Chuck Royce Portfolio, Performance and Net Worth
In this piece, we will take a look at millionaire Chuck Royce's investment portfolio, his net worth and the overall performance of the stocks.
Royce & Associates, LP, based in New York, serves as an investment adviser to investment companies. The firm specializes in portfolio management for investment companies, pooled investment vehicles, as well as businesses and institutional clients. Their team of skilled managers provides diverse investment strategies customized to meet various investor objectives.
Charles M. Royce is renowned as a pioneer in small-cap investing, serving as the portfolio manager for Royce Pennsylvania Mutual Fund since 1972. He holds a bachelor's degree from Brown University and a Master of Business Administration from Columbia University.
Royce & Associates is a hedge fund managing discretionary assets totaling $11,557,349,743 for 567 clients, according to their Form ADV filed on December 2023. Their Q1 2024 13F filing disclosed holdings of $11,204,039,023 in managed 13F securities, with a top 10 holdings concentration of 9.83%. The firm's largest holding is Air Lease Corp, with 2,866,133 shares held.
