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| Happy Holidays!! thanks for using AUM13F!! |
| The Renaissance Group LLC
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| CRD # | 105916 |
| SEC # | 801-50177 |
| CIK # | 0000944234, 0001509508 |
| AUM | $2.8 B (2025-03-25) |
| Employees | 21 (38% Investors, 0% Brokers) |
| Phone | 513-723-4500 |
| Address | 50 E Rivercenter Blvd Covington, KY 41011 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Netflix Inc | 48.4 | ||
| Emcor Group Inc | 48.3 | ||
| Facebook Inc | 47.3 | ||
| Comfort Systems USA Inc | 46.9 | ||
| Broadcom Inc | 46.6 | ||
| Microsoft Corp | 46.3 | ||
| Royal Caribbean Cruises Ltd | 40.6 | ||
| Amazon Com Inc | 40.4 | ||
| Amphenol Corp /DE/ | 39.6 | ||
| Apple Inc | 38.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 184 | 0.1 |
| (b) Individuals (high net worth individuals) | 35 | 0.2 |
| (c) Banking or thrift institutions | 79 | 0.0 |
| (d) Investment companies | 1 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 10 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.1 |
| (n) Other | 1,230 | 2.1 |
| Total | 1,652 | 2.8 |
| By Discretionary | ||
| Discretionary | 1,652 | 2.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,652 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 1,652 | 2.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000944234] | |
| 13F-HR | [0001509508] |
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|---|---|---|
|
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MO | 2.8 |
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Valley Forge Investment Consultants Inc
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2.8 | |
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Nutter Investment Advisors Limited Partnership
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