|
2301
|
Caledonia Investments plc (UK)
London England,
United Kingdom
|
$604M
|
+$64M
|
+12%
|
11.1%
|
48.7%
|
13
|
0%
|
|
|
2302
|
|
$604M
|
+$91.5M
|
+18%
|
25.5%
|
86%
|
12
|
16.67%
|
|
|
2303
|
Cortland Associates
St Louis,
Missouri
|
$604M
|
+$42M
|
+7%
|
8.23%
|
57.1%
|
59
|
11.86%
|
|
|
2304
|
L.J. Altfest & Co
New York
|
$604M
|
+$70.2M
|
+13%
|
5.91%
|
66.7%
|
285
|
19.3%
|
|
|
2305
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$602M
|
+$29.7M
|
+5%
|
5.94%
|
31.3%
|
329
|
8.21%
|
|
|
2306
|
Massachusetts Institute of Technology
Cambridge,
Massachusetts
|
$602M
|
+$14.3M
|
+2%
|
8.58%
|
50.8%
|
8
|
12.5%
|
|
|
2307
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$602M
|
+$38.4M
|
+7%
|
11%
|
19%
|
792
|
13.01%
|
|
|
2308
|
Willow Creek Wealth Management
Sebastopol,
California
|
$602M
|
+$87M
|
+17%
|
5.83%
|
36.5%
|
140
|
22.14%
|
|
|
2309
|
Somerset Capital Management
London,
United Kingdom
|
$601M
|
+$64M
|
+12%
|
10.7%
|
7.5%
|
10
|
0%
|
|
|
2310
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$600M
|
+$38.7M
|
+7%
|
10.7%
|
85.2%
|
128
|
9.38%
|
|
|
2311
|
Donor Advised Charitable Giving
San Francisco,
California
|
$599M
|
+$127M
|
+27%
|
18.1%
|
365%
|
49
|
28.57%
|
|
|
2312
|
Waddell & Associates
Memphis,
Tennessee
|
$597M
|
+$80.5M
|
+16%
|
9.6%
|
194%
|
157
|
19.75%
|
|
|
2313
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$595M
|
+$59.1M
|
+11%
|
12.3%
|
55%
|
73
|
10.96%
|
|
|
2314
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$595M
|
+$45.5M
|
+8%
|
9.18%
|
–
|
987
|
16.82%
|
|
|
2315
|
CKW Financial Group
Honolulu,
Hawaii
|
$595M
|
+$59.6M
|
+11%
|
10%
|
62.4%
|
212
|
4.25%
|
|
|
2316
|
RR Advisors
Dallas,
Texas
|
$594M
|
+$53M
|
+10%
|
11%
|
113%
|
22
|
27.27%
|
|
|
2317
|
GFI Investment Counsel
Toronto,
Ontario, Canada
|
$594M
|
+$17.2M
|
+3%
|
9.16%
|
46.9%
|
17
|
11.76%
|
|
|
2318
|
|
$594M
|
-$54.5M
|
-8%
|
57.1%
|
1,447%
|
38
|
44.74%
|
|
|
2319
|
Hendershot Investments
Centreville,
Virginia
|
$593M
|
+$62.1M
|
+12%
|
12.2%
|
52.6%
|
145
|
4.83%
|
|
|
2320
|
Cabot Wealth Management
Salem,
Massachusetts
|
$593M
|
+$1.36M
|
+0.2%
|
11.1%
|
55.6%
|
158
|
15.19%
|
|
|
2321
|
Morningstar Investment Management
Chicago,
Illinois
|
$592M
|
+$64M
|
+12%
|
3.23%
|
48.2%
|
90
|
57.78%
|
|
|
2322
|
Engaged Capital
Newport Beach,
California
|
$591M
|
+$85.7M
|
+17%
|
6.44%
|
16.3%
|
10
|
20%
|
|
|
2323
|
|
$591M
|
+$131M
|
+28%
|
7.19%
|
20.4%
|
160
|
26.25%
|
|
|
2324
|
West Coast Financial
Santa Barbara,
California
|
$590M
|
+$46.6M
|
+9%
|
7.85%
|
22.2%
|
133
|
12.78%
|
|
|
2325
|
American Financial Advisors
Marietta,
Georgia
|
$590M
|
+$10.9M
|
+2%
|
6.13%
|
52.7%
|
127
|
7.09%
|
|