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Wedgewood Partners Inc - David Rolfe
Wedgewood Partners Inc a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
396 Followers
Portfolio Gain
+150.14%
Since Jan 2016
Sharpe Ratio
2.79
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$475.24M
David Rolfe manages more assets than 24% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+18.09%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
28.80% Technology
16.39% Financial
15.62% Communication Services
11.37% Consumer Cyclical
11.17% Industrial Goods
9.45% Healthcare
1.55% Energy
0.00% General
A breakdown of Wedgewood Partners Inc's portfolio by sector
Wedgewood Partners Inc Portfolio Activity
Apple
Reduced
Technology
$182.65
($165.67-$199.62)
-13.13%
-2.59%
34.75M
7.30%
Copart
Reduced
Industrial Goods
$46.97
($42.41-$51.53)
+8.57%
-2.26%
26.42M
5.56%
Edwards Lifesciences
Added
Healthcare
$69.81
($60.57-$79.05)
+13.38%
+29.34%
19.11M
4.02%
Meta Platforms
Reduced
Communication Services
$320.65
($279.40-$361.90)
+41.92%
-26.27%
36.15M
7.60%
S&P Global
Reduced
Financial
$392.11
($340.49-$443.72)
-5.97%
-2.45%
11.28M
2.37%
Microsoft
Reduced
Technology
$347.76
($311.21-$384.30)
+7.71%
-2.67%
26.96M
5.66%
Motorola Solutions
Reduced
Technology
$299.74
($269.64-$329.83)
+8.73%
-23.27%
25.75M
5.40%
Old Dominion Freight
Reduced
Industrial Goods
$196.68
($178.50-$214.85)
+2.66%
-2.31%
12.82M
2.69%
Alphabet Class A
Reduced
Communication Services
$131.44
($120.20-$142.68)
+11.68%
-2.85%
37.90M
7.97%
O'Reilly Auto
Reduced
Consumer Cyclical
$933.03
($860.10-$1.01K)
+15.89%
-1.84%
8.81M
1.85%
See a list of Wedgewood Partners Inc's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details
Measured Performance
Compare Wedgewood Partners Inc's performance with other Hedge Funds and the S&P 500
Wedgewood Partners Inc activity FAQ
What is Wedgewood Partners Inc’s portfolio gain since Jun 2013?
Wedgewood Partners Inc’s portfolio gain since Jun 2013 was 150.14%.
What is Wedgewood Partners Inc’s Sharpe Ratio?
Wedgewood Partners Inc’s Sharpe Ratio is 2.79.
What is Wedgewood Partners Inc’s portfolio value?
Wedgewood Partners Inc’s portfolio value is $475.24M.
What is Wedgewood Partners Inc’s average return since the fund’s last 13F filing?
Wedgewood Partners Inc’s average return since the fund’s last 13F filing is 8.10%.
What was Wedgewood Partners Inc’s average return in the last 12 months?
Wedgewood Partners Inc’s average return in the last 12 months was 26.59%.
What was Wedgewood Partners Inc’s average return in the last 3 years?
Wedgewood Partners Inc’s average return in the last 3 years was 18.09%.
When was the most recent most recent 13F form submitted by Wedgewood Partners Inc?
Wedgewood Partners Inc'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 David Rolfe Net Worth?
David Rolfe is Managing Wedgewood Partners Inc which has a net worth of $475.24M.
TipRanks & Hedge Funds: TipRanks measures the performance of David Rolfe 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.