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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 $852,745,827
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apollo Global Management Inc.
 APO 2,229,478 $316,295,994 37.09%
2.
Ares Management Corp
 ARES 1,489,009 $257,896,360 30.24%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 56,663 $32,186,494 3.77%
4.
Spdr S & P 500 Etf Trust
 SPY 51,633 $31,901,456 3.74%
5.
Dimensional Etf Trust
 615,379 $21,273,670 2.49%
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)