Home / Leaderboard / Pinnacle Associates, Ltd.
Pinnacle Associates, Ltd.
Scott Brown · Investment Advisor · Value
Founded in 1984, Pinnacle Associates, Ltd. is a New York-based investment advisory firm with a multi-billion dollar asset base. The firm provides customized investment management and financial planning services to a diverse clientele, including high-net-worth individuals, families, and institutional organizations. Pinnacle is known for its in-house, professional investment team that manages assets directly rather than outsourcing decision-making, upholding a fiduciary standard that prioritizes client interests and transparency. Its services span across various equity strategies, fixed income, and comprehensive advisory solutions tailored to meet the unique needs and long-term objectives of its clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +49.4% |
| YTD return | +29.7% |
| Sharpe ratio | 4.15 |
| Win rate | 62% |
| AUM | $2.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.pinnacle-associates.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| JNJ | Johnson & Johnson | 14.5% | +32.8% |
| AAPL | Apple Inc | 12.5% | +29.7% |
| GOOGL | Alphabet Inc Class A | 8.3% | +34.2% |
| MU | Micron Technology Inc | 7.4% | +165.8% |
| MSFT | Microsoft Corporation | 6.7% | +3.2% |
| NVDA | NVIDIA Corporation | 6.4% | +20.2% |
| AVGO | Broadcom Inc | 5.9% | +5.7% |
| JPM | JPMorgan Chase & Co | 5.0% | +13.7% |
| AMZN | Amazon.com Inc | 4.9% | +12.9% |
| MS | Morgan Stanley | 3.2% | +23.1% |
| CAT | Caterpillar Inc | 3.1% | +48.8% |
| META | Meta Platforms Inc. | 3.0% | +8.2% |
| LRCX | Lam Research Corp | 2.9% | +61.8% |
| CSCO | Cisco Systems Inc | 2.8% | +34.1% |
| COHR | Coherent Inc | 2.6% | +55.4% |
| LLY | Eli Lilly and Company | 2.4% | +16.6% |
| V | Visa Inc. Class A | 2.2% | +12.1% |
| MRK | Merck & Company Inc | 2.2% | +16.5% |
| REGN | Regeneron Pharmaceuticals Inc | 2.1% | +4.7% |
| BRK-A | Berkshire Hathaway Inc | 1.9% | -1.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 3, 2026 | BUY | BRK-A | 0.0% → 1.9% |
| Aug 3, 2026 | SELL | CAT | 3.3% → 3.1% |
| Aug 3, 2026 | SELL | BAC | 1.8% → 0.0% |
| Aug 3, 2026 | BUY | CSCO | 2.7% → 2.8% |
| Aug 3, 2026 | SELL | META | 3.3% → 3.0% |
Investment Style Analysis
Pinnacle Associates, Ltd. is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $2.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Drug Manufacturers - General sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 3, Pinnacle Associates, Ltd. made a significant move by increasing exposure to BRK-A. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Pinnacle Associates employs a fundamental, bottom-up analysis coupled with a valuation-sensitive approach aimed at generating alpha. The firm prioritizes in-house investment decision-making, ensuring that portfolios are managed by its own team of professionals rather than being outsourced to third-party managers. This strategy is designed to select optimal investment options tailored to each client's specific return objectives, risk tolerance, and time horizon. By focusing on individual security selection and internal research, the firm seeks to grow and safeguard wealth through a disciplined, forward-thinking process that emphasizes transparency and long-term value creation.
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 Pinnacle Associates, Ltd..
Similar Investment Style
Based on Value.
- Corstar Holdings, Inc. — Jeffrey J. Michael · 3M +20.3%
- Systematic Financial Management LP — Kenneth Burgess · 3M -15.1%
- Penn Capital Management Company, LLC — Richard A. Hocker · 3M -12.2%
- Reinhart Partners, LLC — James Reinhart · 3M -3.2%
Frequently asked questions
How is the simulated portfolio for Pinnacle Associates, Ltd. 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 Pinnacle Associates, Ltd.'s largest holding?
As of the latest filing, Pinnacle Associates, Ltd.'s top position is Johnson & Johnson (JNJ), representing 14.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Pinnacle Associates, Ltd.'s historical performance and risk profile?
Our simulation indicates a total return of +49.4% with a win rate of 62%. Notably, the portfolio maintains a Sharpe Ratio of 4.15, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Pinnacle Associates, Ltd. primarily invest in?
Pinnacle Associates, Ltd. has a strong preference for the Semiconductors sector, which makes up 19.7% of their disclosed assets. The portfolio also has exposure to Drug Manufacturers - General, indicating a specific thematic focus.
Is Pinnacle Associates, Ltd.'s portfolio concentrated or diversified?
Pinnacle Associates, Ltd. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 35.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Pinnacle Associates, Ltd. performed in 2026?
Our AI-simulated model portfolio for Pinnacle Associates, Ltd. tracks a Year-to-Date (YTD) return of +29.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Scott Brown manage Pinnacle Associates, Ltd. directly?
Yes, Scott Brown serves as the key portfolio manager for Pinnacle Associates, Ltd., overseeing the investment strategy and final capital allocation decisions.