Douglass Winthrop Advisors, LLC
Douglass Winthrop Advisors, LLC is an SEC-Registered Investment Advisor headquartered in New York City, founded in 1999 by Robert Douglass and Jay Winthrop. The firm manages equity and balanced portfolios for high-net-worth individuals, families, trusts, endowments, and institutional investors. As of June 2025, the firm manages approximately $6.3 billion in assets and is majority-owned and managed by its principals. Douglass Winthrop employs about 27 professionals and maintains additional offices in Washington, DC and West Palm Beach, FL. The firm is known for its fiduciary duty, long client relationships, and emphasis on service, transparency, and discretion.
Investment Strategy
Douglass Winthrop Advisors employs a long-term, value-oriented investment strategy, primarily managing concentrated portfolios of 25-30 U.S. and developed non-U.S. equity securities. Their approach focuses on stock selection through rigorous fundamental research, seeking sustainable competitive advantages, strong balance sheets, ample reinvestment opportunities, shareholder-oriented management, and attractive valuations. The firm launched the DWA Sustainable Equity Strategy in 2017 for clients seeking exposure to companies positioned for the transition to a low-carbon economy. Every investment is vetted by the Investment Committee through a five-filter process, aiming for strong returns with less volatility and a commitment to environmental factors. Separately managed accounts are tailored to each client's risk tolerance and investment objectives.
Top Holdings
Equity Positions (274)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC | 7.63% | $422.5M | 869,806 | $151.98 | $485.77 | -$38.6M |
M MSFT | MICROSOFT CORP | 5.72% | $316.9M | 637,198 | $76.28 | $497.41 | +$82.0M |
G GOOG | ALPHABET INC | 4.93% | $273.0M | 1,539,138 | $54.69 | $177.39 | +$45.0M |
A AMZN | AMAZON COM INC | 4.72% | $261.2M | 1,190,405 | $129.99 | $219.39 | +$55.9M |
N NFLX | NETFLIX INC | 4.54% | $251.2M | 187,558 | $238.43 | $1339.13 | +$71.9M |