Ridgewood Investments is an SEC-registered investment adviser based in Springfield, NJ that reports managing 3 hedge funds on Form ADV. It reports $419.2 million in regulatory assets under management. Its private funds, of all types, hold $39.7 million in gross assets. Over a longer period they returned an estimated +31.2% from Q3 2024 to Q2 2026, compared with +40.6% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $419.2 millionForm ADV Item 5.F
- Gross assets of private funds
- $39.7 millionAll private fund types, Form ADV
- Hedge funds managed
- 37 private funds in total
- Employees
- 7Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 121220
- Latest Form ADV
- 04/03/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +9.5% | +14.8% |
| Q3 2025 | +5.7% | +7.8% |
| Q2 2025 | +4.9% | +10.4% |
| Q1 2025 | +1.2% | -4.5% |
| Q4 2024 | -0.3% | +2.1% |
| Q3 2024 | +7.1% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Berkshire Hathaway Inc Del CL B New$23.4 million
- Alphabet, Inc Voting Class$9.2 million
- Ishares 0-3 Month Treasury Bon$5.9 million
- Vanguard S&P 500 ETF$4.8 million
- Vanguard Short-term Bond ETF$4.6 million
- Alphabet, Inc Non-voting Class$4.4 million
- SPDR Bloomberg Barclays Invest$4.3 million
- Vanguard Mid-cap ETF$4.2 million
- Vanguard Intl Equity Index F$4.1 million
- Ishares Short Treasury Bond$4.0 million
As of 2026-06-30, from 13F filing by Ridgewood Investments LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures