Long-term investor

Evolution Wealth Management Inc. @evolutionwealthmanagemen

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010029).

Record

  • Tracked since 2025-06-30 (431 days), 136 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.2% · 6 months +8.6% · 1 year +15.4% · all +15.4%
  • Max drawdown -2.7% · Sharpe 0.86 · win rate 19% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A854 · 6.9% · long · since 2025-06-30
  • 45783Y673 · 5.0% · long · since 2025-06-30
  • 69374H568 · 4.7% · long · since 2025-06-30
  • 82889N202 · 3.3% · long · since 2025-06-30
  • 46138E339 · 3.1% · long · since 2025-06-30
  • 46138G649 · 3.1% · long · since 2025-06-30
  • 82889N103 · 2.9% · long · since 2025-06-30
  • 53656F862 · 2.6% · long · since 2025-06-30
  • 00888H463 · 2.5% · long · since 2026-03-31
  • 464288885 · 2.0% · long · since 2025-06-30
  • 82889N723 · 1.9% · long · since 2025-06-30
  • 464288877 · 1.9% · long · since 2025-06-30

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