|
2526
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$606M
|
-$22.4M
|
-4%
|
12.7%
|
75.9%
|
49
|
12.24%
|
|
|
2527
|
MV Capital Management
Bethesda,
Maryland
|
$605M
|
+$15.9M
|
+3%
|
0.37%
|
67.6%
|
739
|
11.1%
|
|
|
2528
|
Rockbridge Investment Management
Syracuse,
New York
|
$605M
|
+$14.9M
|
+3%
|
1.12%
|
31.1%
|
780
|
7.18%
|
|
|
2529
|
Institutional Venture Management XIV
Menlo Park,
California
|
$604M
|
+$53.2M
|
+10%
|
13.2%
|
18.1%
|
5
|
40%
|
|
|
2530
|
Creative Financial Designs
Kokomo,
Indiana
|
$604M
|
+$27.8M
|
+5%
|
1.11%
|
56.2%
|
1,488
|
10.28%
|
|
|
2531
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$604M
|
+$10.4M
|
+2%
|
0.63%
|
53.5%
|
226
|
7.96%
|
|
|
2532
|
Engle Capital Management
Greenwich,
Connecticut
|
$604M
|
-$78.7M
|
-12%
|
8.99%
|
289%
|
34
|
64.71%
|
|
|
2533
|
Zuckerman Investment Group
Chicago,
Illinois
|
$604M
|
-$30.5M
|
-5%
|
2.44%
|
115%
|
121
|
12.4%
|
|
|
2534
|
Callan Capital
La Jolla,
California
|
$602M
|
+$26.2M
|
+5%
|
1.29%
|
20.1%
|
88
|
1.14%
|
|
|
2535
|
Wallington Asset Management
Indianapolis,
Indiana
|
$601M
|
+$18.3M
|
+3%
|
1.07%
|
108%
|
80
|
17.5%
|
|
|
2536
|
|
$601M
|
+$5.73M
|
+1%
|
1.1%
|
28.6%
|
45
|
8.89%
|
|
|
2537
|
Private Capital Advisors
Darien,
Connecticut
|
$601M
|
+$9.39M
|
+2%
|
2.69%
|
138%
|
108
|
16.67%
|
|
|
2538
|
Morningstar Investment Management
Chicago,
Illinois
|
$599M
|
-$293M
|
-33%
|
1.16%
|
48.2%
|
49
|
28.57%
|
|
|
2539
|
HCR Wealth Advisors
Los Angeles,
California
|
$599M
|
+$23.2M
|
+4%
|
1.17%
|
91%
|
208
|
13.46%
|
|
|
2540
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$596M
|
+$277M
|
+87%
|
7.01%
|
187%
|
102
|
52.94%
|
|
|
2541
|
WBI Investments
Red Bank,
New Jersey
|
$596M
|
-$54.7M
|
-8%
|
0.93%
|
74.4%
|
245
|
55.1%
|
|
|
2542
|
RiverVest Venture Management
St. Louis,
Missouri
|
$596M
|
+$84M
|
+16%
|
20.1%
|
16.5%
|
5
|
0%
|
|
|
2543
|
Land & Buildings Investment Management
Stamford,
Connecticut
|
$596M
|
+$61.9M
|
+12%
|
3.17%
|
42.7%
|
21
|
19.05%
|
|
|
2544
|
Sierra Capital
Miami,
Florida
|
$595M
|
+$55.8M
|
+10%
|
0.57%
|
28.6%
|
508
|
9.65%
|
|
|
2545
|
Wealthquest
Cincinnati,
Ohio
|
$593M
|
+$8.05M
|
+1%
|
0.25%
|
52.1%
|
150
|
12.67%
|
|
|
2546
|
EAM Investors
Solana Beach,
California
|
$593M
|
-$55.1M
|
-9%
|
29.4%
|
5,228%
|
448
|
71.43%
|
|
|
2547
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$592M
|
-$2.58M
|
-0.4%
|
2.11%
|
42.5%
|
148
|
12.16%
|
|
|
2548
|
Makena Capital Management
Menlo Park,
California
|
$592M
|
-$84.8M
|
-13%
|
5.22%
|
74.3%
|
46
|
15.22%
|
|
|
2549
|
Rock Creek Group
Washington,
District of Columbia
|
$592M
|
-$85.5M
|
-13%
|
0.2%
|
34.9%
|
201
|
20.4%
|
|
|
2550
|
ICICI Prudential Asset Management
Mumbai,
India
|
$591M
|
+$326M
|
+123%
|
1.44%
|
36.9%
|
61
|
31.15%
|
|