|
2451
|
WINDACRE PARTNERSHIP LLC
Houston,
Texas
|
$270M
|
+$8.25M
|
+3%
|
5.68%
|
98.4%
|
7
|
42.86%
|
|
|
2452
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$269M
|
-$24.1M
|
-8%
|
0.1%
|
7.53%
|
77
|
18.18%
|
|
|
2453
|
Advisor Partners
Walnut Creek,
California
|
$269M
|
-$24.2M
|
-8%
|
2.23%
|
63.8%
|
440
|
37.27%
|
|
|
2454
|
Whitnell & Co
Oak Brook,
Illinois
|
$269M
|
+$3.63M
|
+1%
|
1.2%
|
36.6%
|
428
|
16.59%
|
|
|
2455
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$269M
|
-$224K
|
-0.1%
|
3.69%
|
113%
|
134
|
16.42%
|
|
|
2456
|
Suncoast Equity Management
Tampa,
Florida
|
$268M
|
+$26.3M
|
+11%
|
0.2%
|
82.9%
|
22
|
9.09%
|
|
|
2457
|
Tiptree Advisors
New York
|
$268M
|
-$154M
|
-37%
|
6%
|
–
|
45
|
44.44%
|
|
|
2458
|
Roundview Capital
Princeton,
New Jersey
|
$268M
|
+$15.9M
|
+6%
|
2.12%
|
77.7%
|
184
|
17.39%
|
|
|
2459
|
Dynamic Capital Management
St. Helier,
Jersey
|
$268M
|
+$59M
|
+28%
|
1.25%
|
49.7%
|
494
|
69.64%
|
|
|
2460
|
Venturi Wealth Management
Austin,
Texas
|
$268M
|
+$48M
|
+22%
|
2.42%
|
101%
|
148
|
28.38%
|
|
|
2461
|
Segment Wealth Management
Houston,
Texas
|
$268M
|
+$4.09M
|
+2%
|
3.92%
|
102%
|
169
|
15.38%
|
|
|
2462
|
Schooner Capital
Vero Beach,
Florida
|
$268M
|
+$31.4M
|
+13%
|
25.5%
|
31.1%
|
2
|
50%
|
|
|
2463
|
Cognios Capital
Leawood,
Kansas
|
$268M
|
+$71.4M
|
+36%
|
3.31%
|
28.5%
|
127
|
25.2%
|
|
|
2464
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$267M
|
-$62K
|
-0%
|
2.16%
|
19%
|
124
|
0.81%
|
|
|
2465
|
Penobscot Investment Management
Boston,
Massachusetts
|
$267M
|
-$51.7M
|
-16%
|
3.3%
|
103%
|
192
|
11.46%
|
|
|
2466
|
CKW Financial Group
Honolulu,
Hawaii
|
$267M
|
-$8.9M
|
-3%
|
0.53%
|
62.4%
|
167
|
7.78%
|
|
|
2467
|
Algert Global
San Francisco,
California
|
$267M
|
+$52.6M
|
+25%
|
2.1%
|
194%
|
434
|
46.31%
|
|
|
2468
|
Napier Park Global Capital (US)
New York
|
$266M
|
+$83.9M
|
+46%
|
1.03%
|
237%
|
59
|
38.98%
|
|
|
2469
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$266M
|
+$8.8M
|
+3%
|
3.43%
|
13.4%
|
3
|
0%
|
|
|
2470
|
Parker Investment Management
Menlo Park,
California
|
$266M
|
–
|
–
|
1.79%
|
208%
|
34
|
–
|
|
|
2471
|
INCA Investments
Miami,
Florida
|
$266M
|
+$108M
|
+68%
|
37.6%
|
128%
|
9
|
11.11%
|
|
|
2472
|
Security National Trust
Wheeling,
West Virginia
|
$266M
|
+$11M
|
+4%
|
2.25%
|
58.3%
|
506
|
11.86%
|
|
|
2473
|
American National Bank & Trust
Wichita Falls,
Texas
|
$266M
|
+$8.09M
|
+3%
|
1.41%
|
95.1%
|
236
|
15.68%
|
|
|
2474
|
Nelson Capital Management
Menlo Park,
California
|
$265M
|
+$5.24M
|
+2%
|
1.22%
|
121%
|
280
|
12.5%
|
|
|
2475
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$265M
|
-$3.25M
|
-1%
|
1.58%
|
68.7%
|
192
|
25%
|
|