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Fortitude Family Office, LLC - Drew Phillips

319 Followers

Fortitude Family Office, LLC Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2025

Fortitude Family Office, LLC Portfolio Activity

IVViShares Core S&P 500 ETF		AddedGeneral$584.25($552.28-$616.22)+17.59%31.91M11.16%
USFRWisdomTree Floating Rate Treasury Fund		AddedGeneral$50.39($50.29-$50.50)+601.05%23.64M7.91%
IDEViShares Core MSCI International Developed Markets ETF		AddedGeneral$67.44($63.32-$71.56)+25.79%20.10M6.81%
AAPLApple		ReducedTechnology$230.85($208.42-$253.28)-55.08%15.42M5.46%
VOVanguard Mid-Cap ETF		AddedGeneral$66.18($62.67-$69.69)+22.09%11.82M4.12%
KNXKnight Transportation		Not ChangedIndustrials$52.11($42.72-$61.51)0.00%10.75M3.75%
DFEMDimensional Emerging Markets Core Equity 2 ETF		AddedGeneral$26.54($25.06-$28.01)+31.12%9.16M3.14%
AVLVAvantis U.S. Large Cap Value ETF		AddedGeneral$66.99($63.29-$70.69)+28.96%8.45M2.95%
DBMFiM DBi Managed Futures Strategy ETF		AddedGeneral$25.81($24.70-$26.92)+32.31%7.85M2.62%
IEMGiShares Core MSCI Emerging Markets ETF		AddedGeneral$53.36($50.58-$56.15)+27.68%7.04M2.41%

Measured Performance

Fortitude Family Office, LLCAverage Hedge Fund PortfolioS&P 5000%20%40%60%2023202420242025202520262026
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Fortitude Family Office, LLC activity FAQ

What is Fortitude Family Office, LLC’s portfolio gain since Dec 2023?
Fortitude Family Office, LLC’s portfolio gain since Dec 2023 was 53.72%.
What is Fortitude Family Office, LLC’s Sharpe Ratio?
Fortitude Family Office, LLC’s Sharpe Ratio is 2.51.
What is Fortitude Family Office, LLC’s portfolio value?
Fortitude Family Office, LLC’s portfolio value is $280.81M.
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 37.11%.
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 16.91%.
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 18.98%.
When was the most recent 13F form submitted by Fortitude Family Office, LLC?
Fortitude Family Office, LLC's most recent 13F form was submitted on Mar 31, 2025.
Who are the best performing hedge funds?
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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.

Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.