Amy Hong

@Cresset Asset Management, Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$25.987B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PULSPgim Etf Tr Recent Activity New Position	0.02%	$2.807M 56,398 shares@ $49.78 avg price	New Position
FETHFidelity Ethereum Fd Recent Activity New Position	0.01%	$2.262M 87,111 shares@ $25.98 avg price	New Position
ETHAIshares Ethereum Tr Recent Activity New Position	0.01%	$2.257M 114,750 shares@ $19.68 avg price	New Position
AVREAmerican Centy Etf Tr Recent Activity New Position	0.01%	$1.986M 42,130 shares@ $47.14 avg price	New Position
IWXIshares Tr Recent Activity New Position	0.01%	$1.9M 23,380 shares@ $81.27 avg price	New Position
AVESAmerican Centy Etf Tr Recent Activity New Position	0.01%	$1.72M 32,994 shares@ $52.14 avg price	New Position
FRGEForge Global Holdings Inc Recent Activity New Position	0.01%	$1.377M 1.051M shares@ $1.32 avg price	New Position
SPSKTidal Etf Tr Recent Activity New Position	0.01%	$1.36M 73,848 shares@ $18.42 avg price	New Position
SSXUStrategy Shs Recent Activity New Position	0.01%	$1.258M 41,076 shares@ $30.64 avg price	New Position
STIPIshares Tr Recent Activity New Position	0.01%	$1.237M 12,212 shares@ $101.33 avg price	New Position