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MMBG Investment Advisors Co.
Mauricio Morales · Investment Advisor · Multi-Strategy
MMBG Investment Advisors Co. is a Miami-based investment advisory firm established in 2016 and registered with the U.S. Securities and Exchange Commission. The firm specializes in providing discretionary investment advice to a diverse clientele, including high-net-worth individuals, small and large businesses, and institutional investors. Primarily owned and controlled by Mauricio Morales and Bernardo Guerra through Controladora MG Internacional, the firm manages a broad range of assets such as equities, fixed-income securities, and cash equivalents across global markets. As of late 2024, MMBG Investment Advisors managed over $2.4 billion in regulatory assets under management, focusing on delivering tailored financial solutions aligned with specific client objectives and risk profiles.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +22.8% |
| YTD return | +12.9% |
| Sharpe ratio | 3.27 |
| Win rate | 62% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://mmbginvestment.com/ |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 15.4% | +32.2% |
| AAPL | Apple Inc | 14.9% | +26.8% |
| AMZN | Amazon.com Inc | 11.2% | +8.0% |
| MSFT | Microsoft Corporation | 11.0% | +1.1% |
| NVDA | NVIDIA Corporation | 6.6% | +12.0% |
| META | Meta Platforms Inc. | 6.5% | -2.9% |
| JPM | JPMorgan Chase & Co | 5.9% | +11.5% |
| BWMX | Betterware de México, S.A.P.I. de C.V. | 5.6% | +19.7% |
| GS | Goldman Sachs Group Inc | 4.1% | +15.0% |
| MU | Micron Technology Inc | 3.5% | +139.5% |
| AVGO | Broadcom Inc | 2.3% | -2.1% |
| TSM | Taiwan Semiconductor Manufacturing | 2.1% | +31.1% |
| V | Visa Inc. Class A | 2.1% | +7.4% |
| WMT | Walmart Inc. Common Stock | 2.0% | +3.4% |
| BAC | Bank of America Corp | 1.6% | +11.3% |
| LLY | Eli Lilly and Company | 1.1% | +16.3% |
| UBER | Uber Technologies Inc | 1.1% | -19.5% |
| CRM | Salesforce.com Inc | 1.1% | -3.4% |
| ETN | Eaton Corporation PLC | 1.1% | +6.6% |
| TMO | Thermo Fisher Scientific Inc | 0.9% | +5.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | ETN | 1.0% → 1.1% |
| Sep 14, 2026 | BUY | NVDA | 6.5% → 6.6% |
| Sep 14, 2026 | BUY | BWMX | 5.7% → 5.6% |
| Sep 14, 2026 | BUY | JPM | 5.9% → 5.9% |
| Sep 14, 2026 | SELL | SHOP | 1.1% → 0.0% |
Investment Style Analysis
MMBG Investment Advisors Co. is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, MMBG Investment Advisors Co. made a significant move by increasing exposure to ETN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm employs a global investment strategy that integrates both top-down and bottom-up approaches, predominantly relying on fundamental analysis to identify opportunities. MMBG focuses on investing in high-quality companies characterized by transparent management teams, strong corporate governance, and sustainable growth potential. Their methodology is highly disciplined and risk-aware, aiming to achieve competitive risk-adjusted returns by tailoring portfolios to each client's unique investment policy statement, liquidity requirements, and long-term time horizon.
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 MMBG Investment Advisors Co..
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Frequently asked questions
How is the simulated portfolio for MMBG Investment Advisors Co. 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 MMBG Investment Advisors Co.'s largest holding?
As of the latest filing, MMBG Investment Advisors Co.'s top position is Alphabet Inc Class A (GOOGL), representing 15.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is MMBG Investment Advisors Co.'s historical performance and risk profile?
Our simulation indicates a total return of +22.8% with a win rate of 62%. Notably, the portfolio maintains a Sharpe Ratio of 3.27, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does MMBG Investment Advisors Co. primarily invest in?
MMBG Investment Advisors Co. has a strong preference for the Internet Content & Information sector, which makes up 21.9% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is MMBG Investment Advisors Co.'s portfolio concentrated or diversified?
MMBG Investment Advisors Co. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has MMBG Investment Advisors Co. performed in 2026?
Our AI-simulated model portfolio for MMBG Investment Advisors Co. tracks a Year-to-Date (YTD) return of +12.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Mauricio Morales manage MMBG Investment Advisors Co. directly?
Yes, Mauricio Morales serves as the key portfolio manager for MMBG Investment Advisors Co., overseeing the investment strategy and final capital allocation decisions.