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Moneta Group Investment Advisors, LLC
Eric Kittner · Investment Advisor · Multi-Strategy
Established in 1869, Moneta Group is a leading independent wealth management firm and Registered Investment Adviser (RIA) based in St. Louis, Missouri. The firm provides a comprehensive range of financial services, including investment management, estate planning, tax strategy, and risk management. As a partner-owned institution, Moneta operates with a "Family CFO" approach, tailoring solutions to the complex needs of high-net-worth individuals, families, and institutional clients. The firm has grown significantly over its 150-year history, now managing more than $40 billion in assets with a national presence across multiple U.S. markets.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +25.2% |
| YTD return | +20.0% |
| Sharpe ratio | 3.04 |
| Win rate | 51% |
| AUM | $1.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://monetagroup.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 19.4% | +22.0% |
| ADM | Archer-Daniels-Midland Company | 15.1% | +35.2% |
| BRK-A | Berkshire Hathaway Inc | 9.7% | +5.0% |
| GOOGL | Alphabet Inc Class A | 8.9% | +22.8% |
| MSFT | Microsoft Corporation | 8.3% | +0.5% |
| LRCX | Lam Research Corp | 6.7% | +75.3% |
| NVDA | NVIDIA Corporation | 6.4% | +20.1% |
| AMZN | Amazon.com Inc | 4.4% | +13.2% |
| CRWD | Crowdstrike Holdings Inc | 2.4% | -2.2% |
| ET | Energy Transfer LP | 2.3% | +25.7% |
| JPM | JPMorgan Chase & Co | 2.2% | +15.7% |
| DHR | Danaher Corporation | 2.1% | -4.1% |
| XOM | Exxon Mobil Corp | 1.9% | +38.8% |
| AVGO | Broadcom Inc | 1.8% | +4.2% |
| META | Meta Platforms Inc. | 1.7% | -6.4% |
| JNJ | Johnson & Johnson | 1.5% | +23.4% |
| LLY | Eli Lilly and Company | 1.5% | +12.1% |
| AEE | Ameren Corp | 1.3% | -3.7% |
| V | Visa Inc. Class A | 1.3% | +1.3% |
| EMR | Emerson Electric Company | 1.3% | +14.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | WMT | 1.4% → 0.0% |
| Aug 31, 2026 | BUY | GOOGL | 7.3% → 8.9% |
| Aug 31, 2026 | SELL | XOM | 2.0% → 1.9% |
| Aug 31, 2026 | SELL | EMR | 1.9% → 1.3% |
| Aug 31, 2026 | BUY | V | 1.2% → 1.3% |
Investment Style Analysis
Moneta Group Investment Advisors, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $1.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Consumer Electronics and Farm Products sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Moneta Group Investment Advisors, LLC made a significant move by reducing the position in WMT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Moneta's investment philosophy is centered on a disciplined, long-term approach focused on proper asset allocation rather than market timing. The firm emphasizes broad diversification across traditional and alternative asset classes to manage risk and achieve client-specific goals. Their strategy is highly personalized, beginning with a deep understanding of each client's unique objectives and constraints through their "Family CFO" model. Research-driven and fiduciary-focused, the firm utilizes institutional-quality due diligence for manager selection and portfolio construction, seeking to preserve and grow wealth across generations.
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 Moneta Group Investment Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for Moneta Group Investment 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 Moneta Group Investment Advisors, LLC's largest holding?
As of the latest filing, Moneta Group Investment Advisors, LLC's top position is Apple Inc (AAPL), representing 19.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Moneta Group Investment Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +25.2% with a win rate of 51%. Notably, the portfolio maintains a Sharpe Ratio of 3.04, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Moneta Group Investment Advisors, LLC primarily invest in?
Moneta Group Investment Advisors, LLC has a strong preference for the Consumer Electronics sector, which makes up 19.4% of their disclosed assets. The portfolio also has exposure to Farm Products, indicating a specific thematic focus.
Is Moneta Group Investment Advisors, LLC's portfolio concentrated or diversified?
Moneta Group Investment Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 44.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Moneta Group Investment Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for Moneta Group Investment Advisors, LLC tracks a Year-to-Date (YTD) return of +20.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Eric Kittner manage Moneta Group Investment Advisors, LLC directly?
Yes, Eric Kittner serves as the key portfolio manager for Moneta Group Investment Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.