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Reitz Capital Advisors LLC - Mark Reitz
Reitz Capital Advisors LLC a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
67 Followers
Portfolio Gain
+75.73%
Since Jan 2016
Sharpe Ratio
2.52
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$55.57M
Mark Reitz manages more assets than 1% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+12.85%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
67.29% General
3.32% Technology
2.48% Basic Materials
1.04% Financial
0.76% Energy
0.47% Communication Services
0.43% Real Estate
<0.01% Healthcare
0.00% Consumer Defensive
A breakdown of Reitz Capital Advisors LLC's portfolio by sector
Reitz Capital Advisors LLC Portfolio Activity
Pacer US Small Cap Cash Cows 100 ETF
New
General
$47.27
($45.16-$49.38)
-3.78%
+100.00%
1.40M
2.51%
iShares Preferred & Income Securities ETF
Not Changed
General
$31.76
($30.87-$32.66)
+5.47%
0.00%
2.28M
3.95%
First Trust Energy Income & Growth Fund Energy Income & Growth Fund
Not Changed
General
$15.16
($13.96-$16.37)
+2.25%
0.00%
722.11K
1.24%
Schwab U.S. Mid-Cap ETF
Not Changed
General
$25.71
($24.17-$27.25)
+8.72%
0.00%
157.89K
0.28%
Microsoft
Not Changed
Technology
$398.66
($366.50-$430.82)
-1.31%
0.00%
697.55K
1.25%
Verizon
Not Changed
Communication Services
$40.27
($37.32-$43.21)
+6.24%
0.00%
274.63K
0.47%
Charles Schwab
Not Changed
Financial
$66.31
($59.67-$72.94)
+12.90%
0.00%
322.71K
0.57%
BP
Not Changed
Energy
$36.00
($33.52-$38.48)
-18.33%
0.00%
442.55K
0.76%
Kinder Morgan
Sold Out
Energy
$17.45
($16.47-$18.43)
+62.05%
-100.00%
0.00
0.00%
Annaly Capital
Not Changed
Real Estate
$19.23
($18.28-$20.18)
+7.27%
0.00%
254.24K
0.43%
See a list of Reitz Capital Advisors LLC's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details
Measured Performance
Compare Reitz Capital Advisors LLC's performance with other Hedge Funds and the S&P 500
Reitz Capital Advisors LLC activity FAQ
What is Reitz Capital Advisors LLC’s portfolio gain since Jun 2013?
Reitz Capital Advisors LLC’s portfolio gain since Jun 2013 was 75.73%.
What is Reitz Capital Advisors LLC’s Sharpe Ratio?
Reitz Capital Advisors LLC’s Sharpe Ratio is 2.52.
What is Reitz Capital Advisors LLC’s portfolio value?
Reitz Capital Advisors LLC’s portfolio value is $55.57M.
What is Reitz Capital Advisors LLC’s average return since the fund’s last 13F filing?
Reitz Capital Advisors LLC’s average return since the fund’s last 13F filing is 7.45%.
What was Reitz Capital Advisors LLC’s average return in the last 12 months?
Reitz Capital Advisors LLC’s average return in the last 12 months was 19.31%.
What was Reitz Capital Advisors LLC’s average return in the last 3 years?
Reitz Capital Advisors LLC’s average return in the last 3 years was 12.85%.
When was the most recent most recent 13F form submitted by Reitz Capital Advisors LLC?
Reitz Capital Advisors 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 Mark Reitz Net Worth?
Mark Reitz is Managing Reitz Capital Advisors LLC which has a net worth of $55.57M.
TipRanks & Hedge Funds: TipRanks measures the performance of Mark Reitz 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.