Accuvest Global Advisors
Accuvest Global Advisors is a US-based SEC-registered investment adviser, founded in 2008, with headquarters in Provo, Utah. The firm manages discretionary assets for a range of clients, including high net worth individuals, investment companies, charitable organizations, and other businesses. As of May 2025, it employs 6 people, primarily investment professionals. Accuvest delivers global multi-asset investment solutions and portfolio management services.
Investment Strategy
Accuvest Global Advisors specializes in global asset allocation and systematic portfolio management. The firm emphasizes a rules-based approach to investing, selecting exposures across global equities, fixed income, and alternatives to build diversified portfolios tailored to various client objectives. Accuvest uses both strategic and tactical allocation models, focusing on risk management, transparency, and alignment with client-defined performance goals. Their methodology often includes factor-based and country-index strategies, aiming to achieve outperformance through disciplined, research-driven processes.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSTR | MICROSTRATEGY INC | 18.88% | $29.0M | 71,795 | $253.91 | $404.23 | +$4.6M |
A AMZN | AMAZON COM INC | 4.61% | $7.1M | 32,286 | $143.82 | $219.39 | -$3.7M |
M MSFT | MICROSOFT CORP | 4.07% | $6.3M | 12,572 | $447.09 | $497.41 | +$2.7M |
C COST | COSTCO WHSL CORP NEW | 3.48% | $5.3M | 5,397 | $949.65 | $989.94 | +$686.0K |
M META | META PLATFORMS INC | 3.47% | $5.3M | 7,222 | $589.33 | $738.09 | +$1.5M |