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American Assets Investment Management, LLC
Burland B. East III · Asset Manager · Value
American Assets Investment Management, LLC is a professional investment management firm headquartered in San Diego, California. Founded in 2002, it operates as an affiliate of American Assets Trust, Inc., focusing on U.S. public equities and real estate-related securities. The firm provides discretionary advisory services primarily to institutional investors, insurance companies, and high-net-worth individuals. Led by CEO Burland B. East III, the institution utilizes a fundamental, research-driven investment process to identify mispriced opportunities in the market. Its strategy integrates bottom-up security selection with comprehensive sector and macroeconomic analysis, aiming to achieve long-term capital appreciation while maintaining disciplined risk controls.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +32.5% |
| YTD return | +25.7% |
| Sharpe ratio | 3.75 |
| Win rate | 49% |
| 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 | http://aacadvisers.com |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GS | Goldman Sachs Group Inc | 12.2% | +5.2% |
| JPM | JPMorgan Chase & Co | 11.0% | -1.6% |
| WFC | Wells Fargo & Company | 9.7% | -0.7% |
| AAPL | Apple Inc | 7.8% | +9.5% |
| XOM | Exxon Mobil Corp | 7.4% | +20.6% |
| SHEL | Shell PLC ADR | 6.9% | +12.1% |
| MSFT | Microsoft Corporation | 5.3% | -3.8% |
| CAT | Caterpillar Inc | 4.5% | +20.1% |
| CVX | Chevron Corp | 4.0% | +17.1% |
| RGTI | Rigetti Computing Inc | 3.4% | -24.7% |
| MS | Morgan Stanley | 3.4% | +8.5% |
| PSX | Phillips 66 | 3.2% | +36.4% |
| WDC | Western Digital Corporation | 3.1% | +26.1% |
| TSM | Taiwan Semiconductor Manufacturing | 3.0% | +15.0% |
| SNDK | Sandisk Corp | 2.9% | +42.4% |
| C | Citigroup Inc | 2.8% | +8.4% |
| COF | Capital One Financial Corporation | 2.6% | -0.8% |
| GOOGL | Alphabet Inc Class A | 2.5% | -0.9% |
| GE | GE Aerospace | 2.3% | -0.5% |
| BNY | BlackRock New York Municipal Income Trust | 2.1% | -0.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 10, 2026 | BUY | CVX | 2.1% → 4.0% |
| Aug 10, 2026 | BUY | PSX | 1.6% → 3.2% |
| Aug 10, 2026 | BUY | GE | 1.1% → 2.3% |
| Aug 10, 2026 | BUY | AAPL | 3.7% → 7.8% |
| Aug 10, 2026 | BUY | TSM | 1.4% → 3.0% |
Investment Style Analysis
American Assets Investment Management, LLC is widely recognized for employing a Value 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 Banks - Diversified and Oil & Gas Integrated sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 10, American Assets Investment Management, LLC made a significant move by increasing exposure to CVX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
American Assets Investment Management, LLC employs a fundamental, research-driven investment approach that focuses on identifying undervalued opportunities in U.S. public equities, particularly within the real estate sector. The firm combines intensive bottom-up security analysis with broader macroeconomic and sector evaluations to construct its portfolios. The investment strategy emphasizes long-term capital appreciation and rigorous risk management, often targeting companies with high-quality management and assets in markets with high barriers to entry. By seeking out fundamentally mispriced securities and real estate investment trusts, the firm aims to generate superior risk-adjusted total returns for its institutional and private 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 American Assets Investment Management, LLC.
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Frequently asked questions
How is the simulated portfolio for American Assets Investment 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 American Assets Investment Management, LLC's largest holding?
As of the latest filing, American Assets Investment Management, LLC's top position is Goldman Sachs Group Inc (GS), representing 12.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is American Assets Investment Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +32.5% with a win rate of 49%. Notably, the portfolio maintains a Sharpe Ratio of 3.75, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does American Assets Investment Management, LLC primarily invest in?
American Assets Investment Management, LLC has a strong preference for the Banks - Diversified sector, which makes up 23.4% of their disclosed assets. The portfolio also has exposure to Oil & Gas Integrated, indicating a specific thematic focus.
Is American Assets Investment Management, LLC's portfolio concentrated or diversified?
American Assets Investment Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 32.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has American Assets Investment Management, LLC performed in 2026?
Our AI-simulated model portfolio for American Assets Investment Management, LLC tracks a Year-to-Date (YTD) return of +25.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Burland B. East III manage American Assets Investment Management, LLC directly?
Yes, Burland B. East III serves as the key portfolio manager for American Assets Investment Management, LLC, overseeing the investment strategy and final capital allocation decisions.