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Kintegral Advisory, LLC
Mony Rueven · Investment Advisor · Multi-Strategy
Kintegral Advisory, LLC, founded in 2011 as Kinneret Advisory, LLC, is a New York-based investment management firm that rebranded to Kintegral Asset Management in 2024. Led by veterans Mony Rueven and Daniel Rueven, the firm manages approximately $2.1 billion in regulatory assets for institutional family offices and high-net-worth clients. The institution specializes in sustainability-focused, multi-strategy investing across public and private markets, including equities and privately-issued corporate credit. Its approach integrates environmental and social considerations into the core investment process, aiming to generate attractive risk-adjusted performance while maintaining a relationship-driven and holistic methodology. The firm provides both discretionary and non-discretionary portfolio management and operates several private investment vehicles designed to drive positive outcomes through a purpose-driven lens.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.5% |
| YTD return | +13.3% |
| Sharpe ratio | 3.32 |
| Win rate | 43% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://kintegral.com/ |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 20.1% | +19.3% |
| GOOGL | Alphabet Inc Class A | 15.9% | +33.4% |
| MSFT | Microsoft Corporation | 13.3% | +2.3% |
| AAPL | Apple Inc | 9.2% | +26.4% |
| TSLA | Tesla Inc | 4.2% | -12.9% |
| AMD | Advanced Micro Devices Inc | 3.6% | +88.7% |
| AMZN | Amazon.com Inc | 2.8% | +12.5% |
| LLY | Eli Lilly and Company | 2.8% | +29.1% |
| GILD | Gilead Sciences Inc | 2.7% | +28.7% |
| MS | Morgan Stanley | 2.7% | +20.8% |
| V | Visa Inc. Class A | 2.5% | +4.5% |
| KO | The Coca-Cola Company | 2.4% | +9.8% |
| BNY | BlackRock New York Municipal Income Trust | 2.4% | +5.8% |
| INTC | Intel Corporation | 2.3% | +19.8% |
| CSCO | Cisco Systems Inc | 2.2% | +14.0% |
| ABBV | AbbVie Inc | 2.2% | +0.3% |
| JPM | JPMorgan Chase & Co | 2.2% | +0.7% |
| MRK | Merck & Company Inc | 2.1% | +2.4% |
| AVGO | Broadcom Inc | 2.1% | +6.9% |
| MA | Mastercard Inc | 2.1% | -1.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | V | 2.5% → 2.5% |
| Sep 21, 2026 | SELL | NVDA | 20.7% → 20.1% |
| Sep 21, 2026 | BUY | GOOGL | 15.4% → 15.9% |
| Sep 21, 2026 | SELL | TSLA | 4.2% → 4.2% |
| Sep 21, 2026 | SELL | MS | 3.0% → 2.7% |
Investment Style Analysis
Kintegral Advisory, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $0.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Kintegral Advisory, LLC made a significant move by increasing exposure to V. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Kintegral's investment philosophy is rooted in the belief that purpose drives returns. The firm employs a rigorous, sustainability-focused methodology, using a 'sustainability lens' to evaluate companies and assets across various asset classes, geographies, and currencies. Its approach is holistic and relationship-driven, aiming to generate attractive risk-adjusted performance by investing in businesses with compelling sustainability characteristics. By focusing on firms that are fundamentally core to the future of the global economy, Kintegral seeks to deliver returns that maintain a low correlation to broader market benchmarks while driving positive environmental and social impact.
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 Kintegral Advisory, LLC.
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Frequently asked questions
How is the simulated portfolio for Kintegral Advisory, 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 Kintegral Advisory, LLC's largest holding?
As of the latest filing, Kintegral Advisory, LLC's top position is NVIDIA Corporation (NVDA), representing 20.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Kintegral Advisory, LLC's historical performance and risk profile?
Our simulation indicates a total return of +21.5% with a win rate of 43%. Notably, the portfolio maintains a Sharpe Ratio of 3.32, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Kintegral Advisory, LLC primarily invest in?
Kintegral Advisory, LLC has a strong preference for the Semiconductors sector, which makes up 28.1% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Kintegral Advisory, LLC's portfolio concentrated or diversified?
Kintegral Advisory, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 49.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Kintegral Advisory, LLC performed in 2026?
Our AI-simulated model portfolio for Kintegral Advisory, LLC tracks a Year-to-Date (YTD) return of +13.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Mony Rueven manage Kintegral Advisory, LLC directly?
Yes, Mony Rueven serves as the key portfolio manager for Kintegral Advisory, LLC, overseeing the investment strategy and final capital allocation decisions.