|
1876
|
Blackhill Capital
Morristown,
New Jersey
|
$480M
|
-$205M
|
-30%
|
|
|
63
|
|
|
|
1877
|
Southern Wealth Management
Dallas,
Texas
|
$480M
|
-$53.1M
|
-10%
|
|
|
60
|
|
|
|
1878
|
AIA Investment Management (HK)
Hong Kong
|
$479M
|
-$54.6M
|
-10%
|
|
|
10
|
|
|
|
1879
|
Jackson Wealth Management
Lake Mary,
Florida
|
$478M
|
-$124M
|
-21%
|
|
|
178
|
|
|
|
1880
|
Efficient Advisors
Mason,
Ohio
|
$478M
|
-$96.4M
|
-17%
|
|
|
50
|
|
|
|
1881
|
Cypress Funds
Los Angeles,
California
|
$478M
|
-$61.1M
|
-11%
|
|
|
16
|
|
|
|
1882
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$478M
|
-$79.6M
|
-14%
|
|
|
123
|
|
|
|
1883
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$478M
|
-$125M
|
-21%
|
|
|
167
|
|
|
|
1884
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$477M
|
-$45.9M
|
-9%
|
|
|
346
|
|
|
|
1885
|
Modera Wealth Management
Westwood,
New Jersey
|
$477M
|
-$163M
|
-25%
|
|
|
165
|
|
|
|
1886
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$477M
|
+$198M
|
+71%
|
|
|
26
|
|
|
|
1887
|
Callahan Advisors
Houston,
Texas
|
$476M
|
-$147M
|
-24%
|
|
|
140
|
|
|
|
1888
|
Koshinski Asset Management
Decatur,
Illinois
|
$476M
|
-$105M
|
-18%
|
|
|
539
|
|
|
|
1889
|
Private Asset Management
San Diego,
California
|
$475M
|
-$138M
|
-23%
|
|
|
136
|
|
|
|
1890
|
Estabrook Capital Management
New York
|
$475M
|
-$190M
|
-29%
|
|
|
355
|
|
|
|
1891
|
EJF Capital
Arlington,
Virginia
|
$475M
|
-$522M
|
-52%
|
|
|
119
|
|
|
|
1892
|
Opus Investment Management
Worcester,
Massachusetts
|
$474M
|
-$137M
|
-22%
|
|
|
107
|
|
|
|
1893
|
Beryl Capital Management
Redondo Beach,
California
|
$474M
|
-$146M
|
-24%
|
|
|
73
|
|
|
|
1894
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$474M
|
-$139M
|
-23%
|
|
|
904
|
|
|
|
1895
|
Resource Management
Metairie,
Louisiana
|
$473M
|
-$149M
|
-24%
|
|
|
158
|
|
|
|
1896
|
Roundview Capital
Princeton,
New Jersey
|
$473M
|
-$53.1M
|
-10%
|
|
|
239
|
|
|
|
1897
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$473M
|
-$119M
|
-20%
|
|
|
285
|
|
|
|
1898
|
Adell Harriman & Carpenter
Houston,
Texas
|
$472M
|
-$136M
|
-22%
|
|
|
142
|
|
|
|
1899
|
Valley Forge Capital Management
Miami,
Florida
|
$472M
|
-$42.3M
|
-8%
|
|
|
9
|
|
|
|
1900
|
Marco Investment Management
Atlanta,
Georgia
|
$472M
|
-$173M
|
-27%
|
|
|
179
|
|
|
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
