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Wilkinson Global Asset Management LLC
Don Wilkinson · Investment Advisor · Value
Wilkinson Global Asset Management LLC is an independent investment advisory and asset management firm headquartered in New York City. Founded in 1972, the firm has a history of over five decades serving both taxable and tax-exempt clients globally. The institution is 100% internally owned by its senior management and focuses on building long-term wealth through active investment management. Its primary focus is on public market equities, offering specialized strategies such as Global Franchise Equity and Global Equity. The firm emphasizes a disciplined, research-driven approach to identify high-quality companies with strong financial characteristics and enduring market opportunities, maintaining a client-first culture where managers invest alongside their clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.2% |
| YTD return | +13.2% |
| Sharpe ratio | 3.56 |
| Win rate | 65% |
| AUM | $1.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.wilkinsongam.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 8.8% | +18.3% |
| JPM | JPMorgan Chase & Co | 8.0% | +16.3% |
| MSFT | Microsoft Corporation | 7.3% | -0.4% |
| TSM | Taiwan Semiconductor Manufacturing | 7.0% | +47.8% |
| TJX | The TJX Companies Inc | 7.0% | -9.0% |
| AAPL | Apple Inc | 6.7% | +23.7% |
| AMZN | Amazon.com Inc | 5.6% | +10.9% |
| TXN | Texas Instruments Incorporated | 5.0% | +38.4% |
| AMGN | Amgen Inc | 5.0% | +45.7% |
| SHW | Sherwin-Williams Co | 5.0% | -2.3% |
| V | Visa Inc. Class A | 4.7% | +7.9% |
| ADI | Analog Devices Inc | 4.7% | +40.3% |
| UNP | Union Pacific Corporation | 4.6% | +23.6% |
| PH | Parker-Hannifin Corporation | 4.3% | +17.1% |
| DE | Deere & Company | 4.1% | +53.1% |
| LIN | Linde plc Ordinary Shares | 3.1% | +2.1% |
| DELL | Dell Technologies Inc | 2.7% | +6.7% |
| DIS | Walt Disney Company | 2.3% | -5.3% |
| SAN | Banco Santander SA ADR | 2.1% | +9.4% |
| PGR | Progressive Corp | 2.1% | +6.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | ADI | 5.4% → 4.7% |
| Aug 17, 2026 | BUY | PH | 3.3% → 4.3% |
| Aug 17, 2026 | SELL | MSFT | 5.9% → 7.3% |
| Aug 17, 2026 | SELL | TSM | 8.1% → 7.0% |
| Aug 17, 2026 | BUY | NVDA | 6.7% → 8.8% |
Investment Style Analysis
Wilkinson Global Asset Management LLC is widely recognized for employing a Value strategy. As of Sep 4, 2026, the firm oversees approximately $1.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Banks - Diversified sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Wilkinson Global Asset Management LLC made a significant move by reducing the position in ADI. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy is rooted in aligning capital with fundamental opportunities and making decisions informed by a long-term perspective. They employ a rigorous fundamental research process that prioritizes companies with demonstrated financial strength, high-quality management teams, and sustainable competitive advantages. Portfolios are typically concentrated in high-conviction ideas to balance capital growth with risk management across full market cycles. The strategy utilizes a global perspective and incorporates a macroeconomic and thematic overlay to refine security selection and portfolio construction, favoring low turnover and a core focus on quality assets.
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 Wilkinson Global Asset Management LLC.
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Frequently asked questions
How is the simulated portfolio for Wilkinson Global Asset 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 Wilkinson Global Asset Management LLC's largest holding?
As of the latest filing, Wilkinson Global Asset Management LLC's top position is NVIDIA Corporation (NVDA), representing 8.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Wilkinson Global Asset Management LLC's historical performance and risk profile?
Our simulation indicates a total return of +16.2% with a win rate of 65%. 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 Wilkinson Global Asset Management LLC primarily invest in?
Wilkinson Global Asset Management LLC has a strong preference for the Semiconductors sector, which makes up 25.5% of their disclosed assets. The portfolio also has exposure to Banks - Diversified, indicating a specific thematic focus.
Is Wilkinson Global Asset Management LLC's portfolio concentrated or diversified?
Wilkinson Global Asset Management LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 24.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Wilkinson Global Asset Management LLC performed in 2026?
Our AI-simulated model portfolio for Wilkinson Global Asset Management LLC tracks a Year-to-Date (YTD) return of +13.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Don Wilkinson manage Wilkinson Global Asset Management LLC directly?
Yes, Don Wilkinson serves as the key portfolio manager for Wilkinson Global Asset Management LLC, overseeing the investment strategy and final capital allocation decisions.