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James Hambro & Partners LLP
James Hambro · Asset Manager · Multi-Strategy
James Hambro & Partners LLP is an independent wealth management firm founded in 2010 by James Hambro and a team of senior industry professionals. Headquartered in London, the firm specializes in providing bespoke investment management and financial planning services to high-net-worth individuals, families, trusts, and charities. As an employee-owned partnership, JH&P emphasizes a culture of collaboration and independence, aiming to provide institutional-quality expertise with the personal attention of a boutique firm. The institution is an SEC-registered investment adviser and manages a significant volume of assets across diverse multi-asset portfolios. By maintaining a high degree of partner-client alignment, the firm focuses on the long-term preservation and growth of wealth for current and future generations.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +13.9% |
| YTD return | +8.7% |
| Sharpe ratio | 3.56 |
| Win rate | 56% |
| AUM | $2.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.jameshambro.com/ |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 8.6% | +35.1% |
| JPM | JPMorgan Chase & Co | 8.4% | +15.4% |
| APH | Amphenol Corporation | 8.3% | +34.0% |
| MSFT | Microsoft Corporation | 7.5% | -1.3% |
| AMZN | Amazon.com Inc | 7.2% | +12.7% |
| NVDA | NVIDIA Corporation | 7.0% | +13.3% |
| V | Visa Inc. Class A | 6.0% | +7.0% |
| AME | Ametek Inc | 5.3% | +28.4% |
| TMO | Thermo Fisher Scientific Inc | 4.8% | +15.4% |
| TXN | Texas Instruments Incorporated | 4.7% | +44.5% |
| MCK | McKesson Corporation | 4.1% | +7.4% |
| KO | The Coca-Cola Company | 4.1% | +29.8% |
| ICE | Intercontinental Exchange Inc | 3.8% | -2.7% |
| AVGO | Broadcom Inc | 3.5% | -6.8% |
| SUNB | Sunbelt Rentals Holdings, Inc. | 3.5% | -5.0% |
| ISRG | Intuitive Surgical Inc | 3.4% | -15.0% |
| EMR | Emerson Electric Company | 3.0% | +6.7% |
| PGR | Progressive Corp | 2.6% | -4.0% |
| CMPGY | Compass Group PLC ADR | 2.2% | 0.0% |
| BDX | Becton Dickinson and Company | 1.9% | -3.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | ICE | 3.9% → 3.8% |
| Aug 17, 2026 | SELL | APH | 8.3% → 8.3% |
| Aug 17, 2026 | BUY | NVDA | 6.3% → 7.0% |
| Aug 17, 2026 | SELL | CMPGY | 2.3% → 2.2% |
| Aug 17, 2026 | BUY | MSFT | 7.2% → 7.5% |
Investment Style Analysis
James Hambro & Partners LLP is widely recognized for employing a Multi-Strategy strategy. As of Sep 11, 2026, the firm oversees approximately $2.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, James Hambro & Partners LLP made a significant move by reducing the position in ICE. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The investment philosophy of James Hambro & Partners is centered on active, conviction-led management and a disciplined focus on quality. The firm seeks to invest in high-quality companies with strong competitive advantages, robust balance sheets, and sustainable growth potential. They adopt a long-term perspective, conducting thorough bottom-up research to identify assets that can deliver attractive risk-adjusted returns through various market cycles. Portfolios are typically multi-asset, integrating global equities with fixed income, infrastructure, and absolute return funds to ensure diversification and liquidity. Furthermore, the firm considers ESG integration a core component of its strategy, believing that environmental, social, and governance factors are critical to identifying long-term winners and mitigating systemic investment risks.
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 James Hambro & Partners LLP.
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Frequently asked questions
How is the simulated portfolio for James Hambro & Partners LLP 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 James Hambro & Partners LLP's largest holding?
As of the latest filing, James Hambro & Partners LLP's top position is Alphabet Inc Class A (GOOGL), representing 8.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is James Hambro & Partners LLP's historical performance and risk profile?
Our simulation indicates a total return of +13.9% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 3.56, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does James Hambro & Partners LLP primarily invest in?
James Hambro & Partners LLP has a strong preference for the Semiconductors sector, which makes up 15.2% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is James Hambro & Partners LLP's portfolio concentrated or diversified?
James Hambro & Partners LLP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 25.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has James Hambro & Partners LLP performed in 2026?
Our AI-simulated model portfolio for James Hambro & Partners LLP tracks a Year-to-Date (YTD) return of +8.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does James Hambro manage James Hambro & Partners LLP directly?
Yes, James Hambro serves as the key portfolio manager for James Hambro & Partners LLP, overseeing the investment strategy and final capital allocation decisions.