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Daily Journal Corp - Charlie Munger

Daily Journal Corp a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
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Charlie Munger

Charlie Munger
Daily Journal Corp

Hedge Fund Manager
Ranked #300 out of 487 Hedge Fund Managers

Portfolio Gain

+40.58%
Since Jan 2016

Sharpe Ratio

0.41
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$185.34M
Charlie Munger manages more assets than 6% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+4.53%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
88.35% Financial
11.17% Consumer Cyclical
A breakdown of Daily Journal Corp's portfolio by sector

Daily Journal Corp Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Wells Fargo
Not Changed
Financial
$55.66
($50.15-$61.18)
+25.41%
0.00%
79.82M
42.82%
US Bancorp
Not Changed
Financial
$43.10
($38.89-$47.31)
+11.59%
0.00%
5.46M
2.95%
Bank of America
Not Changed
Financial
$39.79
($35.14-$44.44)
+15.74%
0.00%
79.36M
42.58%
Alibaba
Not Changed
Consumer Cyclical
$90.70
($71.97-$109.43)
-17.24%
0.00%
20.69M
11.17%
See a list of Daily Journal Corp's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details

Measured Performance

Compare Daily Journal Corp's performance with other Hedge Funds and the S&P 500

Daily Journal Corp activity FAQ

What is Daily Journal Corp’s portfolio gain since Jun 2013?
Daily Journal Corp’s portfolio gain since Jun 2013 was 40.58%.
    What is Daily Journal Corp’s Sharpe Ratio?
    Daily Journal Corp’s Sharpe Ratio is 0.41.
      What is Daily Journal Corp’s portfolio value?
      Daily Journal Corp’s portfolio value is $185.34M.
        What is Daily Journal Corp’s average return since the fund’s last 13F filing?
        Daily Journal Corp’s average return since the fund’s last 13F filing is 16.10%.
          What was Daily Journal Corp’s average return in the last 12 months?
          Daily Journal Corp’s average return in the last 12 months was 38.48%.
            What was Daily Journal Corp’s average return in the last 3 years?
            Daily Journal Corp’s average return in the last 3 years was 4.53%.
              When was the most recent most recent 13F form submitted by Daily Journal Corp?
              Daily Journal Corp'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 Charlie Munger Net Worth?
                  Charlie Munger is Managing Daily Journal Corp which has a net worth of $185.34M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Charlie Munger 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.