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| Happy Holidays!! thanks for using AUM13F!! |
| YCG LLC
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| CRD # | 145769 |
| SEC # | 801-68621 |
| CIK # | 0001584801 |
| AUM | $1.5 B (2025-03-17) |
| Employees | 8 (50% Investors, 12% Brokers) |
| Phone | 512-505-2347 |
| Address | 3207 Ranch Road 620 South Austin, TX 78738 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001584801 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 108.0 | ||
| Mastercard Inc | 94.6 | ||
| Moodys Corp /DE/ | 89.1 | ||
| Amazon Com Inc | 73.3 | ||
| MSCI Inc | 60.6 | ||
| Copart Inc | 57.6 | ||
| Fair Isaac Corp | 56.9 | ||
| Waste Management Inc | 54.2 | ||
| Aon Corp | 52.2 | ||
| Republic Services Inc | 49.6 | ||
| Intuit Inc | 48.1 | ||
| Marsh & McLennan Companies Inc | 47.1 | ||
| Alphabet Inc | 44.7 | ||
| Verisk Analytics Inc | 44.5 | ||
| McGraw-hill Companies Inc | 43.0 | ||
| Apple Inc | 42.2 | ||
| Costar Group Inc | 35.3 | ||
| CME Group Inc | 30.3 | ||
| Canadian Pacific Railway Ltd/Cn | 29.8 | ||
| Canadian National Railway Co | 29.5 | ||
| CB Richard Ellis Group Inc | 28.7 | ||
| VISA Inc | 22.9 | ||
| Colgate Palmolive Co | 18.3 | ||
| Procter & Gamble Co | 17.8 | ||
| Ferrari NV | 17.7 | ||
| Adobe Systems Inc | 17.4 | ||
| Progressive Corp/Oh/ | 15.9 | ||
| Martin Marietta Materials Inc | 10.7 | ||
| Vulcan Materials Co | 10.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 13.4 |
| (b) Individuals (high net worth individuals) | 184 | 811.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 568.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 76.2 |
| (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 | 7 | 58.3 |
| (n) Other | 2 | 0.5 |
| Total | 250 | 1,528.7 |
| By Discretionary | ||
| Discretionary | 219 | 1,502.1 |
| Non-Discretionary | 31 | 26.5 |
| Total | 250 | 1,528.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,528.7 | |
| Total | 250 | 1,528.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001584801] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Patton Albertson Miller Group LLC
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|
TN | 1.5 |
|
Raffa Wealth Management LLC
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|
1.5 | |
|
TFC Financial Management Inc
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|
MA | 1.5 |
|
Wealthstream Advisors Inc
✚
|
NY | 1.5 |
|
Amplius Wealth Advisors LLC
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|
PA | 1.5 |
|
L Roy PAPP & Associates LLP
✚
|
AZ | 1.5 |
|
St Denis J Villere & Co LLC
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|
LA | 1.5 |
|
US Bancorp Advisors LLC
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|
CA | 1.5 |
|
The Hoerner Planning Group LLC
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|
VA | 1.5 |
|
Feldman Ingardona & Co
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|
IL | 1.5 |