LMCG Investments, LLC
LMCG Investments, LLC is an independent, employee-owned investment management firm headquartered in Boston, Massachusetts. The firm specializes in alternative investments and wealth management, providing a wide range of strategies and solutions to institutional investors, advisors, and private clients worldwide. Founded in 2000, LMCG manages billions in assets and employs over 40 professionals with an average of 25 years of investment experience. The firm's services range across global equity, fixed income, and absolute return/relative value credit strategies.
Investment Strategy
LMCG Investments pursues a broad array of global equity, fixed income, and absolute return/relative value credit strategies, focusing on delivering best-in-class results for institutional, advisor, and private clients. The firm is committed to aligning its interests with those of its clients, believing this alignment is essential for achieving long-term success. Their philosophy emphasizes independent thinking, comprehensive analysis, and a focus on risk-adjusted returns across various market environments.
Latest 13F Filing Activity
LMCG Investments, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 224 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Ishares Inc. among other positions. LMCG Investments, LLC reduced exposure to Unitedhealth Group Inc., Northrop Grumman Corp., Abbvie Inc. among others.
Top Holdings
Equity Positions (224)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.25% | $83.8M | 168,547 | $309.64 | $497.41 | +$18.4M |
A AMZN | AMAZON COM INC | 4.04% | $64.4M | 293,672 | $158.81 | $219.39 | +$7.8M |
A AAPL | APPLE INC | 3.40% | $54.2M | 264,010 | $175.11 | $205.17 | -$5.1M |
J JPM | JPMORGAN CHASE & CO. | 3.04% | $48.6M | 167,501 | $136.57 | $289.91 | +$5.8M |
G GOOGL | ALPHABET INC | 2.61% | $41.7M | 236,563 | $139.61 | $176.23 | +$3.6M |
Industry Allocation
Investment Team (9)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | New York, NY , United States | |
 | Portfolio Manager, Partner | United States | |
 | Portfolio Manager - Head of Small Cap Growth | Boston, MA , United States | |
 | Managing Partner | Boston, MA , United States | |
 | Managing Partner and Portfolio Manager | Boston, MA , United States | |
 | Partner, Portfolio Manager | Boston, MA , United States | |
 | Trading Analyst | New York, NY , United States | |
 | Partner | Boston, MA , United States | |
 | Portfolio Manager and Advisor | Boston, MA , United States |