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Stilwell Value Llc - Joseph David Stilwell
Stilwell Value Llc a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
18 Followers
Joseph David Stilwell Stilwell Value Llc
Hedge Fund Manager
Ranked #397 out of 487 Hedge Fund Managers
Portfolio Gain
-32.39%
Since Jan 2016
Sharpe Ratio
-0.43
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$192.02M
Joseph David Stilwell manages more assets than 6% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
-3.64%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
31.44% Consumer Cyclical
31.05% Financial
17.79% Real Estate
0.63% General
A breakdown of Stilwell Value Llc's portfolio by sector
Stilwell Value Llc Portfolio Activity
ICC Holdings
Reduced
Financial
$18.95
($15.00-$22.89)
+2.03%
-99.97%
2.26K
<0.01%
Kingsway Financial Services
Reduced
Consumer Cyclical
$8.56
($7.78-$9.34)
+8.86%
-1.35%
60.36M
31.44%
CFSB Bancorp, Inc
Not Changed
Financial
$7.04
($6.40-$7.68)
-0.37%
0.00%
66.85K
0.03%
Cullman Bancorp
Not Changed
Financial
$10.21
($9.93-$10.49)
-3.79%
0.00%
257.25K
0.13%
Northeast Community Bancorp
Reduced
Financial
$16.34
($14.84-$17.84)
+69.34%
-15.15%
2.49M
1.28%
IF Bancorp
Added
Financial
$16.23
($14.85-$17.61)
+31.48%
+3.73%
4.18M
2.15%
Magyar Bancorp
Not Changed
Financial
$11.08
($10.66-$11.50)
+16.58%
0.00%
449.60K
0.23%
ECB Bancorp, Inc.
Not Changed
Financial
$12.20
($11.39-$13.00)
+21.79%
0.00%
249.60K
0.13%
Wheeler Real Estate Investment
Added
Real Estate
$111.75
($44.10-$179.40)
-88.73%
+279.97%
34.16M
17.79%
Essa Bancorp
Not Changed
Financial
$16.79
($15.29-$18.29)
+14.38%
0.00%
439.75K
0.23%
See a list of Stilwell Value Llc's holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details
Measured Performance
Compare Stilwell Value Llc's performance with other Hedge Funds and the S&P 500
Stilwell Value Llc activity FAQ
What is Stilwell Value Llc’s portfolio gain since Jun 2013?
Stilwell Value Llc’s portfolio gain since Jun 2013 was -32.39%.
What is Stilwell Value Llc’s Sharpe Ratio?
Stilwell Value Llc’s Sharpe Ratio is -0.43.
What is Stilwell Value Llc’s portfolio value?
Stilwell Value Llc’s portfolio value is $192.02M.
What is Stilwell Value Llc’s average return since the fund’s last 13F filing?
Stilwell Value Llc’s average return since the fund’s last 13F filing is 2.70%.
What was Stilwell Value Llc’s average return in the last 12 months?
Stilwell Value Llc’s average return in the last 12 months was 14.66%.
What was Stilwell Value Llc’s average return in the last 3 years?
Stilwell Value Llc’s average return in the last 3 years was -3.64%.
When was the most recent most recent 13F form submitted by Stilwell Value Llc?
Stilwell Value Llc'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 Joseph David Stilwell Net Worth?
Joseph David Stilwell is Managing Stilwell Value Llc which has a net worth of $192.02M.
TipRanks & Hedge Funds: TipRanks measures the performance of Joseph David Stilwell 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.