Geneva Capital Management LLC
Geneva Capital Management LLC is an independent, Milwaukee-based investment firm founded in 1987. It specializes in managing portfolios of US small- and mid-cap growth stocks and provides investment solutions aiming for long-term capital appreciation. The firm has approximately 21 employees and serves institutional and high-net-worth clients, emphasizing a team-driven approach and a culture of independence and client alignment.
Investment Strategy
Geneva Capital Management pursues long-term capital appreciation by investing in high-quality small- and mid-cap US businesses. Its investment philosophy focuses on deep research and careful selection, targeting companies with robust growth potential, strong fundamentals, and the ability to generate consistent returns. Geneva employs a disciplined and independent approach to portfolio construction, emphasizing diversity across four dedicated strategies and seeking both higher potential gains and stability for their clients.
Latest 13F Filing Activity
Geneva Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 122 equity positions with a total 13F market value of $6B. The fund increased holdings in RBC Bearings Inc., Construction Partners Inc., Repligen Corporation among other positions. Geneva Capital Management LLC reduced exposure to Kinsale Capital Group Inc., Neogen Corp., Onto Innovation Inc. among others.
Top Holdings
Equity Positions (122)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RBC | RBC Bearings Inc | 4.08% | $243.7M | 633,230 | $155.65 | $384.80 | +$54.0M |
R ROAD | Construction Partners Inc. | 3.85% | $230.1M | 2,164,779 | $32.27 | $106.28 | +$53.3M |
E EXLS | ExlService Holdings Inc. | 3.68% | $219.5M | 5,013,398 | $16.93 | $43.79 | -$252.5K |
T TXRH | Texas Roadhouse Inc | 3.02% | $180.2M | 961,390 | $62.99 | $187.41 | +$29.1M |
E ESE | ESCO Technologies Inc. | 2.84% | $169.4M | 882,959 | $90.42 | $191.87 | +$36.7M |
Industry Allocation
Investment Team (12)
| Name | Role | Location | |
|---|---|---|---|
 | Equity Research Analyst | Chicago, IL , United States | |
A Ashley Adam | Principal, Senior Analyst | Milwaukee, WI , United States | |
 | Research Analyst | Milwaukee, WI , United States | |
 | Managing Principal, Portfolio Manager | Milwaukee, WI , United States | |
M Matthew Pistorio | Principal, Client Portfolio Manager | Chicago, IL , United States | |
S Sam Beres | Principal, Senior Analyst | Milwaukee, WI , United States | |
C Chris Eckel | Portfolio and Performance Analyst | Milwaukee, WI , United States | |
 | Research Analyst | Madison, WI , United States | |
M Michelle Picard | Managing Principal, Portfolio Manager | Milwaukee, WI , United States | |
S Scott Priebe | Principal | Milwaukee, WI , United States |