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Gardner Russo & Gardner LLC - Tom Russo
Gardner Russo & Gardner LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
529 Followers
Portfolio Gain
+143.01%
Since Jan 2016
Sharpe Ratio
2.27
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$9.74B
Tom Russo manages more assets than 78% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+16.08%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
35.34% Financial
17.95% Communication Services
15.76% Consumer Defensive
4.21% Basic Materials
2.97% Technology
0.23% Energy
0.21% Industrial Goods
0.06% Consumer Cyclical
0.04% Healthcare
0.03% General
0.02% Real Estate
<0.01% Utilities
A breakdown of Gardner Russo & Gardner LLC's portfolio by sector
Gardner Russo & Gardner LLC Portfolio Activity
Abbott Laboratories
Not Changed
Healthcare
$109.13
($99.71-$118.54)
+3.34%
0.00%
1.31M
0.01%
Carlisle Companies
Not Changed
Industrial Goods
$411.80
($372.89-$450.70)
-1.61%
0.00%
224.88K
<0.01%
Comcast
Reduced
Communication Services
$39.52
($36.97-$42.08)
+4.92%
-3.10%
124.05M
1.26%
Heineken
Not Changed
Consumer Defensive
$46.28
($43.33-$49.23)
-17.36%
0.00%
233.54K
<0.01%
Apple
Reduced
Technology
$216.62
($196.00-$237.23)
-1.81%
-7.72%
1.46M
0.01%
Walt Disney
Reduced
Communication Services
$91.83
($83.91-$99.74)
+19.26%
-4.92%
373.70K
<0.01%
Crane Company
Reduced
Industrial Goods
$149.19
($136.04-$162.34)
+15.72%
-3.93%
9.87M
0.10%
Hormel Foods
Reduced
Consumer Defensive
$31.18
($29.21-$33.16)
-2.91%
-7.97%
1.68M
0.02%
Trane Technologies
New
Industrial Goods
$349.31
($306.72-$391.90)
+6.86%
+100.00%
209.91K
<0.01%
Martin Marietta Materials
Reduced
Basic Materials
$546.68
($490.05-$603.32)
+9.73%
-1.83%
403.73M
4.14%
See a list of Gardner Russo & Gardner LLC's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Gardner Russo & Gardner LLC's performance with other Hedge Funds and the S&P 500
Gardner Russo & Gardner LLC activity FAQ
What is Gardner Russo & Gardner LLC’s portfolio gain since Jun 2013?
Gardner Russo & Gardner LLC’s portfolio gain since Jun 2013 was 143.01%.
What is Gardner Russo & Gardner LLC’s Sharpe Ratio?
Gardner Russo & Gardner LLC’s Sharpe Ratio is 2.27.
What is Gardner Russo & Gardner LLC’s portfolio value?
Gardner Russo & Gardner LLC’s portfolio value is $9.74B.
What is Gardner Russo & Gardner LLC’s average return since the fund’s last 13F filing?
Gardner Russo & Gardner LLC’s average return since the fund’s last 13F filing is 5.30%.
What was Gardner Russo & Gardner LLC’s average return in the last 12 months?
Gardner Russo & Gardner LLC’s average return in the last 12 months was 29.04%.
What was Gardner Russo & Gardner LLC’s average return in the last 3 years?
Gardner Russo & Gardner LLC’s average return in the last 3 years was 16.08%.
When was the most recent most recent 13F form submitted by Gardner Russo & Gardner LLC?
Gardner Russo & Gardner 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 Tom Russo Net Worth?
Tom Russo is Managing Gardner Russo & Gardner LLC which has a net worth of $9.74B.
TipRanks & Hedge Funds: TipRanks measures the performance of Tom Russo 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.