|
2026
|
|
$311M
|
-$162M
|
-34%
|
1.35%
|
54.3%
|
8
|
37.5%
|
|
|
2027
|
Amalgamated Bank
New York
|
$311M
|
+$38.3M
|
+14%
|
5.78%
|
132%
|
249
|
27.31%
|
|
|
2028
|
Fox Point Capital Management
New York
|
$311M
|
-$17.9M
|
-5%
|
25.6%
|
201%
|
49
|
51.02%
|
|
|
2029
|
Balestra Capital
New York
|
$311M
|
-$58.9M
|
-16%
|
0.57%
|
–
|
20
|
60%
|
|
|
2030
|
Artha Capital Management
Stamford,
Connecticut
|
$309M
|
+$146M
|
+90%
|
19.4%
|
–
|
20
|
65%
|
|
|
2031
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$309M
|
+$21M
|
+7%
|
4.65%
|
64.6%
|
302
|
19.87%
|
|
|
2032
|
Efficient Market Advisors
San Diego,
California
|
$309M
|
+$34M
|
+12%
|
4.19%
|
5.97%
|
140
|
18.57%
|
|
|
2033
|
Regis Management Company
Menlo Park,
California
|
$309M
|
+$9.91M
|
+3%
|
6.49%
|
5.33%
|
52
|
13.46%
|
|
|
2034
|
Grand Jean Capital Management
San Francisco,
California
|
$309M
|
+$52.2M
|
+20%
|
6.65%
|
61.4%
|
37
|
24.32%
|
|
|
2035
|
Hutchinson Capital Management
San Rafael,
California
|
$309M
|
+$9.18M
|
+3%
|
4.12%
|
52.6%
|
60
|
5%
|
|
|
2036
|
3D Asset Management
Hartford,
Connecticut
|
$308M
|
+$11.2M
|
+4%
|
4.94%
|
0.82%
|
42
|
11.9%
|
|
|
2037
|
Cubic Asset Management
Boston,
Massachusetts
|
$308M
|
+$17.8M
|
+6%
|
5.55%
|
40.5%
|
165
|
16.97%
|
|
|
2038
|
JMG Financial Group
Downers Grove,
Illinois
|
$308M
|
+$12.1M
|
+4%
|
4.29%
|
58.7%
|
53
|
11.32%
|
|
|
2039
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$307M
|
+$12.8M
|
+4%
|
8.02%
|
75.8%
|
265
|
26.79%
|
|
|
2040
|
Brookmont Capital Management
Dallas,
Texas
|
$307M
|
+$65.8M
|
+27%
|
2.67%
|
36.6%
|
43
|
2.33%
|
|
|
2041
|
Cornerstone Advisors
Asheville,
North Carolina
|
$307M
|
+$51.3M
|
+20%
|
2.13%
|
108%
|
252
|
31.35%
|
|
|
2042
|
Griffin Asset Management
New York
|
$306M
|
+$29.7M
|
+11%
|
3.19%
|
80.7%
|
119
|
11.76%
|
|
|
2043
|
Calamos Wealth Management
Naperville,
Illinois
|
$306M
|
+$23.6M
|
+8%
|
7.77%
|
102%
|
242
|
25.21%
|
|
|
2044
|
Bruce & Co
Chicago,
Illinois
|
$306M
|
+$7.11M
|
+2%
|
4.93%
|
94.5%
|
57
|
3.51%
|
|
|
2045
|
Twele Capital Management
Minnetonka,
Minnesota
|
$306M
|
+$15.3M
|
+5%
|
3.26%
|
34.9%
|
61
|
6.56%
|
|
|
2046
|
TD Ameritrade Trust
Denver,
Colorado
|
$305M
|
-$20.1M
|
-6%
|
5.07%
|
21.7%
|
49
|
18.37%
|
|
|
2047
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$305M
|
+$13.3M
|
+5%
|
4.76%
|
61.8%
|
155
|
6.45%
|
|
|
2048
|
Arlington Value Capital
Salt Lake City,
Utah
|
$304M
|
+$31.8M
|
+12%
|
6.21%
|
14.4%
|
11
|
9.09%
|
|
|
2049
|
Coldstream Capital Management
Bellevue,
Washington
|
$304M
|
+$7.92M
|
+3%
|
4.34%
|
71%
|
200
|
20.5%
|
|
|
2050
|
Glynn Capital Management
Menlo Park,
California
|
$303M
|
+$54.9M
|
+22%
|
32.8%
|
218%
|
54
|
9.26%
|
|