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Acadian Asset Management LLC
Kelly Young · Asset Manager · Quant/Systematic
Acadian Asset Management LLC is a Boston-based global investment firm specializing in systematic, quantitative strategies across equities, credit, and multi-asset classes. Founded in 1986, the firm evolved from its predecessor, Acadian Financial Research, and has established itself as a pioneer in quantitative analysis and international diversification. Acadian utilizes advanced data science, artificial intelligence, and proprietary models to manage assets for institutional clients worldwide, emphasizing behavioral finance and risk management.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +14.6% |
| YTD return | +8.3% |
| Sharpe ratio | 3.40 |
| Win rate | 56% |
| AUM | $31.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $31.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.acadian-asset.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 15.7% | +19.2% |
| NVDA | NVIDIA Corporation | 13.4% | +20.6% |
| GOOGL | Alphabet Inc Class A | 9.7% | +33.1% |
| MSFT | Microsoft Corporation | 7.5% | -0.9% |
| AMZN | Amazon.com Inc | 6.9% | +10.9% |
| ERIC | Telefonaktiebolaget LM Ericsson B ADR | 4.3% | +3.2% |
| BP | BP PLC ADR | 3.5% | +8.2% |
| MU | Micron Technology Inc | 3.5% | +2.8% |
| COST | Costco Wholesale Corp | 3.4% | -4.7% |
| ABNB | Airbnb Inc | 3.4% | +14.6% |
| META | Meta Platforms Inc. | 3.3% | +5.9% |
| AVGO | Broadcom Inc | 3.3% | +1.5% |
| TSM | Taiwan Semiconductor Manufacturing | 3.2% | +44.7% |
| AMAT | Applied Materials Inc | 3.1% | -2.9% |
| PEP | PepsiCo Inc | 3.1% | -4.3% |
| ASML | ASML Holding NV ADR | 2.8% | +4.6% |
| CL | Colgate-Palmolive Company | 2.6% | -2.5% |
| JPM | JPMorgan Chase & Co | 2.5% | +15.4% |
| C | Citigroup Inc | 2.5% | +4.6% |
| BMY | Bristol-Myers Squibb Company | 2.5% | -0.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | AMAT | 3.6% → 3.1% |
| Aug 24, 2026 | SELL | MSFT | 7.8% → 7.5% |
| Aug 24, 2026 | SELL | GOOGL | 12.6% → 9.7% |
| Aug 24, 2026 | BUY | BP | 2.5% → 3.5% |
| Aug 24, 2026 | BUY | PEP | 2.4% → 3.1% |
Investment Style Analysis
Acadian Asset Management LLC is widely recognized for employing a Quant/Systematic strategy. As of Sep 4, 2026, the firm oversees approximately $31.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Acadian Asset Management LLC made a significant move by reducing the position in AMAT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Acadian's investment philosophy is built on the belief that markets are not fully efficient and that behavioral biases create persistent mispricings. The firm employs a rigorous, data-driven systematic process to capture these opportunities, utilizing multifactor models that combine fundamental insights with technical signals. Their approach is characterized by a scientific method to innovation, integrating environmental, social, and governance (ESG) factors and leveraging machine learning to refine alpha generation across global markets.
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 Acadian Asset Management LLC.
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Frequently asked questions
How is the simulated portfolio for Acadian Asset Management 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 Acadian Asset Management LLC's largest holding?
As of the latest filing, Acadian Asset Management LLC's top position is Apple Inc (AAPL), representing 15.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Acadian Asset Management LLC's historical performance and risk profile?
Our simulation indicates a total return of +14.6% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 3.40, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Acadian Asset Management LLC primarily invest in?
Acadian Asset Management LLC has a strong preference for the Semiconductors sector, which makes up 23.3% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Acadian Asset Management LLC's portfolio concentrated or diversified?
Acadian Asset Management LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 38.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Acadian Asset Management LLC performed in 2026?
Our AI-simulated model portfolio for Acadian Asset Management LLC tracks a Year-to-Date (YTD) return of +8.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Kelly Young manage Acadian Asset Management LLC directly?
Yes, Kelly Young serves as the key portfolio manager for Acadian Asset Management LLC, overseeing the investment strategy and final capital allocation decisions.