Smith Thomas W - Thomas W. Smith

Smith Thomas W a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2023
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Thomas W. Smith

Thomas W. Smith
Smith Thomas W

Hedge Fund Manager
Ranked #376 out of 487 Hedge Fund Managers

Portfolio Gain

-29.79%
Since Jan 2016

Sharpe Ratio

-0.26
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$81.98M
Thomas W. Smith manages more assets than 1% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

-3.36%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
66.04% Financial
17.55% Consumer Cyclical
16.36% Communication Services
A breakdown of Smith Thomas W's portfolio by sector

Smith Thomas W Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
World Acceptance
Not Changed
Financial
$141.92
($123.77-$160.07)
-7.12%
0.00%
9.87M
12.04%
Yelp
Not Changed
Communication Services
$41.60
($35.61-$47.59)
-12.41%
0.00%
4.34M
5.29%
Credit Acceptance
Reduced
Financial
$516.66
($457.28-$576.05)
-3.99%
-0.41%
44.27M
54.00%
Cimpress
Not Changed
Communication Services
$64.55
($55.37-$73.72)
+14.96%
0.00%
9.08M
11.07%
Wayfair
Not Changed
Consumer Cyclical
$73.58
($56.46-$90.71)
-35.96%
0.00%
14.39M
17.55%
See a list of Smith Thomas W's holdings, as reported to the SEC on Sep 30, 2023. Click on any holding to see more details

Measured Performance

Compare Smith Thomas W's performance with other Hedge Funds and the S&P 500

Smith Thomas W activity FAQ

What is Smith Thomas W’s portfolio gain since Jun 2013?
Smith Thomas W’s portfolio gain since Jun 2013 was -29.79%.
    What is Smith Thomas W’s Sharpe Ratio?
    Smith Thomas W’s Sharpe Ratio is -0.26.
      What is Smith Thomas W’s portfolio value?
      Smith Thomas W’s portfolio value is $81.98M.
        What is Smith Thomas W’s average return since the fund’s last 13F filing?
        Smith Thomas W’s average return since the fund’s last 13F filing is -8.46%.
          What was Smith Thomas W’s average return in the last 12 months?
          Smith Thomas W’s average return in the last 12 months was -2.53%.
            What was Smith Thomas W’s average return in the last 3 years?
            Smith Thomas W’s average return in the last 3 years was -3.36%.
              When was the most recent most recent 13F form submitted by Smith Thomas W?
              Smith Thomas W's most recent 13F form was submitted on Sep 30, 2023.
                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 Thomas W. Smith Net Worth?
                  Thomas W. Smith is Managing Smith Thomas W which has a net worth of $81.98M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Thomas W. Smith 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.