|
1701
|
Valley Wealth Managers
Paramus,
New Jersey
|
$1.51B
|
+$122M
|
+9%
|
|
|
335
|
|
|
|
1702
|
Chai Trust Company
Chicago,
Illinois
|
$1.51B
|
-$120M
|
-7%
|
|
|
13
|
|
|
|
1703
|
Strategy Capital
Los Altos,
California
|
$1.51B
|
+$26.2M
|
+2%
|
|
|
11
|
|
|
|
1704
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1.51B
|
-$4.58M
|
-0.3%
|
|
|
285
|
|
|
|
1705
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.51B
|
+$135M
|
+10%
|
|
|
369
|
|
|
|
1706
|
Bain Capital Life Sciences Investors
Boston,
Massachusetts
|
$1.51B
|
+$707M
|
+89%
|
|
|
24
|
|
|
|
1707
|
No Street GP LP
San Francisco,
California
|
$1.5B
|
+$167M
|
+12%
|
|
|
35
|
|
|
|
1708
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.5B
|
-$78.4M
|
-5%
|
|
|
346
|
|
|
|
1709
|
Simmons Bank
Pine Bluff,
Arkansas
|
$1.5B
|
+$97.7M
|
+7%
|
|
|
340
|
|
|
|
1710
|
Adelante Capital Management
Alameda,
California
|
$1.5B
|
+$137M
|
+10%
|
|
|
48
|
|
|
|
1711
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.5B
|
+$113M
|
+8%
|
|
|
404
|
|
|
|
1712
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.49B
|
+$152M
|
+11%
|
|
|
513
|
|
|
|
1713
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.49B
|
+$140M
|
+10%
|
|
|
300
|
|
|
|
1714
|
Appleton Partners
Boston,
Massachusetts
|
$1.49B
|
+$76.8M
|
+5%
|
|
|
262
|
|
|
|
1715
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.49B
|
+$99.7M
|
+7%
|
|
|
2,138
|
|
|
|
1716
|
Asset Dedication LLC
San Francisco,
California
|
$1.49B
|
+$111M
|
+8%
|
|
|
1,259
|
|
|
|
1717
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.49B
|
+$163M
|
+12%
|
|
|
748
|
|
|
|
1718
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$1.49B
|
+$69.4M
|
+5%
|
|
|
79
|
|
|
|
1719
|
Diversified Enterprises
Wilmington,
Delaware
|
$1.48B
|
+$145M
|
+11%
|
|
|
334
|
|
|
|
1720
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$1.48B
|
+$93.8M
|
+7%
|
|
|
32
|
|
|
|
1721
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$1.48B
|
+$102M
|
+7%
|
|
|
62
|
|
|
|
1722
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.48B
|
+$148M
|
+11%
|
|
|
363
|
|
|
|
1723
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$1.48B
|
+$83.8M
|
+6%
|
|
|
218
|
|
|
|
1724
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$1.48B
|
+$71.8M
|
+5%
|
|
|
76
|
|
|
|
1725
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$1.48B
|
+$112M
|
+8%
|
|
|
13
|
|
|
Warren Buffett
Berkshire Hathaway
11.78%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
23.66%
1-Year Est. Return
Michael Burry
Scion Asset Management
19.72%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
29.73%
1-Year Est. Return
Ken Griffin
Citadel Advisors
4.72%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
24.78%
1-Year Est. Return
Cathie Wood
ARK Investment Management
114.45%
1-Year Est. Return
Jim Simons
Renaissance Technologies
50.56%
1-Year Est. Return
David Tepper
Appaloosa LP
37.21%
1-Year Est. Return
