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:
25.88%
Gain -0.21%
Monthly
1.07%
Yearly
13.71%
Drawdown
20.69%
$264.95M
Equity
Holdings
$264.95M
Investment
$213.57M
$58.24M
Profit -$527,211.39
Realized
$6.85M
Unrealized
$51.39M
Dividends
$5.62M
Goals
Avg. 78% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.21%
Profit
-$527,211.39
Win %
74%
This Week
Compared To Last Week
Gain
0.21%
Profit
$559,983.01
Win %
74%
This Month
Compared to last month
Gain
1.91%
Profit
$4.95M
Win %
74%
This Year
Compared to last year
Gain
2.81%
Profit
$7.1M
Win %
75%
FIGR Figure Technology Solutions Inc Cl A
+2.21%
+$8,443.62 
MAR Marriott International Inc. - Class A
+1.21%
+$704,228.17 
COST Costco Wholesale Corporation
+1.12%
+$3,043.89 
SHLD Global X Defense Tech ETF
+0.96%
+$2,075.24 
ICF iShares Cohen & Steers Realty Majors ETF
+0.94%
+$8,319.79 
RWO SPDR Dow Jones Global Real Estate ETF
+0.92%
+$5,907.77 
AAPL Apple Inc.
+0.82%
+$23,521.62 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$6,708.3 
DFIC Dimensional International Core Equity Market ETF
+0.55%
+$31,871.76 
AVDE Avantis International Equity ETF
+0.49%
+$21,320.64 
DFIS Dimensional International Small Cap ETF
+0.4%
+$1,197.41 
EFA iShares MSCI EAFE ETF
+0.26%
+$1,512.81 
CPAG F/m Compoundr U.S. Aggregate Bond ETF
+0.16%
+$596.64 
IVE ISHARES S&P 500 VALUE ETF
+0.11%
+$328.87 
HGER Harbor Commodity All-Weather Fund
+0.11%
+$325.11 
FAAA Fidelity AAA CLO ETF
+0.05%
+$220.68 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$198.64 
NVDA NVIDIA Corporation
+0.04%
+$84.8 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$5,344.33 
VNLA Janus Henderson Short Duration Income ETF
+0.03%
+$119.88 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$1,175.58 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$110.46 
JPLD JPMorgan Limited Duration ETF
0%
$0 
MUNX AMG GW&K Muni Income ETF
0%
$0 BPRE
BPRE
0%
$0 CPSL
CPSL
0%
$0 HXF
HXF
0%
$0 MPDY
MPDY
0%
$0 
CRWV CoreWeave, Inc.
-10.4%
-$62,698.23 
PANW Palo Alto Networks, Inc.
-7.79%
-$16,554.15 
SPCH Leverage Shares 2x Long SPCX Daily ETF
-4.09%
-$15,600 
ARTY iShares Future AI & Tech ETF
-3.54%
-$25,606.5 
ARKK ARK Innovation ETF Fund
-3.34%
-$8,351.2 
IMDX Insight Molecular Diagnostics Inc.
-2.94%
-$58,521.06 
TSLL Direxion Daily TSLA Bull 2X Shares
-2.79%
-$13,759.2 
TTEQ T. Rowe Price Technology ETF
-2.69%
-$5,282.75 
IGM iShares Expanded Tech Sector ETF
-2.5%
-$17,608.88 
META Meta Platforms Inc Class A
-2.43%
-$65,657.95 
MSFT Microsoft Corp.
-2.04%
-$16,724.19 
VGT Vanguard Information Technology ETF
-2.03%
-$30,841.28 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-1.94%
-$3,619.98 
SPCX Space Exploration Technologies Corp. Class A
-1.91%
-$20,663.84 
SMH VanEck Semiconductor ETF
-1.81%
-$6,928.62 
PTNQ Pacer Trendpilot 100 ETF
-1.7%
-$6,980.15 
CAIQ Calamos Nasdaq Autocallable Income ETF
-1.69%
-$19,513.4 
GOOGL Alphabet Inc
-1.63%
-$6,560.4 
QQQ Invesco QQQ Trust, Series 1
-1.56%
-$229,621.85 
GOOG Alphabet Inc
-1.48%
-$8,319.08 
DE Deere & Company
-1.42%
-$4,278.11 
IT Gartner Inc.
-1.32%
-$3,313.22 
QCOM QUALCOMM Incorporated
-1.28%
-$3,805.96 
XT iShares Future Exponential Technologies ETF
-1.28%
-$7,684.74 
IWF iShares Russell 1000 Growth ETF
-1.28%
-$4,795.44 
TSLA Tesla, Inc.
-1.18%
-$8,489.91 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.18%
-$50,611.47 
AVEM Avantis Emerging Markets Equity ETF
-1.17%
-$44,062.08 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.08%
-$2,190.73 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.99%
-$5,830.35 
ETHA iShares Ethereum Trust
-0.95%
-$3,819.75 
SNSR Global X Internet of Things ETF
-0.86%
-$6,399 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.85%
-$148,303.44 
CAIE Calamos Autocallable Income ETF
-0.79%
-$9,973.11 
CAGE Calamos Autocallable Growth ETF
-0.77%
-$18,355.95 
MGC Vanguard Mega Cap ETF
-0.69%
-$5,587.39 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.66%
-$5,665.09 
AMZN Amazon.com Inc
-0.66%
-$6,543.02 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$1,331 
VOO Vanguard S&P 500 ETF
-0.6%
-$168,480.5 
IVV iShares Core S&P 500 ETF
-0.59%
-$10,881.1 
DFAU Dimensional US Core Equity Market ETF
-0.57%
-$1,644.56 
IWB iShares Russell 1000 ETF
-0.57%
-$1,872.58 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$8,774.81 
CSX CSX Corporation
-0.53%
-$1,220.7 
IWV ISHARES RUSSELL 3000 ETF
-0.53%
-$20,529.06 
IJR iShares Core S&P Small-Cap ETF
-0.46%
-$13,467.51 
AVUS Avantis U.S. Equity ETF
-0.39%
-$62,270.49 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.29%
-$40,604.33 
MOAT VanEck Morningstar Wide Moat Fund
-0.23%
-$28,653.5 
AVSC Avantis U.S. Small Cap Equity ETF
-0.19%
-$4,971.72 
GLD SPDR Gold Shares
-0.17%
-$1,070.53 
BALT Inn Defined Wealth Shield Mutual Fund
-0.1%
-$5,985.14 
CGMU Capital Group Municipal Income ETF
-0.1%
-$819.1 
NVR NVR, Inc.
-0.08%
-$252.73 
SMOT VanEck Morningstar SMID Moat ETF
-0.06%
-$1,053.2 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.02%
-$108.66 Events
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Dividends
Dividend Analysis
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No Data
| Trades 537 | Longs Won 386/537 71% | Profit Factor 10.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $849,563.71 |
| Average Win $167,121.87 | Best Trade (Oct 16) $16.8M | Sharpe Ratio -244.38 |
| Average Loss -$41,540.67 | Worst Trade (Oct 16) -$707,836.81 | Z-Score 6.57 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 5d | Expectancy $108,447.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 6,369 | 5,732 | 5,096 | 4,459 | 3,822 | 3,185 | 2,548 | 1,911 | 1,274 | 637 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,341 | $2.09M | $2.88M | - | $784,996.98 | 37.54% | +0.825% |
| AMZN Amazon.com Inc | 3,918 | $864,169.17 | $991,606.62 | - | $127,437.45 | 14.75% | -0.656% |
| ARKK ARK Innovation ETF Fund | 2,920 | $235,987.74 | $241,863.6 | - | $5,875.86 | 2.49% | -3.338% |
| ARTY iShares Future AI & Tech ETF | 9,925 | $368,035.56 | $697,529 | - | $329,493.44 | 89.53% | -3.541% |
| AVDE Avantis International Equity ETF | 48,456 | $3.04M | $4.38M | - | $1.34M | 43.94% | +0.489% |
| AVEM Avantis Emerging Markets Equity ETF | 41,568 | $2.51M | $3.71M | - | $1.21M | 48.09% | -1.173% |
| AVSC Avantis U.S. Small Cap Equity ETF | 38,244 | $2.08M | $2.67M | - | $588,856.31 | 28.32% | -0.186% |
| AVUS Avantis U.S. Equity ETF | 122,099 | $12.17M | $15.78M | - | $3.61M | 29.63% | -0.393% |
| BALT Inn Defined Wealth Shield Mutual Fund | 171,004 | $5.84M | $5.99M | - | $145,249.77 | 2.49% | -0.1% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 6,002 | $191,823.57 | $200,316.75 | - | $8,493.18 | 4.43% | -1.082% |
| BPRE BPRE | 153,522 | $2.33M | $1.93M | - | -$401,095.44 | -17.24% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,895 | $943,758 | $1M | - | $59,113.9 | 6.26% | +0.673% |
| CAGE Calamos Autocallable Growth ETF | 81,582 | $2.33M | $2.38M | - | $53,618.43 | 2.3% | -0.765% |
| CAIE Calamos Autocallable Income ETF | 47,491 | $1.27M | $1.26M | - | -$9,755.67 | -0.77% | -0.785% |
| CAIQ Calamos Nasdaq Autocallable Income ETF | 45,380 | $1.17M | $1.13M | - | -$41,681.68 | -3.55% | -1.694% |
| CGMU Capital Group Municipal Income ETF | 32,764 | $882,678.2 | $862,512.3 | - | -$20,165.9 | -2.28% | -0.095% |
| COST Costco Wholesale Corporation | 279 | $255,860.13 | $275,908.68 | - | $20,048.55 | 7.84% | +1.116% |
| CPAG F/m Compoundr U.S. Aggregate Bond ETF | 3,736 | $383,093.89 | $374,048.32 | - | -$9,045.57 | -2.36% | +0.16% |
| CPSL CPSL | 78,674 | $2.22M | $2.22M | - | $8,153.93 | 0.37% | 0.0 |
| CRWV CoreWeave, Inc. | 8,654 | $1.18M | $540,399.03 | - | -$642,786.53 | -54.33% | -10.396% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Scott M. Freund?
The largest contributions to the portfolio's profits come from the following stocks: Delta Air Lines, Inc - $3.75M, Marriott International Inc. - Class A - $2.42M, RTX Corporation - $1.36M, US Treasury 3 Month Bill ETF - $1.08M, and Vanguard S&P 500 ETF - $663,432.71. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Marriott Vacations Worldwide Corporation - $525,740.37, Gartner Inc - $440,895.39, Tesla, Inc - $302,687.03, CareDx Inc - $293,467.25, and Oracle Corporation - $202,999.18. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott M. Freund's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.62M earned over time. The largest contributors to dividend income include US Treasury 3 Month Bill ETF - $1.04M, Marriott International Inc. - Class A - $871,189.52, Vanguard S&P 500 ETF - $502,531.46, iShares U.S. Small-Cap Equity Factor ETF - $295,191.93, and Dimensional International Core Equity Market ETF - $247,361.27. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott M. Freund's monthly returns?
Scott M. Freund's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Scott M. Freund's strategy be considered aggressive or moderate?
Scott M. Freund's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Scott M. Freund's strategy?
Scott M. Freund's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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