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Amy Hong

Cresset Asset Management, Llc

Assets Managed
$23.112B
Holdings
1582
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-2.61%(2Q avg: 0.38%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cresset Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1582 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 23.112B in assets, with a quarterly growth rate of -2.61% and a 2-quarter average growth rate of 0.38%. The portfolio is managed by Amy Hong, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ANET
Arista Networks Inc
Recent Activity
Decreased 0%
11%
$2.541B
20.693M shares@ $122.79 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.05%
10.06%
$2.323B
3.565M shares@ $651.62 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.35%
6.66%
$1.539B
2.356M shares@ $653.15 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 4.43%
3.72%
$858.583M
4.475M shares@ $191.88 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 132.1%
3.09%
$713.761M
1.194M shares@ $597.55 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 2.95%
2.19%
$505.166M
5.58M shares@ $90.53 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.08%
2.02%
$465.41M↓ Put
1.852M shares@ $251.36 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 1.97%
1.77%
$408.152M
3.283M shares@ $124.31 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 4.72%
1.54%
$354.032M
1.231M shares@ $287.56 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 1.07%
1.5%
$344.758M
4.591M shares@ $75.11 avg price

1-10 of 1582