|
5101
|
Shone Asset Management
Walnut Creek,
California
|
$129M
|
+$16.6M
|
+15%
|
13.4%
|
–
|
42
|
14.29%
|
|
|
5102
|
Wolf Hill Capital Management
Greenwich,
Connecticut
|
$129M
|
–
|
–
|
64.6%
|
292%
|
21
|
–
|
|
|
5103
|
Legal Advantage Investments
Los Altos Hills,
California
|
$128M
|
–
|
–
|
21.3%
|
105%
|
96
|
–
|
|
|
5104
|
DUMAC Inc
Durham,
North Carolina
|
$128M
|
–
|
–
|
85.6%
|
–
|
35
|
–
|
|
|
5105
|
Kuvari Partners
London,
United Kingdom
|
$128M
|
–
|
–
|
57.6%
|
–
|
6
|
–
|
|
|
5106
|
Rain Capital Management
Lake Oswego,
Oregon
|
$128M
|
-$14.5M
|
-10%
|
5.26%
|
18.2%
|
36
|
0%
|
|
|
5107
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$128M
|
+$16.4M
|
+15%
|
16.4%
|
39.6%
|
43
|
4.65%
|
|
|
5108
|
Juniper Investment Company
New York
|
$128M
|
+$33.6M
|
+36%
|
43.4%
|
387%
|
12
|
33.33%
|
|
|
5109
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$128M
|
+$32M
|
+33%
|
31.4%
|
86%
|
43
|
9.3%
|
|
|
5110
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$128M
|
+$9.68M
|
+8%
|
12.3%
|
50.1%
|
78
|
8.97%
|
|
|
5111
|
Monetta Financial Services
Wheaton,
Illinois
|
$128M
|
+$9.46M
|
+8%
|
15%
|
197%
|
44
|
36.36%
|
|
|
5112
|
Wealth Management Partners
Tucson,
Arizona
|
$128M
|
–
|
–
|
13.6%
|
179%
|
123
|
–
|
|
|
5113
|
Akaris Global Partners
New York
|
$128M
|
+$14M
|
+12%
|
25%
|
35%
|
26
|
53.85%
|
|
|
5114
|
Financial Network Wealth Management
Draper,
Utah
|
$128M
|
–
|
–
|
10.3%
|
–
|
96
|
–
|
|
|
5115
|
Waypoint Wealth Partners
Mill Valley,
California
|
$128M
|
–
|
–
|
15%
|
52.1%
|
35
|
–
|
|
|
5116
|
Sage Financial Management Group
Mclean,
Virginia
|
$127M
|
–
|
–
|
11.4%
|
47.3%
|
30
|
–
|
|
|
5117
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$127M
|
+$18.2M
|
+17%
|
12.1%
|
47.2%
|
95
|
9.47%
|
|
|
5118
|
CMC Financial Group
Atlanta,
Georgia
|
$127M
|
+$24.7M
|
+24%
|
19.2%
|
71.8%
|
30
|
46.67%
|
|
|
5119
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$127M
|
–
|
–
|
12.7%
|
36.6%
|
189
|
–
|
|
|
5120
|
ESA Global Value Fund
Grand Cayman,
Cayman Islands
|
$127M
|
–
|
–
|
7.91%
|
–
|
5
|
–
|
|
|
5121
|
Oakwell Private Wealth Management
Austin,
Texas
|
$127M
|
–
|
–
|
14.7%
|
50.1%
|
62
|
–
|
|
|
5122
|
|
$127M
|
+$22.2M
|
+21%
|
16.7%
|
24.2%
|
32
|
31.25%
|
|
|
5123
|
Cordant Inc
Portland,
Oregon
|
$127M
|
+$8.81M
|
+7%
|
8.35%
|
47%
|
70
|
22.86%
|
|
|
5124
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$127M
|
+$12.9M
|
+11%
|
11.4%
|
42.9%
|
153
|
20.92%
|
|
|
5125
|
Rovin Capital
Mesa,
Arizona
|
$127M
|
+$21.1M
|
+20%
|
14.1%
|
63.8%
|
45
|
28.89%
|
|