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B. Riley Asset Management, LLC
Hedge Fund • Long/Short
B. Riley Asset Management, LLC is a Long/Short Hedge Fund based in Dallas, TX led by Wesley Carl Cummins, reporting $141.9M in AUM as of Q3 2025 with 96% Financial Services concentration, with only 5 positions, and 95% allocation to APLD.
PresidentWesley Carl Cummins
- Portfolio Value
- $39.3M
- Positions
- 5
- Top Holding
- APLD at 95.23%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in B. Riley Asset Management, LLC's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Financial - Capital Markets Financial Services | $37.4M | 95.23% | — | 0.61% 1.6M shares | |
Unknown Unknown | $1.6M | 3.97% | -$2.2M Sold | — 164.9K shares | |
Financial - Capital Markets Financial Services | $296.3K | 0.75% | — | 0.02% 105.1K shares | |
Entertainment Communication Services | $13.2K | 0.03% | — | — 15.0K shares | |
Software - Infrastructure Technology | $4.3K | 0.01% | — | — 112.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in B. Riley Asset Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
| No increased positions | |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-58.08% |
Analytics
Portfolio insights and performance metrics for B. Riley Asset Management, LLC
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