|
1901
|
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
$1.28B
|
+$121M
|
+10%
|
9.88%
|
33.9%
|
103
|
4.85%
|
|
|
1902
|
Discovery Capital Management
South Norwalk,
Connecticut
|
$1.28B
|
+$443M
|
+53%
|
39.7%
|
871%
|
85
|
47.06%
|
|
|
1903
|
Infrastructure Capital Advisors
New York
|
$1.28B
|
-$83M
|
-6%
|
1.09%
|
52%
|
157
|
36.94%
|
|
|
1904
|
Mill Capital Management
Concord,
North Carolina
|
$1.28B
|
+$27.9M
|
+2%
|
5.3%
|
104%
|
121
|
2.48%
|
|
|
1905
|
Landscape Capital Management
Englewood,
New Jersey
|
$1.27B
|
+$151M
|
+13%
|
13.9%
|
92.5%
|
860
|
53.72%
|
|
|
1906
|
First Long Island Investors
Jericho,
New York
|
$1.27B
|
+$60.4M
|
+5%
|
12.3%
|
85.5%
|
68
|
8.82%
|
|
|
1907
|
BSN Capital Partners
London,
United Kingdom
|
$1.27B
|
-$780M
|
-38%
|
18.7%
|
168%
|
17
|
52.94%
|
|
|
1908
|
North Peak Capital Management
New York
|
$1.27B
|
+$277M
|
+28%
|
12.8%
|
301%
|
11
|
54.55%
|
|
|
1909
|
Bronte Capital Management
Bondi Junction,
Australia
|
$1.27B
|
+$42.1M
|
+3%
|
8.42%
|
123%
|
29
|
17.24%
|
|
|
1910
|
Soltis Investment Advisors
St. George,
Utah
|
$1.27B
|
+$154M
|
+14%
|
12.1%
|
80.8%
|
412
|
15.05%
|
|
|
1911
|
Main Management
San Francisco,
California
|
$1.27B
|
+$136M
|
+12%
|
12.4%
|
64.1%
|
116
|
12.07%
|
|
|
1912
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.27B
|
+$106M
|
+9%
|
9.02%
|
55.5%
|
142
|
5.63%
|
|
|
1913
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.27B
|
–
|
–
|
11.1%
|
–
|
1,154
|
–
|
|
|
1914
|
Austin Private Wealth
Austin,
Texas
|
$1.27B
|
+$151M
|
+14%
|
9.06%
|
62.3%
|
330
|
15.76%
|
|
|
1915
|
Wealthquest
Cincinnati,
Ohio
|
$1.27B
|
+$69.5M
|
+6%
|
7.92%
|
52.1%
|
143
|
10.49%
|
|
|
1916
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.27B
|
+$171M
|
+16%
|
14.2%
|
123%
|
807
|
18.34%
|
|
|
1917
|
Lyell Wealth Management
Menlo Park,
California
|
$1.27B
|
+$196M
|
+18%
|
18.6%
|
128%
|
229
|
16.16%
|
|
|
1918
|
ProVise Management Group
Clearwater,
Florida
|
$1.27B
|
+$87.6M
|
+7%
|
7.71%
|
66.8%
|
264
|
7.58%
|
|
|
1919
|
TLT Family Holdco ULC
Toronto,
|
$1.26B
|
–
|
–
|
14.4%
|
–
|
9
|
–
|
|
|
1920
|
Armis Advisers
Atlanta,
Georgia
|
$1.26B
|
+$194M
|
+18%
|
9.15%
|
–
|
491
|
24.44%
|
|
|
1921
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$1.26B
|
+$174M
|
+16%
|
8.44%
|
59.1%
|
254
|
34.25%
|
|
|
1922
|
Sixth Street Partners
Dallas,
Texas
|
$1.26B
|
+$497M
|
+65%
|
4.88%
|
5.31%
|
20
|
65%
|
|
|
1923
|
Entropy Technologies
New York
|
$1.26B
|
+$232M
|
+23%
|
10.3%
|
–
|
1,057
|
64.62%
|
|
|
1924
|
Deer Management Company
Larchmont,
New York
|
$1.26B
|
+$176M
|
+16%
|
33.8%
|
154%
|
9
|
0%
|
|
|
1925
|
Grassi Investment Management
Santa Clara,
California
|
$1.26B
|
+$176M
|
+16%
|
21.8%
|
170%
|
129
|
6.2%
|
|