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Fiduciary Counselling Inc - Thomas O’Connor
Fiduciary Counselling Inc a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
179 Followers
Thomas O’Connor Fiduciary Counselling Inc
Hedge Fund Manager
Ranked #112 out of 487 Hedge Fund Managers
Portfolio Gain
+145.56%
Since Jan 2016
Sharpe Ratio
2.39
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$39.10M
Thomas O’Connor manages more assets than 1% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+16.37%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
38.10% General
35.24% Real Estate
26.52% Financial
0.15% Basic Materials
A breakdown of Fiduciary Counselling Inc's portfolio by sector
Fiduciary Counselling Inc Portfolio Activity
Weyerhaeuser
Added
Real Estate
$30.38
($26.73-$34.02)
-9.63%
+0.01%
8.55M
21.87%
iShares ESG Aware MSCI EM ETF
Reduced
General
$34.14
($31.01-$37.27)
-5.16%
-4.15%
91.57K
0.23%
Berkshire Hathaway A
Not Changed
Financial
$667.53K
($607.95K-$727.12K)
+2.33%
0.00%
10.37M
26.52%
iShares Russell 1000 ETF
Not Changed
General
$297.08
($279.36-$314.80)
+4.15%
0.00%
9.83M
25.13%
PotlatchDeltic
Added
Real Estate
$41.77
($37.06-$46.49)
-7.39%
+0.09%
5.23M
13.38%
SPDR S&P Oil & Gas Exploration & Production ETF
Not Changed
General
$137.79
($124.12-$151.47)
+11.70%
0.00%
265.93K
0.68%
Clearwater Paper
Not Changed
Basic Materials
$42.41
($27.69-$57.13)
-6.41%
0.00%
57.08K
0.15%
Vanguard Total Stock Market ETF
Added
General
$267.68
($251.00-$284.35)
+4.20%
+2.38%
1.63M
4.17%
Vanguard S&P 500 ETF
Not Changed
General
$499.40
($468.89-$529.92)
+3.41%
0.00%
3.08M
7.88%
See a list of Fiduciary Counselling Inc's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Fiduciary Counselling Inc's performance with other Hedge Funds and the S&P 500
Fiduciary Counselling Inc activity FAQ
What is Fiduciary Counselling Inc’s portfolio gain since Jun 2013?
Fiduciary Counselling Inc’s portfolio gain since Jun 2013 was 145.56%.
What is Fiduciary Counselling Inc’s Sharpe Ratio?
Fiduciary Counselling Inc’s Sharpe Ratio is 2.39.
What is Fiduciary Counselling Inc’s portfolio value?
Fiduciary Counselling Inc’s portfolio value is $39.10M.
What is Fiduciary Counselling Inc’s average return since the fund’s last 13F filing?
Fiduciary Counselling Inc’s average return since the fund’s last 13F filing is -1.33%.
What was Fiduciary Counselling Inc’s average return in the last 12 months?
Fiduciary Counselling Inc’s average return in the last 12 months was 15.59%.
What was Fiduciary Counselling Inc’s average return in the last 3 years?
Fiduciary Counselling Inc’s average return in the last 3 years was 16.37%.
When was the most recent most recent 13F form submitted by Fiduciary Counselling Inc?
Fiduciary Counselling 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 Thomas O’Connor Net Worth?
Thomas O’Connor is Managing Fiduciary Counselling Inc which has a net worth of $39.10M.
TipRanks & Hedge Funds: TipRanks measures the performance of Thomas O’Connor 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.