|
2026
|
High Point Bank & Trust
High Point,
North Carolina
|
$389M
|
+$38.6M
|
+11%
|
2.31%
|
16.5%
|
442
|
13.12%
|
|
|
2027
|
Sector Gamma AS
Oslo,
Norway
|
$389M
|
+$19.8M
|
+5%
|
9.88%
|
28.7%
|
27
|
22.22%
|
|
|
2028
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$389M
|
+$13M
|
+3%
|
5.05%
|
64%
|
32
|
6.25%
|
|
|
2029
|
Northstar Investment Advisors
Denver,
Colorado
|
$388M
|
+$22.3M
|
+6%
|
5.69%
|
85.8%
|
107
|
17.76%
|
|
|
2030
|
Emery Howard Portfolio Management
Burlingame,
California
|
$388M
|
+$21.8M
|
+6%
|
3.95%
|
66.5%
|
32
|
9.38%
|
|
|
2031
|
Jacobs & Co
San Francisco,
California
|
$386M
|
+$9.5M
|
+3%
|
7.02%
|
92.2%
|
131
|
12.21%
|
|
|
2032
|
Regal Investment Advisors
Kentwood,
Michigan
|
$386M
|
+$287K
|
+0.1%
|
3.44%
|
53.9%
|
1,120
|
75.98%
|
|
|
2033
|
Summit Partners Public Asset Management
Boston,
Massachusetts
|
$386M
|
+$121M
|
+46%
|
14.5%
|
703%
|
83
|
66.27%
|
|
|
2034
|
Hourglass Capital
Houston,
Texas
|
$386M
|
-$72.4M
|
-16%
|
6.19%
|
81.1%
|
118
|
16.1%
|
|
|
2035
|
Wintergreen Advisers
Mount Olive,
New Jersey
|
$384M
|
-$101M
|
-21%
|
7.23%
|
25.4%
|
12
|
25%
|
|
|
2036
|
Sonora Investment Management
Tucson,
Arizona
|
$384M
|
+$53.4M
|
+16%
|
2.98%
|
32.8%
|
1,433
|
56.39%
|
|
|
2037
|
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
|
$384M
|
+$84.8M
|
+28%
|
9.62%
|
45.7%
|
19
|
10.53%
|
|
|
2038
|
McDaniel Terry & Co
Austin,
Texas
|
$384M
|
+$24.6M
|
+7%
|
5.13%
|
52.9%
|
46
|
4.35%
|
|
|
2039
|
Alpha Cubed Investments
Irvine,
California
|
$383M
|
+$1.57M
|
+0.4%
|
7.69%
|
126%
|
198
|
15.66%
|
|
|
2040
|
Jacobs Asset Management
New York
|
$383M
|
-$5.73M
|
-1%
|
5.31%
|
79.5%
|
45
|
22.22%
|
|
|
2041
|
Clovis Capital Management
New York
|
$383M
|
+$7.85M
|
+2%
|
1.22%
|
37.4%
|
25
|
52%
|
|
|
2042
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$383M
|
+$74.7M
|
+24%
|
4.55%
|
50.7%
|
232
|
22.84%
|
|
|
2043
|
Parthenon LLC
Louisville,
Kentucky
|
$383M
|
+$24.1M
|
+7%
|
7.88%
|
80.8%
|
108
|
2.78%
|
|
|
2044
|
Ferox Capital Management
London,
United Kingdom
|
$382M
|
+$100M
|
+36%
|
0%
|
2.07%
|
37
|
0%
|
|
|
2045
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$381M
|
-$23.7M
|
-6%
|
3.39%
|
63.4%
|
38
|
10.53%
|
|
|
2046
|
Strategic Financial Services
Utica,
New York
|
$381M
|
+$20.3M
|
+6%
|
3.98%
|
46.5%
|
102
|
10.78%
|
|
|
2047
|
Crosspoint Capital Strategies
Orinda,
California
|
$381M
|
+$295M
|
+342%
|
1.95%
|
–
|
1,442
|
74.41%
|
|
|
2048
|
Arrow Investment Advisors
Laurel,
Maryland
|
$381M
|
-$25.9M
|
-6%
|
2.68%
|
29.6%
|
86
|
26.74%
|
|
|
2049
|
Red Mountain Capital Partners
Los Angeles,
California
|
$380M
|
+$1.98M
|
+0.5%
|
3.37%
|
37.4%
|
8
|
0%
|
|
|
2050
|
Agran Libbie
Santa Monica,
California
|
$380M
|
+$21.4M
|
+6%
|
6.73%
|
27.5%
|
124
|
7.26%
|
|