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Focused investors/Thomas Russo

Thomas Russo - Gardner Russo & Quinn

As of Q2 2026, Thomas Russo reported 85 long-equity positions worth $8.93B in aggregate.

Copy-investor backtest

Latest quarter
+2.96%
1-year
+9.55%
3-year
+40.37%
5-year
+44.31%
3-year vs S&P 500
-33.64%
5-year vs S&P 500
-29.91%
5-year top 5
+49.65%

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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Thomas Russo/Overlap

Thomas Russo - pick another manager

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