Scharf Investments LLC

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Assets, Funds, Holdings

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CAFR Data
Scharf Investments LLC
CRD #105508
SEC #801-18799
CIK #1463746
AUM $3.2 BB (72% Disc, 99% US)
Employees23 (61% Investors, 0% Brokers)
Phone831-429-6513
Address5619 Scotts Valley Dr, Suite 140
Scotts Valley, CA 95066-3453
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
10.08.06.04.02.00.02000200620132020
Sector Holding Cap ($MM) Value ($MM)
MSFT865,660.0159.0
AON39,530.0140.7
DLTR24,710.0137.2
HSY23,230.0123.4
AAP11,140.0120.4
ORCL188,990.0116.7
CTSH41,610.0115.8
CMCSA177,280.0112.8
KSU11,570.0106.2
SBUX86,650.0105.8
View All
Holdings by Sector ($)
3.93.12.31.60.80.02014201620182020
Comparable Firms State AUM ($BB)
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Cidel Asset Management Inc
3.3
TIAA-CREF Trust Company FSB
MO 3.3
CW Henderson & Associates Inc
IL 3.3
BKD Wealth Advisors LLC
MO 3.2
Wipfli Financial Advisors LLC
WI 3.2
United Planners' Financial Services of America A Limited Partner
AZ 3.2
Gryphon International Investment Corporation
3.2
US Trust Company of Florida Savings Bank
FL 3.2
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