|
2026
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$470M
|
-$183M
|
-28%
|
14.5%
|
84%
|
902
|
27.16%
|
|
|
2027
|
Kopernik Global Investors
Tampa,
Florida
|
$470M
|
-$88M
|
-16%
|
27.6%
|
128%
|
28
|
14.29%
|
|
|
2028
|
Wesleyan Assurance Society
Birmingham,
United Kingdom
|
$469M
|
-$64.2M
|
-12%
|
20.9%
|
102%
|
92
|
8.7%
|
|
|
2029
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$469M
|
-$120M
|
-20%
|
13.5%
|
48.1%
|
141
|
20.57%
|
|
|
2030
|
Sector Gamma AS
Oslo,
Norway
|
$469M
|
-$155M
|
-25%
|
14.1%
|
35.3%
|
40
|
30%
|
|
|
2031
|
Transform Wealth
Greenwood Village,
Colorado
|
$469M
|
-$162M
|
-26%
|
18.6%
|
48.4%
|
242
|
21.07%
|
|
|
2032
|
Serenity Capital
Palo Alto,
California
|
$469M
|
-$50.9M
|
-10%
|
7.84%
|
–
|
8
|
25%
|
|
|
2033
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$468M
|
-$98.6M
|
-17%
|
20.2%
|
59.5%
|
48
|
27.08%
|
|
|
2034
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$468M
|
-$29M
|
-6%
|
17.8%
|
198%
|
207
|
19.81%
|
|
|
2035
|
American Assets Investment Management
San Diego,
California
|
$467M
|
-$199M
|
-30%
|
26.2%
|
507%
|
174
|
2.87%
|
|
|
2036
|
Dean Investment Associates
Beavercreek,
Ohio
|
$467M
|
-$172M
|
-27%
|
25.8%
|
63.5%
|
272
|
39.71%
|
|
|
2037
|
Walthausen & Co
Malta,
New York
|
$467M
|
-$297M
|
-39%
|
29.6%
|
63.3%
|
150
|
22%
|
|
|
2038
|
EnCap Energy Capital Fund X
Houston,
Texas
|
$467M
|
–
|
–
|
77.8%
|
–
|
1
|
–
|
|
|
2039
|
Third Security
Radford,
Virginia
|
$466M
|
-$154M
|
-25%
|
26.6%
|
28.2%
|
12
|
16.67%
|
|
|
2040
|
SeaCrest Wealth Management
Purchase,
New York
|
$465M
|
-$132M
|
-22%
|
16.4%
|
142%
|
604
|
23.68%
|
|
|
2041
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$465M
|
-$82.9M
|
-15%
|
17.7%
|
76.6%
|
1,247
|
15.24%
|
|
|
2042
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$465M
|
-$59M
|
-11%
|
10.5%
|
77.8%
|
331
|
57.7%
|
|
|
2043
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$464M
|
-$51.9M
|
-10%
|
13.4%
|
86.3%
|
315
|
33.65%
|
|
|
2044
|
Salesforce Inc
San Francisco,
California
|
$464M
|
+$118M
|
+34%
|
99.5%
|
33.9%
|
3
|
0%
|
|
|
2045
|
Howe & Rusling
Rochester,
New York
|
$464M
|
-$140M
|
-23%
|
18.8%
|
82%
|
935
|
24.71%
|
|
|
2046
|
Narwhal Capital Management
Marietta,
Georgia
|
$464M
|
-$80.9M
|
-15%
|
17.1%
|
93.8%
|
150
|
22%
|
|
|
2047
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$464M
|
-$136M
|
-23%
|
15.8%
|
44.7%
|
176
|
21.59%
|
|
|
2048
|
FORA Capital
Miami,
Florida
|
$463M
|
-$529M
|
-53%
|
21.7%
|
162%
|
1,478
|
73.34%
|
|
|
2049
|
Community Bank
Dewitt,
New York
|
$463M
|
-$105M
|
-19%
|
18.4%
|
73.5%
|
438
|
6.85%
|
|
|
2050
|
Bayesian Capital Management
Brooklyn,
New York
|
$463M
|
-$122M
|
-21%
|
25.1%
|
107%
|
1,051
|
73.36%
|
|