|
1926
|
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
|
$1.38B
|
+$747K
|
+0.1%
|
2.22%
|
89.9%
|
53
|
9.43%
|
|
|
1927
|
AEW Capital Management
Boston,
Massachusetts
|
$1.38B
|
-$414M
|
-23%
|
1.77%
|
37.1%
|
45
|
22.22%
|
|
|
1928
|
Lyell Wealth Management
Menlo Park,
California
|
$1.38B
|
+$34.7M
|
+3%
|
2.44%
|
128%
|
220
|
7.27%
|
|
|
1929
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$1.38B
|
+$96.8M
|
+8%
|
1.71%
|
71.9%
|
278
|
14.39%
|
|
|
1930
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$1.38B
|
+$41.7M
|
+3%
|
2.84%
|
81.2%
|
177
|
11.86%
|
|
|
1931
|
Leo Wealth LLC
Hurst,
Texas
|
$1.38B
|
+$607M
|
+79%
|
2.65%
|
–
|
433
|
37.18%
|
|
|
1932
|
Fidelis Capital Partners
Tampa,
Florida
|
$1.38B
|
+$96M
|
+8%
|
5.13%
|
115%
|
523
|
12.43%
|
|
|
1933
|
Narwhal Capital Management
Marietta,
Georgia
|
$1.38B
|
+$26.2M
|
+2%
|
4.04%
|
93.8%
|
171
|
8.77%
|
|
|
1934
|
Corda Investment Management
Houston,
Texas
|
$1.37B
|
-$46.8M
|
-3%
|
4.21%
|
75.4%
|
84
|
7.14%
|
|
|
1935
|
Delta Global Management
New York
|
$1.37B
|
+$9.83M
|
+0.7%
|
8.85%
|
–
|
228
|
52.63%
|
|
|
1936
|
Johns Hopkins University
Baltimore,
Maryland
|
$1.37B
|
-$421M
|
-23%
|
1.15%
|
30.6%
|
18
|
33.33%
|
|
|
1937
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$1.37B
|
+$65M
|
+5%
|
13.3%
|
397%
|
245
|
31.02%
|
|
|
1938
|
Galileo PTC
Road Town, Tortola,
British Virgin Islands
|
$1.37B
|
+$263M
|
+24%
|
24%
|
82.7%
|
4
|
0%
|
|
|
1939
|
Stone Ridge Holdings Group
New York
|
$1.37B
|
+$1.23B
|
+879%
|
3.12%
|
–
|
14
|
7.14%
|
|
|
1940
|
Opti Capital Management
New York
|
$1.37B
|
-$229M
|
-14%
|
0%
|
0.01%
|
43
|
0%
|
|
|
1941
|
BloombergSen
Toronto,
Ontario, Canada
|
$1.37B
|
-$243M
|
-15%
|
0.13%
|
46.9%
|
35
|
25.71%
|
|
|
1942
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.37B
|
+$22.3M
|
+2%
|
2.12%
|
54.1%
|
353
|
9.92%
|
|
|
1943
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.37B
|
+$21.8M
|
+2%
|
2.09%
|
55.5%
|
357
|
59.1%
|
|
|
1944
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$1.37B
|
-$1.51M
|
-0.1%
|
3.11%
|
108%
|
115
|
13.04%
|
|
|
1945
|
Lansdowne Partners (UK)
London,
United Kingdom
|
$1.36B
|
+$178M
|
+15%
|
6.91%
|
293%
|
24
|
12.5%
|
|
|
1946
|
First Long Island Investors
Jericho,
New York
|
$1.36B
|
+$18.4M
|
+1%
|
2.21%
|
85.5%
|
76
|
11.84%
|
|
|
1947
|
Stony Point Capital
New York
|
$1.36B
|
-$64.6M
|
-5%
|
0.08%
|
208%
|
36
|
13.89%
|
|
|
1948
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.36B
|
+$203M
|
+17%
|
1.54%
|
61.8%
|
263
|
31.56%
|
|
|
1949
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.36B
|
+$17M
|
+1%
|
2.2%
|
86.3%
|
360
|
12.22%
|
|
|
1950
|
Teewinot Capital Advisers
New York
|
$1.36B
|
+$75.7M
|
+6%
|
8.53%
|
149%
|
37
|
24.32%
|
|