|
5676
|
Core Wealth Partners
Santa Rosa,
California
|
$222M
|
+$4.34M
|
+2%
|
|
|
185
|
|
|
|
5677
|
Advantage Trust Company
Salina,
Kansas
|
$222M
|
+$662K
|
+0.3%
|
|
|
192
|
|
|
|
5678
|
EntreWealth
Austin,
Texas
|
$222M
|
+$27.6M
|
+14%
|
|
|
100
|
|
|
|
5679
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$222M
|
-$49.5M
|
-18%
|
|
|
67
|
|
|
|
5680
|
LRZ Capital
Miami,
Florida
|
$222M
|
–
|
–
|
|
|
18
|
|
|
|
5681
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$221M
|
-$1.08M
|
-0.5%
|
|
|
145
|
|
|
|
5682
|
Silver Oak Advisory Group
Portland,
Oregon
|
$221M
|
+$166K
|
+0.1%
|
|
|
79
|
|
|
|
5683
|
Brentview Investment Management
Northfield,
Illinois
|
$221M
|
+$1.68M
|
+0.8%
|
|
|
70
|
|
|
|
5684
|
Gildi lifeyrissjodur
Reykjavik,
|
$221M
|
–
|
–
|
|
|
2
|
|
|
|
5685
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$221M
|
+$7.14M
|
+3%
|
|
|
92
|
|
|
|
5686
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$221M
|
-$2.56M
|
-1%
|
|
|
133
|
|
|
|
5687
|
Forager Capital Management
Birmingham,
Alabama
|
$221M
|
-$5.8M
|
-3%
|
|
|
12
|
|
|
|
5688
|
Sunesis Advisors
Overland Park,
Kansas
|
$221M
|
+$6.76M
|
+3%
|
|
|
55
|
|
|
|
5689
|
Robbins Farley
Bedford,
New Hampshire
|
$221M
|
-$20M
|
-8%
|
|
|
180
|
|
|
|
5690
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$221M
|
+$13.3M
|
+6%
|
|
|
86
|
|
|
|
5691
|
Team Financial Group
Temecula,
California
|
$220M
|
+$4.65M
|
+2%
|
|
|
276
|
|
|
|
5692
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$220M
|
+$8.45M
|
+4%
|
|
|
138
|
|
|
|
5693
|
Forte Asset Management
Bedford,
New York
|
$220M
|
+$12.4M
|
+6%
|
|
|
75
|
|
|
|
5694
|
Heritage Family Offices
Scottsdale,
Arizona
|
$220M
|
+$5.14M
|
+2%
|
|
|
220
|
|
|
|
5695
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$220M
|
-$4.99M
|
-2%
|
|
|
163
|
|
|
|
5696
|
Cooper/Haims Advisors
Victor,
New York
|
$220M
|
+$5.95M
|
+3%
|
|
|
104
|
|
|
|
5697
|
Elite Financial
Lewiston,
Idaho
|
$220M
|
+$1.57M
|
+0.7%
|
|
|
54
|
|
|
|
5698
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$220M
|
+$4.99M
|
+2%
|
|
|
122
|
|
|
|
5699
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$220M
|
+$10.1M
|
+5%
|
|
|
427
|
|
|
|
5700
|
Yoder Wealth Management
Walnut Creek,
California
|
$220M
|
+$8.29M
|
+4%
|
|
|
123
|
|
|
Warren Buffett
Berkshire Hathaway
13.76%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
24.65%
1-Year Est. Return
Michael Burry
Scion Asset Management
43.96%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
31.63%
1-Year Est. Return
Ken Griffin
Citadel Advisors
27.65%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
28.33%
1-Year Est. Return
Cathie Wood
ARK Investment Management
59.91%
1-Year Est. Return
Jim Simons
Renaissance Technologies
42.74%
1-Year Est. Return
David Tepper
Appaloosa LP
58.13%
1-Year Est. Return
