|
2026
|
White Elm Capital
Greenwich,
Connecticut
|
$505M
|
-$20.8M
|
-4%
|
5.91%
|
103%
|
29
|
10.34%
|
|
|
2027
|
Sound Point Capital Management
New York
|
$505M
|
+$16.5M
|
+3%
|
9.55%
|
61.5%
|
35
|
22.86%
|
|
|
2028
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$504M
|
-$18.7M
|
-4%
|
3.26%
|
98.6%
|
271
|
15.5%
|
|
|
2029
|
First Business Financial Services
Madison,
Wisconsin
|
$503M
|
+$15.6M
|
+3%
|
3.67%
|
74%
|
89
|
24.72%
|
|
|
2030
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$503M
|
+$1.11M
|
+0.2%
|
3.68%
|
86%
|
376
|
16.76%
|
|
|
2031
|
Estate Counselors
Thiensville,
Wisconsin
|
$502M
|
+$61.1M
|
+14%
|
3.45%
|
60%
|
61
|
8.2%
|
|
|
2032
|
BB&T Investment Services
Charlotte,
North Carolina
|
$501M
|
+$103M
|
+26%
|
3.33%
|
–
|
1,387
|
20.69%
|
|
|
2033
|
Matrix VIII US Management
Cambridge,
Massachusetts
|
$501M
|
+$59.9M
|
+14%
|
13.6%
|
–
|
1
|
0%
|
|
|
2034
|
|
$501M
|
+$11.3M
|
+2%
|
4.78%
|
92.9%
|
111
|
11.71%
|
|
|
2035
|
Cardan Capital Partners
Denver,
Colorado
|
$501M
|
-$12.4M
|
-2%
|
2.91%
|
64%
|
127
|
9.45%
|
|
|
2036
|
American Assets Investment Management
San Diego,
California
|
$501M
|
+$17.1M
|
+4%
|
3.07%
|
507%
|
160
|
9.38%
|
|
|
2037
|
Tygh Capital Management
Portland,
Oregon
|
$500M
|
+$59.4M
|
+13%
|
9.1%
|
251%
|
102
|
28.43%
|
|
|
2038
|
CNO Financial Group
Carmel,
Indiana
|
$500M
|
+$113M
|
+29%
|
0.67%
|
–
|
22
|
27.27%
|
|
|
2039
|
Lomas Capital Management
New York
|
$500M
|
+$35.5M
|
+8%
|
8.68%
|
66.3%
|
38
|
47.37%
|
|
|
2040
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$500M
|
+$7.17M
|
+1%
|
3.79%
|
86.5%
|
139
|
12.95%
|
|
|
2041
|
Motley Fool Asset Management
Alexandria,
Virginia
|
$499M
|
+$16.4M
|
+3%
|
5.89%
|
117%
|
69
|
8.7%
|
|
|
2042
|
|
$498M
|
+$144M
|
+41%
|
5.8%
|
10.2%
|
67
|
41.79%
|
|
|
2043
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$498M
|
+$89.2M
|
+22%
|
2.48%
|
19%
|
177
|
28.81%
|
|
|
2044
|
Condor Capital Management
Martinsville,
New Jersey
|
$498M
|
+$23M
|
+5%
|
4.43%
|
58.2%
|
180
|
3.89%
|
|
|
2045
|
Private Wealth Partners
Mill Valley,
California
|
$497M
|
+$36.9M
|
+8%
|
5.69%
|
112%
|
130
|
19.23%
|
|
|
2046
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$497M
|
+$32.1M
|
+7%
|
6.49%
|
58.7%
|
32
|
6.25%
|
|
|
2047
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$496M
|
+$21.4M
|
+5%
|
5.32%
|
96.1%
|
16
|
0%
|
|
|
2048
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$496M
|
+$124M
|
+33%
|
3.86%
|
95.1%
|
103
|
37.86%
|
|
|
2049
|
Charles-Lim Capital
Central,
Hong Kong
|
$495M
|
+$96.2M
|
+24%
|
12.4%
|
4.44%
|
7
|
28.57%
|
|
|
2050
|
Vivo Capital
Palo Alto,
California
|
$495M
|
+$97.7M
|
+25%
|
18.2%
|
7,491%
|
33
|
33.33%
|
|