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HighTower Advisors, LLC
Larry Restieri · Investment Advisor · Multi-Strategy
HighTower Advisors is a leading independent wealth management firm and Registered Investment Advisor (RIA) headquartered in Chicago, Illinois. Founded in 2007, the firm was established to provide a conflict-free platform for financial advisors seeking independence from traditional wirehouse models. Hightower offers a collaborative ecosystem that equips advisors with institutional-grade resources, technology, and research to serve ultra-high-net-worth individuals, families, and institutions. As a fiduciary-led organization, it focuses on putting client interests first through personalized financial planning and sophisticated investment solutions. The firm has grown rapidly through strategic acquisitions and mergers, significantly expanding its footprint and asset base. Today, Hightower is recognized as one of the largest and most influential RIAs in the United States, known for its focus on advisor growth and delivering comprehensive well-th management. Its strategic investments, including the acquisition of NEPC, have further bolstered its institutional consulting and outsourced chief investment officer (OCIO) capabilities.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +24.9% |
| YTD return | +17.4% |
| Sharpe ratio | 3.61 |
| Win rate | 81% |
| AUM | $25.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $25.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://hightoweradvisors.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 14.3% | +32.0% |
| BRK-A | Berkshire Hathaway Inc | 10.6% | +0.9% |
| JNJ | Johnson & Johnson | 10.2% | +29.0% |
| MSFT | Microsoft Corporation | 10.0% | -2.7% |
| GOOGL | Alphabet Inc Class A | 7.7% | +41.1% |
| NVDA | NVIDIA Corporation | 6.3% | +19.9% |
| AMZN | Amazon.com Inc | 6.2% | +13.1% |
| SN | SharkNinja, Inc. | 4.7% | +63.1% |
| XOM | Exxon Mobil Corp | 4.2% | +1.0% |
| JPM | JPMorgan Chase & Co | 3.6% | +13.8% |
| AVGO | Broadcom Inc | 3.2% | +6.6% |
| META | Meta Platforms Inc. | 2.9% | +13.1% |
| CVX | Chevron Corp | 2.3% | +10.8% |
| V | Visa Inc. Class A | 2.2% | +6.1% |
| MRK | Merck & Company Inc | 2.1% | +62.7% |
| PEP | PepsiCo Inc | 2.1% | -8.4% |
| LLY | Eli Lilly and Company | 2.0% | +36.3% |
| ABBV | AbbVie Inc | 2.0% | +5.5% |
| CAT | Caterpillar Inc | 1.8% | +68.6% |
| CSCO | Cisco Systems Inc | 1.7% | +59.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | GOOGL | 8.0% → 7.7% |
| Aug 31, 2026 | BUY | V | 2.2% → 2.2% |
| Aug 31, 2026 | BUY | XOM | 0.0% → 4.2% |
| Aug 31, 2026 | SELL | PEP | 2.2% → 2.1% |
| Aug 31, 2026 | SELL | BRK-A | 10.8% → 10.6% |
Investment Style Analysis
HighTower Advisors, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $25.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Drug Manufacturers - General and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, HighTower Advisors, LLC made a significant move by reducing the position in GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Hightower’s investment philosophy is rooted in a fiduciary commitment to providing objective, transparent, and personalized advice. The firm emphasizes the integration of comprehensive financial planning with disciplined investment management, aiming to align portfolios with each client’s specific life goals and risk tolerance. Core principles include a focus on long-term value, the maintenance of portfolio liquidity, and the reduction of unnecessary complexity to ensure transparency for clients. By leveraging the collective wisdom of its national community of advisors and institutional-grade research, Hightower seeks to construct well-diversified portfolios across multiple asset classes. This approach prioritizes quality assets and strategic asset allocation to drive sustainable growth and wealth preservation while effectively navigating various market cycles and minimizing downside volatility.
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 HighTower Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for HighTower 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 HighTower Advisors, LLC's largest holding?
As of the latest filing, HighTower Advisors, LLC's top position is Apple Inc (AAPL), representing 14.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is HighTower Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +24.9% with a win rate of 81%. Notably, the portfolio maintains a Sharpe Ratio of 3.61, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does HighTower Advisors, LLC primarily invest in?
HighTower Advisors, LLC has a strong preference for the Drug Manufacturers - General sector, which makes up 16.3% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is HighTower Advisors, LLC's portfolio concentrated or diversified?
HighTower Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 35.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has HighTower Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for HighTower Advisors, LLC tracks a Year-to-Date (YTD) return of +17.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Larry Restieri manage HighTower Advisors, LLC directly?
Yes, Larry Restieri serves as the key portfolio manager for HighTower Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.