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Bridges Investment Management Inc
Nicholas Wilwerding · Investment Advisor · Growth
Bridges Investment Management Inc. is a premier investment management firm headquartered in Omaha, Nebraska. Established in 1945 by Marvin W. Bridges, Sr., who was Nebraska's first registered investment advisor, the firm has a long-standing legacy of providing tailored financial solutions. Now a key component of Bridges Trust, the institution serves high-net-worth individuals, families, and institutional clients. The firm follows a growth-oriented investment approach, specifically targeting companies with high returns on equity and consistent earnings growth. With a focus on stewardship and long-term capital appreciation, Bridges Investment Management combines fundamental research with a disciplined valuation process to build resilient portfolios that meet the evolving needs of its clients across generations.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +13.4% |
| YTD return | +7.7% |
| Sharpe ratio | 2.42 |
| Win rate | 51% |
| AUM | $4.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $4.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.bridgesinv.com |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 12.0% | +32.8% |
| MSFT | Microsoft Corporation | 10.4% | +1.9% |
| BRK-A | Berkshire Hathaway Inc | 9.7% | +2.9% |
| AAPL | Apple Inc | 8.7% | +27.0% |
| AMZN | Amazon.com Inc | 8.2% | +13.7% |
| NVDA | NVIDIA Corporation | 7.5% | +13.8% |
| PANW | Palo Alto Networks Inc | 5.2% | +35.1% |
| MA | Mastercard Inc | 5.0% | +1.0% |
| JPM | JPMorgan Chase & Co | 4.0% | +14.4% |
| V | Visa Inc. Class A | 3.5% | +7.1% |
| AVGO | Broadcom Inc | 3.4% | +3.8% |
| UNP | Union Pacific Corporation | 3.2% | +16.5% |
| ODFL | Old Dominion Freight Line Inc | 2.7% | +11.0% |
| CASY | Caseys General Stores Inc | 2.7% | -1.0% |
| META | Meta Platforms Inc. | 2.6% | -4.9% |
| SPGI | S&P Global Inc | 2.5% | -10.9% |
| LAD | Lithia Motors Inc | 2.4% | +20.7% |
| KLAC | KLA-Tencor Corporation | 2.1% | -2.7% |
| LOW | Lowe's Companies Inc | 2.0% | -20.3% |
| URI | United Rentals Inc | 2.0% | -14.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | SPGI | 2.5% → 2.5% |
| Sep 7, 2026 | BUY | AVGO | 3.4% → 3.4% |
| Sep 7, 2026 | SELL | MA | 5.1% → 5.0% |
| Sep 7, 2026 | BUY | URI | 2.0% → 2.0% |
| Sep 7, 2026 | SELL | CASY | 2.7% → 2.7% |
Investment Style Analysis
Bridges Investment Management Inc is widely recognized for employing a Growth strategy. As of Sep 11, 2026, the firm oversees approximately $4.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Bridges Investment Management Inc made a significant move by reducing the position in SPGI. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Bridges Investment Management's philosophy centers on the belief that long-term equity valuations are driven by strong corporate financial performance, particularly rising cash flow and earnings. The firm utilizes a growth-oriented strategy, identifying high-quality companies capable of delivering above-average returns on equity and earnings growth compared to the S&P 500. They maintain a disciplined, long-term investment horizon, emphasizing fundamental business knowledge and a quality-first mindset to mitigate risk. This research-intensive approach aims to align investment decisions with the specific goals of their clients, fostering wealth preservation and growth through patient capital allocation and rigorous security selection.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Bridges Investment Management Inc.
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Frequently asked questions
How is the simulated portfolio for Bridges Investment Management Inc constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Bridges Investment Management Inc's largest holding?
As of the latest filing, Bridges Investment Management Inc's top position is Alphabet Inc Class A (GOOGL), representing 12.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Bridges Investment Management Inc's historical performance and risk profile?
Our simulation indicates a total return of +13.4% with a win rate of 51%. Notably, the portfolio maintains a Sharpe Ratio of 2.42, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Bridges Investment Management Inc primarily invest in?
Bridges Investment Management Inc has a strong preference for the Software - Infrastructure sector, which makes up 15.6% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Bridges Investment Management Inc's portfolio concentrated or diversified?
Bridges Investment Management Inc runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 32.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Bridges Investment Management Inc performed in 2026?
Our AI-simulated model portfolio for Bridges Investment Management Inc tracks a Year-to-Date (YTD) return of +7.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Nicholas Wilwerding manage Bridges Investment Management Inc directly?
Yes, Nicholas Wilwerding serves as the key portfolio manager for Bridges Investment Management Inc, overseeing the investment strategy and final capital allocation decisions.