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G. Matthew Pirner

@Richmond Brothers, Inc.

Latest period2024 - Q3ReportedManaged Assets$162.191MTotal holdings33
Assets growth rate220.78%Assets growth rate (2-Q avg)107.25%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Richmond Brothers, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Richmond Brothers, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 162.191M in assets, with a quarterly growth rate of 220.78% and a 2-quarter average growth rate of 107.25%. The portfolio is managed by G. Matthew Pirner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -13.47%
3.46%
$5.596M
24,018 shares@ $232.99 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -11.22%
3.22%
$5.207M
11,312 shares@ $460.28 avg price
MDXGMimedx Group Inc
Recent Activity
Decreased -14.67%
2.86%
$4.626M
782,735 shares@ $5.92 avg price
GOFGuggenheim Strategic Opportu
Recent Activity
Decreased -4.08%
2.77%
$4.487M
284,710 shares@ $15.76 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -8.73%
1.11%
$1.784M
4,147 shares@ $430.22 avg price
RMTIRockwell Med Inc
Recent Activity
Decreased -9.73%
0.62%
$991,999
249,872 shares@ $3.98 avg price
IBBIshares Tr
Recent Activity
Decreased -12.49%
0.58%
$928,717
6,379 shares@ $145.59 avg price
NVGNuveen Amt Free Mun Cr Inc F
Recent Activity
Decreased -4.22%
0.35%
$564,590
42,164 shares@ $13.4 avg price
IVVIshares Tr
Recent Activity
Decreased -10.31%
0.29%
$466,649
809 shares@ $576.83 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -5.69%
0.2%
$312,812
1,871 shares@ $167.19 avg price