|
2026
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$412M
|
+$23.9M
|
+6%
|
9.81%
|
96.1%
|
21
|
4.76%
|
|
|
2027
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$412M
|
+$16.4M
|
+4%
|
6.78%
|
101%
|
230
|
4.35%
|
|
|
2028
|
TD Ameritrade Trust
Denver,
Colorado
|
$412M
|
+$54.2M
|
+15%
|
1.73%
|
21.7%
|
55
|
32.73%
|
|
|
2029
|
Valentine Capital Asset Management
Danville,
California
|
$411M
|
+$152M
|
+59%
|
6.31%
|
–
|
112
|
58.04%
|
|
|
2030
|
MDE Group
Morristown,
New Jersey
|
$411M
|
+$7.32M
|
+2%
|
2.19%
|
–
|
63
|
12.7%
|
|
|
2031
|
Aureus Asset Management
Boston,
Massachusetts
|
$411M
|
+$12.8M
|
+3%
|
7.26%
|
93.9%
|
155
|
30.32%
|
|
|
2032
|
Speece Thorson Capital Group
Minnetonka,
Minnesota
|
$411M
|
+$19.7M
|
+5%
|
7.46%
|
34.2%
|
40
|
2.5%
|
|
|
2033
|
TPH Asset Management
Houston,
Texas
|
$411M
|
-$37.9M
|
-8%
|
8.98%
|
8.46%
|
140
|
35%
|
|
|
2034
|
Birch Run Capital Advisors
Dallas,
Texas
|
$411M
|
+$16.7M
|
+4%
|
0.84%
|
8.22%
|
23
|
17.39%
|
|
|
2035
|
Red Mountain Capital Partners
Los Angeles,
California
|
$410M
|
+$109M
|
+36%
|
15%
|
37.4%
|
15
|
20%
|
|
|
2036
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$410M
|
-$80.1M
|
-16%
|
6.06%
|
80.7%
|
28
|
17.86%
|
|
|
2037
|
Highmount Capital
New York
|
$410M
|
+$8.69M
|
+2%
|
3.47%
|
–
|
147
|
12.24%
|
|
|
2038
|
Empirical Wealth Management
Seattle,
Washington
|
$409M
|
-$4.07M
|
-1%
|
0.45%
|
78.8%
|
108
|
11.11%
|
|
|
2039
|
Premier Asset Management
Chicago,
Illinois
|
$409M
|
+$17.8M
|
+5%
|
9.37%
|
104%
|
104
|
21.15%
|
|
|
2040
|
Efficient Market Advisors
San Diego,
California
|
$408M
|
+$30.3M
|
+8%
|
1.24%
|
5.97%
|
267
|
45.69%
|
|
|
2041
|
Petrus Trust Company
Dallas,
Texas
|
$407M
|
+$1.73M
|
+0.4%
|
6.81%
|
36.9%
|
69
|
30.43%
|
|
|
2042
|
Energy Opportunities Capital Management
Austin,
Texas
|
$407M
|
-$94M
|
-19%
|
16.8%
|
211%
|
48
|
25%
|
|
|
2043
|
KDI Capital Partners
Raleigh,
North Carolina
|
$407M
|
+$8.09M
|
+2%
|
13%
|
77.1%
|
40
|
12.5%
|
|
|
2044
|
Lexington Partners VI Holdings Sub
New York
|
$406M
|
+$15.9M
|
+4%
|
4.08%
|
–
|
1
|
0%
|
|
|
2045
|
River Global Investors
London,
United Kingdom
|
$406M
|
-$102M
|
-20%
|
6.23%
|
49.7%
|
97
|
45.36%
|
|
|
2046
|
Cabot Wealth Management
Salem,
Massachusetts
|
$405M
|
+$14.5M
|
+4%
|
5.38%
|
69.3%
|
159
|
18.24%
|
|
|
2047
|
BTC Capital Management
Des Moines,
Iowa
|
$404M
|
+$9.33M
|
+2%
|
4.65%
|
–
|
152
|
16.45%
|
|
|
2048
|
Lingohr Asset Management
Duesseldorf,
Germany
|
$403M
|
-$287M
|
-42%
|
3.23%
|
141%
|
119
|
13.45%
|
|
|
2049
|
Park Avenue Securities
New York
|
$403M
|
–
|
–
|
0.28%
|
71%
|
23
|
–
|
|
|
2050
|
Davis Asset Management
Sausalito,
California
|
$403M
|
+$36.9M
|
+10%
|
6.31%
|
97.3%
|
29
|
13.79%
|
|