|
2601
|
Lake Street Private Wealth
Chicago,
Illinois
|
$776M
|
+$73M
|
+10%
|
|
|
282
|
|
|
|
2602
|
Adams Asset Advisors
Dallas,
Texas
|
$776M
|
+$64.9M
|
+9%
|
|
|
81
|
|
|
|
2603
|
Triad Wealth Partners
Lawrence,
Kansas
|
$775M
|
+$280M
|
+57%
|
|
|
385
|
|
|
|
2604
|
Brookwood Investment Group
Phoenix,
Arizona
|
$775M
|
+$154M
|
+25%
|
|
|
553
|
|
|
|
2605
|
Resources Management Corp
West Hartford,
Connecticut
|
$774M
|
+$37.3M
|
+5%
|
|
|
431
|
|
|
|
2606
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$774M
|
+$77.5M
|
+11%
|
|
|
445
|
|
|
|
2607
|
EFG Asset Management
Portland,
Oregon
|
$773M
|
+$65.6M
|
+9%
|
|
|
182
|
|
|
|
2608
|
Jamison Private Wealth Management
Milton,
Georgia
|
$773M
|
+$76.6M
|
+11%
|
|
|
211
|
|
|
|
2609
|
Silverback Asset Management
Chapel Hill,
North Carolina
|
$772M
|
+$121M
|
+19%
|
|
|
79
|
|
|
|
2610
|
Southernsun Asset Management
Memphis,
Tennessee
|
$772M
|
+$59.6M
|
+8%
|
|
|
31
|
|
|
|
2611
|
Phocas Financial Corp
Alameda,
California
|
$771M
|
+$76M
|
+11%
|
|
|
162
|
|
|
|
2612
|
Leo Wealth LLC
Hurst,
Texas
|
$771M
|
-$515M
|
-40%
|
|
|
404
|
|
|
|
2613
|
Wallington Asset Management
Indianapolis,
Indiana
|
$771M
|
+$60.2M
|
+8%
|
|
|
73
|
|
|
|
2614
|
HS Management Partners
New York
|
$770M
|
-$456M
|
-37%
|
|
|
25
|
|
|
|
2615
|
Hemington Wealth Management
Falls Church,
Virginia
|
$769M
|
+$78.6M
|
+11%
|
|
|
1,768
|
|
|
|
2616
|
Total Investment Management
Scottsdale,
Arizona
|
$769M
|
+$77.2M
|
+11%
|
|
|
905
|
|
|
|
2617
|
Professional Advisory Services
Vero Beach,
Florida
|
$768M
|
+$31.1M
|
+4%
|
|
|
93
|
|
|
|
2618
|
Sirios Capital Management
Boston,
Massachusetts
|
$768M
|
+$78.4M
|
+11%
|
|
|
73
|
|
|
|
2619
|
Samsara BioCapital
Palo Alto,
California
|
$766M
|
+$277M
|
+57%
|
|
|
31
|
|
|
|
2620
|
New England Asset Management
Farmington,
Connecticut
|
$765M
|
+$122M
|
+19%
|
|
|
127
|
|
|
|
2621
|
|
$765M
|
+$21.9M
|
+3%
|
|
|
176
|
|
|
|
2622
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$764M
|
+$66.4M
|
+10%
|
|
|
87
|
|
|
|
2623
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$764M
|
+$62.4M
|
+9%
|
|
|
276
|
|
|
|
2624
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$764M
|
+$47.6M
|
+7%
|
|
|
124
|
|
|
|
2625
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$764M
|
+$63.9M
|
+9%
|
|
|
75
|
|
|
Warren Buffett
Berkshire Hathaway
11.78%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
23.66%
1-Year Est. Return
Michael Burry
Scion Asset Management
19.72%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
29.73%
1-Year Est. Return
Ken Griffin
Citadel Advisors
4.72%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
28.33%
1-Year Est. Return
Cathie Wood
ARK Investment Management
114.45%
1-Year Est. Return
Jim Simons
Renaissance Technologies
50.56%
1-Year Est. Return
David Tepper
Appaloosa LP
37.21%
1-Year Est. Return
