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Magnolia Group, Llc - Adam Kenneth Peterson
Magnolia Group, Llc a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
32 Followers
Adam Kenneth Peterson Magnolia Group, Llc
Hedge Fund Manager
Ranked #127 out of 487 Hedge Fund Managers
Portfolio Gain
+172.67%
Since Jan 2016
Sharpe Ratio
2.07
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$663.89M
Adam Kenneth Peterson manages more assets than 30% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+20.15%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
40.56% Financial
29.54% Communication Services
10.55% Consumer Cyclical
10.09% Energy
4.01% Real Estate
2.77% Utilities
2.01% Basic Materials
A breakdown of Magnolia Group, Llc's portfolio by sector
Magnolia Group, Llc Portfolio Activity
Alliance Resource
Added
Energy
$20.41
($18.32-$22.50)
+32.54%
+7.15%
69.05M
10.09%
Compass Minerals International
Not Changed
Basic Materials
$19.81
($13.60-$26.03)
-16.96%
0.00%
13.37M
2.01%
Re/Max Holdings
Added
Real Estate
$10.35
($7.24-$13.46)
+9.12%
+1.81%
26.64M
4.01%
Asbury
Not Changed
Consumer Cyclical
$215.85
($195.09-$236.60)
+7.82%
0.00%
24.05M
3.62%
Boston Omaha
Not Changed
Communication Services
$15.83
($14.67-$16.99)
-4.66%
0.00%
86.41M
13.02%
Frontier Communications Parent
Not Changed
Communication Services
$23.20
($20.51-$25.89)
+14.33%
0.00%
109.68M
16.52%
Ally Financial
Reduced
Financial
$36.67
($31.77-$41.56)
+9.21%
-13.92%
74.08M
11.07%
Pure Cycle
Added
Utilities
$9.94
($9.17-$10.70)
+14.95%
+9.64%
18.39M
2.77%
Nicholas Financial
Not Changed
Financial
$6.96
($6.54-$7.38)
-6.36%
0.00%
16.40M
2.47%
America's Car-Mart
Added
Consumer Cyclical
$68.72
($57.61-$79.83)
+7.36%
+14.09%
45.98M
6.93%
See a list of Magnolia Group, Llc's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details
Measured Performance
Compare Magnolia Group, Llc's performance with other Hedge Funds and the S&P 500
Magnolia Group, Llc activity FAQ
What is Magnolia Group, Llc’s portfolio gain since Jun 2013?
Magnolia Group, Llc’s portfolio gain since Jun 2013 was 172.67%.
What is Magnolia Group, Llc’s Sharpe Ratio?
Magnolia Group, Llc’s Sharpe Ratio is 2.07.
What is Magnolia Group, Llc’s portfolio value?
Magnolia Group, Llc’s portfolio value is $663.89M.
What is Magnolia Group, Llc’s average return since the fund’s last 13F filing?
Magnolia Group, Llc’s average return since the fund’s last 13F filing is 10.31%.
What was Magnolia Group, Llc’s average return in the last 12 months?
Magnolia Group, Llc’s average return in the last 12 months was 7.42%.
What was Magnolia Group, Llc’s average return in the last 3 years?
Magnolia Group, Llc’s average return in the last 3 years was 20.15%.
When was the most recent most recent 13F form submitted by Magnolia Group, Llc?
Magnolia Group, 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 Adam Kenneth Peterson Net Worth?
Adam Kenneth Peterson is Managing Magnolia Group, Llc which has a net worth of $663.89M.
TipRanks & Hedge Funds: TipRanks measures the performance of Adam Kenneth Peterson 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.