Updated May 2024
Akre Capital Management is based out of Middleburg. Akre Capital Management is a hedge fund with 257 clients and discretionary assets under management (AUM) of $13B. Managed by famed investor Chuck Akre who focuses on companies that provide value over the long term. The top 5 holdings make up over 60% of the portfolio.
Mastercard [MA] (18.37%)
Moodys Corp [MCO] (14.48%)
KKR & Co [KKR] (12.38%)
American Tower Corp. [AMT] (10.13%)
O’Reilly Automotive [ORLY] (9.23%)