|
2026
|
William Harris Investors
Chicago,
Illinois
|
$388M
|
+$53.1M
|
+16%
|
13%
|
3.28%
|
88
|
11.36%
|
|
|
2027
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$387M
|
+$9.78M
|
+3%
|
2.37%
|
97.4%
|
86
|
22.09%
|
|
|
2028
|
|
$387M
|
-$3.54M
|
-0.9%
|
3.43%
|
–
|
594
|
69.36%
|
|
|
2029
|
Equitec Specialists
Chicago,
Illinois
|
$387M
|
–
|
–
|
3.11%
|
65.4%
|
111
|
–
|
|
|
2030
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$387M
|
-$39.6M
|
-9%
|
6.38%
|
40.8%
|
181
|
18.23%
|
|
|
2031
|
Grimes & Company
Westborough,
Massachusetts
|
$387M
|
+$4.78M
|
+1%
|
4.97%
|
66.2%
|
179
|
18.44%
|
|
|
2032
|
|
$387M
|
-$121M
|
-24%
|
2.05%
|
44.5%
|
47
|
55.32%
|
|
|
2033
|
Itau USA Asset Management
New York
|
$386M
|
-$68.8M
|
-15%
|
7.74%
|
15.8%
|
128
|
57.03%
|
|
|
2034
|
Cohen Capital Management
Corte Madera,
California
|
$386M
|
+$11.1M
|
+3%
|
3.47%
|
83.9%
|
131
|
3.82%
|
|
|
2035
|
Archon Partners
Princeton Junction,
New Jersey
|
$385M
|
+$21.3M
|
+6%
|
7.03%
|
88.8%
|
72
|
30.56%
|
|
|
2036
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$385M
|
+$8.43M
|
+2%
|
4.34%
|
106%
|
183
|
12.57%
|
|
|
2037
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$385M
|
+$22.1M
|
+6%
|
2.03%
|
17.2%
|
325
|
14.46%
|
|
|
2038
|
Sagard Capital Partners Management
New York
|
$385M
|
+$26.4M
|
+7%
|
17.6%
|
37.4%
|
10
|
30%
|
|
|
2039
|
Ancient Art
Austin,
Texas
|
$384M
|
-$7.39M
|
-2%
|
9.11%
|
157%
|
20
|
20%
|
|
|
2040
|
Essex Financial Services
Essex,
Connecticut
|
$384M
|
+$49.6M
|
+15%
|
3.82%
|
73.2%
|
336
|
15.77%
|
|
|
2041
|
Leonard Capital Management
Vero Beach,
Florida
|
$384M
|
+$112M
|
+41%
|
3.43%
|
–
|
191
|
39.27%
|
|
|
2042
|
JMG Financial Group
Downers Grove,
Illinois
|
$383M
|
+$23.4M
|
+7%
|
0.6%
|
48.2%
|
57
|
5.26%
|
|
|
2043
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$383M
|
+$15.6M
|
+4%
|
6.4%
|
75.8%
|
290
|
32.07%
|
|
|
2044
|
Washington Trust Bank
Spokane,
Washington
|
$383M
|
+$64.4M
|
+20%
|
4.43%
|
69.3%
|
915
|
17.81%
|
|
|
2045
|
SG Capital Management
Chicago,
Illinois
|
$383M
|
+$75.8M
|
+25%
|
13.8%
|
187%
|
93
|
81.72%
|
|
|
2046
|
Chou Associates Management
Toronto,
Ontario, Canada
|
$382M
|
-$12.5M
|
-3%
|
7.44%
|
71.7%
|
28
|
28.57%
|
|
|
2047
|
GW & Wade
Wellesley,
Massachusetts
|
$382M
|
+$37.8M
|
+11%
|
5.55%
|
32.2%
|
134
|
47.76%
|
|
|
2048
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$382M
|
+$9.58M
|
+3%
|
1.87%
|
48.4%
|
112
|
14.29%
|
|
|
2049
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$382M
|
-$14M
|
-4%
|
4.27%
|
95.1%
|
97
|
13.4%
|
|
|
2050
|
Cheyne Capital Management (UK)
London,
United Kingdom
|
$380M
|
+$99.8M
|
+36%
|
10.8%
|
35.6%
|
68
|
52.94%
|
|