|
1926
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$413M
|
-$2.02M
|
-0.5%
|
2.05%
|
38.8%
|
97
|
7.22%
|
|
|
1927
|
Greylin Investment Management
Orange,
Virginia
|
$412M
|
+$8.05M
|
+2%
|
3.91%
|
52.1%
|
74
|
12.16%
|
|
|
1928
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$412M
|
+$12.4M
|
+3%
|
1.65%
|
42.8%
|
26
|
3.85%
|
|
|
1929
|
Main Street Research
Lakeville,
Connecticut
|
$412M
|
+$11.2M
|
+3%
|
1.91%
|
232%
|
149
|
10.74%
|
|
|
1930
|
Argentus Capital Management
Dallas,
Texas
|
$411M
|
-$58.9M
|
-13%
|
1.87%
|
30.8%
|
247
|
35.63%
|
|
|
1931
|
Constellation Investments
Montgomery,
Ohio
|
$411M
|
+$18M
|
+5%
|
1.68%
|
–
|
392
|
3.06%
|
|
|
1932
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$411M
|
+$66.5M
|
+19%
|
1.38%
|
17.2%
|
338
|
19.23%
|
|
|
1933
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$410M
|
+$7.49M
|
+2%
|
1.37%
|
69.3%
|
704
|
16.9%
|
|
|
1934
|
Ratan Capital Management
Miami Beach,
Florida
|
$410M
|
-$1.43M
|
-0.3%
|
11.7%
|
616%
|
23
|
43.48%
|
|
|
1935
|
RBF Capital
San Francisco,
California
|
$410M
|
-$13.1M
|
-3%
|
2.01%
|
147%
|
299
|
9.03%
|
|
|
1936
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$409M
|
-$3.08M
|
-0.7%
|
2.34%
|
101%
|
239
|
4.6%
|
|
|
1937
|
Howe & Rusling
Rochester,
New York
|
$408M
|
+$10.7M
|
+3%
|
0.71%
|
82%
|
987
|
31.41%
|
|
|
1938
|
Cypress Capital Group
Palm Beach,
Florida
|
$408M
|
+$479K
|
+0.1%
|
0.58%
|
97.8%
|
225
|
16.44%
|
|
|
1939
|
Foster & Motley
Cincinnati,
Ohio
|
$407M
|
+$10.5M
|
+3%
|
2.4%
|
68.8%
|
171
|
11.7%
|
|
|
1940
|
Corda Investment Management
Houston,
Texas
|
$407M
|
-$9.24M
|
-2%
|
3.17%
|
75.4%
|
53
|
13.21%
|
|
|
1941
|
|
$406M
|
-$77.4M
|
-16%
|
15.3%
|
–
|
2
|
0%
|
|
|
1942
|
RRJ Capital II
Grand Cayman,
Cayman Islands
|
$405M
|
+$75.6M
|
+23%
|
3.19%
|
–
|
1
|
0%
|
|
|
1943
|
Partners Group Holding
Baar-Zug,
Switzerland
|
$405M
|
+$15M
|
+4%
|
4.24%
|
23.3%
|
43
|
27.91%
|
|
|
1944
|
ClearArc Capital
Cincinnati,
Ohio
|
$405M
|
+$18.9M
|
+5%
|
2.21%
|
63.4%
|
394
|
8.88%
|
|
|
1945
|
First Long Island Investors
Jericho,
New York
|
$405M
|
+$9.13M
|
+2%
|
0.14%
|
85.5%
|
56
|
8.93%
|
|
|
1946
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$404M
|
-$79.2M
|
-16%
|
4.62%
|
49.3%
|
40
|
10%
|
|
|
1947
|
Smith Hayes Advisers
Lincoln,
Nebraska
|
$404M
|
+$99.6M
|
+33%
|
1.76%
|
35.2%
|
292
|
17.81%
|
|
|
1948
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$404M
|
+$82.6M
|
+26%
|
2.47%
|
52.1%
|
180
|
10.56%
|
|
|
1949
|
Provident Investment Management
Novi,
Michigan
|
$403M
|
+$8.98M
|
+2%
|
1.81%
|
69.5%
|
51
|
9.8%
|
|
|
1950
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$403M
|
+$7.28M
|
+2%
|
1.89%
|
93%
|
149
|
20.13%
|
|