Jim Simons

Jim Simons Renaissance Technologies

AUM $64.5B
1-Year Est. Return 42.73%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.7B
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,750
New
Increased
Reduced
Closed

Top Buys

1
+$693M
2
+$446M
3
+$306M
4
EVRG icon
Evergy
EVRG
+$288M
5
WMT icon
Walmart Inc
WMT
+$265M

Top Sells

1
+$596M
2
+$519M
3
+$518M
4
LLY icon
Eli Lilly
LLY
+$268M
5
UNH icon
UnitedHealth
UNH
+$246M

Sector Composition

1 Healthcare 17.51%
2 Technology 14.39%
3 Financials 11.76%
4 Consumer Discretionary 9.46%
5 Real Estate 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$3.39M ﹤0.01%
94,200
+4,698
2002
$3.38M ﹤0.01%
1,185,473
-445,427
2003
$3.37M ﹤0.01%
88,600
-6,478
2004
$3.36M ﹤0.01%
168,100
+20,300
2005
$3.35M ﹤0.01%
263,300
+52,500
2006
$3.35M ﹤0.01%
72,200
+6,700
2007
$3.35M ﹤0.01%
205,300
+29,700
2008
$3.34M ﹤0.01%
+151,018
2009
$3.34M ﹤0.01%
+96,851
2010
$3.33M ﹤0.01%
81,200
+9,300
2011
$3.33M ﹤0.01%
17,500
-246,800
2012
$3.33M ﹤0.01%
+323,588
2013
$3.33M ﹤0.01%
264,379
+80,398
2014
$3.33M ﹤0.01%
+669,680
2015
$3.33M ﹤0.01%
208,500
+19,400
2016
$3.32M ﹤0.01%
232,252
-88,300
2017
$3.32M ﹤0.01%
613,276
+9,476
2018
$3.31M ﹤0.01%
149,395
-1,462,000
2019
$3.31M ﹤0.01%
170,800
+90,500
2020
$3.3M ﹤0.01%
1,064,800
-2,600
2021
$3.29M ﹤0.01%
1,104,905
+87,000
2022
$3.29M ﹤0.01%
31,100
-299,800
2023
$3.28M ﹤0.01%
470,529
+155,129
2024
$3.28M ﹤0.01%
394,952
+2,900
2025
$3.27M ﹤0.01%
930,533
+96,466
79 80
81
82 83