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Aureus Asset Management, LLC
Thaddeus Davis · Investment Advisor · Multi-Strategy
Aureus Asset Management, LLC is an independent investment firm based in Boston, Massachusetts, co-founded in 2005 by Karen Firestone and David Scudder. The firm specializes in providing personalized investment and wealth management services to high-net-worth individuals, families, and institutional clients. Managing billions in assets, Aureus employs a Contemporary Wealth Management model that adapts institutional-level investment sophistication to individual client needs. Its approach is characterized by active management, rigorous fundamental research, and a global investing philosophy. The firm constructs concentrated equity portfolios of 30-40 high-conviction names while diversifying across various asset classes, including fixed income and alternatives, to achieve long-term, risk-adjusted returns.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +13.7% |
| YTD return | +7.5% |
| Sharpe ratio | 3.77 |
| Win rate | 57% |
| AUM | $1.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://aureus-asset.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 9.1% | +38.7% |
| MSFT | Microsoft Corporation | 8.1% | +0.2% |
| AAPL | Apple Inc | 6.9% | +29.5% |
| AMZN | Amazon.com Inc | 6.6% | +13.4% |
| SCHW | Charles Schwab Corp | 5.8% | +13.1% |
| V | Visa Inc. Class A | 5.8% | +6.6% |
| AVGO | Broadcom Inc | 5.0% | +6.5% |
| NVDA | NVIDIA Corporation | 5.0% | +15.9% |
| WCN | Waste Connections Inc | 4.8% | -8.3% |
| LIN | Linde plc Ordinary Shares | 4.6% | -9.1% |
| UNH | UnitedHealth Group Incorporated | 4.4% | +9.8% |
| NEE | Nextera Energy Inc | 4.3% | +0.3% |
| AMAT | Applied Materials Inc | 4.3% | +90.1% |
| TSM | Taiwan Semiconductor Manufacturing | 4.1% | +48.7% |
| TMO | Thermo Fisher Scientific Inc | 4.1% | +23.0% |
| META | Meta Platforms Inc. | 3.9% | -3.8% |
| APO | Apollo Global Management LLC Class A | 3.4% | -7.0% |
| SPGI | S&P Global Inc | 3.3% | -12.5% |
| AXP | American Express Company | 3.3% | -4.8% |
| ABT | Abbott Laboratories | 3.1% | +7.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | WAB | 3.6% → 0.0% |
| Aug 31, 2026 | BUY | AMZN | 5.9% → 6.6% |
| Aug 31, 2026 | BUY | GOOGL | 9.3% → 9.1% |
| Aug 31, 2026 | BUY | V | 5.4% → 5.8% |
| Aug 31, 2026 | BUY | META | 3.8% → 3.9% |
Investment Style Analysis
Aureus Asset Management, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $1.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Aureus Asset Management, LLC made a significant move by reducing the position in WAB. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Aureus Asset Management's investment philosophy, termed 'Contemporary Wealth Management,' is rooted in the adaptation of endowment-style methodologies for private and institutional clients. The core tenets include active management, fundamental research, and prudent diversification across global geographies and asset classes. The firm believes in maintaining high-conviction, concentrated portfolios of 30-40 companies to balance effective risk mitigation with the opportunity for significant benchmark outperformance. This disciplined, research-driven approach combines in-house U.S. equity expertise with strategic partnerships for international equities, fixed income, and alternative investments, ensuring that each portfolio is tailored to the specific total return objectives and risk tolerances of the client.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Aureus Asset Management, LLC.
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Frequently asked questions
How is the simulated portfolio for Aureus Asset Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Aureus Asset Management, LLC's largest holding?
As of the latest filing, Aureus Asset Management, LLC's top position is Alphabet Inc Class A (GOOGL), representing 9.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Aureus Asset Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +13.7% with a win rate of 57%. Notably, the portfolio maintains a Sharpe Ratio of 3.77, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Aureus Asset Management, LLC primarily invest in?
Aureus Asset Management, LLC has a strong preference for the Semiconductors sector, which makes up 14.2% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Aureus Asset Management, LLC's portfolio concentrated or diversified?
Aureus Asset Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 24.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Aureus Asset Management, LLC performed in 2026?
Our AI-simulated model portfolio for Aureus Asset Management, LLC tracks a Year-to-Date (YTD) return of +7.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Thaddeus Davis manage Aureus Asset Management, LLC directly?
Yes, Thaddeus Davis serves as the key portfolio manager for Aureus Asset Management, LLC, overseeing the investment strategy and final capital allocation decisions.