|
1926
|
Appleton Partners
Boston,
Massachusetts
|
$446M
|
+$3.05M
|
+0.7%
|
1.02%
|
101%
|
195
|
11.28%
|
|
|
1927
|
First Niagara Bank
Lockport,
New York
|
$446M
|
-$8.49M
|
-2%
|
0.59%
|
38.1%
|
252
|
12.7%
|
|
|
1928
|
Caymus Capital Partners
The Woodlands,
Texas
|
$446M
|
+$133M
|
+43%
|
1.35%
|
57.3%
|
21
|
14.29%
|
|
|
1929
|
Central Securities
New York
|
$445M
|
+$26.6M
|
+6%
|
0.8%
|
84.7%
|
35
|
14.29%
|
|
|
1930
|
First Wilshire Securities Management
Pasadena,
California
|
$445M
|
-$44.4M
|
-9%
|
3.25%
|
107%
|
129
|
11.63%
|
|
|
1931
|
|
$444M
|
+$50.9M
|
+13%
|
0.31%
|
82.8%
|
36
|
27.78%
|
|
|
1932
|
Richard C. Young & Co
Newport,
Rhode Island
|
$444M
|
-$14.5M
|
-3%
|
1.56%
|
80.3%
|
73
|
9.59%
|
|
|
1933
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
$443M
|
+$77.2M
|
+21%
|
0.87%
|
178%
|
124
|
54.84%
|
|
|
1934
|
Private Wealth Partners
Mill Valley,
California
|
$443M
|
+$8.31M
|
+2%
|
0.67%
|
92.8%
|
154
|
17.53%
|
|
|
1935
|
Randolph Company
Cincinnati,
Ohio
|
$443M
|
-$18.1M
|
-4%
|
2.83%
|
120%
|
50
|
12%
|
|
|
1936
|
Dean Investment Associates
Beavercreek,
Ohio
|
$441M
|
+$9.54M
|
+2%
|
0.61%
|
46.9%
|
258
|
27.13%
|
|
|
1937
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$441M
|
+$49.5M
|
+13%
|
1.51%
|
–
|
145
|
85.52%
|
|
|
1938
|
Petrus Trust Company
Dallas,
Texas
|
$440M
|
+$10.6M
|
+2%
|
2.04%
|
25.1%
|
116
|
54.31%
|
|
|
1939
|
Ancient Art
Austin,
Texas
|
$440M
|
+$86.7M
|
+25%
|
9.62%
|
157%
|
22
|
45.45%
|
|
|
1940
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$440M
|
-$16.5M
|
-4%
|
1.07%
|
64.3%
|
152
|
11.18%
|
|
|
1941
|
Aristotle Capital Boston
Boston,
Massachusetts
|
$439M
|
+$118M
|
+37%
|
1.97%
|
51.6%
|
106
|
4.72%
|
|
|
1942
|
Deccan Value Investors
Greenwich,
Connecticut
|
$439M
|
+$37.8M
|
+9%
|
8%
|
66.5%
|
6
|
0%
|
|
|
1943
|
CNA Financial
Chicago,
Illinois
|
$439M
|
+$9.55M
|
+2%
|
0.13%
|
50.5%
|
200
|
9.5%
|
|
|
1944
|
FourPoints Investment Managers
Paris,
France
|
$438M
|
-$40.9M
|
-9%
|
1.58%
|
–
|
77
|
7.79%
|
|
|
1945
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$438M
|
-$2.62M
|
-0.6%
|
0.5%
|
51.4%
|
363
|
12.67%
|
|
|
1946
|
Hellman Jordan Management Company
Quincy,
Massachusetts
|
$438M
|
-$111M
|
-20%
|
2.01%
|
203%
|
59
|
40.68%
|
|
|
1947
|
Brighton Jones LLC
Seattle,
Washington
|
$438M
|
-$4.45M
|
-1%
|
0.83%
|
81%
|
197
|
8.12%
|
|
|
1948
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$438M
|
+$2.48M
|
+0.6%
|
0.53%
|
50.7%
|
62
|
8.06%
|
|
|
1949
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$437M
|
+$3.01M
|
+0.7%
|
0.71%
|
74.6%
|
236
|
4.66%
|
|
|
1950
|
Silver Rock Financial
Los Angeles,
California
|
$437M
|
+$63.4M
|
+17%
|
1.57%
|
6.77%
|
52
|
38.46%
|
|