Hedge Fund - Lee Munder Capital Group

Lee Paul Munder Bio, Returns, AUM, Net Worth

LMCG Investments, LLC ("LMCG") is an independent, employee-owned investment management firm specializing in alternative investments and wealth management. Originally founded as Lee Munder Capital Group in 2000, LMCG has built a strong reputation in the industry over the years.

Lee Paul Munder is the founder of LMCG Investments LLC and Lee Munder Venture Partners LLC, both established in 2000. He also founded Munder Capital Management and currently serves as the Chairman of Lee Munder Capital Group (Holding Co.). Previously, Mr. Munder was Vice President at Loomis, Sayles & Co. LP. He holds an MBA from Wayne State University (Michigan) and an undergraduate degree from The Ohio State University.

LMCG Investments is a hedge fund managing discretionary assets totaling $5,598,211,163, as reported in their Form ADV dated March 2024. Serving 1,527 clients, LMCG Investments reported $1,699,094,212 in managed 13F securities for Q1 2024. The firm's top 10 holdings constitute 24.37% of its portfolio, with Microsoft Corp. being the largest holding, comprising 202,732 shares.

Lee Paul Munder
Fund Profile
Filing Period:
Fund Name: Lee Munder Capital Group
Manager Lee Paul Munder
Portfolio Value $1,663,787,290
Change This QTR +0.97%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. MSFT 200,927 $86,458,843 -2% 5.19%
2. AAPL 304,846 $71,029,081 -4% 4.26%
3. AMZN 327,951 $61,107,110 -3% 3.67%
4. GOOGL 267,773 $44,410,152 -2% 2.66%
5. JPM 187,693 $39,576,871 -3% 2.37%
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