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Penn Davis Mcfarland Inc - R. Van Ogden
Penn Davis Mcfarland Inc a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
32 Followers
Portfolio Gain
+94.95%
Since Jan 2016
Sharpe Ratio
1.65
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$889.12M
R. Van Ogden manages more assets than 35% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+10.68%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
22.95% Technology
16.73% Communication Services
14.84% Healthcare
14.65% Energy
9.49% Industrial Goods
9.14% Consumer Defensive
6.58% Financial
4.73% Consumer Cyclical
0.45% General
A breakdown of Penn Davis Mcfarland Inc's portfolio by sector
Penn Davis Mcfarland Inc Portfolio Activity
Berkshire Hathaway B
Added
Financial
$444.32
($403.82-$484.82)
+2.56%
+31.97%
459.80K
0.05%
Microsoft
Added
Technology
$426.96
($385.58-$468.35)
-3.86%
+1342.58%
12.00M
1.35%
Xylem
Added
Industrial Goods
$134.25
($125.01-$143.50)
-7.16%
+0.61%
13.10M
1.47%
Kinder Morgan
Added
Energy
$20.90
($19.47-$22.34)
+30.71%
+6.95%
39.78M
4.42%
Enterprise Products Partners
Reduced
Energy
$28.71
($27.37-$30.05)
+13.16%
-0.06%
34.89M
3.85%
Exxon Mobil
Added
Energy
$114.14
($107.77-$120.50)
+4.87%
+9.21%
1.39M
0.16%
Dorchester Minerals
Reduced
Energy
$30.66
($28.41-$32.91)
+14.62%
>-0.01%
902.00K
0.10%
RTX
Reduced
Industrial Goods
$111.39
($99.07-$123.70)
<+0.01%
-0.03%
24.36M
2.73%
Qualcomm
Reduced
Technology
$181.24
($151.39-$211.09)
-8.58%
+0.07%
32.65M
3.67%
Abbott Laboratories
New
Healthcare
$109.13
($99.71-$118.54)
+3.34%
+100.00%
3.64M
0.41%
See a list of Penn Davis Mcfarland Inc's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Penn Davis Mcfarland Inc's performance with other Hedge Funds and the S&P 500
Penn Davis Mcfarland Inc activity FAQ
What is Penn Davis Mcfarland Inc’s portfolio gain since Jun 2013?
Penn Davis Mcfarland Inc’s portfolio gain since Jun 2013 was 94.95%.
What is Penn Davis Mcfarland Inc’s Sharpe Ratio?
Penn Davis Mcfarland Inc’s Sharpe Ratio is 1.65.
What is Penn Davis Mcfarland Inc’s portfolio value?
Penn Davis Mcfarland Inc’s portfolio value is $889.12M.
What is Penn Davis Mcfarland Inc’s average return since the fund’s last 13F filing?
Penn Davis Mcfarland Inc’s average return since the fund’s last 13F filing is 3.92%.
What was Penn Davis Mcfarland Inc’s average return in the last 12 months?
Penn Davis Mcfarland Inc’s average return in the last 12 months was 22.93%.
What was Penn Davis Mcfarland Inc’s average return in the last 3 years?
Penn Davis Mcfarland Inc’s average return in the last 3 years was 10.68%.
When was the most recent most recent 13F form submitted by Penn Davis Mcfarland Inc?
Penn Davis Mcfarland 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 R. Van Ogden Net Worth?
R. Van Ogden is Managing Penn Davis Mcfarland Inc which has a net worth of $889.12M.
TipRanks & Hedge Funds: TipRanks measures the performance of R. Van Ogden 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.