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JRM Investment Counsel, LLC - Jack R. McDonnell
JRM Investment Counsel, LLC Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2024
228 Followers
Jack R. McDonnell JRM Investment Counsel, LLC
Hedge Fund Manager
Ranked #53 out of 488 Hedge Fund Managers
Portfolio Gain
+15.86%
Since Jan 2016
Sharpe Ratio
3.59
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$282.92M
Jack R. McDonnell manages more assets than 13% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+20.53%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
49.63% General
38.36% Financial
5.54% Energy
1.33% Technology
0.08% Industrials
A breakdown of JRM Investment Counsel, LLC's portfolio by sector
JRM Investment Counsel, LLC Portfolio Activity
Apple
Reduced
Technology
$239.91
($219.71-$260.10)
-0.50%
3.77M
1.33%
Bank of America
Reduced
Financial
$43.40
($38.73-$48.08)
-22.52%
235.04K
0.08%
Berkshire Hathaway A
Not Changed
Financial
$697.40K
($657.50K-$737.30K)
0.00%
14.98M
5.29%
Enterprise Products Partners
Added
Energy
$31.63
($28.63-$34.63)
+1.03%
14.65M
5.10%
TC Energy
Not Changed
Energy
$46.88
($43.39-$50.37)
0.00%
1.26M
0.44%
Union Pacific
Added
Industrials
$236.79
($221.86-$251.72)
+2.91%
241.72K
0.08%
Wells Fargo
Added
Financial
$66.27
($54.41-$78.13)
+1.05%
481.99K
0.17%
Berkshire Hathaway B
Added
Financial
$464.79
($437.90-$491.67)
+0.53%
86.82M
30.69%
Vanguard Dividend Appreciation ETF
Reduced
General
$199.65
($194.09-$205.20)
-4.60%
926.86K
0.33%
iShares Treasury Floating Rate Bond ETF
Reduced
General
$50.50
($50.36-$50.64)
-12.51%
200.06K
0.07%
See a list of JRM Investment Counsel, LLC's holdings, as reported to the SEC on Dec 31, 2024. Click on any holding to see more details
Measured Performance
Compare JRM Investment Counsel, LLC's performance with other Hedge Funds and the S&P 500
JRM Investment Counsel, LLC activity FAQ
What is JRM Investment Counsel, LLC’s portfolio gain since Jun 2013?
JRM Investment Counsel, LLC’s portfolio gain since Jun 2013 was 188.63%.
What is JRM Investment Counsel, LLC’s Sharpe Ratio?
JRM Investment Counsel, LLC’s Sharpe Ratio is 3.59.
What is JRM Investment Counsel, LLC’s portfolio value?
JRM Investment Counsel, LLC’s portfolio value is $282.92M.
What is JRM Investment Counsel, LLC’s average return since the fund’s last 13F filing?
JRM Investment Counsel, LLC’s average return since the fund’s last 13F filing is 4.41%.
What was JRM Investment Counsel, LLC’s average return in the last 12 months?
JRM Investment Counsel, LLC’s average return in the last 12 months was 15.86%.
What was JRM Investment Counsel, LLC’s average return in the last 3 years?
JRM Investment Counsel, LLC’s average return in the last 3 years was 20.53%.
When was the most recent most recent 13F form submitted by JRM Investment Counsel, LLC?
JRM Investment Counsel, LLC's most recent 13F form was submitted on Dec 31, 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 Jack R. McDonnell Net Worth?
Jack R. McDonnell is Managing JRM Investment Counsel, LLC which has a net worth of $282.92M.
TipRanks & Hedge Funds: TipRanks measures the performance of Jack R. McDonnell 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.
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.