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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 Sep 30, 2024
165 Followers
Drew Phillips Fortitude Family Office, LLC
Hedge Fund Manager
Ranked #212 out of 487 Hedge Fund Managers
Portfolio Gain
+18.86%
Since Jan 2016
Sharpe Ratio
1.53
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$252.65M
Drew Phillips manages more assets than 10% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+21.99%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
46.31% General
18.43% Technology
12.91% Industrial Goods
5.28% Financial
4.90% Consumer Cyclical
4.60% Healthcare
2.44% Communication Services
1.73% Consumer Defensive
1.18% Energy
0.87% Utilities
0.73% Real Estate
0.27% Basic Materials
A breakdown of Fortitude Family Office, LLC's portfolio by sector
Fortitude Family Office, LLC Portfolio Activity
iShares ESG Aware MSCI USA ETF
Not Changed
General
$119.11
($111.88-$126.33)
+4.28%
0.00%
37.22K
0.01%
CNO Financial
Not Changed
Financial
$31.57
($27.50-$35.63)
+10.60%
0.00%
5.90K
<0.01%
Pentair
Not Changed
Industrial Goods
$85.84
($73.45-$98.23)
+6.96%
0.00%
25.82K
0.01%
Broadridge Financial Solutions
Not Changed
Technology
$209.72
($195.64-$223.81)
+4.73%
0.00%
9.68K
<0.01%
Whirlpool
Not Changed
Consumer Cyclical
$102.77
($90.08-$115.45)
+3.28%
0.00%
2.03K
<0.01%
GAMCO Global Gold. Natural Resources & Income Trust
Not Changed
General
$4.14
($3.93-$4.35)
+2.80%
0.00%
184.04K
0.07%
Cars
Not Changed
Consumer Cyclical
$18.51
($15.78-$21.24)
+10.38%
0.00%
1.32K
<0.01%
Grindr
Not Changed
Technology
$11.54
($10.26-$12.83)
+25.73%
0.00%
11.58K
<0.01%
Principal Financial
Not Changed
Financial
$80.23
($72.21-$88.26)
-0.52%
0.00%
26.11K
0.01%
Willis Towers Watson
Not Changed
Financial
$275.82
($255.19-$296.45)
+7.39%
0.00%
7.95K
<0.01%
See a list of Fortitude Family Office, LLC's holdings, as reported to the SEC on Sep 30, 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 18.86%.
What is Fortitude Family Office, LLC’s Sharpe Ratio?
Fortitude Family Office, LLC’s Sharpe Ratio is 1.53.
What is Fortitude Family Office, LLC’s portfolio value?
Fortitude Family Office, LLC’s portfolio value is $252.65M.
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 2.41%.
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 18.86%.
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 21.99%.
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 Sep 30, 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 $252.65M.
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.
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.