Long-term investor
Cresset Asset Management, LLC @cressetassetmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001761013).
Record
- Tracked since 2025-12-31 (257 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.4%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ANET · 11.9% · long · since 2025-12-31
- SPY · 10.2% · long · since 2025-12-31
- IVV · 6.4% · long · since 2025-12-31
- RSP · 3.4% · long · since 2025-12-31
- VOO · 3.2% · long · since 2025-12-31
- IEFA · 2.0% · long · since 2025-12-31
- AAPL · 2.0% · long · since 2025-12-31
- IJR · 1.8% · long · since 2025-12-31
- GOOGL · 1.5% · long · since 2025-12-31
- VEU · 1.4% · long · since 2025-12-31
- VTI · 1.2% · long · since 2025-12-31
- GOOG · 1.1% · long · since 2025-12-31