|
1951
|
Longbow Finance
Lutry,
Switzerland
|
$989M
|
+$3.91M
|
+0.4%
|
|
|
96
|
|
|
|
1952
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$989M
|
+$63.9M
|
+7%
|
|
|
480
|
|
|
|
1953
|
Tradition Wealth Management
Edina,
Minnesota
|
$988M
|
+$32.1M
|
+3%
|
|
|
1,308
|
|
|
|
1954
|
Taurus Asset Management
New York
|
$987M
|
+$61.4M
|
+7%
|
|
|
89
|
|
|
|
1955
|
Marcum Wealth
Cleveland,
Ohio
|
$986M
|
+$46.5M
|
+5%
|
|
|
433
|
|
|
|
1956
|
Levin Capital Strategies
New York
|
$986M
|
+$84.6M
|
+9%
|
|
|
279
|
|
|
|
1957
|
Strategy Capital
Los Altos,
California
|
$985M
|
+$65.2M
|
+7%
|
|
|
10
|
|
|
|
1958
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$985M
|
+$54.7M
|
+6%
|
|
|
358
|
|
|
|
1959
|
Lyell Wealth Management
Menlo Park,
California
|
$984M
|
+$104M
|
+12%
|
|
|
205
|
|
|
|
1960
|
Meeder Advisory Services
Dublin,
Ohio
|
$983M
|
+$110M
|
+13%
|
|
|
460
|
|
|
|
1961
|
FJ Capital Management
Mclean,
Virginia
|
$983M
|
-$13.3M
|
-1%
|
|
|
129
|
|
|
|
1962
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$983M
|
-$180M
|
-15%
|
|
|
232
|
|
|
|
1963
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$982M
|
+$258M
|
+36%
|
|
|
702
|
|
|
|
1964
|
|
$982M
|
+$47.4M
|
+5%
|
|
|
30
|
|
|
|
1965
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$981M
|
+$55.5M
|
+6%
|
|
|
130
|
|
|
|
1966
|
683 Capital Management
New York
|
$981M
|
-$18.3M
|
-2%
|
|
|
269
|
|
|
|
1967
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$980M
|
+$39.8M
|
+4%
|
|
|
114
|
|
|
|
1968
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$980M
|
+$62.7M
|
+7%
|
|
|
170
|
|
|
|
1969
|
Bangor Savings Bank
Bangor,
Maine
|
$978M
|
+$60.5M
|
+7%
|
|
|
526
|
|
|
|
1970
|
Maple-Brown Abbott
Barangaroo,
Australia
|
$977M
|
-$4.5M
|
-0.5%
|
|
|
14
|
|
|
|
1971
|
Inspire Investing
Meridian,
Idaho
|
$977M
|
+$68.1M
|
+7%
|
|
|
887
|
|
|
|
1972
|
Leo Wealth LLC
Hurst,
Texas
|
$977M
|
+$12.1M
|
+1%
|
|
|
349
|
|
|
|
1973
|
Koshinski Asset Management
Decatur,
Illinois
|
$977M
|
+$318M
|
+48%
|
|
|
654
|
|
|
|
1974
|
Naples Global Advisors
Naples,
Florida
|
$977M
|
+$67.6M
|
+7%
|
|
|
420
|
|
|
|
1975
|
XML Financial
Bethesda,
Maryland
|
$977M
|
+$28.3M
|
+3%
|
|
|
351
|
|
|
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
27.63%
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
42.73%
1-Year Est. Return
David Tepper
Appaloosa LP
58.13%
1-Year Est. Return
