|
2026
|
Adell Harriman & Carpenter
Houston,
Texas
|
$372M
|
+$31.8M
|
+9%
|
|
|
145
|
|
|
|
2027
|
RIT Capital Partners
London,
United Kingdom
|
$372M
|
-$56.4M
|
-13%
|
|
|
13
|
|
|
|
2028
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$372M
|
+$96M
|
+35%
|
|
|
23
|
|
|
|
2029
|
MCF Advisors
Covington,
Kentucky
|
$372M
|
-$18.5M
|
-5%
|
|
|
511
|
|
|
|
2030
|
Herring Creek Capital Management
Stamford,
Connecticut
|
$372M
|
+$6.52M
|
+2%
|
|
|
33
|
|
|
|
2031
|
Cypress Funds
Los Angeles,
California
|
$372M
|
+$37.8M
|
+11%
|
|
|
29
|
|
|
|
2032
|
Oakwood Capital Management
Los Angeles,
California
|
$371M
|
+$12.7M
|
+4%
|
|
|
91
|
|
|
|
2033
|
HHG & Company
Darien,
Connecticut
|
$370M
|
+$40.9M
|
+12%
|
|
|
138
|
|
|
|
2034
|
Russell Clark Investment Management
London,
United Kingdom
|
$370M
|
-$23.6M
|
-6%
|
|
|
33
|
|
|
|
2035
|
Archon Partners
Princeton Junction,
New Jersey
|
$370M
|
+$31.8M
|
+9%
|
|
|
63
|
|
|
|
2036
|
Telemus Capital
Southfield,
Michigan
|
$370M
|
-$14M
|
-4%
|
|
|
150
|
|
|
|
2037
|
Stieven Capital Advisors
St. Louis,
Missouri
|
$369M
|
+$22.8M
|
+7%
|
|
|
72
|
|
|
|
2038
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$369M
|
+$165M
|
+81%
|
|
|
996
|
|
|
|
2039
|
Bruce & Co
Chicago,
Illinois
|
$369M
|
-$20.3M
|
-5%
|
|
|
55
|
|
|
|
2040
|
Catawba Capital Management
Roanoke,
Virginia
|
$368M
|
+$2.99M
|
+0.8%
|
|
|
246
|
|
|
|
2041
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$367M
|
-$121M
|
-25%
|
|
|
26
|
|
|
|
2042
|
Novare Capital Management
Charlotte,
North Carolina
|
$366M
|
+$2.74M
|
+0.8%
|
|
|
129
|
|
|
|
2043
|
Burnham Asset Management
New York
|
$366M
|
-$13.1M
|
-3%
|
|
|
233
|
|
|
|
2044
|
|
$365M
|
+$18.1M
|
+5%
|
|
|
87
|
|
|
|
2045
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$364M
|
-$43.1M
|
-11%
|
|
|
104
|
|
|
|
2046
|
Magee Thomson Investment Partners
San Diego,
California
|
$363M
|
+$39M
|
+12%
|
|
|
119
|
|
|
|
2047
|
|
$362M
|
+$17.4M
|
+5%
|
|
|
207
|
|
|
|
2048
|
Perigon Wealth Management
San Francisco,
California
|
$362M
|
+$25.2M
|
+7%
|
|
|
233
|
|
|
|
2049
|
American Assets Investment Management
San Diego,
California
|
$362M
|
+$31.2M
|
+9%
|
|
|
130
|
|
|
|
2050
|
Gratia Capital
Los Angeles,
California
|
$361M
|
-$55.3M
|
-13%
|
|
|
61
|
|
|