|
1501
|
BOK Financial Private Wealth
Denver,
Colorado
|
$660M
|
+$31.5M
|
+5%
|
|
|
155
|
|
|
|
1502
|
Frontier Wealth Management
Kansas City,
Missouri
|
$659M
|
+$33.7M
|
+5%
|
|
|
392
|
|
|
|
1503
|
Cobalt Capital Management
Short Hills,
New Jersey
|
$658M
|
-$93.8M
|
-12%
|
|
|
67
|
|
|
|
1504
|
Pacer Advisors
Malvern,
Pennsylvania
|
$658M
|
+$24.6M
|
+4%
|
|
|
1,121
|
|
|
|
1505
|
Denali Advisors
San Diego,
California
|
$658M
|
+$77.1M
|
+13%
|
|
|
328
|
|
|
|
1506
|
SouthState Corp
Winter Haven,
Florida
|
$656M
|
-$11.1M
|
-2%
|
|
|
238
|
|
|
|
1507
|
Sand Hill Global Advisors
Palo Alto,
California
|
$656M
|
+$20.6M
|
+3%
|
|
|
77
|
|
|
|
1508
|
Presima Securities
Montreal,
Quebec, Canada
|
$655M
|
+$20.4M
|
+3%
|
|
|
36
|
|
|
|
1509
|
TRG Investments
Richmond,
Virginia
|
$655M
|
+$137M
|
+26%
|
|
|
2
|
|
|
|
1510
|
Falcon Point Capital
San Francisco,
California
|
$654M
|
+$74.9M
|
+13%
|
|
|
124
|
|
|
|
1511
|
Davidson Investment Advisors
Great Falls,
Montana
|
$654M
|
+$57.2M
|
+10%
|
|
|
206
|
|
|
|
1512
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$653M
|
+$332M
|
+103%
|
|
|
63
|
|
|
|
1513
|
Efficient Market Advisors
San Diego,
California
|
$650M
|
+$40.4M
|
+7%
|
|
|
49
|
|
|
|
1514
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$650M
|
+$16.7M
|
+3%
|
|
|
125
|
|
|
|
1515
|
Simply Money Advisors
Cincinnati,
Ohio
|
$650M
|
+$182K
|
+0%
|
|
|
32
|
|
|
|
1516
|
Matson Money Inc
Mason,
Ohio
|
$649M
|
+$16.7M
|
+3%
|
|
|
2
|
|
|
|
1517
|
Oracle Investment Management
Greenwich,
Connecticut
|
$649M
|
+$219M
|
+51%
|
|
|
19
|
|
|
|
1518
|
Davis Asset Management
Sausalito,
California
|
$649M
|
+$71.4M
|
+12%
|
|
|
27
|
|
|
|
1519
|
Avity Investment Management
Greenwich,
Connecticut
|
$648M
|
+$24.2M
|
+4%
|
|
|
72
|
|
|
|
1520
|
Waterfront Capital Partners
New York
|
$646M
|
+$17.7M
|
+3%
|
|
|
59
|
|
|
|
1521
|
Murphy Capital Management
Bedminster,
New Jersey
|
$646M
|
-$381K
|
-0.1%
|
|
|
317
|
|
|
|
1522
|
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
|
$643M
|
+$39.4M
|
+7%
|
|
|
64
|
|
|
|
1523
|
SVA Wealth Management
Madison,
Wisconsin
|
$642M
|
+$23.5M
|
+4%
|
|
|
209
|
|
|
|
1524
|
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
|
$642M
|
+$122M
|
+24%
|
|
|
35
|
|
|
|
1525
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$642M
|
+$41.5M
|
+7%
|
|
|
1,919
|
|
|
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
