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RiverFront Investment Group, LLC
Pete Quinn · Investment Advisor · Multi-Strategy
RiverFront Investment Group, LLC is a global asset management firm based in Richmond, Virginia, founded in 2008 by a team of former Wachovia Securities executives. The firm is majority employee-owned and specializes in providing tactical asset allocation solutions, including model portfolios, ETFs, and separately managed accounts. Known as "The Asset Manager with Glass Walls," the company focuses on delivering transparency and disciplined investment strategies to financial advisors and their clients, leveraging the deep industry experience of its founding partners and professional staff to navigate complex global market environments through active management.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +19.4% |
| YTD return | +12.4% |
| Sharpe ratio | 3.21 |
| Win rate | 65% |
| AUM | $1.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.riverfrontig.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 18.8% | +31.6% |
| NVDA | NVIDIA Corporation | 15.5% | +20.0% |
| MSFT | Microsoft Corporation | 11.4% | +0.7% |
| GOOGL | Alphabet Inc Class A | 11.1% | +41.9% |
| AMZN | Amazon.com Inc | 8.3% | +15.7% |
| JPM | JPMorgan Chase & Co | 4.5% | +14.3% |
| BRK-A | Berkshire Hathaway Inc | 4.2% | -0.2% |
| WMT | Walmart Inc. Common Stock | 3.6% | +4.3% |
| HIG | Hartford Financial Services Group | 2.6% | -1.4% |
| PLTR | Palantir Technologies Inc. | 2.6% | +9.0% |
| LLY | Eli Lilly and Company | 2.4% | +34.7% |
| V | Visa Inc. Class A | 2.4% | +6.9% |
| TSM | Taiwan Semiconductor Manufacturing | 1.9% | +9.6% |
| UPS | United Parcel Service Inc | 1.8% | -18.4% |
| XOM | Exxon Mobil Corp | 1.7% | +18.7% |
| KO | The Coca-Cola Company | 1.7% | +19.1% |
| PG | Procter & Gamble Company | 1.5% | -1.9% |
| AVGO | Broadcom Inc | 1.4% | +2.1% |
| TGT | Target Corporation | 1.4% | +7.6% |
| TSLA | Tesla Inc | 1.1% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | TSLA | 0.0% → 1.1% |
| Sep 21, 2026 | BUY | PG | 1.5% → 1.5% |
| Sep 21, 2026 | SELL | GOOGL | 10.9% → 11.1% |
| Sep 21, 2026 | BUY | V | 2.4% → 2.4% |
| Sep 21, 2026 | BUY | XOM | 1.6% → 1.7% |
Investment Style Analysis
RiverFront Investment Group, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $1.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, RiverFront Investment Group, LLC made a significant move by increasing exposure to TSLA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
RiverFront’s investment philosophy is defined by the mantra "Process over Prediction," emphasizing a systematic and repeatable methodology over subjective forecasting. The firm employs a dynamic approach that integrates fundamental, quantitative, and technical research across three core disciplines: Strategic and Tactical Asset Allocation, Security Selection, and Risk Management. By combining data-driven quantitative studies with the collective intuition and experience of their investment team, RiverFront seeks to provide transparent, risk-managed portfolios that can adapt to changing market conditions while focusing on long-term client outcomes.
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 RiverFront Investment Group, LLC.
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Frequently asked questions
How is the simulated portfolio for RiverFront Investment Group, LLC 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 RiverFront Investment Group, LLC's largest holding?
As of the latest filing, RiverFront Investment Group, LLC's top position is Apple Inc (AAPL), representing 18.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is RiverFront Investment Group, LLC's historical performance and risk profile?
Our simulation indicates a total return of +19.4% with a win rate of 65%. Notably, the portfolio maintains a Sharpe Ratio of 3.21, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does RiverFront Investment Group, LLC primarily invest in?
RiverFront Investment Group, LLC has a strong preference for the Semiconductors sector, which makes up 18.9% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is RiverFront Investment Group, LLC's portfolio concentrated or diversified?
RiverFront Investment Group, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 45.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has RiverFront Investment Group, LLC performed in 2026?
Our AI-simulated model portfolio for RiverFront Investment Group, LLC tracks a Year-to-Date (YTD) return of +12.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Pete Quinn manage RiverFront Investment Group, LLC directly?
Yes, Pete Quinn serves as the key portfolio manager for RiverFront Investment Group, LLC, overseeing the investment strategy and final capital allocation decisions.