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Savoie Capital LLC
Paul Savoie · Investment Advisor · Multi-Strategy
Savoie Capital LLC is a Chicago-based registered investment adviser founded in 2013 by Paul Savoie. The firm specializes in managing customized financial solutions for family offices and institutional investors, with a particular focus on enhancing portfolio yields through liquid US-listed equity options. Savoie Capital employs a proprietary investment approach that treats volatility as an asset class, integrating quantitative risk management with fundamental market insights. The institution manages a range of programs including yield enhancement and absolute return strategies, emphasizing capital preservation, daily liquidity, and full transparency for its high-net-worth clientele.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +49.9% |
| YTD return | +37.5% |
| Sharpe ratio | 2.96 |
| Win rate | 85% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.savoiecapital.com |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 32.7% | +15.8% |
| AMZN | Amazon.com Inc | 11.8% | +17.1% |
| GOOGL | Alphabet Inc Class A | 8.9% | +39.2% |
| MU | Micron Technology Inc | 6.0% | +368.4% |
| AMD | Advanced Micro Devices Inc | 5.8% | +169.1% |
| XOM | Exxon Mobil Corp | 4.1% | +48.8% |
| ASML | ASML Holding NV ADR | 3.9% | +74.8% |
| AMAT | Applied Materials Inc | 3.2% | +128.3% |
| FWONK | Liberty Media Corporation Series C Liberty Formula One Common Stock | 3.1% | +4.0% |
| LLY | Eli Lilly and Company | 2.6% | +50.1% |
| MSFT | Microsoft Corporation | 2.4% | -5.3% |
| AAPL | Apple Inc | 2.3% | +22.4% |
| CVX | Chevron Corp | 2.1% | +33.7% |
| LRCX | Lam Research Corp | 2.1% | +117.8% |
| LBRDK | Liberty Broadband Srs C | 2.0% | -37.0% |
| FANG | Diamondback Energy Inc | 1.7% | +46.8% |
| AVGO | Broadcom Inc | 1.7% | +10.1% |
| QCOM | Qualcomm Incorporated | 1.5% | -2.4% |
| TSM | Taiwan Semiconductor Manufacturing | 1.2% | +43.6% |
| COP | ConocoPhillips | 1.0% | +36.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jan 26, 2026 | SELL | LBRDK | 2.1% → 2.0% |
| Jan 26, 2026 | SELL | TSM | 1.2% → 1.2% |
| Jan 26, 2026 | SELL | KLAC | 1.0% → 0.0% |
| Jan 26, 2026 | SELL | CVX | 2.2% → 2.1% |
| Jan 26, 2026 | SELL | LRCX | 2.2% → 2.1% |
Investment Style Analysis
Savoie Capital LLC is widely recognized for employing a Multi-Strategy strategy. As of Aug 20, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Retail sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jan 26, Savoie Capital LLC made a significant move by reducing the position in LBRDK. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Savoie Capital's investment philosophy is built on the premise that consistent returns are achievable through the disciplined management of risk and the utilization of volatility as a distinct asset class. The firm combines top-down thematic perspectives with bottom-up fundamental analysis, primarily using US-listed equity options to generate income and diversify return streams. They prioritize alignment with client interests by maintaining 100 percent transparency and daily liquidity while tailoring investment programs to the specific yield and risk objectives of multi-generational wealth plans.
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 Savoie Capital LLC.
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Frequently asked questions
How is the simulated portfolio for Savoie Capital 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 Savoie Capital LLC's largest holding?
As of the latest filing, Savoie Capital LLC's top position is NVIDIA Corporation (NVDA), representing 32.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Savoie Capital LLC's historical performance and risk profile?
Our simulation indicates a total return of +49.9% with a win rate of 85%. Notably, the portfolio maintains a Sharpe Ratio of 2.96, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Savoie Capital LLC primarily invest in?
Savoie Capital LLC has a strong preference for the Semiconductors sector, which makes up 49.0% of their disclosed assets. The portfolio also has exposure to Internet Retail, indicating a specific thematic focus.
Is Savoie Capital LLC's portfolio concentrated or diversified?
Savoie Capital LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 53.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Savoie Capital LLC performed in 2026?
Our AI-simulated model portfolio for Savoie Capital LLC tracks a Year-to-Date (YTD) return of +37.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Paul Savoie manage Savoie Capital LLC directly?
Yes, Paul Savoie serves as the key portfolio manager for Savoie Capital LLC, overseeing the investment strategy and final capital allocation decisions.