Hedge Fund - McKinley Capital Management

Rob Gillam Bio, Returns, AUM, Net Worth

McKinley Capital Management, LLC was founded in 1990 by Bob Gillam, a second-generation Alaskan. Bob envisioned that computationally-driven investing could be effectively conducted from anywhere in the world, including his beloved home state. Since its inception, McKinley Capital Management has remained a privately held investment, lending, and research firm rooted in Alaska.

Bob Gillam collaborated with Nobel Laureate and Modern Portfolio Theory author, the late Dr. Harry Markowitz, Ph.D., CFA, to develop the investment model still employed at McKinley Capital today. Following Bob's unexpected passing in 2018, his son and longtime Chief Investment Officer at McKinley, Rob Gillam, assumed the role of CEO. Under Rob's stewardship, the firm underwent a transformation, rebranding as McKinley Management in 2021. In 2019, McKinley Capital initiated McKinley Alaska Private Investment, LLC, which later evolved into a dedicated entity in 2021 to formalize and expand its private investment offerings. The firm expanded its capabilities in 2020 by acquiring McKinley Research Group (formerly McDowell Group), Alaska's foremost research, consulting, and advisory firm. In 2022, McKinley further diversified its portfolio by launching McKinley Alaska Growth Capital, an innovative non-bank lending enterprise.

McKinley Capital Management is a prominent advisory firm serving 301 clients and managing discretionary assets totaling $988,312,844, as reported in their Form ADV on April 2024. Their most recent 13F filing for Q1 2024 disclosed holdings of $832,611,291 in managed 13F securities, with a top 10 holdings concentration of 29.72%. Microsoft Corp. stands as McKinley Capital Management's largest holding, with 130,965 shares held. The firm continues to uphold its commitment to strategic investment management and client satisfaction.

Rob Gillam
Fund Profile
Filing Period:
Fund Name: McKinley Capital Management
Manager Rob Gillam
Portfolio Value $832,611,291
Change This QTR +1.07%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. MSFT 130,965 $55,099,768 -3% 6.61%
2. NVDA 375,380 $33,917,861 -11% 4.07%
3. AAPL 179,215 $30,731,789 -13% 3.69%
4. AMZN 146,321 $26,393,382 -4% 3.16%
5. META 45,595 $22,140,020 -5% 2.65%
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