|
2026
|
Carret Asset Management
New York
|
$743M
|
+$81.2M
|
+12%
|
13.2%
|
80.2%
|
279
|
8.24%
|
|
|
2027
|
72 Investment Holdings
Stamford,
Connecticut
|
$742M
|
–
|
–
|
144%
|
1,518%
|
2
|
–
|
|
|
2028
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$742M
|
+$90.2M
|
+14%
|
15.1%
|
26.1%
|
177
|
8.47%
|
|
|
2029
|
|
$740M
|
+$265M
|
+56%
|
41.7%
|
570%
|
48
|
18.75%
|
|
|
2030
|
Deep Basin Capital
Stamford,
Connecticut
|
$739M
|
-$77.6M
|
-10%
|
44.5%
|
–
|
69
|
53.62%
|
|
|
2031
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$738M
|
+$109M
|
+17%
|
14.2%
|
33.4%
|
34
|
2.94%
|
|
|
2032
|
Kintegral Advisory
New York
|
$737M
|
+$77.1M
|
+12%
|
13.6%
|
124%
|
269
|
1.86%
|
|
|
2033
|
Technology Crossover Management IX
Menlo Park,
California
|
$736M
|
+$201M
|
+38%
|
38.5%
|
41%
|
4
|
0%
|
|
|
2034
|
Community Bank
Dewitt,
New York
|
$736M
|
+$74M
|
+11%
|
11.8%
|
58.7%
|
511
|
15.66%
|
|
|
2035
|
Hillcrest Asset Management
Plano,
Texas
|
$736M
|
+$170M
|
+30%
|
32.9%
|
97.2%
|
63
|
14.29%
|
|
|
2036
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$734M
|
+$70.4M
|
+11%
|
11.1%
|
61.8%
|
178
|
5.62%
|
|
|
2037
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$734M
|
+$81.9M
|
+13%
|
12.6%
|
25.6%
|
174
|
6.32%
|
|
|
2038
|
Donor Advised Charitable Giving
San Francisco,
California
|
$734M
|
+$390M
|
+113%
|
9.79%
|
365%
|
114
|
40.35%
|
|
|
2039
|
Jackson Wealth Management
Lake Mary,
Florida
|
$733M
|
+$66M
|
+10%
|
11.9%
|
64%
|
141
|
22.7%
|
|
|
2040
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$732M
|
+$93.2M
|
+15%
|
11.9%
|
33.6%
|
86
|
2.33%
|
|
|
2041
|
Renaissance Capital
Stamford,
Connecticut
|
$732M
|
–
|
–
|
33.9%
|
248%
|
49
|
–
|
|
|
2042
|
Cardano Risk Management
Rotterdam,
Netherlands
|
$732M
|
+$65.6M
|
+10%
|
10.4%
|
170%
|
5
|
0%
|
|
|
2043
|
Resource Management
Metairie,
Louisiana
|
$732M
|
+$119M
|
+19%
|
17.6%
|
82.7%
|
185
|
21.62%
|
|
|
2044
|
Context Capital Management
Lajolla,
California
|
$731M
|
+$271M
|
+59%
|
6.92%
|
3.38%
|
328
|
70.12%
|
|
|
2045
|
Roundview Capital
Princeton,
New Jersey
|
$731M
|
+$93.6M
|
+15%
|
12.7%
|
63.2%
|
253
|
8.7%
|
|
|
2046
|
Mangrove Partners
Greenwich,
Connecticut
|
$731M
|
-$60.4M
|
-8%
|
9.56%
|
169%
|
133
|
85.71%
|
|
|
2047
|
Mudrick Capital Management
New York
|
$730M
|
+$344M
|
+89%
|
0.18%
|
223%
|
10
|
20%
|
|
|
2048
|
Arosa Capital Management
Miami Beach,
Florida
|
$729M
|
+$82.1M
|
+13%
|
89.6%
|
256%
|
101
|
62.38%
|
|
|
2049
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$729M
|
+$118M
|
+19%
|
14.5%
|
62%
|
72
|
8.33%
|
|
|
2050
|
Steadview Capital Management
London,
United Kingdom
|
$728M
|
–
|
–
|
22%
|
696%
|
12
|
–
|
|