Dock Street Asset Management Inc.
Dock Street Asset Management Inc is an independent, boutique registered investment adviser headquartered in West Palm Beach, Florida, founded in 1989. The firm specializes in portfolio management for individuals, families, trusts, and small businesses, offering fully personalized, separately managed accounts with a minimum account size of $1 million for new clients. Dock Street manages wealth on a fiduciary, fee-only basis, and distinguishes itself through direct client relationships and over 35 years of experience. The company employs 2 people and does not offer pooled funds or mutual funds.
Investment Strategy
Dock Street Asset Management provides individually managed portfolios focused on growing client wealth with an emphasis on exceptional after-tax returns. The firm applies an entrepreneurial, value-oriented investment philosophy influenced by the principles of Warren Buffett, seeking long-term attractive returns from public market investments. Clients receive frequent consultation, ensuring their specific objectives and needs are reflected in each customized investment plan. Dock Street acts exclusively as a fiduciary and maintains transparent, flat-fee pricing, with no participation in commissions or custodial fees.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 17.51% | $186.4M | 1,179,639 | $25.65 | $157.99 | +$65.2M |
P PLTR | PALANTIR TECHNOLOGIES INC | 13.02% | $138.5M | 1,016,008 | $32.56 | $136.32 | +$47.7M |
A AMZN | AMAZON COM INC | 9.20% | $97.9M | 446,416 | $69.64 | $219.39 | +$13.7M |
V V | VISA INC | 5.48% | $58.3M | 164,210 | $161.71 | $355.05 | +$2.8M |
M MSFT | MICROSOFT CORP | 5.28% | $56.1M | 112,879 | $189.81 | $497.41 | +$14.0M |