Adage × eToro
Smart Portfolio
The $46B hedge fund strategy, accessible from $500. Institutional-grade investing, now for everyone.
Start Investing Like Adage →Why Adage?
Founded by Harvard's endowment managers, Adage has quietly beaten the S&P 500 for over two decades.
Harvard DNA
Founded in 2001 by Phillip Gross and Robert Atchinson, who managed Harvard's $19B endowment. They brought institutional rigor to public markets.
Fundamental + Quantitative
A hybrid approach: deep fundamental analysis of S&P 500 companies, enhanced by quantitative signals. Quality stocks, systematic execution.
Fair Fee Model
Adage rebates fees when they underperform the S&P 500. Radical alignment with investors — now brought to eToro as the "Fair Fee Guarantee."
Portfolio Composition
Top 15 holdings based on Adage's S&P 500 fundamental quality approach.
| # | Ticker | Company | Weight | Sector | |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft | 8.5% | Technology | |
| 2 | AAPL | Apple | 7.2% | Technology | |
| 3 | NVDA | NVIDIA | 6.8% | Technology | |
| 4 | AMZN | Amazon | 5.5% | Consumer | |
| 5 | GOOGL | Alphabet | 4.8% | Technology | |
| 6 | META | Meta Platforms | 4.2% | Technology | |
| 7 | UNH | UnitedHealth | 3.8% | Healthcare | |
| 8 | LLY | Eli Lilly | 3.5% | Healthcare | |
| 9 | JPM | JPMorgan Chase | 3.2% | Financials | |
| 10 | V | Visa | 2.8% | Financials | |
| 11 | MA | Mastercard | 2.5% | Financials | |
| 12 | JNJ | Johnson & Johnson | 2.2% | Healthcare | |
| 13 | PG | Procter & Gamble | 2.0% | Consumer | |
| 14 | HD | Home Depot | 1.8% | Consumer | |
| 15 | AVGO | Broadcom | 1.7% | Technology |
Performance
$10,000 invested in 2001 — Adage vs S&P 500.
Fair Fee Guarantee
Inspired by Adage's revolutionary fee rebate model.
Traditional Hedge Fund
2% management fee + 20% performance fee. You pay regardless of returns. Misaligned incentives.
Adage × eToro
No management fee when the portfolio underperforms the S&P 500. We only succeed when you do.
*Fair Fee Guarantee: fees are rebated in any quarter the portfolio trails the benchmark.
See It in the eToro App
What the Adage Smart Portfolio looks like on your phone.
Smart Portfolio
Top Holdings
Campaign Creatives
Social ad concepts for Meta, Google, and LinkedIn.
Harvard's $46B Secret,
Now on eToro
The hedge fund built by Harvard's endowment managers. 9.7% annualized returns since 2001. Now available as a Smart Portfolio — starting at $500.
Beat the S&P 500 —
Like Adage Has Since 2001
$10K → $98K. Adage Capital has outperformed the market for 25 straight years. Their strategy is now on eToro.
Fair Fees.
Real Returns.
When Adage underperforms, they rebate their fees. We brought that same philosophy to eToro. Invest with confidence — starting at $500.
Ready to Invest Like Adage?
Institutional-grade investing. $500 minimum. Fair fees.
Start Investing →