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Clifford Capital Partners Llc - Clive Kerner

Clifford Capital Partners Llc Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2025
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Clive Kerner

Clive Kerner
Clifford Capital Partners Llc

Hedge Fund Manager
Ranked #288 out of 487 Hedge Fund Managers

Portfolio Gain

+13.72%
Since Jan 2016

Sharpe Ratio

0.62
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$578.63M
Clive Kerner manages more assets than 25% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+6.14%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
24.11% Healthcare
18.08% Consumer Cyclical
13.90% Financial
10.04% Technology
9.90% Consumer Defensive
9.87% Industrials
6.65% Communication Services
3.41% Energy
2.01% Services
1.60% Basic Materials
0.12% Real Estate
A breakdown of Clifford Capital Partners Llc's portfolio by sector

Clifford Capital Partners Llc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Holding Change
Value Reported
% of Portfolio
HNI
Added
Consumer Cyclical
$46.67
($40.05-$53.29)
+63.39%
22.21M
3.84%
Core Natural Resources
New
Energy
$75.14
($64.57-$85.72)
+100.00%
254.03K
0.04%
Cvb Financial
Added
Financial
$19.73
($18.12-$21.34)
+3800.59%
12.58M
2.15%
MSC Industrial
Not Changed
Industrials
$88.97
($83.63-$94.31)
0.00%
368.19K
0.06%
Keurig Dr Pepper
Added
Consumer Defensive
$30.64
($25.34-$35.94)
+21.16%
20.62M
3.56%
Thermon Group Holdings
Added
Industrials
$26.57
($23.86-$29.27)
+42.99%
433.50K
0.07%
Walt Disney
Added
Communication Services
$118.06
($111.52-$124.61)
+0.13%
18.16M
3.14%
AMC Networks
Added
Communication Services
$7.08
($5.41-$8.75)
+0.03%
281.77K
0.05%
United Parcel
Added
Industrials
$94.23
($82.00-$106.46)
+30.86%
14.69M
2.54%
Kornit Digital
New
Industrials
$17.42
($12.78-$22.06)
+100.00%
318.34K
0.06%
See a list of Clifford Capital Partners Llc's holdings, as reported to the SEC on Sep 30, 2025. Click on any holding to see more details

Measured Performance

Compare Clifford Capital Partners Llc's performance with other Hedge Funds and the S&P 500

Clifford Capital Partners Llc activity FAQ

What is Clifford Capital Partners Llc’s portfolio gain since Jun 2013?
Clifford Capital Partners Llc’s portfolio gain since Jun 2013 was 48.67%.
    What is Clifford Capital Partners Llc’s Sharpe Ratio?
    Clifford Capital Partners Llc’s Sharpe Ratio is 0.62.
      What is Clifford Capital Partners Llc’s portfolio value?
      Clifford Capital Partners Llc’s portfolio value is $578.63M.
        What is Clifford Capital Partners Llc’s average return since the fund’s last 13F filing?
        Clifford Capital Partners Llc’s average return since the fund’s last 13F filing is 2.32%.
          What was Clifford Capital Partners Llc’s average return in the last 12 months?
          Clifford Capital Partners Llc’s average return in the last 12 months was 13.72%.
            What was Clifford Capital Partners Llc’s average return in the last 3 years?
            Clifford Capital Partners Llc’s average return in the last 3 years was 6.14%.
              When was the most recent most recent 13F form submitted by Clifford Capital Partners Llc?
              Clifford Capital Partners Llc's most recent 13F form was submitted on Sep 30, 2025.
                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 Clive Kerner Net Worth?
                  Clive Kerner is Managing Clifford Capital Partners Llc which has a net worth of $578.63M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Clive Kerner 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.

                    Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.