Carlson Capital Management is an investment fund managing more than $1.95 trillion ran by Adam Hoffmann. There are currently 154 companies in Mr. Hoffmann’s portfolio. The largest investments include Etf Ser Solutions and Vanguard Scottsdale Fds, together worth $566 billion.
Limited to 30 biggest holdings
$1.95 trillion Assets Under Management (AUM)
As of 9th January 2024, Carlson Capital Management’s top holding is 7,156,545 shares of Etf Ser Solutions currently worth over $353 billion and making up 18.1% of the portfolio value.In addition, the fund holds 2,819,964 shares of Vanguard Scottsdale Fds worth $213 billion. The third-largest holding is Dimensional Etf Trust worth $368 billion and the next is Vanguard Bd Index Fds worth $123 billion, with 1,602,860 shares owned.
Currently, Carlson Capital Management's portfolio is worth at least $1.95 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Carlson Capital Management
The Carlson Capital Management office and employees reside in Northfield, Minnesota. According to the last 13-F report filed with the SEC, Adam Hoffmann serves as the Chief Investment Officer at Carlson Capital Management.
