Investment Knowledge

Investment Knowledge

Barton Investment Management

Barton Investment Management. Barton investment management, holdings, portfolio size and allocation. Most recent portfolio value is calculated to be $ 942,835,713 usd.

Barton Investment Management

Barton investment management, holdings, portfolio size and allocation. Barton investment management reported 48 holdings with total value $943 m as of q4 2024. Actual assets under management (aum) is this value plus cash (which is not.

View The Latest Funds And 13F Holdings.


Historical performance of barton investment management, showing the return on investment of the portfolio managed by barton investment management and comparing it to other hedge funds. Track the aum, funds, and holdings for barton investment management over time. Barton investment management, registered in 2006, serves 9 state (s) with a licensed staff of 6 advisors.

Find Company Research, Competitor Information, Contact Details &Amp; Financial Data For Barton Investment Management Llc Of Conshohocken, Pa.


Barton investment management is an investment fund managing more than $666 billion ran by janna forte. Established in 2006, barton investment management, llc is a boutique equity investment firm. Peter shouvlin joined barton investment management in 2017 bringing with him 32 years of experience in the financial services industry.

Diversification Does Not Eliminate The Risk Of Market Loss.


Barton investment management reported 48 holdings with total value $943 m as of q4 2024.

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Investments In Securities Are Not Insured, Protected Or Guaranteed And May Result In Loss Of Income And/Or Principal.


Get the latest business insights. Track the aum, funds, and holdings for barton investment management over time. Diversification does not eliminate the risk of market loss.

Barton Investment Management, Holdings, Portfolio Size And Allocation.


Heatmaps of the top 13f holdings and a list of the largest trades made by barton investment management, the hedge fund managed by barton investment management. Our goal is to compound the value of our clients’ investment portfolios over the entirety of the business cycle at a rate greater than the market (s&p 500 total return index) after all fees. Barton investment management, registered in 2006, serves 9 state (s) with a licensed staff of 6 advisors.

Top 5 Stock Holdings Are Nflx, Shop, Amzn, Glbe, Owl, And Represent 69.49% Of.


Our focus is singular managing a highly concentrated portfolio of younger growth company. Most recent portfolio value is calculated to be $ 942,835,713 usd. Barton investment management is an investment fund managing more than $666 billion ran by janna forte.

Sec Filings Include 13F Quarterly Reports, 13D/G Events And More.


Established in 2006, barton investment management, llc is a boutique equity investment firm. At barton, peter is a portfolio manager who is. Established in 2006, barton investment management, llc is a boutique equity investment firm.

Detailed Profile Of Barton Investment Management Portfolio Of Holdings.


Barton investment management has disclosed 48 total holdings in their latest sec filings. Find company research, competitor information, contact details & financial data for barton investment management llc of conshohocken, pa. Historical performance of barton investment management, showing the return on investment of the portfolio managed by barton investment management and comparing it to other hedge funds.