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Mairs & Power Inc - Bill Frels

Mairs & Power Inc a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
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Bill Frels

Bill Frels
Mairs & Power Inc

Hedge Fund Manager
Ranked #80 out of 487 Hedge Fund Managers

Portfolio Gain

+151.82%
Since Jan 2016

Sharpe Ratio

2.75
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$10.63B
Bill Frels manages more assets than 79% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+17.08%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
30.85% Technology
16.01% Industrial Goods
14.96% Healthcare
12.34% Financial
6.78% Communication Services
6.53% Consumer Cyclical
5.46% Basic Materials
3.68% Consumer Defensive
2.72% Utilities
0.19% General
0.11% Energy
0.02% Real Estate
A breakdown of Mairs & Power Inc's portfolio by sector

Mairs & Power Inc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Altair Engineering
Reduced
Technology
$88.55
($75.71-$101.39)
+9.28%
-2.68%
12.17M
0.11%
American Tower
Not Changed
Real Estate
$217.56
($191.55-$243.56)
-12.99%
0.00%
469.77K
<0.01%
Ameriprise Financial
Added
Financial
$428.65
($385.74-$471.57)
+19.84%
+34.20%
13.01M
0.12%
Baxter International
Reduced
Healthcare
$36.59
($32.69-$40.49)
-14.06%
-20.46%
1.85M
0.02%
Applied Materials
Not Changed
Technology
$213.75
($171.61-$255.89)
-15.62%
0.00%
1.51M
0.01%
Canadian Bank of Commerce
Not Changed
Financial
$54.89
($47.11-$62.67)
+5.79%
0.00%
624.20K
<0.01%
Rockwell Automation
Added
Industrial Goods
$268.73
($242.81-$294.65)
+4.81%
+2.98%
111.24M
1.04%
Berkshire Hathaway B
Reduced
Financial
$444.32
($403.82-$484.82)
+1.86%
-5.05%
11.53M
0.11%
Caterpillar
Reduced
Industrial Goods
$352.13
($307.05-$397.22)
-2.11%
-2.98%
6.48M
0.06%
Charles Schwab
Reduced
Financial
$68.86
($61.01-$76.70)
+24.57%
-10.90%
78.96M
0.74%
See a list of Mairs & Power Inc's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details

Measured Performance

Compare Mairs & Power Inc's performance with other Hedge Funds and the S&P 500

Mairs & Power Inc activity FAQ

What is Mairs & Power Inc’s portfolio gain since Jun 2013?
Mairs & Power Inc’s portfolio gain since Jun 2013 was 151.82%.
    What is Mairs & Power Inc’s Sharpe Ratio?
    Mairs & Power Inc’s Sharpe Ratio is 2.75.
      What is Mairs & Power Inc’s portfolio value?
      Mairs & Power Inc’s portfolio value is $10.63B.
        What is Mairs & Power Inc’s average return since the fund’s last 13F filing?
        Mairs & Power Inc’s average return since the fund’s last 13F filing is 3.05%.
          What was Mairs & Power Inc’s average return in the last 12 months?
          Mairs & Power Inc’s average return in the last 12 months was 31.76%.
            What was Mairs & Power Inc’s average return in the last 3 years?
            Mairs & Power Inc’s average return in the last 3 years was 17.08%.
              When was the most recent most recent 13F form submitted by Mairs & Power Inc?
              Mairs & Power Inc's most recent 13F form was submitted on Sep 30, 2024.
                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 Bill Frels Net Worth?
                  Bill Frels is Managing Mairs & Power Inc which has a net worth of $10.63B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Bill Frels 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.