|
2026
|
RV Capital
Schindellegi,
Switzerland
|
$11.6M
|
–
|
–
|
–
|
|
|
2027
|
Titleist Asset Management
San Antonio,
Texas
|
$11.6M
|
-$3.13M
|
-8,686
|
-21%
|
|
|
2028
|
Capital Management
Glen Allen,
Virginia
|
$11.6M
|
-$842K
|
-2,340
|
-7%
|
|
|
2029
|
Hollencrest Capital Management
Newport Beach,
California
|
$11.6M
|
-$103M
|
-285,312
|
-90%
|
|
|
2030
|
Cardiff Park Advisors
Carlsbad,
California
|
$11.6M
|
+$107K
|
+296
|
+0.9%
|
|
|
2031
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$11.6M
|
-$80.3K
|
-223
|
-0.7%
|
|
|
2032
|
QV Investors
Calgary,
Alberta, Canada
|
$11.6M
|
-$320K
|
-890
|
-3%
|
|
|
2033
|
Wealth Alliance
Mellville,
New York
|
$11.6M
|
+$592K
|
+1,644
|
+5%
|
|
|
2034
|
Bay Colony Advisors
Concord,
Massachusetts
|
$11.6M
|
+$790K
|
+2,196
|
+7%
|
|
|
2035
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$11.6M
|
-$2.16K
|
-6
|
-0%
|
|
|
2036
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$11.5M
|
-$3.33B
|
-9,259,633
|
-100%
|
|
|
2037
|
Ring Mountain Capital
Tiburon,
California
|
$11.5M
|
+$120K
|
+333
|
+1%
|
|
|
2038
|
Generali Investments CEE
Prague,
Czech Republic
|
$11.5M
|
-$426K
|
-1,183
|
-4%
|
|
|
2039
|
William Allan Corp
Fort Collins,
Colorado
|
$11.5M
|
-$1.02M
|
-2,840
|
-8%
|
|
|
2040
|
Capstone Investment Advisors
New York
|
$11.5M
|
-$235M
|
-651,944
|
-95%
|
|
|
2041
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$11.5M
|
-$179K
|
-497
|
-2%
|
|
|
2042
|
Avalon Global Asset Management
San Francisco,
California
|
$11.5M
|
–
|
–
|
–
|
|
|
2043
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$11.5M
|
+$284K
|
+790
|
+3%
|
|
|
2044
|
SOA Wealth Advisors
New York
|
$11.5M
|
+$721K
|
+2,003
|
+4%
|
|
|
2045
|
Sterling Investment Counsel
Buffalo,
New York
|
$11.5M
|
-$3.6K
|
-10
|
-0%
|
|
|
2046
|
Holt Capital Partners
Fort Worth,
Texas
|
$11.4M
|
+$484K
|
+1,345
|
+4%
|
|
|
2047
|
Dudley Capital Management
Middleburg,
Virginia
|
$11.4M
|
+$33.5K
|
+93
|
+0.3%
|
|
|
2048
|
Acropolis Investment Management
St. Louis,
Missouri
|
$11.4M
|
+$63.4K
|
+176
|
+0.6%
|
|
|
2049
|
Shaker Investments
Cleveland,
Ohio
|
$11.4M
|
-$83.9K
|
-233
|
-0.7%
|
|
|
2050
|
|
$11.4M
|
+$11.5M
|
+31,845
|
+26,987%
|
|
