AUMdb

Ruane, Cunniff & Goldfarb L.P.

SEC-registered Investment Adviser · Large ($10B–$100B) CRD 285971 · SEC file 801-111872 · New York, NY · WWW.LINKEDIN.COM
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$10.5B
Discretionary
$10.5B
Clients
1,213
Avg AUM / client
$8.7M
Accounts
1,213
Employees
52

AUM over time

$8.8B $20.0B
Dec 2017 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 31, 2026

Investments (13F portfolio — 50 positions, $6,028,259,104)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Alphabet Inc CAP STK CL A $608,949,709 2,117,644 10.1% 5.79%
2 Liberty Media Corp Del COM LBTY ONE S C $455,466,423 5,357,168 7.56% 4.33%
3 Schwab Charles Corp COM $443,095,024 4,714,780 7.35% 4.21%
4 Intercontinental Exchange In COM $415,120,428 2,639,372 6.89% 3.94%
5 Taiwan Semiconductor Manufac SPONSORED ADS $408,385,201 1,208,419 6.77% 3.88%
6 Elevance Health Inc Formerly COM $406,327,632 1,387,968 6.74% 3.86%
7 Capital One Finl Corp COM $368,108,531 2,017,807 6.11% 3.5%
8 Sunbelt Rentals Holdings Inc SHS $357,230,908 5,488,261 5.93% 3.39%
9 Msa Safety Inc COM $291,221,434 1,776,282 4.83% 2.77%
10 Zoetis Inc CL A $286,660,432 2,425,010 4.76% 2.72%
11 Alphabet Inc CAP STK CL C $272,630,041 950,394 4.52% 2.59%
12 Align Technology Inc COM $206,836,295 1,206,535 3.43% 1.97%
13 Unitedhealth Group Inc COM $197,099,650 728,407 3.27% 1.87%
14 Accenture Plc Ireland SHS CLASS A $184,053,571 928,204 3.05% 1.75%
15 Icon Plc SHS $180,886,053 1,634,611 3.0% 1.72%
16 Bio Techne Corp COM $177,265,972 3,392,001 2.94% 1.68%
17 Berkshire Hathaway Inc Del CL B NEW $148,737,930 310,388 2.47% 1.41%
18 Sap Se SPON ADR $128,391,920 749,909 2.13% 1.22%
19 Meta Platforms Inc CL A $115,082,233 201,147 1.91% 1.09%
20 Berkshire Hathaway Inc Del CL A $78,995,400 110 1.31% 0.75%
21 Credit Accep Corp Mich COM $61,911,122 146,203 1.03% 0.59%
22 Liberty Broadband Corp COM SER C $58,521,434 1,163,448 0.97% 0.56%
23 Liberty Media Corp Del COM LBTY ONE S A $56,517,583 723,842 0.94% 0.54%
24 Amentum Holdings Inc COM $42,327,370 1,622,982 0.7% 0.4%
25 Charter Communications Inc CL A $32,935,300 152,563 0.55% 0.31%

Top 25 of 50 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 1,138 $3.9B 37.4%
Investment companies 1 $3.8B 36.0%
Pension and profit sharing plans 11 $1.8B 17.3%
Charitable organizations 31 $729M 6.92%
Corporations and other businesses 32 $259M 2.46%

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
The Profit Sharing And Retirement Plan For The Mountain Company And The Laurel Management Group, Inc. The Mountain Company 2024
Boyle Investment Company Retirement Savings Plan & Trust Boyle Investment Company 2024
Pension Plan For The Washington Post And Companies Nash Holdings Llc 2024

People (8)

NameRole / titleCredentialsWith firm sinceOwnership
Harris, John, Brooks Managing Director Nov 2016 (10y) Less than 5%
Dennis, Patrick, Lewis Chief Financial Officer Nov 2017 (9y) Less than 5%
Alexander, Gregory Management Committee Member Feb 2018 (9y) GP / trustee / elected manager of Rcg Gp Llc (indirect)
Gokgol Kline, Arman, Cengiz Management Committee Member Jan 2019 (8y) GP / trustee / elected manager of Rcg Gp Llc (indirect)
Magyar, Trevor, Ryan Management Committee Member Jan 2019 (8y) GP / trustee / elected manager of Rcg Gp Llc (indirect)
Sheridan, David, Chase Management Committee Member Jan 2019 (8y) GP / trustee / elected manager of Rcg Gp Llc (indirect)
Lee Cotoia, Yau Dun Chief Compliance Officer Mar 2022 (4y) Less than 5%
Rusk, Jennifer, E Chief Operating Officer Sep 2023 (3y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Ruane, Cunniff & Goldfarb Inc. Limited Partner Nov 2016 A 75% or more
Rcg Gp Llc General Partner Nov 2016 A Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Retirement plans served (3)

PlanSponsorParticipantsPlan assetsAs of
The Profit Sharing And Retirement Plan For The Mountain Company And The Laurel Management Group, Inc. The Mountain Company 215 $52.9M 05/01/2024
Boyle Investment Company Retirement Savings Plan & Trust Boyle Investment Company 134 $82.2M 01/01/2024
Pension Plan For The Washington Post And Companies Nash Holdings Llc 1,915 $595M 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.08 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses/institutional clients

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗