Hedge Fund - Chilton Investment Company

Richard L. Chilton Bio, Returns, AUM, Net Worth

Chilton Investment Company, founded by Richard L. Chilton, Jr. in 1992, aims to achieve appealing long-term returns while minimizing volatility. Since its establishment, the company has diligently adhered to a fundamental bottom-up investment approach, characterized by an ownership mindset. Its primary aim is to acquire fractional ownership in outstanding businesses rather than engaging in short-term stock trading.

Richard Lockwood Chilton, the visionary behind Chilton Investment Company, LLC, boasts a remarkable track record with the firm reporting $6 billion in total assets in its latest 13F filing. Graduating with a B.S. degree in Finance and Economics from Alfred University, Chilton brings a solid academic foundation to his endeavors. Before establishing Chilton Investment Company in 1992, he honed his skills at prestigious institutions like Merrill Lynch and Allen & Company. Acknowledged for his business acumen, Forbes ranks Richard Chilton 773rd among the world’s wealthiest individuals, estimating his net worth at $1.3 billion.

Chilton Investment Company caters to 9 clients, managing discretionary assets totaling $1,266,939,000, as per their Form ADV dated March 2024. Their most recent 13F filing for Q4 2023 revealed managed 13F securities amounting to $3,396,833,813, with a notable concentration of 58.21% among their top 10 holdings. Microsoft Corp. emerges as the firm's largest holding, with 879,366 shares held.

Richard L. Chilton
Fund Profile
Filing Period:
Fund Name: Chilton Investment Company
Manager Richard L. Chilton
Portfolio Value $3,892,214,420
Change This QTR +1.02%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. MSFT 878,490 $370,283,535 +1% 9.51%
2. COST 379,135 $347,390,027 -1% 8.92%
3. SHW 924,321 $314,204,438 +1% 8.07%
4. RSG 1,295,652 $260,659,269 +1% 6.69%
5. HD 595,409 $231,608,147 +1% 5.95%
Latest 13D & 13G Filings
Symbol Company Filed By Filing Date Filing
2017-02-10
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