Managers

Every tracked 13F filer, largest disclosed portfolio first. Quarterly snapshots of US-listed positions, filed up to 45 days after quarter end.

White River Investment Partners, LLC $72.3M

9 positions · as of September 30, 2014 · Express Scripts Holding Co · Liberty Global Plc-series C · Brookfield Asset Manage-cl A

KDT Advisors, LLC $72.3M

73 positions · as of June 30, 2026 · Vanguard Index Fds · Apple Inc · Vanguard Whitehall Fds

GRATRY & Co LLC $72.2M

75 positions · as of March 31, 2018 · Icon PLC · Credit Suisse Group · Ing Groep N.v.

Cider Mill Investments LP $72.2M

24 positions · as of March 31, 2019 · Worldpay Inc · United States Oil Fund LP · Berry Global Group Inc

IBM Retirement Fund $72.1M

1 positions · as of June 30, 2022 · Ishares Tr Russell 2000

Tahithromos, L.L.C. $71.9M

15 positions · as of March 31, 2018 · Hdfc Bank Ltd · Cognizant Technology Solutio · Front Yd Residential Corp

H Capital V GP, L.P. $71.9M

1 positions · as of June 30, 2026 · Ke Hldgs Inc

NCP Inc. $71.9M

78 positions · as of June 30, 2026 · Nvidia Corp · Amazon Com · Alphabet Inc

Semper Trust Co. $71.9M

105 positions · as of December 31, 2015 · United Parcel Srvc Class B · Abbvie Inc · Kimberly-clark Corp

COASTAL INVESTMENT MANAGEMENT, L.P. $71.8M

12 positions · as of September 30, 2021 · Microsoft Corp · Zscaler Inc · Salesforce.com, Inc

Ennismore Fund Management Ltd $71.7M

19 positions · as of March 31, 2021 · Godaddy Inc · Amazon Com Inc · Tucows Inc

LeVasseur Capital Partners LLC $71.4M

8 positions · as of September 30, 2016 · Ihs Markit Ltd · American Tower Corp New · Fleetcor Technologies Inc

13D Management LLC $71.3M

11 positions · as of June 30, 2026 · Viasat Inc · Twilio Inc · Mercury Sys Inc

University of Pittsburgh - Of the Commonwealth System of Higher Education $71.3M

2 positions · as of June 30, 2026 · Ishares Inc · Micron Technology Inc

Incentive AS $71.3M

1 positions · as of December 31, 2025 · Smurfit Westrock PLC

Sunnymeath Asset Management, Inc. $71.2M

145 positions · as of December 31, 2016 · Apple Inc · Chevron Corp · AT&T Inc Cmn

Lee Equity Partners, LLC $71.1M

2 positions · as of December 31, 2018 · Independent Bank Group, Inc. · Papa Murphy's Holdings, Inc.

NS Advisors, LLC $71M

14 positions · as of December 31, 2016 · Block H & R Inc · Sabra Health Care REIT Inc · Bofi Hldg Inc

Thai Life Insurance PCL. $71M

14 positions · as of September 30, 2017 · Ishares Tr · SPDR Series Trust · Select Sector SPDR Tr

Blossom Wealth Management $71M

72 positions · as of June 30, 2026 · Schwab Strategic Tr · Nvidia Corporation · Vanguard Index Fds

JACOB ASSET MANAGEMENT OF NEW YORK LLC $70.9M

66 positions · as of September 30, 2023 · Draftkings Inc New · Inspired Entmt Inc · Identiv Inc

HOLT-SMITH ADVISORS INC $70.9M

56 positions · as of June 30, 2013 · Ishares Russell 1000 Growth (i · Ishares Russell 1000 Value (iw · Ishares Msci Emerging Markets

1060 Capital, LLC $70.9M

10 positions · as of June 30, 2026 · Centuri Holdings Inc · Primoris Svcs Corp · Hub Group Inc

ACUITY INVESTMENT MANAGEMENT INC $70.8M

145 positions · as of March 31, 2015 · Royal Bank Of Canada · Bank Of Nova Scotia · Toronto-dominion Bank

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