Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Thomas J. Herzfeld Advisors, Inc. > Profile

Instuitional Investor - Thomas J. Herzfeld Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Thomas J. Herzfeld Advisors, Inc.
Portfolio Value $325,764,278
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fs Specialty Lending Fund
 2,900,663 $32,342,392 9.93%
2.
Pimco Dynamic Income Strategy Fund
 PDX 1,095,075 $22,799,462 7%
3.
Fs Credit Opportunities Corp.
 FSCO 3,921,573 $19,568,649 6.01%
4.
Highland Opportunities & Income Fund
 HFRO 2,676,474 $19,083,259 5.86%
5.
Guggenheim Strategic Opportunities Fund
 GOF 1,336,680 $14,596,546 4.48%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.