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Ancora Advisors LLC
Fred DiSanto · Investment Advisor · Activist
Ancora Advisors LLC, based in Cleveland, Ohio, is a prominent investment advisory firm founded in 2003 that specializes in wealth management, institutional asset management, and retirement plan solutions. As a partner firm of Focus Financial Partners since 2021, Ancora operates with an entrepreneurial focus, managing a multi-billion dollar portfolio for a diverse client base of high-net-worth individuals and institutions. The firm is particularly distinguished in the investment community for its expertise in shareholder activism, frequently engaging with public companies to drive governance and operational changes aimed at unlocking significant shareholder value. Through its various divisions, including its notable alternatives group, Ancora combines proprietary research with a dedicated commitment to client-centric service and long-term capital appreciation.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +6.0% |
| YTD return | +3.5% |
| Sharpe ratio | 2.10 |
| Win rate | 60% |
| AUM | $1.8B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://ancora.net |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| LKQ | LKQ Corporation | 11.4% | -16.2% |
| COLD | Americold Realty Trust | 9.8% | +11.1% |
| AVGO | Broadcom Inc | 9.2% | +7.2% |
| AAPL | Apple Inc | 9.2% | +20.2% |
| MSFT | Microsoft Corporation | 6.7% | -0.2% |
| RBA | RB Global Inc. | 5.9% | -14.6% |
| JPM | JPMorgan Chase & Co | 5.7% | +14.0% |
| GOOGL | Alphabet Inc Class A | 5.0% | +30.0% |
| ETN | Eaton Corporation PLC | 4.6% | +11.2% |
| ABBV | AbbVie Inc | 4.5% | +10.2% |
| JNJ | Johnson & Johnson | 3.7% | +35.4% |
| GD | General Dynamics Corporation | 3.1% | +13.0% |
| EOG | EOG Resources Inc | 2.9% | +23.0% |
| BAC | Bank of America Corp | 2.8% | +14.2% |
| WBD | Warner Bros Discovery Inc | 2.8% | +4.9% |
| CVX | Chevron Corp | 2.8% | +15.9% |
| BRK-A | Berkshire Hathaway Inc | 2.7% | +0.4% |
| AMZN | Amazon.com Inc | 2.6% | +6.0% |
| GPRE | Green Plains Renewable Energy Inc | 2.4% | +6.0% |
| NN | Nextnav Acquisition Corp | 2.3% | -11.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | JNJ | 3.6% → 3.7% |
| Aug 17, 2026 | SELL | NVDA | 2.2% → 0.0% |
| Aug 17, 2026 | BUY | MSFT | 6.7% → 6.7% |
| Aug 17, 2026 | BUY | COLD | 9.4% → 9.8% |
| Aug 17, 2026 | BUY | GD | 3.0% → 3.1% |
Investment Style Analysis
Ancora Advisors LLC is widely recognized for employing a Activist strategy. As of Aug 20, 2026, the firm oversees approximately $1.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Auto Parts and REIT - Industrial sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Ancora Advisors LLC made a significant move by reducing the position in JNJ. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Ancora’s investment philosophy focuses on providing customized investment solutions through a research-driven, value-oriented approach. The firm seeks to identify high-quality companies that are undervalued due to non-fundamental factors or under-management. A hallmark of their strategy is proactive shareholder activism, where they engage with boards and management teams to catalyze operational improvements, governance reforms, and capital structure optimizations to unlock shareholder value. By combining long-term value investing with active engagement, Ancora aims to deliver superior risk-adjusted returns for private and institutional clients.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Ancora Advisors LLC.
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Frequently asked questions
How is the simulated portfolio for Ancora Advisors LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Ancora Advisors LLC's largest holding?
As of the latest filing, Ancora Advisors LLC's top position is LKQ Corporation (LKQ), representing 11.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Ancora Advisors LLC's historical performance and risk profile?
Our simulation indicates a total return of +6.0% with a win rate of 60%. Notably, the portfolio maintains a Sharpe Ratio of 2.10, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Ancora Advisors LLC primarily invest in?
Ancora Advisors LLC has a strong preference for the Auto Parts sector, which makes up 11.4% of their disclosed assets. The portfolio also has exposure to REIT - Industrial, indicating a specific thematic focus.
Is Ancora Advisors LLC's portfolio concentrated or diversified?
Ancora Advisors LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Ancora Advisors LLC performed in 2026?
Our AI-simulated model portfolio for Ancora Advisors LLC tracks a Year-to-Date (YTD) return of +3.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Fred DiSanto manage Ancora Advisors LLC directly?
Yes, Fred DiSanto serves as the key portfolio manager for Ancora Advisors LLC, overseeing the investment strategy and final capital allocation decisions.