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Sitrin Capital Management Llc - Marcus Sitrin

Sitrin Capital Management Llc a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Marcus Sitrin

Marcus Sitrin
Sitrin Capital Management Llc

Hedge Fund Manager
Ranked #28 out of 483 Hedge Fund Managers

Portfolio Gain

+189.54%
Since Jun 2013

Sharpe Ratio

3.47
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$171.54M
Marcus Sitrin manages more assets than 6% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+23.23%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
25.26% Technology
15.27% Financial
12.68% Consumer Cyclical
12.20% Healthcare
9.55% Industrial Goods
6.93% Communication Services
5.08% Energy
3.65% General
3.45% Consumer Defensive
3.25% Basic Materials
2.50% Real Estate
A breakdown of Sitrin Capital Management Llc's portfolio by sector

Sitrin Capital Management Llc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Regency Centers
Reduced
Real Estate
$62.38
($56.29-$68.47)
-10.10%
-1.60%
4.29M
2.50%
Salesforce
Not Changed
Technology
$231.02
($193.68-$268.36)
+14.16%
0.00%
333.13K
0.19%
Schlumberger
Reduced
Energy
$54.64
($48.09-$61.20)
-6.16%
-1.74%
3.99M
2.31%
Johnson & Johnson
Reduced
Healthcare
$152.49
($144.95-$160.02)
+3.36%
-1.48%
5.31M
3.07%
JPMorgan Chase & Co.
Reduced
Financial
$152.94
($135.19-$170.69)
+8.46%
-1.47%
6.36M
3.69%
Starbucks
Reduced
Consumer Cyclical
$98.44
($89.21-$107.66)
-1.21%
-1.56%
4.92M
2.85%
Lam Research
Reduced
Technology
$687.86
($574.42-$801.29)
+19.85%
-1.62%
7.09M
4.13%
Tesla
Reduced
Consumer Cyclical
$231.50
($194.07-$268.94)
-19.75%
-1.57%
4.59M
2.68%
Lowe's
Not Changed
Consumer Cyclical
$204.43
($181.85-$227.00)
+4.46%
0.00%
334.27K
0.19%
UnitedHealth
Reduced
Healthcare
$528.92
($503.13-$554.70)
-0.22%
-1.80%
4.14M
2.41%
See a list of Sitrin Capital Management Llc's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Sitrin Capital Management Llc's performance with other Hedge Funds and the S&P 500

Sitrin Capital Management Llc activity FAQ

What is Sitrin Capital Management Llc’s portfolio gain since Jun 2013?
Sitrin Capital Management Llc’s portfolio gain since Jun 2013 was 189.54%.
    What is Sitrin Capital Management Llc’s Sharpe Ratio?
    Sitrin Capital Management Llc’s Sharpe Ratio is 3.47.
      What is Sitrin Capital Management Llc’s portfolio value?
      Sitrin Capital Management Llc’s portfolio value is $171.54M.
        What is Sitrin Capital Management Llc’s average return since the fund’s last 13F filing?
        Sitrin Capital Management Llc’s average return since the fund’s last 13F filing is 5.78%.
          What was Sitrin Capital Management Llc’s average return in the last 12 months?
          Sitrin Capital Management Llc’s average return in the last 12 months was 31.96%.
            What was Sitrin Capital Management Llc’s average return in the last 3 years?
            Sitrin Capital Management Llc’s average return in the last 3 years was 23.23%.
              When was the most recent most recent 13F form submitted by Sitrin Capital Management Llc?
              Sitrin Capital Management Llc's most recent 13F form was submitted on Dec 31, 2023.
                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 Marcus Sitrin Net Worth?
                  Marcus Sitrin is Managing Sitrin Capital Management Llc which has a net worth of $171.54M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Marcus Sitrin 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.