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MFWire: Akre Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Akre Capital Management LLC
2 West Marshall Street
Middleburg, VA  20117
Google Maps

Contact
Main Phone: 540-687-3880
Web Site: http://www.akrefund.com/

Mutual Fund Brand(s)
Akre Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Firm founder Chuck Akre built his reputation in the mutual fund industry as a subadvisor to the FBR Focus Fund. Akre resigned that mandate in September 2009 to create its own mutual fund family.

    Akre's first fund is the Akre Focus Fund. The fund opened on August 31, 2009 and offers retail [AKRIX] and institutional [AKREX] shares. The fund is organized as part of the Professionally Managed Portfolios Trust [SEC Link].

    Akre Capital Management was founded in 1989. Chuck Akre call his investing approach the "three-legged stool."

    As of March May 31, 2019, the firm has a total of $11.6 billion in AUM.
    Sponsored Opportunities



    Key People:
    Chuck Akre
    Managing Member, CEO, Chief Investment Officer, PM, Akre Capital Management, LLC
    John Neff
    Partner, PM, Akre Capital Management, LLC
    Devon Ramirez
    Director of Institutional Fund Distribution, Akre Capital Management
    Daniel Leger
    Head of Strategic Planning & Client Services, Akre Capital Management, LLC
    Chris Cerrone
    Partner, Research Analyst, Akre Capital Management, LLC
    George McLamb
    Chief Financial Officer, Chief Compliance Officer, Akre Capital Management, LLC
    Carolyn Hylton
    Head Trader and Client Service Director, Akre Capital Management, LLC
    Stacy duCellier
    Operations Manager, Akre Capital Management, LLC
    Story Archive for Akre Capital Management LLC
    Published On Story Headline Publication
    5/17/2024 A Philly Area Firm Leads With $668MM MFWire.com
    4/24/2024 A Leveraged Index ETF Shop Leads With $1B MFWire.com
    4/23/2024 An Insurer's New Funds Net $3.5B MFWire.com
    3/21/2024 21Shares Wins the February Per Fund Race MFWire.com
    3/21/2024 A Crypto-Focused Firm Leads With $949MM MFWire.com
    2/27/2024 With $840MM Per Fund, a New Fam Leads MFWire.com
    2/26/2024 An Insurer's New Funds Win With $3.4B MFWire.com
    1/25/2024 Bridge Builder Threepeats As Flows Rebound MFWire.com
    1/25/2024 A Philly Area Firm Leads With $1.1B MFWire.com
    12/15/2023 Bridge Builder Repeats, Netting $127MM Per Fund MFWire.com
    12/14/2023 With $124MM, a Gotham Shop Takes the Lead MFWire.com
    11/27/2023 With $182MM Per Fund, Bridge Builder Regains the Lead MFWire.com
    11/24/2023 A Gotham Shop Wins With $184MM MFWire.com
    10/27/2023 Bridge Builder Dominates With $681MM Per Fund MFWire.com
    10/25/2023 With $887MM, PTAM Leads MFWire.com
    9/26/2023 Neos Threepeats With $70MM Per Fund MFWire.com
    8/22/2023 Neos Repeats, Netting $88MM Per Fund MFWire.com
    7/26/2023 Neos Takes the Lead With $99MM Per Fund MFWire.com
    6/27/2023 Five Months, $514MM Per Fund In Inflows MFWire.com
    5/22/2023 Bridge Builder Repeats, Netting $58MM Per Fund MFWire.com
    4/26/2023 Bridge Builder Wins With $302MM Per Fund MFWire.com
    1/27/2023 The Average Fund Takes a $9MM Flows Hit MFWire.com
    11/18/2022 SSGA Leads With $105MM Per Fund MFWire.com
    6/22/2022 Outflows Per Fund Fall By $1.19MM MFWire.com
    4/22/2022 Inflows Per Fund Fall 81 Percent MFWire.com
    3/21/2022 A 48-Year-Old Fund Firm Leads, Proportionately MFWire.com
    2/23/2022 Proportional Inflows Fall Tenfold In a Month MFWire.com
    1/26/2022 Inflows Per Fund Fall 10 Percent, But ... MFWire.com
    3/22/2021 Inflows Proportionately Jump 52 Percent MFWire.com
    3/16/2021 Midsize Inflows Rise 33 Percent MFWire.com
    6/15/2020 T. Rowe Leads This Abbreviated Awards Race MFWire.com
    1/22/2020 Industry Inflows Proportionately Doubled In 2019 MFWire.com
    11/29/2019 A B-D's Funds Lead Again MFWire.com
    11/13/2019 A Midwestern Insurer Takes the Fund Flows Lead MFWire.com
    10/18/2019 A Focused Growth Shop Wins in September MFWire.com
    9/23/2019 A Focused Fund Firm Wins In August MFWire.com
    9/18/2019 Mid-Size Firms Suffer 72 Percent of MF Outflows MFWire.com
    7/19/2019 Blackstone Wins, Proportionately MFWire.com
    6/19/2019 A Virginia Shop Wins In May MFWire.com
    6/14/2019 Baird Three-Peats MFWire.com
    5/17/2019 A B-D Retakes the Lead MFWire.com
    5/13/2019 Mid-Size Outflows Rise MFWire.com
    2/28/2019 Dodge & Cox Rebounds to the Front MFWire.com
    2/26/2019 Three Months, $1.311B MFWire.com
    1/29/2019 Bridge Builder Won Proportionately Last Year, But Not In December MFWire.com
    1/28/2019 Active Outflows Dwarf Passive Inflows MFWire.com
    1/23/2019 Last Month, Small Fund Firms' Outflows Sextupled MFWire.com
    10/18/2010 Bloomberg Looks at the Change in Akre's Approach MFWire.com
    9/14/2009 Akre Ties in to Four Platforms MFWire.com
    9/8/2009 Akre Aims to Add Analysts MFWire.com
    8/31/2009 Akre Eyes Distribution Deals for His New Fund MFWire.com
    8/5/2009 Akre Packs Up to Launch His Own Fund MFWire.com
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