Hedges Asset Management LLC
Hedges Asset Management LLC is a Nevada-based investment advisory firm founded around 2021. The firm manages assets primarily for high net worth individuals with total AUM of approximately $195 million as of January 2025. As a registered investment adviser, Hedges Asset Management LLC provides personalized portfolio management services and reports regularly to the SEC. The firm is relatively small, with only one employee, focusing exclusively on investment and brokerage functions.
Investment Strategy
Hedges Asset Management LLC pursues a discretionary investment strategy focused on diversified equity holdings. Its 13F filings show allocations to major U.S. public companies in sectors such as banking, industrials, airlines, utilities, and energy. Holdings include positions in Glacier Bancorp, General Electric, Boeing, Royal Dutch Shell, and others; the firm trades positions actively, adding new stocks and reducing or selling out of others each quarter. Almost all assets are managed on behalf of high net worth individuals, as well as a small amount for pension/profit-sharing plans. Their investment philosophy emphasizes active management and broad diversification.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GBCI | GLACIER BANCORP INC NEW | 10.82% | $14.1M | 290,223 | $55.82 | $48.67 | +$1.6M |
G GE | GE AEROSPACE | 5.29% | $6.9M | 22,950 | $58.30 | $300.82 | +$694.3K |
B BA | BOEING CO | 4.08% | $5.3M | 24,650 | $175.18 | $215.83 | -$100.3K |
S SHEL | SHELL PLC | 3.07% | $4.0M | 56,100 | $55.38 | $71.53 | +$62.8K |
G GLPI | GAMING & LEISURE PPTYS INC | 2.79% | $3.6M | 78,260 | $48.66 | $46.61 | -$5.5K |