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Douglass Winthrop Advisors, LLC
Jay Winthrop · Investment Advisor · Value
Founded in 1999, Douglass Winthrop Advisors, LLC is an SEC-registered investment advisor based in New York City. The firm provides customized investment management and wealth advisory services primarily to high-net-worth individuals, multi-generational families, trusts, and endowments. It is an independent, principal-owned firm that focuses on managing concentrated equity and balanced portfolios. With additional offices in Washington, D.C., and West Palm Beach, the firm manages approximately $6 billion in assets and is known for its commitment to a fiduciary standard and long-term capital preservation.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +5.2% |
| YTD return | +1.4% |
| Sharpe ratio | 3.45 |
| Win rate | 30% |
| AUM | $4.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $4.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.douglasswinthrop.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 14.1% | +38.9% |
| BRK-A | Berkshire Hathaway Inc | 12.6% | +5.4% |
| MSFT | Microsoft Corporation | 8.9% | +1.0% |
| AMZN | Amazon.com Inc | 7.6% | +9.7% |
| AAPL | Apple Inc | 5.3% | +29.5% |
| MA | Mastercard Inc | 5.3% | +0.5% |
| DE | Deere & Company | 4.5% | +41.3% |
| COST | Costco Wholesale Corp | 4.3% | -3.5% |
| UBER | Uber Technologies Inc | 4.1% | -22.8% |
| FAST | Fastenal Company | 3.8% | +4.7% |
| MKL | Markel Corporation | 3.4% | -5.2% |
| AON | Aon PLC | 3.3% | -14.7% |
| TDG | Transdigm Group Incorporated | 3.1% | -16.6% |
| SHW | Sherwin-Williams Co | 3.0% | -5.5% |
| RACE | Ferrari NV | 2.9% | -0.4% |
| MNST | Monster Beverage Corp | 2.9% | +29.2% |
| SPGI | S&P Global Inc | 2.8% | -13.7% |
| CFRUY | Compagnie Financiere Richemont | 2.8% | 0.0% |
| NFLX | Netflix Inc | 2.7% | -4.0% |
| MLM | Martin Marietta Materials Inc | 2.7% | -19.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | BUY | MSFT | 8.5% → 8.9% |
| Aug 24, 2026 | SELL | DE | 4.7% → 4.5% |
| Aug 24, 2026 | SELL | CFRUY | 3.0% → 2.8% |
| Aug 24, 2026 | SELL | GOOGL | 14.9% → 14.1% |
| Aug 24, 2026 | BUY | UBER | 3.9% → 4.1% |
Investment Style Analysis
Douglass Winthrop Advisors, LLC is widely recognized for employing a Value strategy. As of Sep 16, 2026, the firm oversees approximately $4.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Insurance - Diversified sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Douglass Winthrop Advisors, LLC made a significant move by increasing exposure to MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Douglass Winthrop Advisors employs a value-oriented investment philosophy centered on proprietary fundamental research to identify high-quality companies. Their strategy involves building concentrated portfolios of 25-30 companies that meet five specific criteria: sustainable competitive advantages, strong balance sheets, ample reinvestment opportunities, shareholder-oriented management, and attractive valuations. The firm emphasizes long-term ownership and low turnover to take advantage of market fluctuations and compound wealth over time. In addition to their core equity strategy, they offer a sustainable equity strategy that incorporates environmental risk and opportunity analysis as a key investment filter.
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 Douglass Winthrop Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for Douglass Winthrop Advisors, 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 Douglass Winthrop Advisors, LLC's largest holding?
As of the latest filing, Douglass Winthrop Advisors, LLC's top position is Alphabet Inc Class A (GOOGL), representing 14.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Douglass Winthrop Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +5.2% with a win rate of 30%. Notably, the portfolio maintains a Sharpe Ratio of 3.45, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Douglass Winthrop Advisors, LLC primarily invest in?
Douglass Winthrop Advisors, LLC has a strong preference for the Internet Content & Information sector, which makes up 14.1% of their disclosed assets. The portfolio also has exposure to Insurance - Diversified, indicating a specific thematic focus.
Is Douglass Winthrop Advisors, LLC's portfolio concentrated or diversified?
Douglass Winthrop Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 35.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Douglass Winthrop Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for Douglass Winthrop Advisors, LLC tracks a Year-to-Date (YTD) return of +1.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jay Winthrop manage Douglass Winthrop Advisors, LLC directly?
Yes, Jay Winthrop serves as the key portfolio manager for Douglass Winthrop Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.