Tweedy, Browne provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 7 private funds.
Tweedy, Browne reports 222 clients. They include 142 high-net-worth individuals, 45 individual clients and 15 pooled investment vehicles. Of its assets, 100.0% ($7.13B across 222 accounts) are managed with discretion. Of its clients, 9% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 20% | <1% |
| High-net-worth individuals | 64% | 5% |
| Investment companies | 3% | 72% |
| Pooled investment vehicles | 7% | 16% |
| Pension and profit-sharing plans | 2% | 3% |
| Other client typesCharitable organizations; Corporations and other businesses | 5% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 45 | $27.1M | 0.4% | $602K |
| High-net-worth individuals | 142 | $370M | 5.2% | $2.61M |
| Investment companies | 6 | $5.14B | 72.2% | $857M |
| Pooled investment vehicles | 15 | $1.16B | 16.2% | $77M |
| Pension and profit-sharing plans | 4 | $180M | 2.5% | $45.1M |
| Charitable organizations | 7 | $206M | 2.9% | $29.4M |
| Corporations and other businesses | Fewer than 5 | $44.2M | 0.6% | $14.7M |
| Total | 222 | $7.13B | 100% | — |
- Clients
- 45
- Regulatory AUM
- $27.1M
- AUM share
- 0.4%
- Avg. per client
- $602K
- Clients
- 142
- Regulatory AUM
- $370M
- AUM share
- 5.2%
- Avg. per client
- $2.61M
- Clients
- 6
- Regulatory AUM
- $5.14B
- AUM share
- 72.2%
- Avg. per client
- $857M
- Clients
- 15
- Regulatory AUM
- $1.16B
- AUM share
- 16.2%
- Avg. per client
- $77M
- Clients
- 4
- Regulatory AUM
- $180M
- AUM share
- 2.5%
- Avg. per client
- $45.1M
- Clients
- 7
- Regulatory AUM
- $206M
- AUM share
- 2.9%
- Avg. per client
- $29.4M
- Clients
- Fewer than 5
- Regulatory AUM
- $44.2M
- AUM share
- 0.6%
- Avg. per client
- $14.7M
Total
- Clients
- 222
- Regulatory AUM
- $7.13B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 9%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 7
- Financial planning clients last fiscal year
- 0
Tweedy, Browne is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Amg TBC, LLC owns 75% or more of Tweedy, Browne and is in turn owned by Affiliated Managers Group, Inc. (75% or more). The leadership team of Tweedy, Browne includes Chief Compliance Officer Laura Arnott. It has 39 employees, 11 of them in advisory roles.
Leadership
- Laura ArnottChief Compliance Officer
Roger De BreeMember of Management Committee- Glenn Christopher FinnChief Operations Officer
John HillMember of Management Committee- Susan LivelyGeneral Counsel
Jason MinardMember of Management Committee
Thomas ShragerMember of Management Committee
John SpearsMember of Management Committee
Robert WyckoffMember of Management Committee
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- Aaron Andrew Ewert
- Frank Hugh Hawrylak
- Peter Nmi Onghena
Staff
- 39 employees
- 11 in advisory functions
- 8 state-registered reps
- 18 broker-dealer reps
- 1 soliciting firm
- Owns 75% or more of Tweedy, Browne Company LLC
Amg TBC, LLC
Control person · since December 2012
- Owns 75% or more of Amg TBC, LLC
Affiliated Managers Group, Inc.
Control person · since December 2012
- Owns 5% to 10% of Tweedy, Browne Company LLC
John Spears
Control person · since October 1997
Tweedy, Browne’s regulatory assets fell from $12.3B (July 2021) to $7.13B (June 2026); clients fell from 301 to 222 and employees from 44 to 39.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $7.13B | 222 | 39 | 2 |
| March 2025 | $7.27B | 224 | 41 | 2 |
| July 2024 | $8.87B | 240 | 42 | 2 |
| March 2023 | $8.9B | 254 | 41 | 2 |
| July 2022 | $12.7B | 265 | 42 | 2 |
| July 2021 | $12.3B | 301 | 44 | 2 |
Besides its headquarters, Tweedy, Browne has 1 office, with 2 listed addresses in Connecticut and Florida.
Connecticut · 1 listed address
- One Station Place, StamfordHQ
Florida · 1 listed address
- 400 Royal Palm Way, Palm Beach
Contact and registration details
- Legal name
- Tweedy, Browne Company LLC
- Headquarters
- One Station Place, Stamford, CT 06902
- Website
- tweedy.com
- Phone
- 203-703-0600
- @tweedy-browne.company
- SEC file
- 801-10669
- Structure
- Delaware LLC
- Fiscal year end
- December
Tweedy, Browne uses Royal Bank of Canada ($315M, 45%), Pershing ($297M, 43%) and Northern Trust ($86.3M, 12%) as custodians for its separately managed accounts. Tweedy, Browne has custody of $638M in client assets for 4 clients.
- Royal Bank of CanadaRoyal Bank of Canada · Toronto · $315M45%
- PershingPershing LLC · Jersey City, NJ · $297M43%
- Northern TrustNorthern Trust Company · Chicago, IL · $86.3M12%
At year end, Tweedy, Browne’s separately managed accounts were mostly in stocks (91%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.32B across 91 positions; the largest are Cnh Industrial NV (17.1%), Ionis Pharmaceuticals Inc.. (13.7%) and Coca Cola Femsa (9.3%).
What the accounts hold
- Stocks91%
- Cash9%
Reported 13F holdings
- $1.32B
- Reported 13F value
- 91
- Positions
- 69.2%
- In the 10 largest
- +4.9%
- Value vs. prior quarter
- Cnh Industrial NV17.1%
- Ionis Pharmaceuticals Inc..13.7%
- Coca Cola Femsa · ADR9.3%
- Berkshire Hathaway Inc.8.2%
- Johnson & Johnson3.9%
- Alphabet Inc.-cl A3.8%
- Berkshire Hathaway Inc. Del CL B3.7%
- Autoliv Inc..3.4%
- Wells Fargo & CO3.1%
- Zoetis, Inc..3.0%
Together, the ten largest are 69.2% of reported value.
How many clients does Tweedy, Browne have?
Tweedy, Browne has 222 clients and manages $7.13 billion for them, as of June 2026. They include 142 high-net-worth individuals, 45 individual clients and 15 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 June 2026
What services does Tweedy, Browne offer?
Tweedy, Browne provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Tweedy, Browne use?
Tweedy, Browne’s separately managed account assets are held at Royal Bank of Canada (Toronto), with $315M, Pershing LLC (Jersey City, NJ), with $297M and Northern Trust Company (Chicago, IL), with $86.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 June 2026
How many financial advisors does Tweedy, Browne have?
Tweedy, Browne has 8 investment adviser representatives registered with state securities authorities, out of 39 employees, and 11 perform investment advisory functions. 18 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tweedy, Browne invest in?
At the end of its last fiscal year, Tweedy, Browne’s separately managed accounts held 91% exchange-traded equities and 9% cash and equivalents. It advises 7 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Tweedy, Browne?
Tweedy, Browne is owned through a holding company by Affiliated Managers Group, Inc. Its direct owners are John Spears (5% to 10%) and Amg TBC, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 June 2026
How does Tweedy, Browne get paid?
Tweedy, Browne is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Tweedy, Browne?
Tweedy, Browne’s main office is at One Station Place, Stamford, CT 06902. Its phone number is 203-703-0600. Its website is tweedy.com.