|
1901
|
Middleton & Co
Boston,
Massachusetts
|
$458M
|
+$10.8M
|
+2%
|
2.28%
|
63.4%
|
159
|
4.4%
|
|
|
1902
|
Segantii Capital Management
Hong Kong
|
$457M
|
$0
|
0%
|
3.77%
|
33.1%
|
20
|
0%
|
|
|
1903
|
Quantum Capital Management (California)
San Francisco,
California
|
$457M
|
+$17.9M
|
+4%
|
5.07%
|
53.7%
|
196
|
21.94%
|
|
|
1904
|
Okumus Fund Management
Grand Cayman,
Cayman Islands
|
$457M
|
-$22.8M
|
-5%
|
9.11%
|
8.26%
|
18
|
66.67%
|
|
|
1905
|
Giverny Capital
Montreal,
Quebec, Canada
|
$457M
|
–
|
–
|
3.04%
|
73%
|
23
|
–
|
|
|
1906
|
Neumeier Poma Investment Counsel
Carmel,
California
|
$457M
|
+$34M
|
+8%
|
14.3%
|
178%
|
45
|
20%
|
|
|
1907
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$456M
|
-$1.57M
|
-0.3%
|
1.83%
|
64.3%
|
146
|
2.74%
|
|
|
1908
|
Foster & Motley
Cincinnati,
Ohio
|
$455M
|
+$14M
|
+3%
|
0.66%
|
56.8%
|
185
|
11.89%
|
|
|
1909
|
Marianas Fund Management
New York
|
$455M
|
+$105M
|
+30%
|
4.48%
|
26%
|
33
|
57.58%
|
|
|
1910
|
Oaktop Capital Management II
Chatham,
New Jersey
|
$455M
|
+$3.18M
|
+0.7%
|
0.62%
|
224%
|
20
|
5%
|
|
|
1911
|
First Niagara Bank
Lockport,
New York
|
$455M
|
-$13.5M
|
-3%
|
0.96%
|
38.1%
|
252
|
9.92%
|
|
|
1912
|
300 North Capital
Pasadena,
California
|
$455M
|
+$20.2M
|
+5%
|
9.3%
|
–
|
137
|
27.01%
|
|
|
1913
|
Evergreen Capital Management
Bellevue,
Washington
|
$454M
|
-$54.1M
|
-11%
|
1.12%
|
77.2%
|
114
|
22.81%
|
|
|
1914
|
Continental Advisors
Park City,
Utah
|
$453M
|
-$41.8M
|
-8%
|
0.92%
|
69%
|
175
|
31.43%
|
|
|
1915
|
|
$453M
|
-$108M
|
-19%
|
2.06%
|
72.6%
|
158
|
36.08%
|
|
|
1916
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$453M
|
-$8.86M
|
-2%
|
1.83%
|
49.3%
|
39
|
5.13%
|
|
|
1917
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$452M
|
+$14.4M
|
+3%
|
4.7%
|
59.8%
|
283
|
54.42%
|
|
|
1918
|
Beacon Financial Group
Dallas,
Texas
|
$451M
|
-$31.5M
|
-7%
|
0.48%
|
60.3%
|
196
|
21.43%
|
|
|
1919
|
Bernzott Capital Advisors
Camarillo,
California
|
$451M
|
-$9.05M
|
-2%
|
3.08%
|
46.6%
|
56
|
19.64%
|
|
|
1920
|
Patriot Wealth Management
Houston,
Texas
|
$450M
|
+$22.1M
|
+5%
|
1.56%
|
24.3%
|
65
|
10.77%
|
|
|
1921
|
SeaStone Capital Management
New York
|
$449M
|
-$194M
|
-30%
|
6.7%
|
17.6%
|
46
|
52.17%
|
|
|
1922
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$449M
|
-$12.5M
|
-3%
|
1.37%
|
42.3%
|
86
|
11.63%
|
|
|
1923
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$449M
|
-$7.61M
|
-2%
|
0.04%
|
57.2%
|
135
|
7.41%
|
|
|
1924
|
Prospera Financial Services
Dallas,
Texas
|
$449M
|
+$47.8M
|
+12%
|
2.23%
|
97.4%
|
363
|
31.4%
|
|
|
1925
|
Gratus Capital
Atlanta,
Georgia
|
$449M
|
+$26.2M
|
+6%
|
0.35%
|
51.4%
|
105
|
34.29%
|
|