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ETF Portfolio Partners, Inc. - Richard Romey

ETF Portfolio Partners, Inc. a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
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Richard Romey

Richard Romey
ETF Portfolio Partners, Inc.

Hedge Fund Manager
Ranked #53 out of 487 Hedge Fund Managers

Portfolio Gain

+103.20%
Since Jan 2016

Sharpe Ratio

2.94
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$315.61M
Richard Romey manages more assets than 15% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+12.19%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
97.37% General
1.07% Technology
0.29% Healthcare
0.28% Industrial Goods
0.15% Consumer Cyclical
0.13% Consumer Defensive
0.09% Financial
0.08% Communication Services
A breakdown of ETF Portfolio Partners, Inc.'s portfolio by sector

ETF Portfolio Partners, Inc. Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
SPDR S&P 500 ETF Trust
Reduced
General
$495.52
($466.43-$524.61)
+4.86%
-67.28%
356.21K
0.11%
Amazon
New
Consumer Cyclical
$162.88
($144.05-$181.70)
+1.35%
+100.00%
234.49K
0.07%
American Express
Not Changed
Financial
$204.75
($177.81-$231.69)
+1.02%
0.00%
288.94K
0.09%
Autodesk
Not Changed
Technology
$252.49
($225.45-$279.53)
-6.26%
0.00%
283.86K
0.09%
Canadian Pacific Kansas City
New
Industrial Goods
$83.45
($75.33-$91.58)
-11.95%
+100.00%
203.41K
0.06%
Cirrus Logic
New
Technology
$85.89
($75.92-$95.87)
+37.37%
+100.00%
222.14K
0.07%
Apple
Not Changed
Technology
$182.44
($168.49-$196.38)
+25.14%
0.00%
1.76M
0.56%
Comcast
Not Changed
Communication Services
$43.92
($40.73-$47.11)
-14.25%
0.00%
243.89K
0.08%
Johnson & Johnson
Not Changed
Healthcare
$159.17
($154.76-$163.58)
-7.18%
0.00%
262.75K
0.08%
Microsoft
Not Changed
Technology
$398.66
($366.50-$430.82)
+6.28%
0.00%
752.67K
0.24%
See a list of ETF Portfolio Partners, Inc.'s holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details

Measured Performance

Compare ETF Portfolio Partners, Inc.'s performance with other Hedge Funds and the S&P 500

ETF Portfolio Partners, Inc. activity FAQ

What is ETF Portfolio Partners, Inc.’s portfolio gain since Jun 2013?
ETF Portfolio Partners, Inc.’s portfolio gain since Jun 2013 was 103.20%.
    What is ETF Portfolio Partners, Inc.’s Sharpe Ratio?
    ETF Portfolio Partners, Inc.’s Sharpe Ratio is 2.94.
      What is ETF Portfolio Partners, Inc.’s portfolio value?
      ETF Portfolio Partners, Inc.’s portfolio value is $315.61M.
        What is ETF Portfolio Partners, Inc.’s average return since the fund’s last 13F filing?
        ETF Portfolio Partners, Inc.’s average return since the fund’s last 13F filing is 1.83%.
          What was ETF Portfolio Partners, Inc.’s average return in the last 12 months?
          ETF Portfolio Partners, Inc.’s average return in the last 12 months was 15.46%.
            What was ETF Portfolio Partners, Inc.’s average return in the last 3 years?
            ETF Portfolio Partners, Inc.’s average return in the last 3 years was 12.19%.
              When was the most recent most recent 13F form submitted by ETF Portfolio Partners, Inc.?
              ETF Portfolio Partners, Inc.'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 Richard Romey Net Worth?
                  Richard Romey is Managing ETF Portfolio Partners, Inc. which has a net worth of $315.61M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Richard Romey 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.