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Mader & Shannon Wealth Management, Inc. - James W. Mader
Mader & Shannon Wealth Management, Inc. a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
144 Followers
James W. Mader Mader & Shannon Wealth Management, Inc.
Hedge Fund Manager
Ranked #87 out of 487 Hedge Fund Managers
Portfolio Gain
+80.93%
Since Jan 2016
Sharpe Ratio
2.68
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$166.35M
James W. Mader manages more assets than 5% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+9.14%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
77.01% General
9.00% Healthcare
4.60% Technology
4.01% Industrial Goods
2.38% Basic Materials
2.01% Consumer Cyclical
A breakdown of Mader & Shannon Wealth Management, Inc.'s portfolio by sector
Mader & Shannon Wealth Management, Inc. Portfolio Activity
UnitedHealth
Reduced
Healthcare
$482.27
($436.38-$528.16)
+17.58%
-4.38%
7.25M
4.34%
Vanguard Long-Term Corporate Bond ETF
New
General
$75.48
($73.21-$77.75)
+3.02%
+100.00%
9.74M
5.74%
iShares Short Treasury Bond ETF
Added
General
$110.27
($110.02-$110.52)
+1.85%
+1.75%
31.19M
18.36%
VanEck Gold Miners ETF
Added
General
$34.59
($31.71-$37.47)
+13.88%
+2.67%
7.97M
4.79%
CDW
Reduced
Technology
$238.21
($213.04-$263.37)
-9.16%
-5.22%
7.67M
4.60%
DR Horton
Reduced
Consumer Cyclical
$151.91
($138.08-$165.75)
+18.49%
-6.62%
3.35M
2.01%
iShares Gold Trust
Reduced
General
$44.12
($42.15-$46.09)
+14.34%
-0.83%
24.17M
14.53%
iShares 0-3 Month Treasury Bond ETF
Reduced
General
$100.52
($100.29-$100.75)
+1.85%
-37.64%
32.32M
19.01%
Knight Transportation
Reduced
Industrial Goods
$50.35
($45.55-$55.16)
+16.15%
-4.43%
6.70M
4.01%
Martin Marietta Materials
Reduced
Basic Materials
$576.96
($527.24-$626.67)
+14.11%
-6.43%
3.97M
2.38%
See a list of Mader & Shannon Wealth Management, Inc.'s holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details
Measured Performance
Compare Mader & Shannon Wealth Management, Inc.'s performance with other Hedge Funds and the S&P 500
Mader & Shannon Wealth Management, Inc. activity FAQ
What is Mader & Shannon Wealth Management, Inc.’s portfolio gain since Jun 2013?
Mader & Shannon Wealth Management, Inc.’s portfolio gain since Jun 2013 was 80.93%.
What is Mader & Shannon Wealth Management, Inc.’s Sharpe Ratio?
Mader & Shannon Wealth Management, Inc.’s Sharpe Ratio is 2.68.
What is Mader & Shannon Wealth Management, Inc.’s portfolio value?
Mader & Shannon Wealth Management, Inc.’s portfolio value is $166.35M.
What is Mader & Shannon Wealth Management, Inc.’s average return since the fund’s last 13F filing?
Mader & Shannon Wealth Management, Inc.’s average return since the fund’s last 13F filing is 7.53%.
What was Mader & Shannon Wealth Management, Inc.’s average return in the last 12 months?
Mader & Shannon Wealth Management, Inc.’s average return in the last 12 months was 18.49%.
What was Mader & Shannon Wealth Management, Inc.’s average return in the last 3 years?
Mader & Shannon Wealth Management, Inc.’s average return in the last 3 years was 9.14%.
When was the most recent most recent 13F form submitted by Mader & Shannon Wealth Management, Inc.?
Mader & Shannon Wealth Management, Inc.'s most recent 13F form was submitted on Jun 30, 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 James W. Mader Net Worth?
James W. Mader is Managing Mader & Shannon Wealth Management, Inc. which has a net worth of $166.35M.
TipRanks & Hedge Funds: TipRanks measures the performance of James W. Mader 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.