Barton Investment Management
Barton Investment Management LLC is an independent, SEC-registered investment advisory firm headquartered in West Conshohocken, Pennsylvania. Founded in 2006, it provides personalized investment management services primarily for high net worth individuals, families, and charitable organizations. The firm manages over $846 million in assets and operates with a small, focused team of around 6-7 employees. Barton serves U.S.-based clients with a high-touch, client-centric approach.
Investment Strategy
Barton Investment Management follows a long-term investment strategy focused on building diversified and customized equity and fixed income portfolios primarily for high net worth individuals and charitable organizations. The firm generally utilizes a fundamental, bottom-up approach to security selection, emphasizing quality companies with strong balance sheets and sustainable growth prospects. Barton manages portfolios on a discretionary basis, working closely with clients to tailor portfolios to their financial objectives, risk tolerance, and income needs. Their strategy emphasizes capital preservation, risk management, and tax efficiency.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NFLX | NETFLIX INC | 29.59% | $290.5M | 242,311 | $45.25 | $1198.92 | -$38.4M |
S SHOP | SHOPIFY INC | 25.50% | $250.4M | 1,684,789 | $7.35 | $148.61 | +$52.2M |
A AMZN | AMAZON COM INC | 11.46% | $112.6M | 512,687 | $21.96 | $219.57 | -$732.2K |
G GLBE | GLOBAL E ONLINE LTD | 3.91% | $38.3M | 1,072,342 | $31.65 | $35.76 | +$2.1M |
O OWL | BLUE OWL CAPITAL INC | 3.31% | $32.5M | 1,920,184 | $12.51 | $16.93 | -$4.1M |