Scott M. Freund Portfolio
Invests via Family Office Research LLC | Managed by Scott M. Freund, Emily Ann Freund
Invests via Family Office Research LLC
Managed by Scott M. Freund, Emily Ann Freund
Automatically Tracked
Leading private capital initiatives with a focus on growth-stage healthcare and tech companies, he combines operational leadership, portfolio company governance, and deal execution experience. Scott M. Freund has served in senior operating and investment roles across healthcare services and healthtech, contributing to M&A, strategic partnerships and board oversight. He is known for aligning management incentives with growth capital deployment and improving commercial metrics to prepare exits to strategic buyers and public markets. Markets view him as a pragmatic operator-investor capable of bridging clinical strategy and commercial scale.
Leading private capital initiatives with a focus on growth-stage healthcare and tech companies, he combines operational leadership, portfolio company governance, and deal execution experience. Scott M. Freund has served in senior operating and investment roles across healthcare services and healthtech, contributing to M&A, strategic partnerships and board oversight. He is known for aligning management incentives with growth capital deployment and improving commercial metrics to prepare exits to strategic buyers and public markets. Markets view him as a pragmatic operator-investor capable of bridging clinical strategy and commercial scale.
Investment Philosophy & Strategy
Focuses on growth-stage healthcare and healthtech opportunities where operational improvement and clinical-commercial alignment can drive valuation uplift. Prefers sector-aware, control-oriented growth capital and minority-plus investments that pair capital with board-level governance and incentive alignment. Emphasizes measurable commercial KPIs, disciplined exit orientation toward strategics and IPOs, and pragmatic risk mitigation via active portfolio operating involvement and staged capital deployment.
Focuses on growth-stage healthcare and healthtech opportunities where operational improvement and clinical-commercial alignment can drive valuation uplift. Prefers sector-aware, control-oriented growth capital and minority-plus investments that pair capital with board-level governance and incentive alignment. Emphasizes measurable commercial KPIs, disciplined exit orientation toward strategics and IPOs, and pragmatic risk mitigation via active portfolio operating involvement and staged capital deployment.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.71%
Gain
Monthly
0.04%
Yearly
0.46%
Drawdown
20.66%
$258.56M
Equity
Holdings
$258.56M
Investment
$204.74M
$55.42M
Profit -$77,725.54
Realized
$1.6M
Unrealized
$53.82M
Dividends
$4.94M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$77,725.54
Win %
81%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$2.52M
Win %
81%
This Month
Compared to last month
Gain
-0.62%
Profit
-$1.61M
Win %
81%
This Year
Compared to last year
Gain
14.39%
Profit
$32.67M
Win %
80%
IT Gartner Inc.
+6.83%
+$12,073.95 
NVR NVR, Inc.
+3.31%
+$11,840.4 
COST Costco Wholesale Corporation
+3.17%
+$9,434.75 
ICF iShares Cohen & Steers Realty Majors ETF
+1.94%
+$16,384.95 
ED Consolidated Edison, Inc.
+1.84%
+$3,735.2 
RWO SPDR Dow Jones Global Real Estate ETF
+1.81%
+$12,459.56 
AAPL Apple Inc.
+1.76%
+$50,250.24 
DE Deere & Company
+1.59%
+$4,481.41 
MSFT Microsoft Corp.
+1.38%
+$7,761.94 
MOAT VanEck Morningstar Wide Moat Fund
+1.35%
+$192,335 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$9,279.78 
IVE ISHARES S&P 500 VALUE ETF
+0.93%
+$2,850.9 
DAL Delta Air Lines, Inc.
+0.87%
+$81,763.5 
SMOT VanEck Morningstar SMID Moat ETF
+0.86%
+$17,254.17 
AVSC Avantis U.S. Small Cap Equity ETF
+0.85%
+$26,133 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$21,510.72 
MAR Marriott International Inc. - Class A
+0.57%
+$351,372.89 
IJH iShares Core S&P Mid-Cap ETF
+0.51%
+$1,454.14 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$591.75 
BALT Inn Defined Wealth Shield Mutual Fund
+0.03%
+$886.6 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$2,316.12 
JPLD JPMorgan Limited Duration ETF
+0.02%
+$77.35 
BPRE
0%
$0 
CPSL
0%
$0 
MUNX AMG GW&K Muni Income ETF
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 
ORCL Oracle Corporation
-6.21%
-$13,933.39 
CRWV CoreWeave, Inc.
-5.46%
-$36,433.34 
GOOGL Alphabet Inc
-4.44%
-$21,019.42 
GOOG Alphabet Inc
-4.43%
-$24,928 
QCOM QUALCOMM Incorporated
-4.1%
-$12,115.98 
ARTY iShares Future AI & Tech ETF
-3.87%
-$27,116.04 
SMH VanEck Semiconductor ETF
-3.7%
-$14,792.45 
ETHA iShares Ethereum Trust
-2.69%
-$9,983.61 
IGM iShares Expanded Tech Sector ETF
-2.62%
-$18,634.44 
NVDA NVIDIA Corporation
-2.4%
-$35,332.8 
IMDX Insight Molecular Diagnostics Inc.
-2.28%
-$13,999.26 
IWF iShares Russell 1000 Growth ETF
-2%
-$7,439.64 
AMZN Amazon.com Inc
-1.99%
-$22,231.95 
GLD SPDR Gold Shares
-1.98%
-$11,903.96 
VGT Vanguard Information Technology ETF
-1.9%
-$29,985.28 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.84%
-$77,771.02 
AVEM Avantis Emerging Markets Equity ETF
-1.83%
-$68,984.16 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.69%
-$10,179 
SNSR Global X Internet of Things ETF
-1.68%
-$14,411.2 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$247,788.2 
TSLL Direxion Daily TSLA Bull 2X Shares
-1.64%
-$4,034.6 
PTNQ Pacer Trendpilot 100 ETF
-1.62%
-$8,902.09 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.39%
-$3,400 
METV Roundhill Ball Metaverse ETF
-1.3%
-$913.75 
MGC Vanguard Mega Cap ETF
-1.09%
-$8,584.55 
HGER Harbor Commodity All-Weather Fund
-1.07%
-$2,786.3 
XT iShares Future Exponential Technologies ETF
-1.05%
-$8,525.18 
AVDE Avantis International Equity ETF
-0.97%
-$43,294.12 
CAIQ Calamos Nasdaq Autocallable Income ETF
-0.92%
-$2,026.93 
EFA iShares MSCI EAFE ETF
-0.84%
-$5,084.62 
TSLA Tesla, Inc.
-0.83%
-$7,234.71 
SHLD Global X Defense Tech ETF
-0.71%
-$3,033.65 
DFIC Dimensional International Core Equity Market ETF
-0.68%
-$38,192.37 
DFIS Dimensional International Small Cap ETF
-0.57%
-$1,692.89 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.55%
-$3,912 
IWV ISHARES RUSSELL 3000 ETF
-0.54%
-$20,779.67 
VOO Vanguard S&P 500 ETF
-0.53%
-$142,272.65 
IVV iShares Core S&P 500 ETF
-0.52%
-$9,738.43 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$8,547.8 
IWB iShares Russell 1000 ETF
-0.51%
-$1,637.35 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.49%
-$3,885.94 
DFAU Dimensional US Core Equity Market ETF
-0.4%
-$1,131.06 
ESPO VanEck Video Gaming and eSports ETF
-0.38%
-$977.76 
AVUS Avantis U.S. Equity ETF
-0.35%
-$51,132.23 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.33%
-$59,570.64 
FIGR Figure Technology Solutions Inc Cl A
-0.19%
-$1,583.94 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.16%
-$22,625.12 
CPAG F/m Compoundr U.S. Aggregate Bond ETF
-0.13%
-$355.32 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.04%
-$218.16 Events
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Dividends
Dividend Analysis
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| Trades 386 | Longs Won 284/386 73% | Profit Factor 15.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $928,691.46 |
| Average Win $208,922.14 | Best Trade (Jul 10) $15.5M | Sharpe Ratio -921.89 |
| Average Loss -$38,344.21 | Worst Trade (Mar 30) -$600,912.81 | Z-Score 8.58 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1d | Expectancy $143,582.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 6,757 | 6,081 | 5,405 | 4,730 | 4,054 | 3,378 | 2,703 | 2,027 | 1,351 | 676 |
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Returns
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Option values are updated at end of day.
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