Long-term investor
Kaufman Rossin Wealth, LLC @kaufmanrossinwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002049750).
Record
- Tracked since 2025-06-30 (434 days), 209 trades recorded
- Returns: week n/a · month n/a · 90 days +11.4% · 6 months +17.3% · 1 year +27.7% · all +27.7%
- Max drawdown 0.0% · Sharpe 2.04 · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02072L532 · 19.2% · long · since 2025-06-30
- 464287150 · 12.2% · long · since 2025-06-30
- 025072802 · 8.8% · long · since 2025-06-30
- 25434V732 · 6.8% · long · since 2025-06-30
- 25434V831 · 5.7% · long · since 2025-06-30
- 25434V765 · 4.4% · long · since 2025-06-30
- 46435G326 · 4.4% · long · since 2025-06-30
- 92206C706 · 3.2% · long · since 2025-06-30
- 25434V708 · 3.0% · long · since 2025-06-30
- 922908769 · 2.4% · long · since 2025-06-30
- 25434V781 · 2.0% · long · since 2025-06-30
- AAPL · 1.9% · long · since 2025-06-30
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