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Mike Mattern

@Tortoise Investment Management, Llc

Latest period2024 - Q3ReportedManaged Assets$957.198MTotal holdings874
Assets growth rate9.16%Assets growth rate (2-Q avg)7.81%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Tortoise Investment Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 874 positions.

Assets under management

The assets under management (AUM) of Tortoise Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 957.198M in assets, with a quarterly growth rate of 9.16% and a 2-quarter average growth rate of 7.81%. The portfolio is managed by Mike Mattern, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JAAAJanus Detroit Str Tr
Recent Activity
New Position
0.41%
$3.844M
75,560 shares@ $50.89 avg price
VCRVanguard World Fd
Recent Activity
New Position
0.02%
$151,514
445 shares@ $340.49 avg price
VOOVVanguard Admiral Fds Inc
Recent Activity
New Position
0.02%
$146,854
770 shares@ $190.72 avg price
AVEEAmerican Centy Etf Tr
Recent Activity
New Position
0.01%
$64,441
1,095 shares@ $58.86 avg price
VYMVanguard Whitehall Fds
Recent Activity
New Position
0.01%
$51,152
399 shares@ $128.21 avg price
AVSEAmerican Centy Etf Tr
Recent Activity
New Position
0.01%
$38,724
700 shares@ $55.32 avg price
SMMTSummit Therapeutics Inc
Recent Activity
New Position
0.01%
$30,222
1,380 shares@ $21.9 avg price
USCADbx Etf Tr
Recent Activity
New Position
0.01%
$28,856
800 shares@ $36.07 avg price
STEWSrh Total Return Fund Inc
Recent Activity
New Position
0.01%
$26,331
1,667 shares@ $15.8 avg price
AEFAbrdn Emrg Mkts Eqty Incm Fd
Recent Activity
New Position
0.01%
$22,540
4,000 shares@ $5.64 avg price