Managers

9 positions · as of September 30, 2025 · Bitfarms Ltd · Core Scientific Inc New · Cipher Mining Inc

8 positions · as of June 30, 2026 · Unitedhealth Group Inc · Guidewire Software Inc · Amazon Com Inc.

21 positions · as of December 31, 2023 · Enterprise Prods Partners L · Procter And Gamble Co · Union Pac Corp

12 positions · as of December 31, 2020 · Cameco Corp · Las Vegas Sands Corp · Diageo PLC

54 positions · as of September 30, 2021 · Pacer Fds Tr Trendp Us Lar Cp · Ishares Tr Core Us Aggbd Et · Ishares Tr Core S&P Ttl Stk

6 positions · as of September 30, 2016 · Ishares Tr · Fidelity Comwlth Tr · Fidelity

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

14 positions · as of December 31, 2023 · Moderna Inc · Tesla Inc · Pampa Energia Sa ADR

28 positions · as of June 30, 2026 · Robostrategy Inc · Real Asset Acquisition Corp · Cantor Equity Partners I Inc

1 positions · as of September 30, 2014 · Mavenir Systems, Inc.

1 positions · as of June 30, 2026 · Crescent Cap Bdc Inc

38 positions · as of September 30, 2026 · SPDR Series Trust · Ishares Tr · Direxion Shares ETF Trust

103 positions · as of December 31, 2022 · Vanguard Short-term Bond · Vanguard Short-term Infl-prot Secs · Vanguard Short-term Corp. Bond

9 positions · as of September 30, 2023 · Vale S A · Petroleo Brasileiro Sa Petro · Mercadolibre Inc

28 positions · as of September 30, 2016 · SPDR S&P 500 ETF Tr · Procter And Gamble Co · Apple Inc

39 positions · as of September 30, 2026 · Agnico Eagle Mines Ltd · Barrick Gold Corp · Newmont Mining Corp

45 positions · as of September 30, 2019 · Neogenomics Inc. · Insulet Corp. · Twilio, Inc. Class A

2 positions · as of September 30, 2020 · Myovant Sciences Ltd. · Revance Therapeutics, Inc.

23 positions · as of December 31, 2016 · SPDR S&P Oil & Gas Exp & Pr · Currencyshs Brit Pound Ster · Currencyshares Euro Trust

3 positions · as of September 30, 2023 · Legalzoom Com Inc · Honest Co Inc · Inspirato Incorporated

24 positions · as of September 30, 2018 · Berkshire Hathaway Inc Del · Brown & Brown Inc · Aercap Holdings Nv

125 positions · as of September 30, 2022 · Ishares Tr · Sprott Physical Gold Tr · Invesco Exch Traded Fd Tr Ii

30 positions · as of September 30, 2016 · Alibaba Group Hldg Ltd · Western Digital Corp · Intel Corp

2 positions · as of September 30, 2017 · Jbg Smith Pptys · Paramount Group Inc