Advanced Portfolio Management, LLC
Advanced Portfolio Management, LLC (APM) is an SEC-registered investment adviser headquartered in New York, NY. Founded in 2004, APM provides institutional-quality portfolio management services with a focus on alternative investments, including hedge funds, to a range of clients such as endowments, pension plans, and family offices. The firm currently employs approximately 10-11 professionals, with a high concentration of investment specialists.
Investment Strategy
Advanced Portfolio Management, LLC specializes in constructing diversified portfolios comprised primarily of alternative investment strategies such as hedge funds and other non-traditional asset classes. The firm seeks to generate absolute returns while managing risk through active allocation, due diligence, and risk management processes, aiming to provide clients with reduced volatility and attractive risk-adjusted returns. APM targets institutional investors and leverages its research-driven approach to select managers and strategies across global markets.
Top Holdings
Equity Positions (39)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.89% | $3.2M | 20,130 | $123.71 | $157.99 | +$185.8K |
M MSFT | MICROSOFT CORP | 6.72% | $2.4M | 4,837 | $384.30 | $497.41 | +$590.2K |
W WFC | WELLS FARGO CO NEW | 5.05% | $1.8M | 22,546 | $78.26 | $80.12 | +$1.4M |
W WM | WASTE MGMT INC DEL | 4.80% | $1.7M | 7,500 | $228.82 | $228.82 | +$1.7M |
B BA | BOEING CO | 4.68% | $1.7M | 8,000 | $181.43 | $209.53 | -$199.8K |