|
1801
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$942M
|
+$95.5M
|
+11%
|
|
|
833
|
|
|
|
1802
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$941M
|
+$64.9M
|
+7%
|
|
|
1,038
|
|
|
|
1803
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$940M
|
+$39.8M
|
+4%
|
|
|
198
|
|
|
|
1804
|
Salomon & Ludwin
Richmond,
Virginia
|
$940M
|
+$101M
|
+12%
|
|
|
175
|
|
|
|
1805
|
Lindbrook Capital
Calabasas,
California
|
$939M
|
+$86.2M
|
+10%
|
|
|
2,946
|
|
|
|
1806
|
Willis Johnson & Associates
Houston,
Texas
|
$938M
|
+$95.2M
|
+11%
|
|
|
132
|
|
|
|
1807
|
Wesleyan Assurance Society
Birmingham,
United Kingdom
|
$936M
|
+$73.5M
|
+9%
|
|
|
103
|
|
|
|
1808
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$935M
|
+$57.5M
|
+7%
|
|
|
238
|
|
|
|
1809
|
Koshinski Asset Management
Decatur,
Illinois
|
$933M
|
-$90.7M
|
-9%
|
|
|
671
|
|
|
|
1810
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$932M
|
+$68.9M
|
+8%
|
|
|
234
|
|
|
|
1811
|
Blackhill Capital
Morristown,
New Jersey
|
$932M
|
+$36M
|
+4%
|
|
|
53
|
|
|
|
1812
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$932M
|
+$70.1M
|
+8%
|
|
|
310
|
|
|
|
1813
|
Bayesian Capital Management
Brooklyn,
New York
|
$931M
|
+$123M
|
+15%
|
|
|
1,150
|
|
|
|
1814
|
Novare Capital Management
Charlotte,
North Carolina
|
$931M
|
+$50.9M
|
+6%
|
|
|
180
|
|
|
|
1815
|
New York Life Insurance Company
New York
|
$931M
|
-$177M
|
-16%
|
|
|
9
|
|
|
|
1816
|
Lutz Financial Services
Omaha,
Nebraska
|
$930M
|
+$53.5M
|
+6%
|
|
|
82
|
|
|
|
1817
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$929M
|
+$171M
|
+23%
|
|
|
532
|
|
|
|
1818
|
Meeder Advisory Services
Dublin,
Ohio
|
$929M
|
+$60.8M
|
+7%
|
|
|
453
|
|
|
|
1819
|
Pembroke Management
Montreal,
Quebec, Canada
|
$928M
|
+$13.5M
|
+1%
|
|
|
66
|
|
|
|
1820
|
Invictus Private Wealth
Denver,
Colorado
|
$927M
|
+$77.3M
|
+9%
|
|
|
93
|
|
|
|
1821
|
Marco Investment Management
Atlanta,
Georgia
|
$925M
|
+$38.3M
|
+4%
|
|
|
210
|
|
|
|
1822
|
GeoWealth Management
Chicago,
Illinois
|
$925M
|
+$70.5M
|
+8%
|
|
|
486
|
|
|
|
1823
|
Tybourne Capital Management
Hong Kong
|
$925M
|
-$67.9M
|
-7%
|
|
|
50
|
|
|
|
1824
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$925M
|
+$50.9M
|
+6%
|
|
|
152
|
|
|
|
1825
|
BTC Capital Management
Des Moines,
Iowa
|
$925M
|
+$55.7M
|
+6%
|
|
|
257
|
|
|
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
