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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘22
BHC icon
2001
Bausch Health
BHC
$1.65B
6 109 103 47%
AVD icon
2002
American Vanguard Corp
AVD
$73.5M
6 56 50 88.5%
ATRA icon
2003
Atara Biotherapeutics
ATRA
$71.2M
6 47 41 95.9%
BWMX icon
2004
Betterware México
BWMX
$623M
6 12 6 93.6%
AMWL icon
2005
American Well
AMWL
$181M
6 54 48 87.5%
AEON icon
2006
AEON Biopharma
AEON
$11.1M
6 12 6 100%
TDV icon
2007
ProShares S&P Technology Dividend Aristocrats ETF
TDV
$265M
6 12 6 80.6%
TYGO icon
2008
Tigo Energy
TYGO
$128M
6 10 4 83%
PTGX icon
2009
Protagonist Therapeutics
PTGX
$8.75B
6 44 38 1,621%
PPI
2010
AXS Astoria Inflation Sensitive ETF
PPI
$156M
6 9 3 83.9%
NMI icon
2011
Nuveen Municipal Income
NMI
$130M
6 11 5 16.3%
NEXN
2012
Nexxen International
NEXN
$547M
6 17 11 13.1%
MGYR icon
2013
Magyar Bancorp
MGYR
$118M
6 8 2 54.3%
KRT icon
2014
Karat Packaging
KRT
$789M
6 19 13 132%
OUNZ icon
2015
VanEck Merk Gold Trust
OUNZ
$2.51B
6 32 26 122%
EOS
2016
Eaton Vance Enhance Equity Income Fund II
EOS
$1.14B
6 28 22 31.9%
BOC icon
2017
Boston Omaha
BOC
$429M
6 29 23 31.2%
UMAY icon
2018
Innovator US Equity Ultra Buffer ETF May
UMAY
$138M
6 9 3 45.9%
TYG
2019
Tortoise Energy Infrastructure Corp
TYG
$1.14B
6 28 22 51.3%
BLES icon
2020
Inspire Global Hope ETF
BLES
$158M
6 20 14 59.5%
ARDC
2021
Are Dynamic Credit Allocation Fund
ARDC
$297M
6 19 13 1.48%
EMGF icon
2022
iShares Emerging Markets Equity Factor ETF
EMGF
$1.8B
6 33 27 57.4%
HERZ
2023
Herzfeld Credit Income Fund
HERZ
$33M
6 10 4 49.6%
JVA icon
2024
Coffee Holding Co
JVA
$19.6M
6 8 2 41%
JOB icon
2025
GEE Group
JOB
$23.4M
6 9 3 59.2%