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Compound Global Advisors, LLC
Warwick Simons · Investment Advisor · Growth
Compound Global Advisors, LLC is an SEC-registered investment advisor based in Mercer Island, Washington. Founded and led by Warwick Simons, a former Goldman Sachs analyst and Bain & Company consultant, the firm specializes in providing discretionary portfolio management services for institutional investors and high-net-worth individuals. The institution focuses on global listed equity markets with a long-term investment horizon, typically exceeding twelve months. By conducting deep fundamental research and macroeconomic risk analysis, the firm builds diversified portfolios centered on high-quality businesses with significant competitive advantages. Compound Global Advisors is dedicated to identifying companies that generate high returns on invested capital and deliver above-market growth, employing a disciplined approach to valuation while avoiding short selling and leverage.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +22.9% |
| YTD return | +14.5% |
| Sharpe ratio | 2.47 |
| Win rate | 67% |
| AUM | $1.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.compoundglobaladvisors.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 12.9% | +13.5% |
| MSFT | Microsoft Corporation | 12.9% | +1.3% |
| AMZN | Amazon.com Inc | 11.0% | +10.3% |
| GOOGL | Alphabet Inc Class A | 8.6% | +30.0% |
| AAPL | Apple Inc | 8.3% | +25.6% |
| META | Meta Platforms Inc. | 6.8% | -4.2% |
| TSM | Taiwan Semiconductor Manufacturing | 5.7% | +36.1% |
| AVGO | Broadcom Inc | 4.5% | +8.6% |
| V | Visa Inc. Class A | 4.4% | +3.2% |
| MU | Micron Technology Inc | 3.9% | +108.4% |
| LLY | Eli Lilly and Company | 3.7% | +8.9% |
| BRK-A | Berkshire Hathaway Inc | 2.2% | +2.2% |
| TDG | Transdigm Group Incorporated | 2.1% | -13.5% |
| VRT | Vertiv Holdings Co | 2.1% | +2.1% |
| MA | Mastercard Inc | 2.0% | +3.2% |
| BAC | Bank of America Corp | 1.9% | -6.8% |
| TMO | Thermo Fisher Scientific Inc | 1.8% | +13.2% |
| JNJ | Johnson & Johnson | 1.8% | +4.6% |
| LRCX | Lam Research Corp | 1.7% | +6.2% |
| AMD | Advanced Micro Devices Inc | 1.6% | +8.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | BRK-A | 2.2% → 2.2% |
| Sep 14, 2026 | BUY | NVDA | 13.4% → 12.9% |
| Sep 14, 2026 | BUY | TDG | 2.1% → 2.1% |
| Sep 14, 2026 | BUY | AMD | 0.0% → 1.6% |
| Sep 14, 2026 | BUY | AMZN | 11.0% → 11.0% |
Investment Style Analysis
Compound Global Advisors, LLC is widely recognized for employing a Growth strategy. As of Sep 18, 2026, the firm oversees approximately $1.6B 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 Sep 14, Compound Global Advisors, LLC made a significant move by reducing the position in BRK-A. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s philosophy is built on the principle of 'Buy Better Businesses,' focusing on high-quality companies with durable competitive advantages and superior products that can grow at above-market rates. Their strategy involves a three-pronged approach: protecting portfolios through defensive measures when necessary, investing in businesses that create long-term value, and maintaining a strict discipline on valuation to avoid overpaying. They conduct rigorous analysis of potential three-year returns and factor in macroeconomic assessments to manage risk. The firm maintains diversified portfolios across sectors and geographies and explicitly avoids the use of leverage or short positions to focus on long-term compounding.
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 Compound Global Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for Compound Global 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 Compound Global Advisors, LLC's largest holding?
As of the latest filing, Compound Global Advisors, LLC's top position is NVIDIA Corporation (NVDA), representing 12.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Compound Global Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +22.9% with a win rate of 67%. Notably, the portfolio maintains a Sharpe Ratio of 2.47, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Compound Global Advisors, LLC primarily invest in?
Compound Global Advisors, LLC has a strong preference for the Semiconductors sector, which makes up 28.7% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Compound Global Advisors, LLC's portfolio concentrated or diversified?
Compound Global Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 36.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Compound Global Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for Compound Global Advisors, LLC tracks a Year-to-Date (YTD) return of +14.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Warwick Simons manage Compound Global Advisors, LLC directly?
Yes, Warwick Simons serves as the key portfolio manager for Compound Global Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.