What is Waller Financial Planning Group, Inc’s portfolio gain since Jun 2013?
Waller Financial Planning Group, Inc’s portfolio gain since Jun 2013 was 73.28%.
What is Waller Financial Planning Group, Inc’s Sharpe Ratio?
Waller Financial Planning Group, Inc’s Sharpe Ratio is 1.59.
What is Waller Financial Planning Group, Inc’s portfolio value?
Waller Financial Planning Group, Inc’s portfolio value is $403.31M.
What is Waller Financial Planning Group, Inc’s average return since the fund’s last 13F filing?
Waller Financial Planning Group, Inc’s average return since the fund’s last 13F filing is 2.65%.
What was Waller Financial Planning Group, Inc’s average return in the last 12 months?
Waller Financial Planning Group, Inc’s average return in the last 12 months was 20.81%.
What was Waller Financial Planning Group, Inc’s average return in the last 3 years?
Waller Financial Planning Group, Inc’s average return in the last 3 years was 12.36%.
When was the most recent most recent 13F form submitted by Waller Financial Planning Group, Inc?
Waller Financial Planning Group, Inc's most recent 13F form was submitted on Sep 30, 2024.
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What is Larry Waller Net Worth?
Larry Waller is Managing Waller Financial Planning Group, Inc which has a net worth of $403.31M.
TipRanks & Hedge Funds: TipRanks measures the performance of Larry Waller 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.
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