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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 $612,233,256
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
American Community Properties Trust
 APO 2,399,131 $223,575,023 36.51%
2.
Ares Management Corp
 ARES 1,663,217 $197,789,765 32.3%
3.
Spdr S & P 500 Etf Trust
 SPY 41,305 $19,632,681 3.2%
4.
Vanguard Index Fds
 30,779 $13,444,267 2.19%
5.
Terex Corp
 TEX 176,922 $10,165,938 1.66%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)