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Eagle Capital Management, LLC - Ravenel B. Curry III

Eagle Capital Management, LLC a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
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Ravenel B. Curry III

Ravenel B. Curry III
Eagle Capital Management, LLC

Hedge Fund Manager
Ranked #52 out of 487 Hedge Fund Managers

Portfolio Gain

+131.52%
Since Jan 2016

Sharpe Ratio

2.80
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$222.18M
Ravenel B. Curry III manages more assets than 9% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+15.80%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
45.63% General
23.32% Technology
9.24% Financial
6.70% Consumer Cyclical
4.75% Healthcare
3.45% Communication Services
2.57% Energy
2.33% Industrial Goods
1.74% Consumer Defensive
0.12% Basic Materials
0.12% Utilities
A breakdown of Eagle Capital Management, LLC's portfolio by sector

Eagle Capital Management, LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Accenture
Reduced
Technology
$358.60
($329.69-$387.51)
-10.79%
-0.48%
6.49M
2.91%
Alphabet Class A
Reduced
Communication Services
$142.22
($130.66-$153.78)
+13.93%
-0.08%
7.67M
3.45%
Intuit
Reduced
Technology
$628.41
($585.81-$671.01)
-1.93%
-0.78%
8.23M
3.70%
UnitedHealth
Added
Healthcare
$508.60
($468.19-$549.00)
+0.13%
+0.43%
6.84M
3.08%
SPDR Bloomberg Investment Grade Floating Rate ETF
Not Changed
General
$30.70
($30.55-$30.86)
+0.50%
0.00%
743.31K
0.33%
iShares 0-5 Year TIPS Bond ETF
Not Changed
General
$98.94
($98.35-$99.52)
-0.14%
0.00%
379.03K
0.17%
Invesco S&P 500 Equal Weight Health Care ETF
Reduced
General
$30.70
($29.50-$31.90)
-6.18%
-10.45%
841.32K
0.38%
SPDR S&P 500 ETF Trust
Reduced
General
$495.52
($466.43-$524.61)
-2.83%
-0.80%
23.42M
10.54%
Broadcom
Reduced
Technology
$1.24K
($1.04K-$1.44K)
+1.41%
-3.14%
12.51M
5.63%
Visa
Reduced
Financial
$273.91
($256.86-$290.96)
-1.63%
-0.42%
7.30M
3.28%
See a list of Eagle Capital Management, LLC's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details

Measured Performance

Compare Eagle Capital Management, LLC's performance with other Hedge Funds and the S&P 500

Eagle Capital Management, LLC activity FAQ

What is Eagle Capital Management, LLC’s portfolio gain since Jun 2013?
Eagle Capital Management, LLC’s portfolio gain since Jun 2013 was 131.52%.
    What is Eagle Capital Management, LLC’s Sharpe Ratio?
    Eagle Capital Management, LLC’s Sharpe Ratio is 2.80.
      What is Eagle Capital Management, LLC’s portfolio value?
      Eagle Capital Management, LLC’s portfolio value is $222.18M.
        What is Eagle Capital Management, LLC’s average return since the fund’s last 13F filing?
        Eagle Capital Management, LLC’s average return since the fund’s last 13F filing is -2.30%.
          What was Eagle Capital Management, LLC’s average return in the last 12 months?
          Eagle Capital Management, LLC’s average return in the last 12 months was 23.34%.
            What was Eagle Capital Management, LLC’s average return in the last 3 years?
            Eagle Capital Management, LLC’s average return in the last 3 years was 15.80%.
              When was the most recent most recent 13F form submitted by Eagle Capital Management, LLC?
              Eagle Capital Management, 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 Ravenel B. Curry III Net Worth?
                  Ravenel B. Curry III is Managing Eagle Capital Management, LLC which has a net worth of $222.18M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Ravenel B. Curry III 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.