Equal-WT
WhaleScore 2.0
?
Cambridge Associates is based out of Boston. Cambridge Associates is a hedge fund with 575 clients and discretionary assets under management (AUM) of $101,131,014,257 (Form ADV from 2025-04-30). Their last reported 13F filing for Q1 2025 included $3,500,685,361 in managed 13F securities
and a top 10 holdings concentration of 82.45%. Cambridge Associates's largest holding is Vanguard S&P 500 ETF with shares held of 2,384,296. Whalewisdom has at least 55 13F filings The firm last filed a Form D notice of exempt offering of securities on 2018-11-13. The notice included securities offered of Equity
Business Description
The Firm offers a wide range of services to help clients maximize portfolio returns within their governance and risk framework. For clients with limited in-house resources, they offer discretionary investment management or Outsourced Chief Investment Officer services (OCIO). For those seeking similar support but wanting to retain approval rights, non-discretionary portfolio management services are available. The Firm provides these services for a total portfolio or specific asset classes.
Additionally, the Firm offers services to clients seeking specialized advice and guidance, including strategic and tactical asset allocation advice, manager selection, participation in committee meetings, access to research services, and performance reporting. They also provide investment services related to socially responsible investing, ESG, and impact investing, as well as expertise in selecting diverse managers. For clients with fully built-out investment offices, they offer staff extension services customized to complement in-house resources and needs.
Investment Strategy
The firm works with clients to determine an appropriate asset allocation and manager structure designed to achieve financial goals, utilizing analytical models to match strategies and managers with client objectives. Their investment manager due diligence is based on qualitative and quantitative analyses, considering factors like the history of the organization, the experience and quality of the investment team, organizational strength, and the attractiveness and relevance of the track record. For hedge fund managers, they emphasize a qualitative evaluation of portfolio performance in different market environments, favoring strategies with security-level inefficiency identification and transparency.
The firm also offers specialized advice and guidance, including strategic and tactical asset allocation, manager selection, participation in committee meetings, access to research services, and performance reporting. They provide investment services related to socially responsible investing, ESG, and impact investing, with dedicated resources for researching managers and aligning investments with client missions. Additionally, they offer expertise in selecting diverse managers through dedicated resources focused on finding and diligencing non-traditional, institutional quality managers.
Known Email Addresses
(Subscription Required)
Other Contact Information
(Subscription Required)
2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| VOO Vanguard S&P 500 ETF | 2.15% |
| VGIT Vanguard Intermediat | 2.12% |
| VEA Vanguard FTSE Develo | 0.39% |
| VXUS Vanguard Total Inter | 0.34% |
| VGLT Vanguard Long-Term T | 0.3% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| VUG VANGUARD GROWTH INDE | 0.91% |
| IVV iShares Core S&P 500 | 0.44% |
| VONV Vanguard Russell 100 | 0.42% |
| ACWI iShares MSCI ACWI ET | 0.33% |
| IEFA iShares Core MSCI EA | 0.25% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| VOO Vanguard S&P 500 ETF | 35% |
| VT Vanguard Total World | 15.87% |
| VTIP Vanguard Short-Term | 6.05% |
| VGIT Vanguard Intermediat | 5.14% |
| VEA Vanguard FTSE Develo | 4.67% |
2025-03-31
13F Activity
| Market Value | $3.50b, Prior: $3.12b |
| Inflows (Outflows) as % of Total MV | +11.8423% |
| New Purchases | 1 stocks |
| Added To | 21 stocks |
| Sold out of | 4 stocks |
| Reduced holdings in | 12 stocks |
| Top 10 Holdings % | 82.45% |
| Turnover %[1] | 9.62% |
| Turnover Alt %[2] | 1.91% |
| Time Held Top 20 | 18.35 quarters |
| Time Held Top 10 | 15.4 quarters |
| Time Held All | 21.27 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31