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Hirtle Callaghan & Co Llc - Ranji H. Nagaswami

Hirtle Callaghan & Co Llc a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Ranji H. Nagaswami

Ranji H. Nagaswami
Hirtle Callaghan & Co Llc

Hedge Fund Manager
Ranked #77 out of 487 Hedge Fund Managers

Portfolio Gain

+98.15%
Since Jan 2016

Sharpe Ratio

2.47
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$2.19B
Ranji H. Nagaswami manages more assets than 55% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+11.75%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
95.96% General
1.55% Technology
1.30% Communication Services
0.66% Financial
0.06% Consumer Defensive
0.06% Healthcare
0.05% Consumer Cyclical
0.00% Energy
0.00% Real Estate
A breakdown of Hirtle Callaghan & Co Llc's portfolio by sector

Hirtle Callaghan & Co Llc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Agilent
New
Healthcare
$119.02
($96.80-$141.24)
+1.78%
+100.00%
259.99K
0.01%
Apple
Reduced
Technology
$182.65
($165.67-$199.62)
-5.14%
-0.25%
14.19M
0.65%
SPDR S&P 500 ETF Trust
Added
General
$443.38
($409.21-$477.55)
+9.14%
+0.49%
719.99M
32.72%
Accenture
Reduced
Technology
$321.92
($288.46-$355.38)
-10.80%
-14.22%
558.65K
0.03%
Berkshire Hathaway A
Not Changed
Financial
$531.26K
($502.00K-$560.51K)
+12.65%
0.00%
1.09M
0.05%
Coca-Cola
Added
Consumer Defensive
$55.80
($51.55-$60.04)
+7.11%
+3.24%
930.68K
0.04%
Colgate-Palmolive
New
Consumer Defensive
$73.70
($67.62-$79.78)
+19.42%
+100.00%
223.19K
0.01%
Costco
Added
Consumer Cyclical
$611.07
($540.23-$681.91)
+17.21%
+23.64%
628.40K
0.03%
Danaher
New
Healthcare
$208.16
($182.09-$234.22)
+7.65%
+100.00%
214.68K
<0.01%
Exxon Mobil
Sold Out
Energy
$107.64
($97.48-$117.79)
+17.27%
-100.00%
0.00
0.00%
See a list of Hirtle Callaghan & Co Llc's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Hirtle Callaghan & Co Llc's performance with other Hedge Funds and the S&P 500

Hirtle Callaghan & Co Llc activity FAQ

What is Hirtle Callaghan & Co Llc’s portfolio gain since Jun 2013?
Hirtle Callaghan & Co Llc’s portfolio gain since Jun 2013 was 98.15%.
    What is Hirtle Callaghan & Co Llc’s Sharpe Ratio?
    Hirtle Callaghan & Co Llc’s Sharpe Ratio is 2.47.
      What is Hirtle Callaghan & Co Llc’s portfolio value?
      Hirtle Callaghan & Co Llc’s portfolio value is $2.19B.
        What is Hirtle Callaghan & Co Llc’s average return since the fund’s last 13F filing?
        Hirtle Callaghan & Co Llc’s average return since the fund’s last 13F filing is 6.51%.
          What was Hirtle Callaghan & Co Llc’s average return in the last 12 months?
          Hirtle Callaghan & Co Llc’s average return in the last 12 months was 18.11%.
            What was Hirtle Callaghan & Co Llc’s average return in the last 3 years?
            Hirtle Callaghan & Co Llc’s average return in the last 3 years was 11.75%.
              When was the most recent most recent 13F form submitted by Hirtle Callaghan & Co Llc?
              Hirtle Callaghan & Co Llc's most recent 13F form was submitted on Dec 31, 2023.
                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 Ranji H. Nagaswami Net Worth?
                  Ranji H. Nagaswami is Managing Hirtle Callaghan & Co Llc which has a net worth of $2.19B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Ranji H. Nagaswami 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.