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Bishop & Co Investment Management, Llc - Henry Kwiecinski
Bishop & Co Investment Management, Llc a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
39 Followers
Henry Kwiecinski Bishop & Co Investment Management, Llc
Hedge Fund Manager
Ranked #127 out of 487 Hedge Fund Managers
Portfolio Gain
+103.84%
Since Jan 2016
Sharpe Ratio
2.27
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$262.63M
Henry Kwiecinski manages more assets than 11% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+11.68%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
95.29% General
0.97% Financial
0.26% Energy
0.18% Consumer Defensive
0.09% Industrial Goods
A breakdown of Bishop & Co Investment Management, Llc's portfolio by sector
Bishop & Co Investment Management, Llc Portfolio Activity
Procter & Gamble
Not Changed
Consumer Defensive
$167.99
($158.04-$177.94)
+0.33%
0.00%
481.84K
0.18%
iShares Russell Mid-Cap Growth ETF
Added
General
$109.58
($101.12-$118.04)
+12.79%
+1.11%
18.09M
6.89%
Vanguard Intermediate-Term Corporate Bond ETF
Added
General
$81.75
($79.25-$84.25)
-2.61%
+2.55%
34.80M
13.15%
Schwab U.S. Large-Cap Growth ETF
Not Changed
General
$24.43
($22.42-$26.43)
+5.39%
0.00%
59.46K
0.02%
Exxon Mobil
Not Changed
Energy
$114.14
($107.77-$120.50)
+4.87%
0.00%
446.84K
0.17%
Chevron
Not Changed
Energy
$149.82
($135.37-$164.28)
+10.87%
0.00%
249.92K
0.09%
Vanguard Mid-Cap Growth ETF
Added
General
$228.91
($213.81-$244.01)
+8.91%
+0.41%
475.01K
0.18%
Schwab International Equity ETF
Added
General
$19.47
($18.12-$20.82)
-6.61%
+0.21%
2.89M
1.10%
Schwab U.S. Large-Cap Value ETF
Added
General
$25.61
($24.38-$26.85)
+2.95%
+0.03%
2.52M
0.96%
iShares Core MSCI EAFE ETF
Added
General
$73.78
($68.74-$78.83)
-7.79%
+1.50%
27.59M
10.50%
See a list of Bishop & Co Investment Management, Llc's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Bishop & Co Investment Management, Llc's performance with other Hedge Funds and the S&P 500
Bishop & Co Investment Management, Llc activity FAQ
What is Bishop & Co Investment Management, Llc’s portfolio gain since Jun 2013?
Bishop & Co Investment Management, Llc’s portfolio gain since Jun 2013 was 103.84%.
What is Bishop & Co Investment Management, Llc’s Sharpe Ratio?
Bishop & Co Investment Management, Llc’s Sharpe Ratio is 2.27.
What is Bishop & Co Investment Management, Llc’s portfolio value?
Bishop & Co Investment Management, Llc’s portfolio value is $262.63M.
What is Bishop & Co Investment Management, Llc’s average return since the fund’s last 13F filing?
Bishop & Co Investment Management, Llc’s average return since the fund’s last 13F filing is 0.90%.
What was Bishop & Co Investment Management, Llc’s average return in the last 12 months?
Bishop & Co Investment Management, Llc’s average return in the last 12 months was 16.77%.
What was Bishop & Co Investment Management, Llc’s average return in the last 3 years?
Bishop & Co Investment Management, Llc’s average return in the last 3 years was 11.68%.
When was the most recent most recent 13F form submitted by Bishop & Co Investment Management, Llc?
Bishop & Co Investment Management, Llc'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 Henry Kwiecinski Net Worth?
Henry Kwiecinski is Managing Bishop & Co Investment Management, Llc which has a net worth of $262.63M.
TipRanks & Hedge Funds: TipRanks measures the performance of Henry Kwiecinski 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.
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.