tiprankstipranks

JRM Investment Counsel, LLC - Jack R. McDonnell

JRM Investment Counsel, LLC a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
81 Followers
tipranks
Jack R. McDonnell

Jack R. McDonnell
JRM Investment Counsel, LLC

Hedge Fund Manager
Ranked #51 out of 487 Hedge Fund Managers

Portfolio Gain

+154.60%
Since Jan 2016

Sharpe Ratio

2.97
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$302.78M
Jack R. McDonnell manages more assets than 14% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+18.23%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
48.67% General
37.43% Financial
5.25% Energy
0.95% Technology
0.08% Industrial Goods
A breakdown of JRM Investment Counsel, LLC's portfolio by sector

JRM Investment Counsel, LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Avantis U.S. Equity ETF
Added
General
$84.60
($79.55-$89.65)
+0.94%
+6.30%
39.89M
13.17%
Avantis Emerging Markets Equity ETF
Added
General
$55.64
($52.72-$58.56)
+6.38%
+41.53%
14.75M
4.87%
Avantis U.S. Large Cap Value ETF
Added
General
$60.30
($56.19-$64.40)
-2.07%
+1.08%
25.68M
8.48%
Avantis International Small Cap Value ETF
Reduced
General
$62.78
($59.60-$65.96)
-0.46%
-16.15%
9.46M
3.12%
Apple
Added
Technology
$182.44
($168.49-$196.38)
+21.16%
+1.21%
2.87M
0.95%
Berkshire Hathaway B
Added
Financial
$392.65
($355.31-$430.00)
-2.59%
+1.24%
91.05M
30.07%
Bank of America
Reduced
Financial
$34.63
($31.27-$38.00)
+4.78%
-2.82%
318.60K
0.10%
Berkshire Hathaway A
New
Financial
$593.27K
($539.50K-$647.04K)
-3.06%
+100.00%
13.96M
4.61%
Blackstone Group
Reduced
Financial
$124.22
($114.88-$133.56)
-4.88%
-25.96%
7.42M
2.43%
Enterprise Products Partners
Added
Energy
$27.69
($26.12-$29.26)
-0.32%
+1.90%
15.03M
4.87%
See a list of JRM Investment Counsel, LLC's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details

Measured Performance

Compare JRM Investment Counsel, LLC's performance with other Hedge Funds and the S&P 500

JRM Investment Counsel, LLC activity FAQ

What is JRM Investment Counsel, LLC’s portfolio gain since Jun 2013?
JRM Investment Counsel, LLC’s portfolio gain since Jun 2013 was 154.60%.
    What is JRM Investment Counsel, LLC’s Sharpe Ratio?
    JRM Investment Counsel, LLC’s Sharpe Ratio is 2.97.
      What is JRM Investment Counsel, LLC’s portfolio value?
      JRM Investment Counsel, LLC’s portfolio value is $302.78M.
        What is JRM Investment Counsel, LLC’s average return since the fund’s last 13F filing?
        JRM Investment Counsel, LLC’s average return since the fund’s last 13F filing is -1.19%.
          What was JRM Investment Counsel, LLC’s average return in the last 12 months?
          JRM Investment Counsel, LLC’s average return in the last 12 months was 21.32%.
            What was JRM Investment Counsel, LLC’s average return in the last 3 years?
            JRM Investment Counsel, LLC’s average return in the last 3 years was 18.23%.
              When was the most recent most recent 13F form submitted by JRM Investment Counsel, LLC?
              JRM Investment Counsel, LLC's most recent 13F form was submitted on Mar 31, 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 Jack R. McDonnell Net Worth?
                  Jack R. McDonnell is Managing JRM Investment Counsel, LLC which has a net worth of $302.78M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Jack R. McDonnell 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.