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ACKERMAN CAPITAL ADVISORS, LLC

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DALLAS TX Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Ackerman Capital Advisors is based out of Dallas. Ackerman Capital Advisors is a hedge fund with 179 clients and discretionary assets under management (AUM) of $407,841,187 (Form ADV from 2023-04-01). Their last reported 13F filing for Q4 2023 included $356,816,399 in managed 13F securities and a top 10 holdings concentration of 55.63%. Ackerman Capital Advisors's largest holding is VANGUARD TAX-EXEMPT BOND INDEX FUND-ETF Shares with shares held of 1,160,283. Whalewisdom has at least 26 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $357m, Prior: $359m
New Purchases 20 stocks
Added To 13 stocks
Sold out of 13 stocks
Reduced holdings in 43 stocks
Top 10 Holdings % 55.63%
Turnover %[1] 32.04%
Turnover Alt %[2] 30.15%
Time Held Top 20 8.85 quarters
Time Held Top 10 6.2 quarters
Time Held All 11.17 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance