Managers

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

H&F Corporate Investors IX, Ltd. $56M

1 positions · as of June 30, 2026 · Sprinklr Inc

LWM Advisory Services, LLC $56M

80 positions · as of June 30, 2026 · State Str SPDR S&P 500 ETF T · Apple Inc · Ishares Tr

Keane Capital Partners, LLC $56M

38 positions · as of September 30, 2016 · Amazon Com Inc · Stamps Com Inc · Macquarie Infrastructure Cor

ELberon, LLC $56M

9 positions · as of September 30, 2016 · Seritage Growth Pptys · Builders Firstsource Inc · Bioscrip Inc

Castle Creek Capital Partners VI, LP $55.9M

2 positions · as of September 30, 2025 · California Bancorp · Middlefield Banc Corp.

Hampstead Capital LLP $55.8M

24 positions · as of September 30, 2018 · AT&T Inc · Philip Morris Intl Inc · Ppl Corp

Oracle Alpha Inc. $55.7M

185 positions · as of March 31, 2024 · Micron Technology Inc · Coinbase Global Inc · Eli Lilly & Co

Bruderman Asset Management, LLC $55.7M

64 positions · as of June 30, 2022 · Microsoft Corp · Apple Inc · Alphabet Inc

SIGNIA CAPITAL MANAGEMENT LLC $55.7M

24 positions · as of June 30, 2020 · Sterling Construction Co Inc · Bancorp Inc Del · Natural Grocers By Vitamin C

QIMING U.S. VENTURES MANAGEMENT, LLC $55.6M

4 positions · as of September 30, 2025 · Tourmaline Bio Inc · Korro Bio Inc · Jasper Therapeutics Inc

Reitz Capital Advisors LLC $55.6M

22 positions · as of March 31, 2024 · Schwab Us Dividend Equity ETF · J.p. Morgan Nasdaq Equity Premium Income ETF · Vanguard Total Bond Market ETF

Kellner Capital, LLC $55.5M

18 positions · as of December 31, 2023 · Hess Corp · Splunk Inc · Pioneer Nat Res Co

Foundation Capital, LLC $55.5M

3 positions · as of September 30, 2022 · Lendingclub Corp · Doma Holdings Inc · Rover Group Inc

Israel Discount Bank of New York $55.4M

43 positions · as of September 30, 2026 · Ishares Tr · Invesco Exch Traded Fd Tr Ii · Ishares Inc

RED MOUNTAIN CAPITAL PARTNERS LLC $55.4M

5 positions · as of September 30, 2020 · Natures Sunshine Prods Inc · Marlin Business Svcs Corp · Destination Xl Group Inc

Bregal North America General Partner Jersey Ltd $55.4M

1 positions · as of September 30, 2023 · Open Lending Corporation

Bregal Sagemount I, L.P. $55.4M

1 positions · as of September 30, 2023 · Open Lending Corporation

Bregal Sagemount Management LP $55.4M

1 positions · as of September 30, 2023 · Open Lending Corporation

Hawkins Capital L.P. $55.4M

18 positions · as of December 31, 2017 · Oaktree Cap Group LLC · Intel Corp · Royal Dutch Shell PLC

Opus Point Partners Management, LLC $55.3M

55 positions · as of September 30, 2019 · Ishares Tr · Direxion Shs ETF Tr · Mettler Toledo International

TRIANGLE PEAK PARTNERS, LP $55.3M

23 positions · as of September 30, 2015 · Ishares Tr · Teekay Corporation · Ishares

Springhouse Capital Management, LP $55.3M

22 positions · as of September 30, 2023 · The Realreal Inc · Citigroup Inc · G Willi Food Intl Ltd

Diana Davis Spencer Foundation $55.2M

2 positions · as of June 30, 2026 · Vanguard Index Fds · Vanguard Div Apprec.

Pinz Capital Management, LP $55.2M

103 positions · as of September 30, 2022 · Corebridge Financial, Inc · Black Mountain Acquisition Corp · Mason Industrial Technology Inc

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