|
1951
|
Meeder Advisory Services
Dublin,
Ohio
|
$983M
|
+$110M
|
+13%
|
|
|
460
|
|
|
|
1952
|
FJ Capital Management
Mclean,
Virginia
|
$983M
|
-$13.3M
|
-1%
|
|
|
129
|
|
|
|
1953
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$983M
|
-$180M
|
-15%
|
|
|
232
|
|
|
|
1954
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$982M
|
+$258M
|
+36%
|
|
|
702
|
|
|
|
1955
|
|
$982M
|
+$47.4M
|
+5%
|
|
|
30
|
|
|
|
1956
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$981M
|
+$55.5M
|
+6%
|
|
|
130
|
|
|
|
1957
|
683 Capital Management
New York
|
$981M
|
-$18.3M
|
-2%
|
|
|
269
|
|
|
|
1958
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$980M
|
+$39.8M
|
+4%
|
|
|
114
|
|
|
|
1959
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$980M
|
+$62.7M
|
+7%
|
|
|
170
|
|
|
|
1960
|
Bangor Savings Bank
Bangor,
Maine
|
$978M
|
+$60.5M
|
+7%
|
|
|
526
|
|
|
|
1961
|
Maple-Brown Abbott
Barangaroo,
Australia
|
$977M
|
-$4.5M
|
-0.5%
|
|
|
14
|
|
|
|
1962
|
Inspire Investing
Meridian,
Idaho
|
$977M
|
+$68.1M
|
+7%
|
|
|
887
|
|
|
|
1963
|
Leo Wealth LLC
Hurst,
Texas
|
$977M
|
+$12.1M
|
+1%
|
|
|
349
|
|
|
|
1964
|
Koshinski Asset Management
Decatur,
Illinois
|
$977M
|
+$318M
|
+48%
|
|
|
654
|
|
|
|
1965
|
Naples Global Advisors
Naples,
Florida
|
$977M
|
+$67.6M
|
+7%
|
|
|
420
|
|
|
|
1966
|
XML Financial
Bethesda,
Maryland
|
$977M
|
+$28.3M
|
+3%
|
|
|
351
|
|
|
|
1967
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$976M
|
+$122M
|
+14%
|
|
|
237
|
|
|
|
1968
|
Cornerstone Capital
Palo Alto,
California
|
$975M
|
+$62.2M
|
+7%
|
|
|
94
|
|
|
|
1969
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$975M
|
-$121M
|
-11%
|
|
|
321
|
|
|
|
1970
|
RVW Wealth
Los Angeles,
California
|
$973M
|
+$62.9M
|
+7%
|
|
|
153
|
|
|
|
1971
|
WBH Advisory
Baltimore,
Maryland
|
$972M
|
+$72.7M
|
+8%
|
|
|
320
|
|
|
|
1972
|
American Express
New York
|
$971M
|
-$71.3M
|
-7%
|
|
|
5
|
|
|
|
1973
|
Smith Anglin Financial
Dallas,
Texas
|
$969M
|
+$97.1M
|
+11%
|
|
|
213
|
|
|
|
1974
|
Telemark Asset Management
Boston,
Massachusetts
|
$968M
|
+$296M
|
+44%
|
|
|
69
|
|
|
|
1975
|
|
$967M
|
+$120M
|
+14%
|
|
|
8
|
|
|
Warren Buffett
Berkshire Hathaway
11.56%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
21.25%
1-Year Est. Return
Michael Burry
Scion Asset Management
19.72%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
26.44%
1-Year Est. Return
Ken Griffin
Citadel Advisors
4.22%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
19.67%
1-Year Est. Return
Cathie Wood
ARK Investment Management
94.51%
1-Year Est. Return
Jim Simons
Renaissance Technologies
41.5%
1-Year Est. Return
David Tepper
Appaloosa LP
29.86%
1-Year Est. Return
