David Rolfe - Wedgewood Partners
As of Q2 2026, David Rolfe reported 18 long-equity positions worth $484.43M in aggregate.
Copy-investor backtest
- Latest quarter
- +6.99%
- 1-year
- +5.07%
- 3-year
- +52.21%
- 5-year
- +45.84%
- 3-year vs S&P 500
- -21.04%
- 5-year vs S&P 500
- -28.26%
- 5-year top 5
- +92.85%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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