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Truvvo Partners LLC - Casey D. Whalen
Truvvo Partners LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2022
11 Followers
Portfolio Gain
-52.59%
Since Jan 2016
Sharpe Ratio
-0.56
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$5.22M
Casey D. Whalen manages more assets than 1% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
-6.33%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
32.61% Financial
26.32% Technology
22.22% General
12.05% Consumer Cyclical
2.93% Energy
1.29% Utilities
A breakdown of Truvvo Partners LLC's portfolio by sector
Truvvo Partners LLC Portfolio Activity
Apple
Added
Technology
$155.91
($135.66-$176.15)
+20.41%
+0.04%
1.03M
19.61%
Edenor SA
Not Changed
Utilities
$5.54
($3.88-$7.19)
+140.90%
0.00%
67.35K
1.29%
Home Depot
Added
Consumer Cyclical
$299.30
($265.61-$332.98)
+26.42%
+0.75%
335.27K
6.18%
Marriott International
Added
Consumer Cyclical
$150.05
($133.54-$166.56)
+70.97%
+0.23%
310.69K
5.87%
Mastercard
Added
Financial
$321.82
($281.69-$361.95)
+61.87%
+0.10%
273.82K
5.19%
Transportadora De Gas Sa Ord B
Not Changed
Energy
$6.43
($4.58-$8.29)
+116.12%
0.00%
152.84K
2.93%
Goldman Sachs Group
Not Changed
Financial
$318.23
($277.84-$358.62)
+44.18%
0.00%
1.47M
26.86%
Microsoft
Added
Technology
$264.30
($234.41-$294.18)
+73.70%
+0.26%
354.47K
6.70%
Vanguard S&P 500 ETF
Not Changed
General
$363.71
($330.53-$396.89)
+41.98%
0.00%
699.93K
13.10%
iShares MSCI Emerging Markets ETF
Sold Out
General
$37.96
($34.72-$41.20)
+18.69%
-100.00%
0.00
0.00%
See a list of Truvvo Partners LLC's holdings, as reported to the SEC on Sep 30, 2022. Click on any holding to see more details
Measured Performance
Compare Truvvo Partners LLC's performance with other Hedge Funds and the S&P 500
Truvvo Partners LLC activity FAQ
What is Truvvo Partners LLC’s portfolio gain since Jun 2013?
Truvvo Partners LLC’s portfolio gain since Jun 2013 was -52.59%.
What is Truvvo Partners LLC’s Sharpe Ratio?
Truvvo Partners LLC’s Sharpe Ratio is -0.56.
What is Truvvo Partners LLC’s portfolio value?
Truvvo Partners LLC’s portfolio value is $5.22M.
What is Truvvo Partners LLC’s average return since the fund’s last 13F filing?
Truvvo Partners LLC’s average return since the fund’s last 13F filing is 46.66%.
What was Truvvo Partners LLC’s average return in the last 12 months?
Truvvo Partners LLC’s average return in the last 12 months was 20.76%.
What was Truvvo Partners LLC’s average return in the last 3 years?
Truvvo Partners LLC’s average return in the last 3 years was -6.33%.
When was the most recent most recent 13F form submitted by Truvvo Partners LLC?
Truvvo Partners LLC's most recent 13F form was submitted on Sep 30, 2022.
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 Casey D. Whalen Net Worth?
Casey D. Whalen is Managing Truvvo Partners LLC which has a net worth of $5.22M.
TipRanks & Hedge Funds: TipRanks measures the performance of Casey D. Whalen 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.