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Akre Capital Management LLC - Chuck Akre

Akre Capital Management LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
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Chuck Akre

Chuck Akre
Akre Capital Management LLC

Hedge Fund Manager
Ranked #14 out of 487 Hedge Fund Managers

Portfolio Gain

+277.54%
Since Jan 2016

Sharpe Ratio

4.94
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$12.02B
Chuck Akre manages more assets than 80% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+30.93%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
57.87% Financial
17.39% Real Estate
12.44% Consumer Cyclical
7.91% Technology
4.18% Healthcare
0.03% Industrial Goods
A breakdown of Akre Capital Management LLC's portfolio by sector

Akre Capital Management LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
American Tower
Reduced
Real Estate
$217.56
($191.55-$243.56)
-20.42%
-1.33%
1.41B
11.63%
Brookfield Corporation
Added
Financial
$47.55
($40.82-$54.29)
+5.68%
+2.56%
1.01B
8.36%
CarMax
Reduced
Consumer Cyclical
$78.78
($70.75-$86.82)
+8.90%
-39.54%
100.37M
0.84%
DigitalBridge Group
Reduced
Real Estate
$12.99
($11.07-$14.91)
-21.80%
-63.90%
18.58M
0.15%
CoStar Group
Added
Real Estate
$76.25
($70.86-$81.63)
-5.30%
+1.87%
673.99M
5.61%
Danaher
Not Changed
Healthcare
$259.82
($237.95-$281.70)
-17.79%
0.00%
493.60M
4.11%
KKR & Co
Reduced
Financial
$116.55
($98.25-$134.85)
+13.16%
-16.77%
1.49B
12.36%
Mastercard
Reduced
Financial
$465.33
($428.86-$501.80)
+7.07%
-2.94%
1.94B
16.09%
Moody's
Reduced
Financial
$456.61
($418.12-$495.10)
-1.56%
-20.33%
1.60B
13.26%
O'Reilly Auto
Reduced
Consumer Cyclical
$1.09K
($1.01K-$1.16K)
+5.86%
-3.87%
1.06B
8.81%
See a list of Akre Capital Management LLC's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details

Measured Performance

Compare Akre Capital Management LLC's performance with other Hedge Funds and the S&P 500

Akre Capital Management LLC activity FAQ

What is Akre Capital Management LLC’s portfolio gain since Jun 2013?
Akre Capital Management LLC’s portfolio gain since Jun 2013 was 277.54%.
    What is Akre Capital Management LLC’s Sharpe Ratio?
    Akre Capital Management LLC’s Sharpe Ratio is 4.94.
      What is Akre Capital Management LLC’s portfolio value?
      Akre Capital Management LLC’s portfolio value is $12.02B.
        What is Akre Capital Management LLC’s average return since the fund’s last 13F filing?
        Akre Capital Management LLC’s average return since the fund’s last 13F filing is -0.11%.
          What was Akre Capital Management LLC’s average return in the last 12 months?
          Akre Capital Management LLC’s average return in the last 12 months was 18.71%.
            What was Akre Capital Management LLC’s average return in the last 3 years?
            Akre Capital Management LLC’s average return in the last 3 years was 30.93%.
              When was the most recent most recent 13F form submitted by Akre Capital Management LLC?
              Akre Capital Management LLC's most recent 13F form was submitted on Sep 30, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Chuck Akre Net Worth?
                  Chuck Akre is Managing Akre Capital Management LLC which has a net worth of $12.02B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Chuck Akre and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.