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Kayne Anderson Rudnick Investment Management, LLC
Craig Stone · Asset Manager · Growth
Kayne Anderson Rudnick Investment Management (KAR) was founded in 1984 in Los Angeles by entrepreneurs Richard Kayne and John Anderson. Initially established as a family office to manage the capital of its founders, the firm has evolved into a prominent investment advisor catering to high-net-worth individuals, institutional clients, and financial intermediaries. KAR is widely recognized for its disciplined quality-focused investment philosophy, which targets high-conviction portfolios of companies with enduring competitive advantages and strong financial profiles. Since 2001, the firm has operated as a boutique investment advisor and affiliate of Virtus Investment Partners, maintaining its distinct investment autonomy. Over its forty-year history, KAR has expanded its offerings across small, mid, and large-cap equity strategies while maintaining a rigorous, research-intensive approach centered on wealth preservation and consistent long-term growth.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +4.5% |
| YTD return | +2.9% |
| Sharpe ratio | 3.67 |
| Win rate | 50% |
| AUM | $11.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $11.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.kayne.com |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| PRI | Primerica Inc | 7.4% | +7.4% |
| JKHY | Jack Henry & Associates Inc | 7.0% | +16.4% |
| WTS | Watts Water Technologies Inc | 6.4% | +23.6% |
| TTC | Toro Co | 6.0% | +19.2% |
| SSD | Simpson Manufacturing Company Inc | 5.9% | +4.6% |
| TDY | Teledyne Technologies Incorporated | 5.9% | +4.6% |
| RBC | RBC Bearings Incorporated | 5.7% | +19.9% |
| LSTR | Landstar System Inc | 5.0% | +33.3% |
| IBKR | Interactive Brokers Group Inc | 5.0% | +28.1% |
| ALLE | Allegion PLC | 4.7% | -9.5% |
| LPLA | LPL Financial Holdings Inc | 4.6% | +12.8% |
| NDSN | Nordson Corporation | 4.5% | +38.6% |
| EME | EMCOR Group Inc | 4.4% | -9.6% |
| POOL | Pool Corporation | 4.2% | +0.1% |
| GOLF | Acushnet Holdings Corp | 4.2% | +4.2% |
| FCN | FTI Consulting Inc | 3.9% | -0.4% |
| WRB | W. R. Berkley Corp | 3.9% | -6.0% |
| IBP | Installed Building Products Inc | 3.8% | -3.7% |
| ZWS | Zurn Elkay Water Solutions Corporation | 3.8% | +1.9% |
| RLI | RLI Corp | 3.7% | -2.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | NDSN | 4.7% → 4.5% |
| Aug 24, 2026 | BUY | FCN | 3.7% → 3.9% |
| Aug 24, 2026 | SELL | POOL | 4.2% → 4.2% |
| Aug 24, 2026 | BUY | IBP | 0.0% → 3.8% |
| Aug 24, 2026 | BUY | RLI | 0.0% → 3.7% |
Investment Style Analysis
Kayne Anderson Rudnick Investment Management, LLC is widely recognized for employing a Growth strategy. As of Sep 3, 2026, the firm oversees approximately $11.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Tools & Accessories and Specialty Industrial Machinery sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Kayne Anderson Rudnick Investment Management, LLC made a significant move by reducing the position in NDSN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
KAR’s investment philosophy is centered on the concept of quality, which they define as businesses with high barriers to entry, enduring competitive protections, and exceptional economic characteristics. The firm employs a fundamental, bottom-up research process to identify companies with low business risk, typically characterized by consistent earnings growth, high returns on invested capital, and robust free cash flow. KAR seeks to build high-conviction, low-turnover portfolios, often investing with a long-term, private-ownership orientation. Their strategy aims to achieve superior risk-adjusted returns by purchasing these high-quality businesses—often described as the next generation of blue chips—at reasonable valuations.
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 Kayne Anderson Rudnick Investment Management, LLC.
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Frequently asked questions
How is the simulated portfolio for Kayne Anderson Rudnick 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 Kayne Anderson Rudnick Investment Management, LLC's largest holding?
As of the latest filing, Kayne Anderson Rudnick Investment Management, LLC's top position is Primerica Inc (PRI), representing 7.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Kayne Anderson Rudnick Investment Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +4.5% with a win rate of 50%. Notably, the portfolio maintains a Sharpe Ratio of 3.67, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Kayne Anderson Rudnick Investment Management, LLC primarily invest in?
Kayne Anderson Rudnick Investment Management, LLC has a strong preference for the Tools & Accessories sector, which makes up 11.6% of their disclosed assets. The portfolio also has exposure to Specialty Industrial Machinery, indicating a specific thematic focus.
Is Kayne Anderson Rudnick Investment Management, LLC's portfolio concentrated or diversified?
Kayne Anderson Rudnick Investment Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 20.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Kayne Anderson Rudnick Investment Management, LLC performed in 2026?
Our AI-simulated model portfolio for Kayne Anderson Rudnick Investment Management, LLC tracks a Year-to-Date (YTD) return of +2.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Craig Stone manage Kayne Anderson Rudnick Investment Management, LLC directly?
Yes, Craig Stone serves as the key portfolio manager for Kayne Anderson Rudnick Investment Management, LLC, overseeing the investment strategy and final capital allocation decisions.