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Tiedemann Advisors, LLC
Michael Tiedemann · Investment Advisor · Multi-Strategy
Tiedemann Advisors, LLC is a premier wealth management firm founded in 1999, headquartered in New York. The firm provides comprehensive investment advisory, financial planning, and trust services to high-net-worth individuals, families, and foundations. In 2023, Tiedemann Advisors merged with Alvarium Investments and Tiedemann Investment Group to form AlTi Global, Inc., a leading independent global wealth and alternative investment manager. The firm is recognized for its objective, conflict-free advice and its ability to provide sophisticated clients with global investment opportunities and bespoke wealth solutions across multiple asset classes.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.3% |
| YTD return | +14.0% |
| Sharpe ratio | 3.92 |
| Win rate | 68% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://tiedemannadvisors.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| XOM | Exxon Mobil Corp | 15.8% | +36.8% |
| GOOGL | Alphabet Inc Class A | 14.9% | +38.9% |
| AAPL | Apple Inc | 13.2% | +29.6% |
| AEM | Agnico Eagle Mines Limited | 7.7% | +10.7% |
| MSFT | Microsoft Corporation | 6.0% | +1.9% |
| CVX | Chevron Corp | 4.6% | +26.4% |
| MDT | Medtronic PLC | 3.9% | -2.0% |
| GS | Goldman Sachs Group Inc | 3.9% | +16.6% |
| NVDA | NVIDIA Corporation | 3.6% | +17.2% |
| AMZN | Amazon.com Inc | 3.4% | +13.7% |
| PLD | Prologis Inc | 3.4% | +15.0% |
| DIS | Walt Disney Company | 2.8% | -5.7% |
| TSLA | Tesla Inc | 2.6% | -8.2% |
| TRGP | Targa Resources Inc | 2.6% | +10.4% |
| BRK-A | Berkshire Hathaway Inc | 2.4% | +4.1% |
| JPM | JPMorgan Chase & Co | 2.2% | +11.8% |
| JNJ | Johnson & Johnson | 2.0% | +36.3% |
| WMT | Walmart Inc. Common Stock | 2.0% | +2.0% |
| VZ | Verizon Communications Inc | 1.7% | +8.6% |
| PSX | Phillips 66 | 1.5% | +0.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | PSX | 0.0% → 1.5% |
| Sep 14, 2026 | BUY | JPM | 2.1% → 2.2% |
| Sep 14, 2026 | BUY | TRGP | 2.6% → 2.6% |
| Sep 14, 2026 | BUY | AMZN | 3.5% → 3.4% |
| Sep 14, 2026 | BUY | AEM | 8.1% → 7.7% |
Investment Style Analysis
Tiedemann Advisors, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Oil & Gas Integrated and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Tiedemann Advisors, LLC made a significant move by increasing exposure to PSX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Tiedemann Advisors employs a manager-of-managers approach, focusing on global asset allocation and risk management. Their philosophy is rooted in researching macro-economic trends and valuations to identify attractive risk-adjusted return opportunities. They utilize a proprietary risk optimization tool to construct tailored asset allocation frameworks for clients, integrating fundamental, technical, and cyclical analysis. The firm emphasizes long-term wealth preservation and growth through a diversified portfolio that includes alternative investments, impact investing, and traditional securities, while maintaining a commitment to transparency and unbiased selection of third-party investment managers.
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 Tiedemann Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for Tiedemann Advisors, 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 Tiedemann Advisors, LLC's largest holding?
As of the latest filing, Tiedemann Advisors, LLC's top position is Exxon Mobil Corp (XOM), representing 15.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Tiedemann Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +21.3% with a win rate of 68%. Notably, the portfolio maintains a Sharpe Ratio of 3.92, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Tiedemann Advisors, LLC primarily invest in?
Tiedemann Advisors, LLC has a strong preference for the Oil & Gas Integrated sector, which makes up 20.4% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Tiedemann Advisors, LLC's portfolio concentrated or diversified?
Tiedemann Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 43.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Tiedemann Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for Tiedemann Advisors, LLC tracks a Year-to-Date (YTD) return of +14.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Michael Tiedemann manage Tiedemann Advisors, LLC directly?
Yes, Michael Tiedemann serves as the key portfolio manager for Tiedemann Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.