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Home > Institutional Investor > Curated Wealth Partners Llc > Profile

Instuitional Investor - Curated Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Curated Wealth Partners Llc
Portfolio Value $772,925,295
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apollo Global Management Inc.
 APO 2,229,366 $305,289,442 39.5%
2.
Ares Management Corp
 ARES 1,489,009 $218,303,609 28.24%
3.
Spdr S & P 500 Etf Trust
 SPY 51,509 $28,813,622 3.73%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 53,493 $27,490,776 3.56%
5.
Dimensional Etf Trust
 587,203 $18,338,348 2.37%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)