|
2026
|
Overlook Holdings
Tortola,
British Virgin Islands
|
$402M
|
-$30.6M
|
-7%
|
|
|
2
|
|
|
|
2027
|
USA Financial Formulas
Ada,
Michigan
|
$402M
|
+$12.4M
|
+3%
|
|
|
389
|
|
|
|
2028
|
Adell Harriman & Carpenter
Houston,
Texas
|
$402M
|
+$7.08M
|
+2%
|
|
|
141
|
|
|
|
2029
|
Globeflex Capital
San Diego,
California
|
$401M
|
+$1.22M
|
+0.3%
|
|
|
594
|
|
|
|
2030
|
Crestline Management
Fort Worth,
Texas
|
$401M
|
-$387M
|
-49%
|
|
|
253
|
|
|
|
2031
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$401M
|
-$34.6M
|
-8%
|
|
|
521
|
|
|
|
2032
|
3EDGE Asset Management
Naples,
Florida
|
$401M
|
–
|
–
|
|
|
20
|
|
|
|
2033
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$400M
|
+$23.4M
|
+6%
|
|
|
69
|
|
|
|
2034
|
Marianas Fund Management
New York
|
$398M
|
+$47.4M
|
+14%
|
|
|
47
|
|
|
|
2035
|
Tygh Capital Management
Portland,
Oregon
|
$398M
|
+$28.8M
|
+8%
|
|
|
109
|
|
|
|
2036
|
Snowden Capital Advisors
New York
|
$397M
|
+$28.2M
|
+8%
|
|
|
322
|
|
|
|
2037
|
Caprock Group
Boise,
Idaho
|
$397M
|
-$43.4M
|
-10%
|
|
|
421
|
|
|
|
2038
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$397M
|
+$5.13M
|
+1%
|
|
|
18
|
|
|
|
2039
|
Regal Partners
Sydney, NSW,
Australia
|
$397M
|
+$12.8M
|
+3%
|
|
|
12
|
|
|
|
2040
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$397M
|
-$2.99M
|
-0.7%
|
|
|
156
|
|
|
|
2041
|
Integral Derivatives
New York
|
$396M
|
+$40.1M
|
+11%
|
|
|
746
|
|
|
|
2042
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$396M
|
-$23.1M
|
-6%
|
|
|
119
|
|
|
|
2043
|
Perella Weinberg Partners Capital Management
New York
|
$396M
|
+$55.5M
|
+16%
|
|
|
122
|
|
|
|
2044
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$395M
|
+$5.51M
|
+1%
|
|
|
72
|
|
|
|
2045
|
Yorktown Management & Research Company
Forest,
Virginia
|
$394M
|
-$65M
|
-14%
|
|
|
422
|
|
|
|
2046
|
Needham Investment Management
New York
|
$391M
|
+$12.5M
|
+3%
|
|
|
110
|
|
|
|
2047
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$391M
|
-$52.6M
|
-12%
|
|
|
95
|
|
|
|
2048
|
Oakwood Capital Management
Los Angeles,
California
|
$391M
|
+$1.69M
|
+0.4%
|
|
|
82
|
|
|
|
2049
|
Alexandria Capital
Arlington,
Virginia
|
$390M
|
-$153M
|
-28%
|
|
|
686
|
|
|
|
2050
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$390M
|
+$41.3M
|
+12%
|
|
|
54
|
|
|