|
1951
|
Marcum Wealth
Cleveland,
Ohio
|
$986M
|
+$46.5M
|
+5%
|
|
|
433
|
|
|
|
1952
|
Levin Capital Strategies
New York
|
$986M
|
+$84.6M
|
+9%
|
|
|
279
|
|
|
|
1953
|
Strategy Capital
Los Altos,
California
|
$985M
|
+$65.2M
|
+7%
|
|
|
10
|
|
|
|
1954
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$985M
|
+$54.7M
|
+6%
|
|
|
358
|
|
|
|
1955
|
Lyell Wealth Management
Menlo Park,
California
|
$984M
|
+$104M
|
+12%
|
|
|
205
|
|
|
|
1956
|
Meeder Advisory Services
Dublin,
Ohio
|
$983M
|
+$110M
|
+13%
|
|
|
460
|
|
|
|
1957
|
FJ Capital Management
Mclean,
Virginia
|
$983M
|
-$13.3M
|
-1%
|
|
|
129
|
|
|
|
1958
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$983M
|
-$180M
|
-15%
|
|
|
232
|
|
|
|
1959
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$982M
|
+$258M
|
+36%
|
|
|
702
|
|
|
|
1960
|
|
$982M
|
+$47.4M
|
+5%
|
|
|
30
|
|
|
|
1961
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$981M
|
+$55.5M
|
+6%
|
|
|
130
|
|
|
|
1962
|
683 Capital Management
New York
|
$981M
|
-$18.3M
|
-2%
|
|
|
269
|
|
|
|
1963
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$980M
|
+$39.8M
|
+4%
|
|
|
114
|
|
|
|
1964
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$980M
|
+$62.7M
|
+7%
|
|
|
170
|
|
|
|
1965
|
Bangor Savings Bank
Bangor,
Maine
|
$978M
|
+$60.5M
|
+7%
|
|
|
526
|
|
|
|
1966
|
Maple-Brown Abbott
Barangaroo,
Australia
|
$977M
|
-$4.5M
|
-0.5%
|
|
|
14
|
|
|
|
1967
|
Inspire Investing
Meridian,
Idaho
|
$977M
|
+$68.1M
|
+7%
|
|
|
887
|
|
|
|
1968
|
Leo Wealth LLC
Hurst,
Texas
|
$977M
|
+$12.1M
|
+1%
|
|
|
349
|
|
|
|
1969
|
Koshinski Asset Management
Decatur,
Illinois
|
$977M
|
+$318M
|
+48%
|
|
|
654
|
|
|
|
1970
|
Naples Global Advisors
Naples,
Florida
|
$977M
|
+$67.6M
|
+7%
|
|
|
420
|
|
|
|
1971
|
XML Financial
Bethesda,
Maryland
|
$977M
|
+$28.3M
|
+3%
|
|
|
351
|
|
|
|
1972
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$976M
|
+$122M
|
+14%
|
|
|
237
|
|
|
|
1973
|
Cornerstone Capital
Palo Alto,
California
|
$975M
|
+$62.2M
|
+7%
|
|
|
94
|
|
|
|
1974
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$975M
|
-$121M
|
-11%
|
|
|
321
|
|
|
|
1975
|
RVW Wealth
Los Angeles,
California
|
$973M
|
+$62.9M
|
+7%
|
|
|
153
|
|
|
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
