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
- +3.33%
- 1-year
- +10.09%
- 3-year
- +40.95%
- 5-year
- +45.12%
- 3-year vs S&P 500
- -33.60%
- 5-year vs S&P 500
- -29.64%
- 5-year top 5
- +50.07%
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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