|
3026
|
SOA Wealth Advisors
New York
|
$524M
|
+$27.2M
|
+5%
|
|
|
870
|
|
|
|
3027
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$524M
|
+$39.3M
|
+8%
|
|
|
732
|
|
|
|
3028
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$523M
|
+$32.4M
|
+7%
|
|
|
139
|
|
|
|
3029
|
Hoey Investments
Coatesville,
Pennsylvania
|
$523M
|
$0
|
0%
|
|
|
390
|
|
|
|
3030
|
Probity Advisors
Dallas,
Texas
|
$522M
|
+$39.5M
|
+8%
|
|
|
229
|
|
|
|
3031
|
JB Capital Partners
Armonk,
New York
|
$522M
|
+$68.6M
|
+15%
|
|
|
78
|
|
|
|
3032
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$522M
|
+$29.8M
|
+6%
|
|
|
140
|
|
|
|
3033
|
Capital Advantage
Walnut Creek,
California
|
$522M
|
+$34.1M
|
+7%
|
|
|
50
|
|
|
|
3034
|
AdvisorShares Investments
Bethesda,
Maryland
|
$522M
|
-$52.5M
|
-9%
|
|
|
316
|
|
|
|
3035
|
Ramirez Asset Management
New York
|
$521M
|
+$29.9M
|
+6%
|
|
|
421
|
|
|
|
3036
|
Strategy Asset Managers
Pasadena,
California
|
$521M
|
+$70.4M
|
+16%
|
|
|
319
|
|
|
|
3037
|
Bellwether Advisors
Lincoln,
Nebraska
|
$521M
|
+$43.8M
|
+9%
|
|
|
149
|
|
|
|
3038
|
Westover Capital Advisors
Wilmington,
Delaware
|
$520M
|
+$132M
|
+34%
|
|
|
255
|
|
|
|
3039
|
Samsara BioCapital
Palo Alto,
California
|
$520M
|
+$42.5M
|
+9%
|
|
|
43
|
|
|
|
3040
|
Opes Wealth Management
Menlo Park,
California
|
$520M
|
+$40.9M
|
+9%
|
|
|
141
|
|
|
|
3041
|
Oakmont Corp
Los Angeles,
California
|
$520M
|
+$65.5M
|
+14%
|
|
|
33
|
|
|
|
3042
|
Masters Capital Management
Atlanta,
Georgia
|
$520M
|
-$38.5M
|
-7%
|
|
|
70
|
|
|
|
3043
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$520M
|
+$11.5M
|
+2%
|
|
|
108
|
|
|
|
3044
|
Bourgeon Capital Management
Darien,
Connecticut
|
$520M
|
+$9.57M
|
+2%
|
|
|
119
|
|
|
|
3045
|
Summit Wealth Partners
Orlando,
Florida
|
$519M
|
+$37.6M
|
+8%
|
|
|
247
|
|
|
|
3046
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$519M
|
+$67M
|
+15%
|
|
|
223
|
|
|
|
3047
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$519M
|
+$37M
|
+8%
|
|
|
116
|
|
|
|
3048
|
Sentry LLC
Memphis,
Tennessee
|
$519M
|
-$24.1M
|
-4%
|
|
|
129
|
|
|
|
3049
|
Eagle Health Investments
Greenwich,
Connecticut
|
$519M
|
-$40.8M
|
-7%
|
|
|
27
|
|
|
|
3050
|
West Financial Advisors
Des Moines,
Iowa
|
$519M
|
+$36.9M
|
+8%
|
|
|
195
|
|
|
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Michael Burry
Scion Asset Management
43.96%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.7%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
32.61%
1-Year Est. Return
Cathie Wood
ARK Investment Management
64.92%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
1-Year Est. Return
