|
1926
|
Howe & Rusling
Rochester,
New York
|
$429M
|
-$16.6M
|
-4%
|
0.32%
|
82%
|
999
|
27.63%
|
|
|
1927
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$428M
|
+$11M
|
+3%
|
4.99%
|
307%
|
160
|
49.38%
|
|
|
1928
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$428M
|
-$2.04M
|
-0.5%
|
0.07%
|
38.8%
|
96
|
6.25%
|
|
|
1929
|
Appleton Partners
Boston,
Massachusetts
|
$428M
|
+$600K
|
+0.1%
|
1.48%
|
101%
|
198
|
17.17%
|
|
|
1930
|
Smith Hayes Advisers
Lincoln,
Nebraska
|
$427M
|
+$949K
|
+0.2%
|
0.11%
|
35.2%
|
311
|
15.11%
|
|
|
1931
|
Sector Gamma AS
Oslo,
Norway
|
$427M
|
+$4.69M
|
+1%
|
1.53%
|
35.3%
|
37
|
27.03%
|
|
|
1932
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$427M
|
+$14.4M
|
+3%
|
0.62%
|
68%
|
134
|
4.48%
|
|
|
1933
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$427M
|
-$13.5M
|
-3%
|
0.19%
|
69.3%
|
719
|
14.88%
|
|
|
1934
|
|
$427M
|
-$68.3M
|
-14%
|
0.32%
|
72.2%
|
114
|
27.19%
|
|
|
1935
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$427M
|
+$3.27M
|
+0.8%
|
1.09%
|
93%
|
148
|
16.22%
|
|
|
1936
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$427M
|
-$24.5M
|
-5%
|
8.58%
|
52.1%
|
178
|
11.24%
|
|
|
1937
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$426M
|
+$127M
|
+42%
|
1.15%
|
83.3%
|
368
|
28.53%
|
|
|
1938
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$426M
|
+$3.96M
|
+0.9%
|
2.61%
|
45.7%
|
108
|
0.93%
|
|
|
1939
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$426M
|
+$15.7M
|
+4%
|
1.98%
|
51.3%
|
409
|
12.71%
|
|
|
1940
|
|
$426M
|
-$16.8M
|
-4%
|
1.11%
|
–
|
75
|
40%
|
|
|
1941
|
Dialectic Capital Management
Norwalk,
Connecticut
|
$426M
|
+$109M
|
+34%
|
0.32%
|
91.5%
|
239
|
67.78%
|
|
|
1942
|
StepStone Group
La Jolla,
California
|
$426M
|
+$298M
|
+232%
|
20.5%
|
103%
|
15
|
13.33%
|
|
|
1943
|
Schooner Investment Group
Wayne,
Pennsylvania
|
$426M
|
-$16.7M
|
-4%
|
1.92%
|
24.3%
|
156
|
20.51%
|
|
|
1944
|
Middleton & Co
Boston,
Massachusetts
|
$426M
|
-$14.2M
|
-3%
|
0.37%
|
69.7%
|
163
|
9.2%
|
|
|
1945
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$425M
|
+$37.2M
|
+10%
|
0.31%
|
65.9%
|
55
|
20%
|
|
|
1946
|
Bernzott Capital Advisors
Camarillo,
California
|
$425M
|
-$11.8M
|
-3%
|
2.46%
|
46.6%
|
57
|
19.3%
|
|
|
1947
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$425M
|
-$61.2M
|
-13%
|
1.08%
|
93.9%
|
380
|
15%
|
|
|
1948
|
Aston Asset Management
Chicago,
Illinois
|
$424M
|
-$12.7M
|
-3%
|
1.67%
|
26.1%
|
146
|
13.7%
|
|
|
1949
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$424M
|
-$14.7M
|
-3%
|
1.98%
|
70.6%
|
336
|
64.29%
|
|
|
1950
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$423M
|
-$9.24M
|
-2%
|
2.93%
|
42.8%
|
32
|
18.75%
|
|