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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 Sep 30, 2024
242 Followers
Richard Romey ETF Portfolio Partners, Inc.
Hedge Fund Manager
Ranked #55 out of 487 Hedge Fund Managers
Portfolio Gain
+115.46%
Since Jan 2016
Sharpe Ratio
3.23
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$338.05M
Richard Romey manages more assets than 15% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+12.99%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
97.48% General
1.24% Technology
0.35% Industrial Goods
0.22% Healthcare
0.20% Consumer Defensive
0.15% Consumer Cyclical
0.10% Financial
0.07% Communication Services
A breakdown of ETF Portfolio Partners, Inc.'s portfolio by sector
ETF Portfolio Partners, Inc. Portfolio Activity
iShares S&P Mid-Cap 400 Value ETF
Reduced
General
$117.67
($110.86-$124.48)
+4.30%
-0.82%
15.93M
4.71%
Vanguard FTSE All-World ex-US Index Fund
Reduced
General
$59.54
($55.27-$63.81)
-6.11%
-0.47%
11.74M
3.47%
iShares Russell 3000 ETF
Reduced
General
$308.53
($290.01-$327.05)
+3.00%
-4.51%
1.65M
0.49%
Vanguard FTSE Developed Markets ETF
Reduced
General
$50.09
($46.80-$53.40)
-6.53%
-3.04%
3.06M
0.91%
Vanguard Total World Stock ETF
Reduced
General
$113.17
($105.90-$120.43)
-0.40%
-6.14%
391.42K
0.12%
Vanguard Mid-Cap ETF
Reduced
General
$250.04
($235.64-$264.44)
+3.76%
-4.00%
443.76K
0.13%
Dimensional U.S. Equity ETF
Not Changed
General
$58.70
($55.20-$62.21)
+3.09%
0.00%
2.18M
0.64%
Apple
Not Changed
Technology
$216.62
($196.00-$237.23)
-2.03%
0.00%
2.47M
0.73%
Vanguard Short-Term Corporate Bond ETF
Not Changed
General
$78.23
($76.92-$79.54)
-0.83%
0.00%
374.15K
0.11%
Texas Instruments
Not Changed
Technology
$197.37
($180.07-$214.66)
+0.96%
0.00%
365.21K
0.11%
See a list of ETF Portfolio Partners, Inc.'s holdings, as reported to the SEC on Sep 30, 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 115.46%.
What is ETF Portfolio Partners, Inc.’s Sharpe Ratio?
ETF Portfolio Partners, Inc.’s Sharpe Ratio is 3.23.
What is ETF Portfolio Partners, Inc.’s portfolio value?
ETF Portfolio Partners, Inc.’s portfolio value is $338.05M.
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 -0.19%.
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 21.51%.
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 12.99%.
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 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 Richard Romey Net Worth?
Richard Romey is Managing ETF Portfolio Partners, Inc. which has a net worth of $338.05M.
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.
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.