Tortoise Investment Management, LLC
RIA/Wealth
Tortoise Investment Management, LLC is a RIA/Wealth based in White Plains, NY led by Justin Scott Singer, reporting $1.7B in AUM as of Q3 2025 with 87% ETF concentration and minimal technology exposure.
Managing PartnerJustin Scott Singer
- Portfolio Value
- $1.1B
- Positions
- 1,535
- Top Holding
- IVV at 9.05%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Tortoise Investment Management, LLC's portfolio (32.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $101.5M | 9.05% | +$1.4M Bought | — 151.6K shares | |
ETF ETF | $54.8M | 4.88% | +$1.6M Bought | — 529.8K shares | |
ETF ETF | $37.4M | 3.33% | +$117.9K Bought | — 343.8K shares | |
ETF ETF | $31.4M | 2.80% | -$2.0M Sold | — 311.5K shares | |
Unknown Unknown | $27.5M | 2.45% | +$743.8K Bought | — 1.2M shares | |
ETF ETF | $24.3M | 2.16% | -$733.4K Sold | — 426.9K shares | |
ETF ETF | $24.0M | 2.14% | +$9.3M Bought | — 476.4K shares | |
ETF ETF | $22.9M | 2.04% | +$2.1M Bought | — 849.1K shares | |
ETF ETF | $21.1M | 1.88% | +$3.8M Bought | — 418.3K shares | |
ETF ETF | $20.8M | 1.85% | -$223.7K Sold | — 315.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Tortoise Investment Management, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Tortoise Investment Management, LLC
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