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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
STIPIshares Tr
Recent Activity
Increased 3.8%
4.95%
$47.367M
467,494 shares@ $101.33 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 9.39%
2.81%
$26.887M
282,577 shares@ $95.16 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Increased 17.11%
2.76%
$26.347M
428,134 shares@ $61.55 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 1.19%
1.62%
$15.464M
389,613 shares@ $39.7 avg price
DMBSDoubleline Etf Trust
Recent Activity
Increased 0.91%
1.54%
$14.698M
291,685 shares@ $50.39 avg price
MTBASimplify Exchange Traded Fun
Recent Activity
Increased 12265.06%
1.42%
$13.59M
263,994 shares@ $51.49 avg price
BTTBlackrock Mun Target Term Tr
Recent Activity
Increased 55.3%
1.4%
$13.368M
618,327 shares@ $21.63 avg price
VTVVanguard Index Fds
Recent Activity
Increased 8.28%
1.3%
$12.42M
71,146 shares@ $174.57 avg price
DGSWisdomtree Tr
Recent Activity
Increased 10.44%
1.3%
$12.4M
230,919 shares@ $53.7 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 4.64%
1.26%
$12.05M
291,920 shares@ $41.29 avg price