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Amy Hong

@Cresset Asset Management, Llc

Latest period2024 - Q3ReportedManaged Assets$25.987BTotal holdings2068
Assets growth rate9.15%Assets growth rate (2-Q avg)11.88%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Cresset Asset Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2068 positions.

Assets under management

The assets under management (AUM) of Cresset Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 25.987B in assets, with a quarterly growth rate of 9.15% and a 2-quarter average growth rate of 11.88%. The portfolio is managed by Amy Hong, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RDDTReddit Inc
Recent Activity
New Position
0.13%
$33.237M
504,206 shares@ $65.93 avg price
GOVTIshares Tr
Recent Activity
New Position
0.04%
$8.415M
358,840 shares@ $23.46 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.04%
$8.188M
54,226 shares@ $151.0 avg price
BTCOInvesco Galaxy Bitcoin Etf
Recent Activity
New Position
0.03%
$6.989M
110,000 shares@ $63.54 avg price
SGOLEtfs Gold Tr
Recent Activity
New Position
0.03%
$6.798M
270,501 shares@ $25.14 avg price
IWYIshares Tr
Recent Activity
New Position
0.02%
$3.88M
17,634 shares@ $220.05 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.02%
$3.664M
167,394 shares@ $21.9 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.02%
$3.552M
17,815 shares@ $199.36 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
New Position
0.02%
$3.34M
47,266 shares@ $70.68 avg price
SSUSStrategy Shs
Recent Activity
New Position
0.02%
$3.088M
74,258 shares@ $41.59 avg price