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Hoffman, Alan N Investment Management
Hoffman, Alan N. Investment Management, founded in 1995 and based in Wellesley, Massachusetts, is a sole proprietorship managed by Dr. Alan Hoffman, who is also Professor Emeritus of Strategic Management at Bentley University. The firm provides independent, professional asset management services, specializing in customized investment strategies for individuals and high net worth clients, including brokerage, retirement, custodial, and trust accounts. As of 2024, the firm is a small, boutique operation with one employee, offering clients an alternative to stock brokers and mutual funds, focusing on personalized service and long-term growth objectives.
Investment Strategy
The firm focuses on large cap growth equity investments and tailors portfolios to each client's individual goals, time horizons, and risk tolerance. Investment offerings include portfolios of high-quality stocks within specific growth industries as well as a combination of ETFs and mutual funds. Asset allocation, security selection, and portfolio monitoring are personalized and reviewed quarterly, emphasizing diversification and long-term above-average returns. Clients may impose specific investment restrictions, with the firm managing all discretionary transactions and providing ongoing account oversight and rebalancing.
Latest 13F Filing Activity
Hoffman, Alan N Investment Management filed their most recent 13F report on Sep 30, 2025 disclosing 15 equity positions with a total 13F market value of $229M. The fund increased holdings in Apple Inc., Alphabet Inc., Microsoft Corp. among other positions. Hoffman, Alan N Investment Management reduced exposure to Costco WHSL Corp. New, Amazon Com Inc., Adobe Inc. among others.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 45.35% | $103.9M | 408,013 | $133.30 | $254.63 | +$19.9M |
A AMZN | AMAZON COM INC | 21.81% | $50.0M | 227,508 | $162.64 | $219.57 | -$300.2K |
M MSFT | MICROSOFT CORP | 16.82% | $38.5M | 74,385 | $234.98 | $517.95 | +$1.5M |
| ALPHABET INC | 6.78% | $15.5M | 63,844 | $94.99 | $243.10 | +$4.2M | |
C COST | COSTCO WHSL CORP NEW | 4.66% | $10.7M | 11,544 | $399.18 | $925.63 | -$714.7K |
Industry Allocation
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