|
2026
|
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
$1.23B
|
-$54M
|
-4%
|
8.57%
|
33.9%
|
107
|
11.21%
|
|
|
2027
|
Shufro Rose & Co
New York
|
$1.22B
|
-$19.4M
|
-2%
|
6.57%
|
68.1%
|
319
|
3.45%
|
|
|
2028
|
Alphadyne Asset Management
New York
|
$1.22B
|
+$674M
|
+123%
|
8.15%
|
158%
|
351
|
67.81%
|
|
|
2029
|
Neumeier Poma Investment Counsel
Carmel,
California
|
$1.22B
|
+$148M
|
+14%
|
19.8%
|
229%
|
44
|
13.64%
|
|
|
2030
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.22B
|
+$44.5M
|
+4%
|
2.74%
|
–
|
1,372
|
12.39%
|
|
|
2031
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.22B
|
+$67M
|
+6%
|
6.36%
|
58.2%
|
198
|
11.62%
|
|
|
2032
|
Cavalier Investments
Alpharetta,
Georgia
|
$1.22B
|
+$889M
|
+270%
|
8%
|
171%
|
108
|
43.52%
|
|
|
2033
|
Liberty 77 Capital
Washington,
District of Columbia
|
$1.22B
|
+$106M
|
+10%
|
9.68%
|
–
|
4
|
0%
|
|
|
2034
|
Private Advisory Group
Redmond,
Washington
|
$1.22B
|
+$112M
|
+10%
|
10.5%
|
177%
|
245
|
28.16%
|
|
|
2035
|
CGN Advisors
Manhattan,
Kansas
|
$1.22B
|
+$96.3M
|
+9%
|
5.31%
|
44.2%
|
312
|
7.69%
|
|
|
2036
|
Central Securities
New York
|
$1.21B
|
+$81.3M
|
+7%
|
6.16%
|
90.2%
|
30
|
13.33%
|
|
|
2037
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.21B
|
+$102M
|
+9%
|
4.51%
|
36.5%
|
183
|
10.38%
|
|
|
2038
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.21B
|
+$143M
|
+13%
|
8.65%
|
81.9%
|
271
|
22.88%
|
|
|
2039
|
Weatherly Asset Management
Del Mar,
California
|
$1.21B
|
+$40.5M
|
+3%
|
5.08%
|
108%
|
187
|
5.35%
|
|
|
2040
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.21B
|
+$177M
|
+17%
|
9.99%
|
84.3%
|
522
|
16.67%
|
|
|
2041
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.21B
|
-$7.97M
|
-0.7%
|
6.78%
|
57.9%
|
314
|
0.96%
|
|
|
2042
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.21B
|
+$87.6M
|
+8%
|
7.65%
|
90.8%
|
1,224
|
7.68%
|
|
|
2043
|
China Universal Asset Management Company
Shanghai,
China
|
$1.21B
|
+$148M
|
+14%
|
15.2%
|
264%
|
516
|
15.12%
|
|
|
2044
|
Goldentree Asset Management
New York
|
$1.21B
|
+$175M
|
+17%
|
10.1%
|
27.7%
|
35
|
51.43%
|
|
|
2045
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.21B
|
+$67.5M
|
+6%
|
6.83%
|
59.4%
|
1,084
|
5.17%
|
|
|
2046
|
Payden & Rygel
Los Angeles,
California
|
$1.21B
|
-$1.88M
|
-0.2%
|
9.64%
|
103%
|
126
|
20.63%
|
|
|
2047
|
AltraVue Capital
Bellevue,
Washington
|
$1.21B
|
+$67.6M
|
+6%
|
12.4%
|
221%
|
27
|
11.11%
|
|
|
2048
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.21B
|
+$140M
|
+13%
|
7.11%
|
77.1%
|
1,609
|
65.26%
|
|
|
2049
|
Stack Financial Management
Whitefish,
Montana
|
$1.21B
|
+$73M
|
+6%
|
6.64%
|
58.4%
|
51
|
3.92%
|
|
|
2050
|
|
$1.2B
|
+$828M
|
+220%
|
10.9%
|
–
|
529
|
72.02%
|
|