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Chilton Investment Company, Inc.
Richard L. Chilton, Jr. · Hedge Fund · Long/Short Equity
Chilton Investment Company, Inc. is a global investment management firm founded in 1992 by Richard L. Chilton, Jr. The firm specializes in fundamental, bottom-up stock selection with an ownership mentality, aiming to produce attractive long-term returns while maintaining limited volatility. Headquartered in Stamford, Connecticut, Chilton focuses on high-quality businesses with superior models and seasoned management teams across various market cycles. The company is known for its disciplined investment process and commitment to original, in-depth research.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -4.7% |
| YTD return | -0.8% |
| Sharpe ratio | -3.56 |
| Win rate | 33% |
| AUM | $3.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $3.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.chiltonfunds.com/ |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MSFT | Microsoft Corporation | 14.5% | -1.6% |
| COST | Costco Wholesale Corp | 9.3% | -2.8% |
| RSG | Republic Services Inc | 8.2% | -2.3% |
| SHW | Sherwin-Williams Co | 7.2% | -5.7% |
| AMZN | Amazon.com Inc | 6.7% | +3.8% |
| MA | Mastercard Inc | 6.4% | +0.7% |
| GOOGL | Alphabet Inc Class A | 6.3% | -4.3% |
| APH | Amphenol Corporation | 5.5% | +20.7% |
| CTAS | Cintas Corporation | 4.8% | +1.3% |
| AAPL | Apple Inc | 4.0% | +6.0% |
| HD | The Home Depot Inc | 3.9% | -22.2% |
| IBM | International Business Machines | 3.6% | -12.6% |
| AJG | Arthur J Gallagher & Co | 3.5% | -15.7% |
| AXP | American Express Company | 3.2% | -4.4% |
| MCO | Moodys Corporation | 2.9% | -2.8% |
| WRB | W. R. Berkley Corp | 2.9% | -4.8% |
| ETN | Eaton Corporation PLC | 2.0% | -1.3% |
| DE | Deere & Company | 1.9% | +14.1% |
| PH | Parker-Hannifin Corporation | 1.7% | -6.9% |
| MS | Morgan Stanley | 1.7% | -5.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 4.6% → 6.3% |
| Aug 31, 2026 | SELL | SHW | 9.6% → 7.2% |
| Aug 31, 2026 | SELL | APH | 6.5% → 5.5% |
| Aug 31, 2026 | BUY | MS | 0.0% → 1.7% |
| Aug 31, 2026 | BUY | AMZN | 5.3% → 6.7% |
Investment Style Analysis
Chilton Investment Company, Inc. is widely recognized for employing a Long/Short Equity strategy. As of Sep 16, 2026, the firm oversees approximately $3.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Credit Services sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Chilton Investment Company, Inc. made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Chilton’s investment philosophy is centered on a fundamental, bottom-up research process designed to identify companies with the best business models and competitive advantages. The firm operates with a long-term ownership mentality, seeking to own fractional shares of great businesses rather than trading stocks for short-term gains. Their strategy emphasizes high conviction and original research to uncover non-consensus investment opportunities, utilizing long/short equity techniques to capture upside in bull markets while rigorously protecting capital during market declines.
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 Chilton Investment Company, Inc..
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Frequently asked questions
How is the simulated portfolio for Chilton Investment Company, Inc. 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 Chilton Investment Company, Inc.'s largest holding?
As of the latest filing, Chilton Investment Company, Inc.'s top position is Microsoft Corporation (MSFT), representing 14.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Chilton Investment Company, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of -4.7% with a win rate of 33%. Notably, the portfolio maintains a Sharpe Ratio of -3.56, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Chilton Investment Company, Inc. primarily invest in?
Chilton Investment Company, Inc. has a strong preference for the Software - Infrastructure sector, which makes up 14.5% of their disclosed assets. The portfolio also has exposure to Credit Services, indicating a specific thematic focus.
Is Chilton Investment Company, Inc.'s portfolio concentrated or diversified?
Chilton Investment Company, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 31.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Chilton Investment Company, Inc. performed in 2026?
Our AI-simulated model portfolio for Chilton Investment Company, Inc. tracks a Year-to-Date (YTD) return of -0.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Richard L. Chilton, Jr. manage Chilton Investment Company, Inc. directly?
Yes, Richard L. Chilton, Jr. serves as the key portfolio manager for Chilton Investment Company, Inc., overseeing the investment strategy and final capital allocation decisions.