|
2026
|
TD Ameritrade Trust
Denver,
Colorado
|
$358M
|
+$12.4M
|
+4%
|
|
|
50
|
|
|
|
2027
|
Gruber & McBaine Capital Management
San Francisco,
California
|
$355M
|
-$16.9M
|
-5%
|
|
|
235
|
|
|
|
2028
|
Quentec Asset Management
New York
|
$355M
|
+$7.15M
|
+2%
|
|
|
54
|
|
|
|
2029
|
Trust Company of the Ozarks
Springfield,
Missouri
|
$355M
|
-$14.8M
|
-4%
|
|
|
170
|
|
|
|
2030
|
Golden Gate Private Equity
San Francisco,
California
|
$355M
|
-$140M
|
-28%
|
|
|
23
|
|
|
|
2031
|
Red Rocks Capital
Denver,
Colorado
|
$355M
|
-$7.81M
|
-2%
|
|
|
8
|
|
|
|
2032
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$355M
|
+$3.89M
|
+1%
|
|
|
178
|
|
|
|
2033
|
Meritech Capital Associates III
Palo Alto,
California
|
$354M
|
-$14.5M
|
-4%
|
|
|
7
|
|
|
|
2034
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$354M
|
-$2.88M
|
-0.8%
|
|
|
173
|
|
|
|
2035
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$354M
|
-$60.5M
|
-15%
|
|
|
746
|
|
|
|
2036
|
ACG Wealth
Atlanta,
Georgia
|
$354M
|
-$175M
|
-33%
|
|
|
224
|
|
|
|
2037
|
Jacobs & Co
San Francisco,
California
|
$354M
|
+$8.55M
|
+2%
|
|
|
117
|
|
|
|
2038
|
Standard Pacific Capital
San Francisco,
California
|
$353M
|
-$7.84M
|
-2%
|
|
|
45
|
|
|
|
2039
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
$353M
|
+$38.7M
|
+12%
|
|
|
85
|
|
|
|
2040
|
Grace Capital
Quincy,
Massachusetts
|
$352M
|
-$11.5M
|
-3%
|
|
|
100
|
|
|
|
2041
|
Coldstream Capital Management
Bellevue,
Washington
|
$352M
|
+$12.9M
|
+4%
|
|
|
211
|
|
|
|
2042
|
JVL Advisors
Houston,
Texas
|
$350M
|
+$37.5M
|
+12%
|
|
|
14
|
|
|
|
2043
|
Interval Partners
New York
|
$350M
|
+$58.9M
|
+20%
|
|
|
180
|
|
|
|
2044
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$349M
|
+$46.2M
|
+15%
|
|
|
1,466
|
|
|
|
2045
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$348M
|
-$6.19M
|
-2%
|
|
|
207
|
|
|
|
2046
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$348M
|
+$7.56M
|
+2%
|
|
|
175
|
|
|
|
2047
|
Financial Partners Capital Management
New York
|
$347M
|
+$19.6M
|
+6%
|
|
|
117
|
|
|
|
2048
|
Denali Advisors
San Diego,
California
|
$347M
|
-$18.1M
|
-5%
|
|
|
296
|
|
|
|
2049
|
Calamos Wealth Management
Naperville,
Illinois
|
$346M
|
-$4.22M
|
-1%
|
|
|
247
|
|
|
|
2050
|
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
$346M
|
-$8.08M
|
-2%
|
|
|
9
|
|
|