|
2026
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$408M
|
+$3.93M
|
+1%
|
6.78%
|
64.3%
|
145
|
10.34%
|
|
|
2027
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$408M
|
-$5.25M
|
-1%
|
7.46%
|
198%
|
185
|
25.41%
|
|
|
2028
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$407M
|
+$28.3M
|
+7%
|
8.97%
|
54.9%
|
153
|
13.07%
|
|
|
2029
|
Joel Isaacson & Co
New York
|
$407M
|
+$32.5M
|
+9%
|
4.4%
|
72.5%
|
856
|
19.98%
|
|
|
2030
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$407M
|
+$47.5M
|
+13%
|
3.49%
|
64%
|
543
|
76.8%
|
|
|
2031
|
Symons Capital Management
Pittsburgh,
Pennsylvania
|
$407M
|
+$35.5M
|
+10%
|
2.28%
|
25.4%
|
72
|
16.67%
|
|
|
2032
|
Accredited Investors
Edina,
Minnesota
|
$407M
|
+$34.5M
|
+9%
|
3.39%
|
74%
|
94
|
15.96%
|
|
|
2033
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$406M
|
-$48.7M
|
-11%
|
7.48%
|
86.5%
|
112
|
13.39%
|
|
|
2034
|
Capula Management
Grand Cayman,
Cayman Islands
|
$406M
|
–
|
–
|
2.8%
|
90.7%
|
10
|
–
|
|
|
2035
|
Toscafund Asset Management
London,
United Kingdom
|
$406M
|
+$131M
|
+47%
|
1.19%
|
80.9%
|
9
|
22.22%
|
|
|
2036
|
SNS Financial Group
Minneapolis,
Minnesota
|
$405M
|
+$38.4M
|
+10%
|
4.28%
|
54.2%
|
139
|
29.5%
|
|
|
2037
|
HMI Capital Management
San Francisco,
California
|
$405M
|
+$85.9M
|
+27%
|
8.23%
|
5.95%
|
6
|
0%
|
|
|
2038
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$404M
|
+$3.58M
|
+0.9%
|
2.93%
|
93%
|
225
|
25.78%
|
|
|
2039
|
Kings Point Capital Management
Great Neck,
New York
|
$403M
|
+$23M
|
+6%
|
4.98%
|
80.1%
|
397
|
19.65%
|
|
|
2040
|
Mangrove Partners
Greenwich,
Connecticut
|
$403M
|
-$32.9M
|
-8%
|
7.21%
|
185%
|
42
|
9.52%
|
|
|
2041
|
Zelman Capital
Beachwood,
Ohio
|
$403M
|
+$117M
|
+41%
|
3.94%
|
–
|
30
|
26.67%
|
|
|
2042
|
Davidson & Garrard
Lynchburg,
Virginia
|
$402M
|
+$16M
|
+4%
|
6.21%
|
25.2%
|
197
|
7.61%
|
|
|
2043
|
Needham Investment Management
New York
|
$402M
|
+$2.63M
|
+0.7%
|
7.09%
|
424%
|
106
|
6.6%
|
|
|
2044
|
Premier Asset Management
Chicago,
Illinois
|
$402M
|
+$6.49M
|
+2%
|
7.23%
|
104%
|
96
|
13.54%
|
|
|
2045
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$401M
|
+$30.5M
|
+8%
|
5.83%
|
106%
|
164
|
9.15%
|
|
|
2046
|
Acertus Capital Management
Morristown,
New Jersey
|
$401M
|
+$8.33M
|
+2%
|
6.39%
|
23.5%
|
5
|
20%
|
|
|
2047
|
Columbus Hill Capital Management
Short Hills,
New Jersey
|
$400M
|
-$283M
|
-41%
|
10.2%
|
151%
|
40
|
57.5%
|
|
|
2048
|
Comerica Securities
Detroit,
Michigan
|
$400M
|
+$32.8M
|
+9%
|
4.25%
|
25.6%
|
362
|
22.93%
|
|
|
2049
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$400M
|
+$8.38M
|
+2%
|
4.65%
|
34%
|
94
|
15.96%
|
|
|
2050
|
Ativo Capital Management
Chicago,
Illinois
|
$399M
|
+$23.4M
|
+6%
|
9.77%
|
63.8%
|
234
|
21.37%
|
|