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Name Net increased
positions
Increased positions Reduced positions Return since
30 Jun ‘23
PPH icon
2001
VanEck Pharmaceutical ETF
PPH
$960M
6 35 29 39.5%
RFM
2002
RiverNorth Flexible Municipal Income Fund
RFM
$91M
6 8 2 6.35%
USLM icon
2003
United States Lime & Minerals
USLM
$3.02B
6 27 21 152%
VZLA
2004
Vizsla Silver
VZLA
$1.06B
6 8 2 149%
PGNY icon
2005
Progyny
PGNY
$2.5B
6 108 102 19%
PSCU icon
2006
Invesco S&P SmallCap Utilities & Communication Services ETF
PSCU
$17.6M
6 8 2 20.5%
RELL icon
2007
Richardson Electronics
RELL
$245M
6 32 26 2%
KNSA icon
2008
Kiniksa Pharmaceuticals
KNSA
$4.95B
6 49 43 357%
SMBK icon
2009
SmartFinancial
SMBK
$817M
6 33 27 122%
IIPR icon
2010
Innovative Industrial Properties
IIPR
$1.87B
6 116 110 11.8%
SENEA icon
2011
Seneca Foods Class A
SENEA
$1.16B
6 41 35 423%
TDF
2012
Templeton Dragon Fund
TDF
$269M
6 13 7 17.5%
IUSG icon
2013
iShares Core S&P US Growth ETF
IUSG
$31.5B
6 192 186 88.5%
ACH
2014
Accendra Health
ACH
$266M
6 81 75 81.8%
ELS icon
2015
Equity Lifestyle Properties
ELS
$12.7B
6 161 155 1.79%
FLD
2016
Fold Holdings
FLD
$19.2M
6 14 8 96.3%
ACRV icon
2017
Acrivon Therapeutics
ACRV
$75.3M
6 17 11 86.4%
KVHI icon
2018
KVH Industries
KVHI
$177M
6 23 17 0.88%
PSCC icon
2019
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$37.5M
6 12 6 0.36%
OCCI
2020
OFS Credit Co
OCCI
$68.4M
6 12 6 72.1%
BBW icon
2021
Build-A-Bear
BBW
$425M
6 43 37 58.2%
SURG icon
2022
SurgePays
SURG
$7.84M
6 7 1 95.7%
GCOR icon
2023
Goldman Sachs Access US Aggregate Bond ETF
GCOR
$793M
6 19 13 1.71%
GBTG icon
2024
American Express Global Business Travel
GBTG
$4.91B
6 14 8 30.2%
APRT icon
2025
AllianzIM U.S. Equity Buffer10 Apr ETF
APRT
$55.2M
6 8 2 46.4%