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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 $876,008,614
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apollo Global Management Inc.
 APO 2,222,743 $367,108,153 41.9%
2.
Ares Management Corp
 ARES 1,485,772 $263,026,216 30.02%
3.
Spdr S & P 500 Etf Trust
 SPY 51,230 $30,024,876 3.42%
4.
Vanguard Index Fds
 48,500 $26,132,494 2.98%
5.
Dimensional Etf Trust
 560,728 $16,373,258 1.86%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)