Managers

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

Tamarack Advisers, LP $2.12M

1 positions · as of December 31, 2023 · Streamline Health Solutions Ord

Creekmur Asset Management LLC $2.07M

6 positions · as of June 30, 2026 · Vanguard S&P 500 ETF · Ishares Core S&P Small-cap ETF · Vanguard Ftse Developed Markets ETF

COHEN LAWRENCE B $2.06M

6 positions · as of December 31, 2023 · Microsoft Corporation · Apple Inc · Amazon.com Inc

YALE UNIVERSITY $2.05M

4 positions · as of September 30, 2025 · Ishares Tr Core S&P Ttl Stk · Vera Therapeutics Inc · Brp Inc

NEW YORK LIFE TRUST CO $2.05M

206 positions · as of March 31, 2017 · SPDR S&P 500 ETF Trust · Apple Inc · Microsoft Corp

Newfleet Asset Management, LLC $2.05M

2 positions · as of June 30, 2022 · Ishares Tr · Iheartmedia Inc

Founders Fund VII Management, LLC $2.03M

2 positions · as of December 31, 2025 · Compass Pathways PLC · Rumble Inc

Summit Global Investments $2.02M

516 positions · as of September 30, 2026 · Rbb Fd Inc · Ishares Tr · Nvidia Corporation

ISZO CAPITAL MANAGEMENT LP $2M

1 positions · as of December 31, 2023 · Cbl & Assoc Pptys Inc

Ruggie Capital Group $1.94M

51 positions · as of September 30, 2020 · Crown Castle Intl Co · Ishares Tr · Invesco Actively Managed ETF

Evensky & Katz LLC $1.91M

69 positions · as of September 30, 2026 · Ishares Core S&P Total Us Stock Market · Dfa Intl Core Equity 2- ETF · Schwab Us Broad Market - ETF

MVM Partners, LLC $1.91M

1 positions · as of June 30, 2026 · Mdxhealth Sa

Thor Advisors, LLC $1.9M

150 positions · as of March 31, 2020 · SPDR S&P 500 ETF · Abbvie Inc · Activision Blizzard Inc

1922 Investment Co LLC $1.89M

2 positions · as of June 30, 2026 · Berkshire Hathaway Class B · Alphabet Inc. Class A

CAXTON CORP $1.85M

10 positions · as of June 30, 2026 · Space Exploration Techn Corp · Berkshire Hathaway Inc Del · Alphabet Inc

Trikon Asset Management Ltd $1.84M

1 positions · as of September 30, 2023 · Nvidia Corporation

H Capital II GP, L.P. $1.83M

2 positions · as of September 30, 2022 · 17 Ed & Technology Group Inc · Didi Global Inc

Cohalo Advisory LLC $1.82M

18 positions · as of September 30, 2026 · Ishares Tr · Goldman Sachs ETF Tr · Tidal Tr Ii

Spark Management Partners II, LLC $1.81M

1 positions · as of December 31, 2014 · Twitter Inc

A.R.T. Advisors, LLC $1.8M

6 positions · as of September 30, 2021 · Bristol-myers Squibb Co · Alphabet Inc · Chipotle Mexican Grill Inc

Sea Otter Advisors LLC $1.78M

5 positions · as of September 30, 2024 · Nikola Corp · Bitcoin Depot Inc · Compass Digital Acquisitn Co

RE Dickinson Investment Advisors, LLC $1.77M

323 positions · as of December 31, 2024 · Schwab Strategic Tr · Ishares Tr · Vanguard Tax-managed Fds

YT Extraction Co Investment Partners, LP $1.73M

1 positions · as of June 30, 2021 · Extraction Oil And Gas Inc

Arboretum Ventures, LLC $1.72M

1 positions · as of September 30, 2023 · Inogen Inc

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