ACCREDITED INVESTORS INC.

HTTPS://WWW.ACCREDITED.COM EDINA, MN Investment Advisor How do I update this listing?

Accredited Investors is based out of Edina. Accredited Investors is a large advisory firm with 508 clients and discretionary assets under management (AUM) of $2,209,844,931 (Form ADV from 2019-04-01). Their last reported 13F filing for Q2 2020 included $491,258,000 in managed 13F securities and a top 10 holdings concentration of 65.7%. Accredited Investors's largest holding is iShares Core S&P 500 ETF with shares held of 148,338. Accredited Investors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 37 13F filings

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06/30/2020

13F Activity

  • Market Value $491.258 Million
  • Prior Market Value $424.9 Million
  • New Purchases12 stocks
  • Additional Purchases43 stocks
  • Sold out of11 stocks
  • Reduced holdings in60 stocks
  • Top 10 Holdings % 65.70 %
  • Turnover % [1]:17.56%
  • Turnover Alt % [2]: 12.70 %
  • Time Held Top20:16.75 quarters
  • Time Held Top10:15.10 quarters
  • Time Held All:17.02 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 27.53%
Performance Last 4 Quarters: -7.24%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ACCREDITED INVESTORS WEALTH MANAGEMENT
5200 WEST 73RD STREET
EDINA MN    55439-2204
Country: United States

Business Phone: 952-841-2222
Fax: 952-841-2223
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MN
Number of employees: 46
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 1,083,170,000
Total Number of Clients: 508
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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ACCREDITED INVESTORS INC

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
HEUPEL, WILLIS, THEO PRESIDENT/SHAREHOLDER/DIRECTOR 10/01/1988 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC PRESIDENT/SHAREHOLDER direct 1988-10-01
ACCREDITED INVESTORS INC COO, DIRECTOR direct 1988-10-01 2012-08-03
ACCREDITED INVESTORS INC MANAGING PARTNER, DIRECTOR direct 1988-10-01 2016-03-30
LEVIN, ROSS CHIEF EXECUTIVE OFFICER/SHAREHOLDER/DIRECTOR 03/01/1986 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC CHIEF EXECUTIVE OFFICER/SHAREHOLDER direct 1986-03-01
ACCREDITED INVESTORS INC PRESIDENT, DIRECTOR direct 1986-03-01 2005-01-20
ACCREDITED INVESTORS INC PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER direct 1986-03-01 2016-03-30
WOLKOWITZ, JACOB MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER 02/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER direct 2017-02-01
Krieger, Rebecca, Mary MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER 02/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER direct 2017-02-01
Martin, Brian, Gregory MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER 02/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER direct 2017-02-01
Holm, Jenna, Marie CHIEF COMPLIANCE OFFICER/SHAREHOLDER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC CHIEF COMPLIANCE OFFICER/SHAREHOLDER direct 2017-02-01
JONES, BRANDON, RICHARD SHAREHOLDER/DIRECTOR 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC SHAREHOLDER/DIRECTOR direct 2018-12-01

ACCREDITED INVESTORS INC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

ACCREDITED INVESTORS INC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
HEUPEL, WILLIS, THEO PRESIDENT/SHAREHOLDER/DIRECTOR 10/01/1988 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC PRESIDENT/SHAREHOLDER direct 1988-10-01
ACCREDITED INVESTORS INC COO, DIRECTOR direct 1988-10-01 2012-08-03
ACCREDITED INVESTORS INC MANAGING PARTNER, DIRECTOR direct 1988-10-01 2016-03-30
LEVIN, ROSS CHIEF EXECUTIVE OFFICER/SHAREHOLDER/DIRECTOR 03/01/1986 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC CHIEF EXECUTIVE OFFICER/SHAREHOLDER direct 1986-03-01
ACCREDITED INVESTORS INC PRESIDENT, DIRECTOR direct 1986-03-01 2005-01-20
ACCREDITED INVESTORS INC PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER direct 1986-03-01 2016-03-30
WOLKOWITZ, JACOB MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER 02/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER direct 2017-02-01
Krieger, Rebecca, Mary MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER 02/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER direct 2017-02-01
Martin, Brian, Gregory MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER 02/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER direct 2017-02-01
Holm, Jenna, Marie CHIEF COMPLIANCE OFFICER/SHAREHOLDER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC CHIEF COMPLIANCE OFFICER/SHAREHOLDER direct 2017-02-01
JONES, BRANDON, RICHARD SHAREHOLDER/DIRECTOR 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC SHAREHOLDER/DIRECTOR direct 2018-12-01

ACCREDITED INVESTORS INC

ownership team - last updated 2018-12-03
Name Title Start Date Direct/Indirect % Ownership
HEUPEL, WILLIS, THEO PRESIDENT/SHAREHOLDER/DIRECTOR 10/01/1988 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC PRESIDENT/SHAREHOLDER direct 1988-10-01
ACCREDITED INVESTORS INC COO, DIRECTOR direct 1988-10-01 2012-08-03
ACCREDITED INVESTORS INC MANAGING PARTNER, DIRECTOR direct 1988-10-01 2016-03-30
LEVIN, ROSS CHIEF EXECUTIVE OFFICER/SHAREHOLDER/DIRECTOR 03/01/1986 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC CHIEF EXECUTIVE OFFICER/SHAREHOLDER direct 1986-03-01
ACCREDITED INVESTORS INC PRESIDENT, DIRECTOR direct 1986-03-01 2005-01-20
ACCREDITED INVESTORS INC PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER direct 1986-03-01 2016-03-30
WOLKOWITZ, JACOB MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER direct 2017-02-01
Krieger, Rebecca, Mary MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER 02/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER direct 2017-02-01
Martin, Brian, Gregory MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER direct 2017-02-01
Holm, Jenna, Marie CHIEF COMPLIANCE OFFICER/SHAREHOLDER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC CHIEF COMPLIANCE OFFICER/SHAREHOLDER direct 2017-02-01
JONES, BRANDON, RICHARD SHAREHOLDER/DIRECTOR 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC SHAREHOLDER/DIRECTOR direct 2018-12-01

ACCREDITED INVESTORS INC

ownership team - last updated 2017-03-07
Name Title Start Date Direct/Indirect % Ownership
HEUPEL, WILLIS, THEO PRESIDENT/SHAREHOLDER 10/01/1988 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC PRESIDENT/SHAREHOLDER direct 1988-10-01
ACCREDITED INVESTORS INC COO, DIRECTOR direct 1988-10-01 2012-08-03
ACCREDITED INVESTORS INC MANAGING PARTNER, DIRECTOR direct 1988-10-01 2016-03-30
LEVIN, ROSS CHIEF EXECUTIVE OFFICER/SHAREHOLDER 03/01/1986 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC CHIEF EXECUTIVE OFFICER/SHAREHOLDER direct 1986-03-01
ACCREDITED INVESTORS INC PRESIDENT, DIRECTOR direct 1986-03-01 2005-01-20
ACCREDITED INVESTORS INC PRESIDENT, DIRECTOR / CHIEF COMPLIANCE OFFICER direct 1986-03-01 2016-03-30
WOLKOWITZ, JACOB MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC MANAGING DIRECTOR, INVESTMENT MANAGEMENT/SHAREHOLDER direct 2017-02-01
Krieger, Rebecca, Mary MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER 02/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC MANAGING DIRECTOR, CLIENT AND COMMUNITY OUTREACH/SHAREHOLDER direct 2017-02-01
Martin, Brian, Gregory MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC MANAGING DIRECTOR, OPERATIONS AND WEALTH MANAGEMENT/SHAREHOLDER direct 2017-02-01
Holm, Jenna, Marie CHIEF COMPLIANCE OFFICER/SHAREHOLDER 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ACCREDITED INVESTORS INC CHIEF COMPLIANCE OFFICER/SHAREHOLDER direct 2017-02-01

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