|
2026
|
McDaniel Terry & Co
Austin,
Texas
|
$544M
|
-$3M
|
-0.5%
|
0.4%
|
57.9%
|
68
|
10.29%
|
|
|
2027
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$544M
|
+$15.6M
|
+3%
|
3.25%
|
123%
|
137
|
2.92%
|
|
|
2028
|
Woodstock Corp
Boston,
Massachusetts
|
$543M
|
+$14.3M
|
+3%
|
4.84%
|
96.1%
|
167
|
3.59%
|
|
|
2029
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$542M
|
+$22.7M
|
+4%
|
1.17%
|
57.2%
|
64
|
4.69%
|
|
|
2030
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$542M
|
+$16.2M
|
+3%
|
3.13%
|
87.2%
|
145
|
8.28%
|
|
|
2031
|
Harvey Investment Company
Louisville,
Kentucky
|
$542M
|
-$321K
|
-0.1%
|
1.43%
|
48.4%
|
88
|
9.09%
|
|
|
2032
|
Randolph Company
Cincinnati,
Ohio
|
$541M
|
-$8.94M
|
-2%
|
3.66%
|
120%
|
42
|
16.67%
|
|
|
2033
|
Nokomis Capital
Dallas,
Texas
|
$540M
|
+$18.9M
|
+4%
|
12.1%
|
145%
|
46
|
28.26%
|
|
|
2034
|
Winslow Asset Management
Beachwood,
Ohio
|
$539M
|
+$18.8M
|
+4%
|
5.53%
|
89.9%
|
97
|
10.31%
|
|
|
2035
|
Lunia Capital
Dallas,
Texas
|
$538M
|
+$20.3M
|
+4%
|
6.76%
|
115%
|
39
|
43.59%
|
|
|
2036
|
Venturi Wealth Management
Austin,
Texas
|
$537M
|
+$18.2M
|
+4%
|
4.53%
|
101%
|
204
|
33.82%
|
|
|
2037
|
Hillcrest Asset Management
Plano,
Texas
|
$537M
|
+$39.4M
|
+8%
|
12.5%
|
97.2%
|
67
|
25.37%
|
|
|
2038
|
Hudson Edge Investment Partners
Jersey City,
New Jersey
|
$536M
|
-$124M
|
-19%
|
3.62%
|
68.8%
|
161
|
12.42%
|
|
|
2039
|
Crow Point Partners
Boston,
Massachusetts
|
$536M
|
-$8.27M
|
-2%
|
3.16%
|
56.9%
|
281
|
64.41%
|
|
|
2040
|
Community Bank
Dewitt,
New York
|
$535M
|
+$2.44M
|
+0.5%
|
1.16%
|
73.5%
|
597
|
11.73%
|
|
|
2041
|
Centenus Global Management
New York
|
$535M
|
-$69.5M
|
-11%
|
8.13%
|
–
|
161
|
73.29%
|
|
|
2042
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$535M
|
+$23.6M
|
+5%
|
1.37%
|
98.6%
|
265
|
15.85%
|
|
|
2043
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$535M
|
+$5.7M
|
+1%
|
4.08%
|
105%
|
88
|
4.55%
|
|
|
2044
|
Newtyn Management
New York
|
$534M
|
-$25.7M
|
-5%
|
14.4%
|
52%
|
31
|
54.84%
|
|
|
2045
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$534M
|
+$13.5M
|
+3%
|
3.81%
|
60%
|
54
|
20.37%
|
|
|
2046
|
Empirical Wealth Management
Seattle,
Washington
|
$534M
|
+$28.1M
|
+6%
|
0.2%
|
78.8%
|
190
|
12.63%
|
|
|
2047
|
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
|
$533M
|
–
|
–
|
0.63%
|
89.9%
|
48
|
–
|
|
|
2048
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$532M
|
+$72.5M
|
+16%
|
9.68%
|
148%
|
233
|
26.61%
|
|
|
2049
|
Ancient Art
Austin,
Texas
|
$532M
|
+$31.7M
|
+6%
|
4.02%
|
168%
|
15
|
26.67%
|
|
|
2050
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$530M
|
+$102M
|
+24%
|
2.77%
|
25.7%
|
282
|
20.57%
|
|