Long-term investor

Diversified Trust Co. @diversifiedtrustco

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001479844).

Record

  • Tracked since 2025-06-30 (431 days), 33 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.1% · 6 months +12.6% · 1 year +19.8% · all +19.8%
  • Max drawdown -2.1% · Sharpe 1.21 · win rate 29% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908363 · 10.1% · long · since 2025-06-30
  • 922042775 · 7.6% · long · since 2025-06-30
  • CF1027329 · 5.5% · long · since 2025-06-30
  • 191098102 · 4.5% · long · since 2025-06-30
  • CF1027303 · 3.7% · long · since 2025-06-30
  • AAPL · 3.1% · long · since 2025-06-30
  • CF1027352 · 3.0% · long · since 2025-06-30
  • CF1027311 · 2.7% · long · since 2025-06-30
  • CF1027337 · 2.7% · long · since 2025-06-30
  • NVDA · 2.2% · long · since 2025-06-30
  • 78462F103 · 2.1% · long · since 2025-06-30
  • 922908652 · 2.0% · long · since 2025-06-30

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