Chuck Akre’s Top 10 Picks Just Dropped — And They’re as Boring as They Are Brilliant

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TL;DR

• Chuck Akre is one of the most consistent investors alive

• His top 10 picks delivered nearly 15% annual returns over a decade

• His new 13F filing shows he’s still sticking to the same high-conviction stocks

• We broke down his portfolio, performance, and what makes his strategy so effective

CHUCK AKRE

Chuck Akre has been compounding wealth for decades by doing something extremely boring:

Sticking to businesses he actually understands.

And it’s worked. Quietly. Consistently.

His fund just posted new numbers — and we ran the full analysis.

What he holds. How it performed. And what it means for your portfolio.

Let’s dig in.

Who Is Chuck Akre?

• A legend in long-term, fundamentals-driven investing

• Founded Akre Capital Management

• Thinks in decades, not quarters

• Famous for the “three-legged stool” investing philosophy:

  • Exceptional businesses

  • Excellent management

  • Reinvestment opportunity

Also?

He’s never been a flashy stock picker — and that’s exactly why it works.

What Does Akre Hold Today?

His portfolio is tight. Like, 95% in the top 10 names. Here’s what he’s currently betting on (from the Q1 2025 13F):

He trimmed some names (MCO, KKR, AMT)

But overall? No big pivots. No “rotation.” Just slight adjustments to a high-conviction core.

📈 The Performance

We ran a backtest of Akre’s top 10 holdings (weighted) vs. the S&P 500:

Key takeaway:

Akre doesn’t always win the sprint — but he crushes the marathon.

🧠 What Makes This Work?

• Concentration: Akre doesn’t own 500 stocks. He bets big when he believes.

• Consistency: Few big swings. Just incremental compounding.

• Quality filters: Strong business models + capital allocators + reinvestment = long-term advantage

• No panic: Even in volatile years, the portfolio barely moves.

This isn’t a trading strategy. It’s a business-owner mindset applied to public markets.

🔍 Zoom In on a Few Picks

Want to understand Akre’s thinking?

Look at these:

MA + V → Digital tollbooths. High margin, secular tailwinds, global scale.

ORLY → A sneaky compounder in auto parts — consistent buybacks + margin expansion.

KKR / Brookfield → Alternative assets + real estate = cash flow machines.

This isn’t thematic investing. It’s business-model investing.

🎯 The Takeaway

Chuck Akre doesn’t win with noise. He wins with structure.

And after 10 years of compounding at 14.9% — it’s hard to argue with the results.

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