Wedgewood Partners

David Rolfe

Annualized+16.30%
Alpha+2.98%
Total Return+616.50%
Start Date2013-08-17
Years Tracked13y 25d
Top HoldingsTop 5
Max Drawdown43.00%
Recovery Period1y 6m 20d
Sharpe Ratio0.78
Composite RankRank #32Full Ranking
SEC 13F

Simulated from public holdings data by tracking each institution's top five holdings each quarter. For reference only, not investment advice.

Performance

Annual Returns

Latest Holdings

Latest Period2026-Q2Filing Date2026-08-14