|
2026
|
Fairmount Funds Management
West Conshohocken,
Pennsylvania
|
$831M
|
+$122M
|
+17%
|
24.1%
|
2,136%
|
22
|
31.82%
|
|
|
2027
|
Cornerstone Capital
Palo Alto,
California
|
$830M
|
-$34.7M
|
-4%
|
2.44%
|
91.2%
|
93
|
7.53%
|
|
|
2028
|
RVW Wealth
Los Angeles,
California
|
$830M
|
-$17.8M
|
-2%
|
2.85%
|
59.3%
|
384
|
62.76%
|
|
|
2029
|
Jag Capital Management
St Louis,
Missouri
|
$829M
|
-$36.1M
|
-4%
|
2.45%
|
230%
|
192
|
13.54%
|
|
|
2030
|
QVR
San Francisco,
California
|
$829M
|
-$202M
|
-20%
|
5.62%
|
–
|
6
|
66.67%
|
|
|
2031
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$829M
|
-$35M
|
-4%
|
4.51%
|
58.6%
|
104
|
2.88%
|
|
|
2032
|
WFM Asia
Road Town, Tortola,
British Virgin Islands
|
$827M
|
-$97.9M
|
-11%
|
1.86%
|
89.9%
|
10
|
10%
|
|
|
2033
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$827M
|
-$23M
|
-3%
|
2.48%
|
34%
|
411
|
23.36%
|
|
|
2034
|
Duality Advisers
Miami,
Florida
|
$827M
|
+$31.1M
|
+4%
|
5.99%
|
18.3%
|
754
|
63.93%
|
|
|
2035
|
Matthews International Capital Management
San Francisco,
California
|
$827M
|
-$26.8M
|
-3%
|
6.42%
|
227%
|
47
|
23.4%
|
|
|
2036
|
Lincluden Management
Mississauga,
Ontario, Canada
|
$827M
|
-$41.5M
|
-5%
|
6.62%
|
56.6%
|
75
|
5.33%
|
|
|
2037
|
Naples Global Advisors
Naples,
Florida
|
$825M
|
-$27.3M
|
-3%
|
3.79%
|
103%
|
416
|
9.38%
|
|
|
2038
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$825M
|
-$54.2M
|
-6%
|
3.01%
|
58%
|
473
|
2.75%
|
|
|
2039
|
Taurus Asset Management
New York
|
$824M
|
-$36.2M
|
-4%
|
3.41%
|
26.9%
|
92
|
3.26%
|
|
|
2040
|
Silicon Valley Community Foundation
Mountain View,
California
|
$824M
|
-$7.51M
|
-0.9%
|
0.26%
|
309%
|
19
|
10.53%
|
|
|
2041
|
Smith Anglin Financial
Dallas,
Texas
|
$823M
|
-$1.22M
|
-0.1%
|
4.07%
|
52.8%
|
183
|
11.48%
|
|
|
2042
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$823M
|
-$39.7M
|
-5%
|
4%
|
61.8%
|
182
|
2.2%
|
|
|
2043
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$822M
|
+$10.1M
|
+1%
|
0.88%
|
96.6%
|
209
|
17.7%
|
|
|
2044
|
Campbell Wealth Management
Alexandria,
Virginia
|
$821M
|
+$43.4M
|
+6%
|
3%
|
11.2%
|
81
|
13.58%
|
|
|
2045
|
Deer Management Company
Larchmont,
New York
|
$821M
|
-$290M
|
-26%
|
8.28%
|
154%
|
15
|
6.67%
|
|
|
2046
|
SoFi Wealth
San Francisco,
California
|
$820M
|
+$9.98M
|
+1%
|
3.23%
|
62.2%
|
11
|
0%
|
|
|
2047
|
Narwhal Capital Management
Marietta,
Georgia
|
$819M
|
-$31.4M
|
-4%
|
3.1%
|
93.8%
|
177
|
11.3%
|
|
|
2048
|
Helikon Investments
London,
United Kingdom
|
$819M
|
-$121K
|
-0%
|
0.7%
|
282%
|
15
|
0%
|
|
|
2049
|
Central Securities
New York
|
$819M
|
-$21.8M
|
-3%
|
3.16%
|
90.2%
|
28
|
7.14%
|
|
|
2050
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$817M
|
-$27.7M
|
-3%
|
3.38%
|
70.2%
|
136
|
8.09%
|
|