|
1451
|
Geneos Wealth Management
Englewood,
Colorado
|
$654M
|
–
|
–
|
|
|
1,783
|
|
|
|
1452
|
Crestline Management
Fort Worth,
Texas
|
$654M
|
-$479M
|
-42%
|
|
|
1
|
|
|
|
1453
|
First National Trust
Hermitage,
Pennsylvania
|
$653M
|
+$21.2M
|
+3%
|
|
|
317
|
|
|
|
1454
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$653M
|
+$76.6M
|
+13%
|
|
|
305
|
|
|
|
1455
|
Foundation Capital
Palo Alto,
California
|
$653M
|
-$168M
|
-20%
|
|
|
9
|
|
|
|
1456
|
|
$653M
|
+$305M
|
+88%
|
|
|
45
|
|
|
|
1457
|
EP Wealth Advisors
Torrance,
California
|
$652M
|
+$57.2M
|
+10%
|
|
|
171
|
|
|
|
1458
|
P2 Capital Partners
New York
|
$649M
|
+$56.1M
|
+9%
|
|
|
15
|
|
|
|
1459
|
Makaira Partners
La Jolla,
California
|
$647M
|
+$41.2M
|
+7%
|
|
|
13
|
|
|
|
1460
|
Glazer Capital LLC
New York
|
$647M
|
-$26.3M
|
-4%
|
|
|
119
|
|
|
|
1461
|
SouthState Corp
Winter Haven,
Florida
|
$643M
|
+$5.56M
|
+0.9%
|
|
|
222
|
|
|
|
1462
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$643M
|
+$38.4M
|
+6%
|
|
|
171
|
|
|
|
1463
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$642M
|
-$24.5M
|
-4%
|
|
|
141
|
|
|
|
1464
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$641M
|
+$10.9M
|
+2%
|
|
|
49
|
|
|
|
1465
|
Webster Bank
Waterbury,
Connecticut
|
$641M
|
+$17.4M
|
+3%
|
|
|
221
|
|
|
|
1466
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$640M
|
+$20.2M
|
+3%
|
|
|
162
|
|
|
|
1467
|
Westport Advisers
Westport,
Connecticut
|
$640M
|
-$51.6M
|
-7%
|
|
|
44
|
|
|
|
1468
|
EAM Investors
Solana Beach,
California
|
$639M
|
-$125M
|
-16%
|
|
|
408
|
|
|
|
1469
|
Portfolio Solutions
Royal Oak,
Michigan
|
$639M
|
+$12.3M
|
+2%
|
|
|
27
|
|
|
|
1470
|
Murphy Capital Management
Bedminster,
New Jersey
|
$638M
|
-$17.6M
|
-3%
|
|
|
336
|
|
|
|
1471
|
Simplex Trading
Chicago,
Illinois
|
$638M
|
-$63.4M
|
-9%
|
|
|
3,505
|
|
|
|
1472
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$637M
|
+$41.9M
|
+7%
|
|
|
118
|
|
|
|
1473
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$636M
|
+$37M
|
+6%
|
|
|
51
|
|
|
|
1474
|
SRB Corp
Boston,
Massachusetts
|
$635M
|
+$18.9M
|
+3%
|
|
|
190
|
|
|
|
1475
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$635M
|
-$738K
|
-0.1%
|
|
|
205
|
|
|
Warren Buffett
Berkshire Hathaway
11.56%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
21.25%
1-Year Est. Return
Michael Burry
Scion Asset Management
19.72%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
26.44%
1-Year Est. Return
Ken Griffin
Citadel Advisors
4.22%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
19.67%
1-Year Est. Return
Cathie Wood
ARK Investment Management
94.51%
1-Year Est. Return
Jim Simons
Renaissance Technologies
41.5%
1-Year Est. Return
David Tepper
Appaloosa LP
29.86%
1-Year Est. Return
