Amussen Hunsaker Associates LLC
Amussen Hunsaker Associates LLC, now primarily known as Iron Gate Global Advisors, is an SEC-registered investment adviser headquartered in North Salt Lake, Utah. The firm was founded in 1998 and provides wealth management and investment advisory services primarily to individual investors, families, and select institutions. With approximately $897 million in assets under management as of Q2 2025, the firm focuses on portfolio management for individuals and institutional clients. Employee count is estimated to be under 20, reflecting a boutique, client-focused operation.
Investment Strategy
The firm's investment strategy centers on long-term growth using a diversified portfolio of primarily U.S. equities, including both individual stocks and exchange-traded funds. Current holdings are heavily weighted toward large-cap technology and financial stocks (such as META, AMZN, BRK.B, NVDA), and they employ active management, both in starting new positions and adjusting weights in existing holdings. Their approach involves fundamental research to identify underappreciated opportunities and manage risk through diversification and periodic rebalancing.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 9.64% | $86.5M | 117,236 | $306.53 | $738.09 | +$29.2M |
A AMZN | AMAZON COM INC | 9.49% | $85.2M | 388,213 | $133.99 | $219.39 | +$17.7M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.47% | $85.0M | 175,006 | $248.91 | $485.77 | -$7.3M |
N NVDA | NVIDIA CORPORATION | 9.01% | $80.8M | 511,680 | $95.88 | $157.99 | +$46.4M |
A AAPL | APPLE INC | 7.10% | $63.7M | 310,702 | $95.74 | $205.17 | -$1.7M |