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Bruni J V & Co /Co - Jerome V. Bruni
Bruni J V & Co /Co a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
18 Followers
Portfolio Gain
+150.23%
Since Jan 2016
Sharpe Ratio
2.00
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$897.15M
Jerome V. Bruni manages more assets than 35% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+16.93%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
44.26% Financial
12.86% Consumer Cyclical
9.23% Industrial Goods
7.80% Real Estate
6.79% Technology
4.82% Communication Services
4.14% Healthcare
4.13% Energy
3.67% Utilities
A breakdown of Bruni J V & Co /Co's portfolio by sector
Bruni J V & Co /Co Portfolio Activity
Berkshire Hathaway B
Reduced
Financial
$444.32
($403.82-$484.82)
+1.62%
-3.14%
1.12M
0.12%
Simon Property
Reduced
Real Estate
$158.16
($145.44-$170.87)
+5.50%
-35.88%
15.29M
1.70%
Kinder Morgan
Reduced
Energy
$20.90
($19.47-$22.34)
+22.56%
-1.06%
37.51M
4.13%
Rocket Companies
Reduced
Financial
$17.21
($13.05-$21.38)
-28.82%
-5.90%
29.46M
3.28%
NICE
New
Technology
$169.12
($151.52-$186.72)
+4.91%
+100.00%
22.85M
2.55%
AES
Added
Utilities
$18.09
($15.99-$20.18)
-29.47%
+0.05%
33.32M
3.67%
Oaktree Specialty Lending
Added
Financial
$17.24
($15.55-$18.93)
-1.66%
+1.31%
24.97M
2.78%
Ally Financial
Reduced
Financial
$38.70
($31.95-$45.46)
+2.65%
-0.92%
32.43M
3.58%
Citizens Financial
Reduced
Financial
$39.55
($35.15-$43.96)
+14.56%
-1.32%
39.75M
4.39%
LKQ
Reduced
Consumer Cyclical
$41.10
($35.57-$46.64)
-2.32%
-0.20%
23.00M
2.54%
See a list of Bruni J V & Co /Co's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Bruni J V & Co /Co's performance with other Hedge Funds and the S&P 500
Bruni J V & Co /Co activity FAQ
What is Bruni J V & Co /Co’s portfolio gain since Jun 2013?
Bruni J V & Co /Co’s portfolio gain since Jun 2013 was 150.23%.
What is Bruni J V & Co /Co’s Sharpe Ratio?
Bruni J V & Co /Co’s Sharpe Ratio is 2.00.
What is Bruni J V & Co /Co’s portfolio value?
Bruni J V & Co /Co’s portfolio value is $897.15M.
What is Bruni J V & Co /Co’s average return since the fund’s last 13F filing?
Bruni J V & Co /Co’s average return since the fund’s last 13F filing is 5.38%.
What was Bruni J V & Co /Co’s average return in the last 12 months?
Bruni J V & Co /Co’s average return in the last 12 months was 38.88%.
What was Bruni J V & Co /Co’s average return in the last 3 years?
Bruni J V & Co /Co’s average return in the last 3 years was 16.93%.
When was the most recent most recent 13F form submitted by Bruni J V & Co /Co?
Bruni J V & Co /Co's most recent 13F form was submitted on Sep 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 Jerome V. Bruni Net Worth?
Jerome V. Bruni is Managing Bruni J V & Co /Co which has a net worth of $897.15M.
TipRanks & Hedge Funds: TipRanks measures the performance of Jerome V. Bruni 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.