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Fortitude Family Office, LLC - Drew Phillips

Fortitude Family Office, LLC a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
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Drew Phillips

Drew Phillips
Fortitude Family Office, LLC

Hedge Fund Manager
Ranked #254 out of 487 Hedge Fund Managers

Portfolio Gain

+5.55%
Since Jan 2016

Sharpe Ratio

0.99
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$148.68M
Drew Phillips manages more assets than 3% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+13.97%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
57.20% General
20.03% Technology
5.58% Financial
5.33% Consumer Cyclical
3.46% Healthcare
2.68% Communication Services
2.65% Industrial Goods
1.38% Energy
0.62% Consumer Defensive
0.32% Basic Materials
0.27% Real Estate
0.23% Utilities
A breakdown of Fortitude Family Office, LLC's portfolio by sector

Fortitude Family Office, LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
3D Systems
Not Changed
Technology
$5.21
($3.80-$6.61)
-21.17%
0.00%
4.23K
<0.01%
Not Changed
Industrial Goods
$100.57
($90.48-$110.66)
+13.17%
0.00%
4.67K
<0.01%
Abbott Laboratories
Not Changed
Healthcare
$115.38
($109.11-$121.64)
-8.09%
0.00%
144.12K
0.10%
Abercrombie Fitch
Not Changed
Consumer Cyclical
$113.59
($86.91-$140.28)
+19.82%
0.00%
7.77K
<0.01%
Acadia Healthcare
Not Changed
Healthcare
$81.39
($75.00-$87.77)
-19.74%
0.00%
2.14K
<0.01%
Accenture
Not Changed
Technology
$358.60
($329.69-$387.51)
-12.83%
0.00%
62.74K
0.04%
Chubb
Reduced
Financial
$241.72
($222.85-$260.58)
+2.17%
-49.05%
34.72K
0.02%
Adobe
Reduced
Technology
$561.63
($485.00-$638.25)
-5.78%
-6.35%
59.54K
0.04%
Advanced Micro Devices
Not Changed
Technology
$180.52
($133.74-$227.30)
-7.83%
0.00%
83.39K
0.06%
Aehr Test Systems
Sold Out
Technology
$19.22
($10.54-$27.91)
-6.13%
-100.00%
0.00
0.00%
See a list of Fortitude Family Office, LLC's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details

Measured Performance

Compare Fortitude Family Office, LLC's performance with other Hedge Funds and the S&P 500

Fortitude Family Office, LLC activity FAQ

What is Fortitude Family Office, LLC’s portfolio gain since Jun 2013?
Fortitude Family Office, LLC’s portfolio gain since Jun 2013 was 5.55%.
    What is Fortitude Family Office, LLC’s Sharpe Ratio?
    Fortitude Family Office, LLC’s Sharpe Ratio is 0.99.
      What is Fortitude Family Office, LLC’s portfolio value?
      Fortitude Family Office, LLC’s portfolio value is $148.68M.
        What is Fortitude Family Office, LLC’s average return since the fund’s last 13F filing?
        Fortitude Family Office, LLC’s average return since the fund’s last 13F filing is 1.99%.
          What was Fortitude Family Office, LLC’s average return in the last 12 months?
          Fortitude Family Office, LLC’s average return in the last 12 months was 5.55%.
            What was Fortitude Family Office, LLC’s average return in the last 3 years?
            Fortitude Family Office, LLC’s average return in the last 3 years was 13.97%.
              When was the most recent most recent 13F form submitted by Fortitude Family Office, LLC?
              Fortitude Family Office, LLC's most recent 13F form was submitted on Mar 31, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Drew Phillips Net Worth?
                  Drew Phillips is Managing Fortitude Family Office, LLC which has a net worth of $148.68M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Drew Phillips and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.