|
2026
|
Fort LP
Chevy Chase,
Maryland
|
$567M
|
+$30.5M
|
+6%
|
|
|
539
|
|
|
|
2027
|
Freshford Capital Management
Rye Brook,
New York
|
$567M
|
+$19.6M
|
+4%
|
|
|
19
|
|
|
|
2028
|
Invesco Senior Secured Management
New York
|
$566M
|
+$426M
|
+305%
|
|
|
21
|
|
|
|
2029
|
Kays Financial Advisory
Atlanta,
Georgia
|
$565M
|
+$21.7M
|
+4%
|
|
|
110
|
|
|
|
2030
|
Money Design
Tokyo,
Japan
|
$565M
|
+$89.3M
|
+19%
|
|
|
60
|
|
|
|
2031
|
Berkshire Partners
Boston,
Massachusetts
|
$565M
|
-$349M
|
-38%
|
|
|
2
|
|
|
|
2032
|
Tiger Eye Capital
Nashville,
Tennessee
|
$564M
|
+$183M
|
+48%
|
|
|
50
|
|
|
|
2033
|
Lutz Financial Services
Omaha,
Nebraska
|
$563M
|
+$41.3M
|
+8%
|
|
|
67
|
|
|
|
2034
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$562M
|
+$55.5M
|
+11%
|
|
|
1,002
|
|
|
|
2035
|
Professional Advisory Services
Vero Beach,
Florida
|
$561M
|
+$35.3M
|
+7%
|
|
|
74
|
|
|
|
2036
|
Cypress Capital Group
Palm Beach,
Florida
|
$561M
|
+$42.3M
|
+8%
|
|
|
247
|
|
|
|
2037
|
IBM Retirement Fund
Armonk,
New York
|
$560M
|
+$28.6M
|
+5%
|
|
|
430
|
|
|
|
2038
|
TRG Investments
Richmond,
Virginia
|
$560M
|
+$114M
|
+26%
|
|
|
2
|
|
|
|
2039
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$559M
|
+$72.3M
|
+15%
|
|
|
555
|
|
|
|
2040
|
Caprock Group
Boise,
Idaho
|
$559M
|
+$46.8M
|
+9%
|
|
|
397
|
|
|
|
2041
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$559M
|
–
|
–
|
|
|
207
|
|
|
|
2042
|
Adams Natural Resources Fund
Baltimore,
Maryland
|
$558M
|
+$5.45M
|
+1%
|
|
|
62
|
|
|
|
2043
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$558M
|
+$31.7M
|
+6%
|
|
|
126
|
|
|
|
2044
|
Kopernik Global Investors
Tampa,
Florida
|
$557M
|
+$31.8M
|
+6%
|
|
|
28
|
|
|
|
2045
|
Crescent Park Management
East Palo Alto,
California
|
$557M
|
+$71.9M
|
+15%
|
|
|
26
|
|
|
|
2046
|
Trigran Investments
Northbrook,
Illinois
|
$556M
|
+$26.9M
|
+5%
|
|
|
19
|
|
|
|
2047
|
Regal Investment Advisors
Kentwood,
Michigan
|
$554M
|
+$42.5M
|
+8%
|
|
|
356
|
|
|
|
2048
|
British Steel Pension Fund
London,
United Kingdom
|
$554M
|
-$1.7M
|
-0.3%
|
|
|
173
|
|
|
|
2049
|
ECP ControlCo
Summit,
New Jersey
|
$554M
|
-$33.3M
|
-6%
|
|
|
3
|
|
|
|
2050
|
|
$554M
|
+$45.6M
|
+9%
|
|
|
15
|
|
|