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Stilwell Value Llc - Joseph David Stilwell

Stilwell Value Llc a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
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Joseph David Stilwell

Joseph David Stilwell
Stilwell Value Llc

Hedge Fund Manager
Ranked #399 out of 487 Hedge Fund Managers

Portfolio Gain

-32.38%
Since Jan 2016

Sharpe Ratio

-0.43
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$193.04M
Joseph David Stilwell manages more assets than 7% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

-3.79%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
32.08% Consumer Cyclical
31.90% Financial
2.89% Real Estate
0.57% General
A breakdown of Stilwell Value Llc's portfolio by sector

Stilwell Value Llc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Provident Bancorp
Not Changed
Financial
$10.06
($8.61-$11.52)
+22.75%
0.00%
16.67M
8.63%
Catalyst Bancorp
Not Changed
Financial
$11.36
($10.62-$12.10)
+0.34%
0.00%
473.89K
0.25%
Richmond Mutual Bancorporation
Not Changed
Financial
$11.55
($10.11-$13.00)
+7.50%
0.00%
333.60K
0.17%
Central Plains Bancshares, Inc.
Not Changed
Financial
$10.39
($9.91-$10.87)
+3.52%
0.00%
204.40K
0.11%
CFSB Bancorp, Inc
Not Changed
Financial
$7.14
($6.34-$7.95)
-7.85%
0.00%
73.25K
0.04%
Kingsway Financial Services
Reduced
Consumer Cyclical
$8.73
($7.99-$9.48)
-0.48%
-0.27%
61.93M
32.08%
SR Bancorp, Inc.
Not Changed
Financial
$9.32
($8.94-$9.71)
+0.64%
0.00%
377.60K
0.20%
IF Bancorp
Added
Financial
$16.43
($15.13-$17.74)
+2.68%
+3.96%
4.14M
2.14%
Cullman Bancorp
Not Changed
Financial
$10.75
($9.91-$11.59)
-2.41%
0.00%
248.75K
0.13%
Northeast Community Bancorp
Added
Financial
$16.13
($14.26-$18.00)
+31.72%
+17.86%
2.60M
1.33%
See a list of Stilwell Value Llc's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details

Measured Performance

Compare Stilwell Value Llc's performance with other Hedge Funds and the S&P 500

Stilwell Value Llc activity FAQ

What is Stilwell Value Llc’s portfolio gain since Jun 2013?
Stilwell Value Llc’s portfolio gain since Jun 2013 was -32.38%.
    What is Stilwell Value Llc’s Sharpe Ratio?
    Stilwell Value Llc’s Sharpe Ratio is -0.43.
      What is Stilwell Value Llc’s portfolio value?
      Stilwell Value Llc’s portfolio value is $193.04M.
        What is Stilwell Value Llc’s average return since the fund’s last 13F filing?
        Stilwell Value Llc’s average return since the fund’s last 13F filing is 6.44%.
          What was Stilwell Value Llc’s average return in the last 12 months?
          Stilwell Value Llc’s average return in the last 12 months was 0.44%.
            What was Stilwell Value Llc’s average return in the last 3 years?
            Stilwell Value Llc’s average return in the last 3 years was -3.79%.
              When was the most recent most recent 13F form submitted by Stilwell Value Llc?
              Stilwell Value 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 Joseph David Stilwell Net Worth?
                  Joseph David Stilwell is Managing Stilwell Value Llc which has a net worth of $193.04M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Joseph David Stilwell 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.