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Clifford Capital Partners Llc - Clive Kerner

Clifford Capital Partners Llc a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
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Clive Kerner

Clive Kerner
Clifford Capital Partners Llc

Hedge Fund Manager
Ranked #301 out of 487 Hedge Fund Managers

Portfolio Gain

+29.84%
Since Jan 2016

Sharpe Ratio

0.41
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$502.10M
Clive Kerner manages more assets than 24% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+4.30%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
19.40% Technology
18.78% Industrial Goods
14.38% Healthcare
10.15% Communication Services
9.50% Financial
8.72% Consumer Cyclical
6.77% Energy
6.24% Consumer Defensive
3.88% General
1.31% Basic Materials
0.23% Real Estate
A breakdown of Clifford Capital Partners Llc's portfolio by sector

Clifford Capital Partners Llc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Douglas Elliman Inc.
Reduced
Real Estate
$1.76
($1.03-$2.50)
+32.24%
-20.18%
510.72K
0.10%
Green Plains
Reduced
Basic Materials
$14.88
($11.63-$18.14)
-21.86%
-4.83%
6.58M
1.31%
KLX Energy Services Holdings
Added
Energy
$6.14
($4.62-$7.66)
-9.41%
+13.70%
437.52K
0.09%
RTX
Reduced
Industrial Goods
$111.39
($99.07-$123.70)
-2.10%
-3.34%
18.95M
3.75%
GlaxoSmithKline
Added
Healthcare
$41.24
($37.80-$44.67)
-14.49%
+14.34%
16.75M
3.30%
Steelcase
Not Changed
Industrial Goods
$13.48
($12.22-$14.74)
-0.89%
0.00%
491.24K
0.10%
Hancock Whitney
Not Changed
Financial
$51.52
($45.26-$57.78)
+16.01%
0.00%
431.57K
0.09%
Kar Auction Services
New
Consumer Cyclical
$17.19
($15.65-$18.73)
+19.67%
+100.00%
10.31M
2.05%
Telefonica
New
Communication Services
$4.55
($4.17-$4.93)
-6.38%
+100.00%
224.02K
0.04%
Telefonaktiebolaget LM Ericsson
New
Technology
$6.97
($6.12-$7.83)
+11.89%
+100.00%
207.33K
0.04%
See a list of Clifford Capital Partners Llc's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details

Measured Performance

Compare Clifford Capital Partners Llc's performance with other Hedge Funds and the S&P 500

Clifford Capital Partners Llc activity FAQ

What is Clifford Capital Partners Llc’s portfolio gain since Jun 2013?
Clifford Capital Partners Llc’s portfolio gain since Jun 2013 was 29.84%.
    What is Clifford Capital Partners Llc’s Sharpe Ratio?
    Clifford Capital Partners Llc’s Sharpe Ratio is 0.41.
      What is Clifford Capital Partners Llc’s portfolio value?
      Clifford Capital Partners Llc’s portfolio value is $502.10M.
        What is Clifford Capital Partners Llc’s average return since the fund’s last 13F filing?
        Clifford Capital Partners Llc’s average return since the fund’s last 13F filing is 4.11%.
          What was Clifford Capital Partners Llc’s average return in the last 12 months?
          Clifford Capital Partners Llc’s average return in the last 12 months was 19.65%.
            What was Clifford Capital Partners Llc’s average return in the last 3 years?
            Clifford Capital Partners Llc’s average return in the last 3 years was 4.30%.
              When was the most recent most recent 13F form submitted by Clifford Capital Partners Llc?
              Clifford Capital Partners 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 Clive Kerner Net Worth?
                  Clive Kerner is Managing Clifford Capital Partners Llc which has a net worth of $502.10M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Clive Kerner 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.