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Digital Assets

Digital assets cover the companies whose earnings move with cryptocurrency prices and on-chain activity — exchanges, miners, custodians, and payment rails. Results are highly cyclical and closely tied to regulation.

160 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2001
SFM
Signet Financial Management
New Jersey
$0 -$14K 0 – Closed
2002
SCM
Southport Capital Management
Tennessee
$0 -$67K 0 – Closed
2003
SouthState Corp
SouthState Corp
Florida
$0 -$20K 0 – Closed
2004
SFM
Sphera Funds Management
Israel
$0 -$2.59M 0 – Closed
2005
SLG
Stanley-Laman Group
Pennsylvania
$0 -$6.88M 0 – Closed
2006
SIM
Stelliam Investment Management
New York
$0 -$13.2M 0 – Closed
2007
SCM
Stevens Capital Management
Pennsylvania
$0 -$14.2M 0 – Closed
2008
SV
Stilwell Value
New York
$0 -$745K 0 – Closed
2009
SV
Sturgeon Ventures
United Kingdom
$0 -$549K 0 – Closed
2010
SSG
Summit Securities Group
New York
$0 -$373K 0 – Closed
2011
SSCM
Summit Street Capital Management
New York
$0 -$715K 0 – Closed
2012
Summit Trail Advisors
Summit Trail Advisors
New York
$0 -$270K 0 – Closed
2013
SXL
Summit X LLC
Missouri
$0 -$258K 0 – Closed
2014
TPCM
Three Peaks Capital Management
Colorado
$0 -$2.65M 0 – Closed
2015
TM
Tiger Management
New York
$0 -$22.7M 0 – Closed
2016
TG
TLP Group
Illinois
$0 -$41K 0 – Closed
2017
TC
Trilogy Capital
California
$0 -$20K 0 – Closed
2018
UAS
United Asset Strategies
New York
$0 -$3.98M 0 – Closed
2019
VIG
Vienna Insurance Group
Poland
$0 -$16.3M 0 – Closed
2020
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$0 -$207K 0 – Closed
2021
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$0 -$921K 0 – Closed
2022
Waverly Advisors
Waverly Advisors
Alabama
$0 -$491K 0 – Closed
2023
WBC
West Branch Capital
Massachusetts
$0 -$764K 0 – Closed