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Nicholas Hoffman & Company, LLC
Nicholas J. Hoffman · Family Office · Multi-Strategy
Nicholas Hoffman & Company, LLC is a private boutique wealth management firm and multi-family office headquartered in Atlanta, Georgia. Founded in 2007 by Nicholas J. Hoffman, the firm specializes in providing bespoke financial strategies designed to grow and preserve multi-generational wealth. Its comprehensive service offering integrates investment portfolio design with complex tax, estate, and retirement planning. Operating as a fee-only fiduciary, the firm emphasizes long-term relationships built on trust, transparency, and ethical conduct. The institution manages significant assets for high-net-worth individuals and families, employing a diversified approach that includes traditional public securities, exchange-traded funds, and alternative private market opportunities to achieve enduring financial success for its clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -4.0% |
| YTD return | -5.9% |
| Sharpe ratio | -3.04 |
| Win rate | 58% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://nhoffmanandco.com/ |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BRK-A | Berkshire Hathaway Inc | 48.6% | +2.9% |
| GOOGL | Alphabet Inc Class A | 10.2% | -6.9% |
| AVGO | Broadcom Inc | 8.4% | +5.3% |
| MSFT | Microsoft Corporation | 7.4% | +1.3% |
| INTU | Intuit Inc | 6.1% | -44.8% |
| AAPL | Apple Inc | 4.5% | +25.9% |
| KO | The Coca-Cola Company | 1.9% | +30.0% |
| HBAN | Huntington Bancshares Incorporated | 1.5% | +5.2% |
| CAT | Caterpillar Inc | 1.5% | +50.9% |
| LLY | Eli Lilly and Company | 1.4% | +29.2% |
| NVDA | NVIDIA Corporation | 1.4% | +20.8% |
| JNJ | Johnson & Johnson | 1.1% | +43.7% |
| AMZN | Amazon.com Inc | 1.0% | +16.3% |
| ACN | Accenture plc | 0.9% | -17.0% |
| SO | Southern Company | 0.9% | -4.6% |
| HD | The Home Depot Inc | 0.9% | -18.4% |
| XOM | Exxon Mobil Corp | 0.8% | +39.9% |
| CVX | Chevron Corp | 0.7% | +21.1% |
| JPM | JPMorgan Chase & Co | 0.5% | +11.3% |
| BAC | Bank of America Corp | 0.5% | +1.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 27, 2026 | SELL | JPM | 0.5% → 0.5% |
| Jul 27, 2026 | BUY | GOOGL | 11.3% → 10.2% |
| Jul 27, 2026 | SELL | META | 0.5% → 0.0% |
| Jul 27, 2026 | BUY | BAC | 0.0% → 0.5% |
| Jul 27, 2026 | SELL | BRK-A | 49.2% → 48.6% |
Investment Style Analysis
Nicholas Hoffman & Company, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 3, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Insurance - Diversified and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 27, Nicholas Hoffman & Company, LLC made a significant move by reducing the position in JPM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is built on the core principles of discipline, diversification, and a long-term perspective. As fiduciaries, they prioritize the interests of their clients, seeking to integrate all investment decisions within a comprehensive strategic plan that accounts for tax, retirement, and inter-generational wealth transfer. Their approach relies on meticulous analysis and personalized guidance to develop custom strategies tailored to each family's unique financial aspirations. By focusing on the mathematics of money and the responsibilities inherent in significant wealth, the firm aims to create a legacy of prosperity that ensures financial stability and growth across multiple generations.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Nicholas Hoffman & Company, LLC.
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Frequently asked questions
How is the simulated portfolio for Nicholas Hoffman & Company, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Nicholas Hoffman & Company, LLC's largest holding?
As of the latest filing, Nicholas Hoffman & Company, LLC's top position is Berkshire Hathaway Inc (BRK-A), representing 48.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Nicholas Hoffman & Company, LLC's historical performance and risk profile?
Our simulation indicates a total return of -4.0% with a win rate of 58%. Notably, the portfolio maintains a Sharpe Ratio of -3.04, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Nicholas Hoffman & Company, LLC primarily invest in?
Nicholas Hoffman & Company, LLC has a strong preference for the Insurance - Diversified sector, which makes up 48.6% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Nicholas Hoffman & Company, LLC's portfolio concentrated or diversified?
Nicholas Hoffman & Company, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 67.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Nicholas Hoffman & Company, LLC performed in 2026?
Our AI-simulated model portfolio for Nicholas Hoffman & Company, LLC tracks a Year-to-Date (YTD) return of -5.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Nicholas J. Hoffman manage Nicholas Hoffman & Company, LLC directly?
Yes, Nicholas J. Hoffman serves as the key portfolio manager for Nicholas Hoffman & Company, LLC, overseeing the investment strategy and final capital allocation decisions.