Latest Riverstone Advisors, LLC Stock Portfolio
Riverstone Advisors, LLC Performance:
2025 Q3: 9.5%YTD: 11.77%2024: 14.97%
Performance for 2025 Q3 is 9.5%, and YTD is 11.77%, and 2024 is 14.97%.
About Riverstone Advisors, LLC and 13F Hedge Fund Stock Holdings
Riverstone Advisors, LLC is a hedge fund based in NEW BRAUNFELS, TX. On 18-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $281.2 Millions. In it's latest 13F Holdings report, Riverstone Advisors, LLC reported an equity portfolio of $203.9 Millions as of 30 Sep, 2025.
The top stock holdings of Riverstone Advisors, LLC are IJR, GOOG, AMZN. The fund has invested 27.7% of it's portfolio in ISHARES TR and 10.6% of portfolio in ALPHABET INC.
The fund managers got completely rid off ELI LILLY & CO (LLY) and FIDELITY MERRIMACK STR TR (FBND) stocks. They significantly reduced their stock positions in EOG RES INC (EOG), CONOCOPHILLIPS (COP) and DEXCOM INC (DXCM). Riverstone Advisors, LLC opened new stock positions in GE AEROSPACE (GE) and GE VERNOVA INC. The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRADED FD TR II (CGW), META PLATFORMS INC (META) and VANGUARD INDEX FDS (VB).
The top stock holdings of Riverstone Advisors, LLC are IJR, GOOG, AMZN. The fund has invested 27.7% of it's portfolio in ISHARES TR and 10.6% of portfolio in ALPHABET INC.
The fund managers got completely rid off ELI LILLY & CO (LLY) and FIDELITY MERRIMACK STR TR (FBND) stocks. They significantly reduced their stock positions in EOG RES INC (EOG), CONOCOPHILLIPS (COP) and DEXCOM INC (DXCM). Riverstone Advisors, LLC opened new stock positions in GE AEROSPACE (GE) and GE VERNOVA INC. The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRADED FD TR II (CGW), META PLATFORMS INC (META) and VANGUARD INDEX FDS (VB).
Riverstone Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Riverstone Advisors, LLC made a return of 9.5% in the last quarter. In trailing 12 months, it's portfolio return was 7.73%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 471,516 |
| ishares tr | 350,696 |
| ge aerospace | 233,001 |
| ishares tr | 225,625 |
| ge vernova inc | 213,378 |
New stocks bought by Riverstone Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| invesco exch traded fd tr ii | 120 |
| meta platforms inc | 49.79 |
| vanguard index fds | 15.26 |
| cheniere energy inc | 13.85 |
| monolithic pwr sys inc | 11.71 |
| nvidia corporation | 10.73 |
| servicenow inc | 10.37 |
| jpmorgan chase & co. | 3.63 |
Additions to existing portfolio by Riverstone Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| eog res inc | -47.14 |
| conocophillips | -42.34 |
| dexcom inc | -41.24 |
| paypal hldgs inc | -14.28 |
| paycom software inc | -12.1 |
| spdr s&p 500 etf tr | -11.94 |
| apple inc | -11.89 |
| exxon mobil corp | -11.19 |
Riverstone Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| fidelity merrimack str tr | -235,329 |
| eli lilly & co | -623,624 |
Riverstone Advisors, LLC got rid off the above stocks
Sector Distribution
Riverstone Advisors, LLC has about 39.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 39.6 |
| Consumer Cyclical | 21 |
| Technology | 11.4 |
| Communication Services | 11.4 |
| Industrials | 5.8 |
| Healthcare | 5 |
| Energy | 4.2 |
Market Cap. Distribution
Riverstone Advisors, LLC has about 59.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 39.6 |
| MEGA-CAP | 31.1 |
| LARGE-CAP | 28.3 |
Stocks belong to which Index?
About 50.3% of the stocks held by Riverstone Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 50.3 |
| Others | 49.7 |
Riverstone Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Riverstone Advisors, LLC
Riverstone Advisors, LLC has 59 stocks in it's portfolio. About 79.1% of the portfolio is in top 10 stocks. PAYC proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Riverstone Advisors, LLC last quarter.
Last Reported on: 07 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.42 | 11,406 | 2,904,310 | reduced | -11.89 | ||
| ABBV | abbvie inc | 0.15 | 1,356 | 313,938 | added | 0.22 | ||
| ABT | abbott labs | 0.12 | 1,897 | 254,084 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.17 | 13,922 | 350,696 | new | |||
| AGT | ishares tr | 0.23 | 19,404 | 471,516 | new | |||
| AMAT | applied matls inc | 0.90 | 8,989 | 1,840,410 | unchanged | 0.00 | ||
| AME | ametek inc | 0.11 | 1,200 | 225,600 | unchanged | 0.00 | ||
| AMGN | amgen inc | 0.38 | 2,726 | 769,277 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 9.03 | 83,847 | 18,410,400 | added | 0.07 | ||
| AVGO | broadcom inc | 3.11 | 19,234 | 6,345,420 | added | 0.84 | ||
| BGRN | ishares tr | 0.11 | 9,270 | 225,625 | new | |||
| BIL | spdr series trust | 0.12 | 1,680 | 235,284 | unchanged | 0.00 | ||
| CGW | invesco exch traded fd tr ii | 0.55 | 20,832 | 1,124,710 | added | 120 | ||
| COP | conocophillips | 0.36 | 7,789 | 736,762 | reduced | -42.34 | ||
| COST | costco whsl corp new | 0.33 | 732 | 677,561 | added | 0.83 | ||
| CRWD | crowdstrike hldgs inc | 0.83 | 3,452 | 1,692,790 | reduced | -2.76 | ||
| CSCO | cisco sys inc | 0.13 | 3,961 | 271,037 | added | 0.15 | ||
| DHR | danaher corporation | 3.83 | 39,335 | 7,798,560 | reduced | -4.2 | ||
| DXCM | dexcom inc | 0.16 | 4,815 | 324,001 | reduced | -41.24 | ||
| EOG | eog res inc | 0.18 | 3,295 | 369,435 | reduced | -47.14 | ||