|
1
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$20.8M
|
+$11.4M
|
+6,395,451
|
+108%
|
|
|
2
|
|
$17.5M
|
-$351K
|
-197,635
|
-2%
|
|
|
3
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$9.22M
|
+$9.68M
|
+5,452,762
|
New
|
|
|
4
|
Samsara BioCapital
Palo Alto,
California
|
$5.79M
|
+$6.09M
|
+3,428,571
|
New
|
|
|
5
|
Geode Capital Management
Boston,
Massachusetts
|
$5.28M
|
+$668K
|
+376,332
|
+14%
|
|
|
6
|
Kohlberg Kravis Roberts & Co
New York
|
$5.07M
|
–
|
–
|
–
|
|
|
7
|
State Street
Boston,
Massachusetts
|
$3.93M
|
+$182K
|
+102,463
|
+5%
|
|
|
8
|
Two Sigma Investments
New York
|
$3.89M
|
+$3.19M
|
+1,798,126
|
+357%
|
|
|
9
|
Alyeska Investment Group
Chicago,
Illinois
|
$3.8M
|
+$4M
|
+2,250,000
|
New
|
|
|
10
|
CM Management
Gulf Breeze,
Florida
|
$3.55M
|
–
|
–
|
–
|
|
|
11
|
C WorldWide Group
Copenhagen,
Denmark
|
$3.26M
|
–
|
–
|
–
|
|
|
12
|
Tang Capital Management
San Diego,
California
|
$3.19M
|
-$1.49M
|
-837,761
|
-31%
|
|
|
13
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
$2.88M
|
+$1.54M
|
+869,980
|
+104%
|
|
|
14
|
Panagora Asset Management
Boston,
Massachusetts
|
$2.47M
|
-$286K
|
-160,961
|
-10%
|
|
|
15
|
Propel Bio Management
Los Angeles,
California
|
$2.41M
|
+$2.52M
|
+1,420,550
|
New
|
|
|
16
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.04M
|
+$569K
|
+320,326
|
+36%
|
|
|
17
|
Charles Schwab
San Francisco,
California
|
$1.95M
|
+$392K
|
+220,662
|
+24%
|
|
|
18
|
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
|
$1.61M
|
+$1.69M
|
+949,919
|
New
|
|
|
19
|
Northern Trust
Chicago,
Illinois
|
$1.54M
|
+$214K
|
+120,487
|
+15%
|
|
|
20
|
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
$1.52M
|
–
|
–
|
–
|
|
|
21
|
|
$1.18M
|
+$691K
|
+389,021
|
+127%
|
|
|
22
|
Vanguard Portfolio Management
Malvern,
Pennsylvania
|
$1.02M
|
+$1.07M
|
+604,525
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$925K
|
-$113K
|
-63,594
|
-10%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$767K
|
+$670K
|
+377,134
|
+492%
|
|
|
25
|
Bridgeway Capital Management
Houston,
Texas
|
$745K
|
–
|
–
|
–
|
|
