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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
VDCVanguard World Fd
Recent Activity
New Position
4%
$6.487M
29,694 shares@ $218.47 avg price
VTIPVanguard Malvern Fds
Recent Activity
New Position
2.16%
$3.489M
70,761 shares@ $49.31 avg price
BIVVanguard Bd Index Fds
Recent Activity
New Position
2.13%
$3.441M
43,913 shares@ $78.37 avg price
EDVVanguard World Fd
Recent Activity
New Position
2.06%
$3.332M
41,820 shares@ $79.69 avg price
BLVVanguard Bd Index Fds
Recent Activity
New Position
1.97%
$3.193M
42,472 shares@ $75.17 avg price
VDEVanguard World Fd
Recent Activity
New Position
1.94%
$3.132M
25,572 shares@ $122.47 avg price