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| Waverton Investment Management Limited
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| |
|---|---|
| CRD # | 112200 |
| SEC # | 801-60447 |
| CIK # | 0001344114 |
| AUM | $15.9 BB (2024-07-31) |
| Employees | 184 (28% Investors, 0% Brokers) |
| Phone | 00442074847496 |
| Address | 16 Babmaes Street London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.4 | |
| GOOGL | 1,475.1 | 0.3 | |
| AMZN | 1,093.0 | 0.3 | |
| QCOM | 147.4 | 0.3 | |
| TMO | 209.7 | 0.2 | |
| V | 419.3 | 0.2 | |
| AMD | 131.5 | 0.2 | |
| MMC | 77.7 | 0.2 | |
| UNH | 477.0 | 0.2 | |
| TEL | 37.0 | 0.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,947 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 40 | 8.4 |
| (g) Pension and profit sharing plans | 673 | 0.8 |
| (h) Charitable organizations | 175 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 273 | 1.2 |
| (n) Other | 754 | 2.0 |
| Total | 3,862 | 15.9 |
| By Discretionary | ||
| Discretionary | 3,433 | 14.5 |
| Non-Discretionary | 429 | 1.4 |
| Total | 3,862 | 15.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 15.7 | |
| United States Persons | 0.2 | |
| Total | 3,862 | 15.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001344114] |
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|---|---|---|
|
Comprehensive Financial Management LLC
✚
|
CA | 16.7 |
|
Xponance Inc
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|
PA | 16.6 |
|
Choreo LLC
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IL | 16.0 |
|
T Rowe Price Singapore Private Ltd
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15.7 | |
|
Merganser Capital Management LLC
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|
MA | 15.6 |
|
The London Company of Virginia LLC
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VA | 15.6 |
|
RWA Wealth Partners LLC
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|
MA | 15.4 |
|
Troy Asset Management Ltd
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|
15.4 | |
|
Letko Brosseau & Associates Inc
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|
15.4 | |
|
Yousif Capital Management LLC
✚
|
MI | 15.0 |