other names

Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 31 520.00%
of those in investment advisory functions 8 700.00%
Registration SEC, Approved, 01/28/2019
AUM* 12,094,371,500 740.05%
of that, discretionary 11,103,623,736 671.23%
Private Fund GAV* 0
Avg Account Size 8,707,251 -97.58%
% High Net Worth 50.50% 100.00%
SMA’s No
Private Funds 0
Contact Info (40 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

2B 1B 1B 966M 725M 483M 242M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker037833100 Stock NameAPPLE INC $ Position$35,394,194 % Position1.00% $ Change-3.00% # Change9.00%
Stck Ticker007903107 Stock NameADVANCED MICRO DEVICES INC $ Position$39,354,557 % Position1.00% $ Change12.00% # Change32.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$43,695,112 % Position1.00% $ Change-3.00% # Change11.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$36,825,774 % Position1.00% $ Change6.00% # Change22.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$48,034,455 % Position1.00% $ Change28.00% # Change9.00%
Stck Ticker17275R102 Stock NameCISCO SYS INC $ Position$70,961,070 % Position1.00% $ Change140.00% # Change130.00%
Stck TickerM2682V108 Stock NameCYBERARK SOFTWARE LTD $ Position$44,644,392 % Position1.00% $ Change152.00% # Change149.00%
Stck Ticker26922A503 Stock NameETF SER SOLUTIONS $ Position$49,186,145 % Position1.00% $ Change-2.00% # Change1.00%
Stck TickerM22465104 Stock NameCHECK POINT SOFTWARE TECH LT $ Position$54,320,174 % Position1.00% $ Change181.00% # Change130.00%
Stck Ticker34959E109 Stock NameFORTINET INC $ Position$69,713,225 % Position1.00% $ Change126.00% # Change122.00%