Jim Simons

Jim Simons Renaissance Technologies

AUM $75.8B
1-Year Est. Return 50.56%
 

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 Quarter Est. Return
1 Year Est. Return
+50.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.2B
AUM Growth
+$9.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,018
New
Increased
Reduced
Closed

Top Buys

1 +$1B
2 +$721M
3 +$468M
4
UNH icon
UnitedHealth
UNH
+$422M
5
GEV icon
GE Vernova
GEV
+$376M

Top Sells

1 +$673M
2 +$481M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$402M
5
PLTR icon
Palantir
PLTR
+$380M

Sector Composition

1 Technology 19.59%
2 Healthcare 15.8%
3 Consumer Discretionary 12.38%
4 Financials 11.51%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
APLE icon
2251
Apple Hospitality REIT
APLE
$2.88B
$1.6M ﹤0.01%
137,500
-16,100
ORI icon
2252
Old Republic International
ORI
$11.2B
$1.6M ﹤0.01%
41,685
-20,400
SDY icon
2253
State Street SPDR S&P Dividend ETF
SDY
$20B
$1.6M ﹤0.01%
11,800
-17,600
CBNK icon
2254
Capital Bancorp
CBNK
$480M
$1.6M ﹤0.01%
47,500
+800
CXDO icon
2255
Crexendo
CXDO
$213M
$1.59M ﹤0.01%
262,400
+82,000
BRK.B icon
2256
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.59M ﹤0.01%
3,268
+1,232
PFIS icon
2257
Peoples Financial Services
PFIS
$511M
$1.59M ﹤0.01%
32,112
-1,800
VLUE icon
2258
iShares MSCI USA Value Factor ETF
VLUE
$8.96B
$1.58M ﹤0.01%
14,000
+6,000
CHCI icon
2259
Comstock Holding Companies
CHCI
$119M
$1.58M ﹤0.01%
156,979
+800
GROY icon
2260
Gold Royalty Corp
GROY
$914M
$1.58M ﹤0.01%
715,700
-102,500
IAC icon
2261
IAC Inc
IAC
$3.1B
$1.57M ﹤0.01%
+42,127
CBFV icon
2262
CB Financial Services
CBFV
$188M
$1.57M ﹤0.01%
55,116
+6,217
LION icon
2263
Lionsgate Studios
LION
$2.41B
$1.57M ﹤0.01%
+270,272
MXCT icon
2264
MaxCyte
MXCT
$160M
$1.56M ﹤0.01%
717,800
+349,900
CCCC icon
2265
C4 Therapeutics
CCCC
$197M
$1.56M ﹤0.01%
1,093,188
+878,688
AMWL icon
2266
American Well
AMWL
$76.3M
$1.56M ﹤0.01%
175,423
+500
ATXS icon
2267
Astria Therapeutics
ATXS
$732M
$1.55M ﹤0.01%
289,778
+110,617
CATO icon
2268
Cato Corp
CATO
$60.8M
$1.55M ﹤0.01%
551,302
-9,200
PLYM
2269
Plymouth Industrial REIT
PLYM
$975M
$1.55M ﹤0.01%
96,392
-40,820
SYPR icon
2270
Sypris Solutions
SYPR
$51.6M
$1.54M ﹤0.01%
698,821
-12,900
AXGN icon
2271
Axogen
AXGN
$1.47B
$1.54M ﹤0.01%
142,000
+80,000
VV icon
2272
Vanguard Large-Cap ETF
VV
$47.1B
$1.54M ﹤0.01%
+5,400
DFSV icon
2273
Dimensional US Small Cap Value ETF
DFSV
$6.01B
$1.54M ﹤0.01%
52,300
-10,400
KBE icon
2274
State Street SPDR S&P Bank ETF
KBE
$1.41B
$1.54M ﹤0.01%
+27,600
DFLV icon
2275
Dimensional US Large Cap Value ETF
DFLV
$4.53B
$1.54M ﹤0.01%
+49,500