Rhumbline Advisers
RhumbLine Advisers is a Boston-based, 100% employee- and majority women-owned investment management firm founded in 1990. The firm specializes in index-based strategies for institutional investors, managing $137 billion across 62 products as of September 30, 2025. Its services cater to corporate entities, endowments, foundations, public pension funds, Taft-Hartley plans, sub-advisory relationships, and nuclear decommissioning trusts. With a focus on passive, model-driven, and customized investment strategies, RhumbLine employs about 30 staff members and provides attentive, flexible client service, adhering strictly to clients' guidelines.
Investment Strategy
RhumbLine Advisers specializes in managing index-based, passive portfolios for institutional clients. The firm uses a quantitative, model-driven investment process employing portfolio construction techniques such as replication, sampling, and optimization. Their core offerings include pure index tracking as well as enhanced, alternative, and customized index-based products. Emphasis is placed on closely tracking standard indices, providing flexible and tailored client solutions, and maintaining transparency by not utilizing securities lending in any of its commingled index products. Their philosophy centers on delivering cost-effective, reliable exposure to desired market segments while meeting specific client needs.
Top Holdings
Equity Positions (3,738)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP COM | 6.09% | $7.11B | 45,007,259 | $5.14 | $157.99 | +$2.19B |
M MSFT | MICROSOFT CORP COM | 6.03% | $7.04B | 14,157,673 | $94.34 | $497.41 | +$1.67B |
A AAPL | APPLE INC COM STK | 4.97% | $5.80B | 28,265,971 | $39.65 | $205.17 | -$547.7M |
A AMZN | AMAZON.COM INC COM | 3.24% | $3.78B | 17,248,392 | $54.75 | $219.39 | +$433.5M |
M META | META PLATFORMS INC | 2.56% | $2.99B | 4,057,511 | $98.25 | $738.09 | +$617.6M |