|
5401
|
Envision Financial Planning
Memphis,
Tennessee
|
$196M
|
+$2.7M
|
+1%
|
|
|
48
|
|
|
|
5402
|
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
|
$196M
|
-$806K
|
-0.4%
|
|
|
23
|
|
|
|
5403
|
Heritage Family Offices
Scottsdale,
Arizona
|
$196M
|
-$4.87M
|
-2%
|
|
|
197
|
|
|
|
5404
|
S Squared Technology
New York
|
$195M
|
-$45.3M
|
-19%
|
|
|
39
|
|
|
|
5405
|
AJ Advisors
Nashville,
Tennessee
|
$195M
|
+$2.63M
|
+1%
|
|
|
36
|
|
|
|
5406
|
Client First Capital
San Diego,
California
|
$195M
|
+$652K
|
+0.3%
|
|
|
22
|
|
|
|
5407
|
Significant Wealth Partners
Cary,
Illinois
|
$195M
|
+$1.97M
|
+1%
|
|
|
94
|
|
|
|
5408
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$195M
|
-$2.67M
|
-1%
|
|
|
65
|
|
|
|
5409
|
Fairfield University
Fairfield,
Connecticut
|
$195M
|
+$8.01M
|
+4%
|
|
|
3
|
|
|
|
5410
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$195M
|
-$10.7M
|
-5%
|
|
|
233
|
|
|
|
5411
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$195M
|
+$10.7M
|
+6%
|
|
|
188
|
|
|
|
5412
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$195M
|
-$14.3M
|
-7%
|
|
|
40
|
|
|
|
5413
|
Win Advisors
Palm Beach Gardens,
Florida
|
$195M
|
-$12M
|
-6%
|
|
|
89
|
|
|
|
5414
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$195M
|
+$51.9M
|
+36%
|
|
|
89
|
|
|
|
5415
|
|
$195M
|
-$3.92M
|
-2%
|
|
|
32
|
|
|
|
5416
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$195M
|
-$6.75M
|
-3%
|
|
|
128
|
|
|
|
5417
|
DC Investments Management
Mclean,
Virginia
|
$195M
|
+$41.2M
|
+27%
|
|
|
137
|
|
|
|
5418
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$194M
|
+$2.52M
|
+1%
|
|
|
134
|
|
|
|
5419
|
|
$194M
|
-$12.2M
|
-6%
|
|
|
83
|
|
|
|
5420
|
626 Financial
Portage,
Michigan
|
$194M
|
+$8.84M
|
+5%
|
|
|
114
|
|
|
|
5421
|
Windle Wealth
Oklahoma City,
Oklahoma
|
$194M
|
+$13.3M
|
+7%
|
|
|
33
|
|
|
|
5422
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$194M
|
-$16.3M
|
-8%
|
|
|
109
|
|
|
|
5423
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$194M
|
+$1.05M
|
+0.5%
|
|
|
153
|
|
|
|
5424
|
Stephens Group
Little Rock,
Arkansas
|
$194M
|
-$6.1M
|
-3%
|
|
|
3
|
|
|
|
5425
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$194M
|
-$916K
|
-0.5%
|
|
|
173
|
|
|
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
