | 1,023 | 767 | 512 | 256 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for William T. Hedges?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $5.16M, GE Vernova Inc - $2.51M, Uber Technologies, Inc - $2.15M, Howmet Aerospace Inc - $2.02M, and Glacier Bancorp Inc - $1.47M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: PENN Entertainment, Inc - $1.68M, Lyft Inc - $999,415.5, Paramount Global - $503,341, Target Corporation - $401,376.25, and Edwards Lifesciences Corporation - $300,634. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William T. Hedges's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.63M earned over time. The largest contributors to dividend income include Glacier Bancorp Inc - $1.7M, Gaming and Leisure Properties, Inc - $1.29M, ProShares Short QQQ - $985,915.97, Verizon Communications Inc - $830,580.16, and Shell plc - $707,705.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William T. Hedges's monthly returns?
William T. Hedges's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can William T. Hedges's strategy be considered aggressive or moderate?
William T. Hedges's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow William T. Hedges's strategy?
William T. Hedges's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
