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Hutner Capital Management Inc - Daniel E. Hutner
Hutner Capital Management Inc a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
137 Followers
Daniel E. Hutner Hutner Capital Management Inc
Hedge Fund Manager
Ranked #85 out of 487 Hedge Fund Managers
Portfolio Gain
+118.39%
Since Jan 2016
Sharpe Ratio
2.69
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$200.89M
Daniel E. Hutner manages more assets than 7% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+15.89%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
29.16% Financial
24.52% Consumer Defensive
15.60% Consumer Cyclical
9.88% Healthcare
5.18% Industrial Goods
4.75% Energy
3.51% Technology
2.61% Basic Materials
2.45% Communication Services
1.72% Real Estate
0.26% Utilities
A breakdown of Hutner Capital Management Inc's portfolio by sector
Hutner Capital Management Inc Portfolio Activity
Abbott Laboratories
Reduced
Healthcare
$109.13
($99.71-$118.54)
+1.78%
-0.12%
4.78M
2.37%
Chevron
Reduced
Energy
$149.82
($135.37-$164.28)
+7.70%
-0.27%
716.03K
0.35%
McDonald's
Reduced
Consumer Cyclical
$275.25
($243.53-$306.96)
-0.65%
-0.04%
9.19M
4.55%
Franco-Nevada
Added
Basic Materials
$122.82
($113.95-$131.69)
-1.60%
+0.60%
4.33M
2.15%
Mondelez International
Not Changed
Consumer Defensive
$70.12
($64.18-$76.06)
-16.18%
0.00%
271.84K
0.14%
Johnson & Johnson
Reduced
Healthcare
$156.68
($144.50-$168.85)
-7.18%
-0.11%
7.06M
3.49%
Verizon
Reduced
Communication Services
$41.88
($38.70-$45.05)
-4.34%
-3.09%
281.41K
0.14%
Philip Morris
Reduced
Consumer Defensive
$114.51
($100.80-$128.22)
+6.24%
-0.38%
8.47M
4.22%
United Parcel
Reduced
Industrial Goods
$135.63
($123.12-$148.15)
-3.31%
-1.01%
718.65K
0.35%
Walmart
Reduced
Consumer Defensive
$74.14
($66.67-$81.60)
+17.09%
-0.58%
5.30M
2.64%
See a list of Hutner Capital Management Inc's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Hutner Capital Management Inc's performance with other Hedge Funds and the S&P 500
Hutner Capital Management Inc activity FAQ
What is Hutner Capital Management Inc’s portfolio gain since Jun 2013?
Hutner Capital Management Inc’s portfolio gain since Jun 2013 was 118.39%.
What is Hutner Capital Management Inc’s Sharpe Ratio?
Hutner Capital Management Inc’s Sharpe Ratio is 2.69.
What is Hutner Capital Management Inc’s portfolio value?
Hutner Capital Management Inc’s portfolio value is $200.89M.
What is Hutner Capital Management Inc’s average return since the fund’s last 13F filing?
Hutner Capital Management Inc’s average return since the fund’s last 13F filing is 1.16%.
What was Hutner Capital Management Inc’s average return in the last 12 months?
Hutner Capital Management Inc’s average return in the last 12 months was 24.42%.
What was Hutner Capital Management Inc’s average return in the last 3 years?
Hutner Capital Management Inc’s average return in the last 3 years was 15.89%.
When was the most recent most recent 13F form submitted by Hutner Capital Management Inc?
Hutner Capital Management 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 Daniel E. Hutner Net Worth?
Daniel E. Hutner is Managing Hutner Capital Management Inc which has a net worth of $200.89M.
TipRanks & Hedge Funds: TipRanks measures the performance of Daniel E. Hutner 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.