We are live on ! Find out more
REAM

Ripple Effect Asset Management Portfolio holdings

AUM $679M
1-Year Est. Return 81.6%
This Fund
S&P 500
This Quarter Est. Return
+4.46%
1 Year Est. Return
+81.6%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$360M
AUM Growth
–
Cap. Flow
+$368M
Cap. Flow %
102.08%
Top 10 Hldgs %
71.1%
Holding
26
New
26
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AM icon
Antero Midstream
AM
+$17.9M
2
VST icon
Vistra
VST
+$11.9M
3
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$11.9M
4
TLN
Talen Energy Corp
TLN
+$7.8M
5
CCJ icon
Cameco
CCJ
+$7.63M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Energy 9.41%
2 Utilities 6.15%
3 Materials 1.41%
4 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIFR icon
26
Cipher Digital
CIFR
$8.6B
$68.1K 0.02%
+14,684
New +$83.4K
1
2

Similar funds

MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
ISWM
Independent Solutions Wealth Management Williamsville, New York $679M AUM 29.15% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
TWM
Topsail Wealth Management Charlotte, North Carolina $678M AUM 13.87% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
MMPW
Mitchell McLeod Pugh & Williams Mobile, Alabama $678M AUM 23.02% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return

Ripple Effect Asset Management's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Ripple Effect Asset Management, which disclosed 26 positions worth $360M. Its ten largest holdings account for 71% of the portfolio.

Its largest position is Antero Midstream: 1,175,000 shares worth $17.7M.

By sector, the portfolio is most concentrated in Energy at 9.4% of assets, followed by Utilities and Materials.

  • Ripple Effect Asset Management's largest Q4 2024 buy was Antero Midstream: 1,175,000 shares worth $17.7M.
  • Ripple Effect Asset Management's ten largest holdings make up 71% of its $360M portfolio in Q4 2024.
  • Ripple Effect Asset Management disclosed 26 positions in Q4 2024, its first 13F filing on record.

Based on Ripple Effect Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.