|
1926
|
|
$438M
|
+$232K
|
+0.1%
|
3.17%
|
92.9%
|
126
|
12.7%
|
|
|
1927
|
Alpine Global Management
New York
|
$438M
|
+$126M
|
+40%
|
5.55%
|
149%
|
237
|
81.86%
|
|
|
1928
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$438M
|
+$12M
|
+3%
|
1.36%
|
61.8%
|
187
|
14.44%
|
|
|
1929
|
Evergreen Capital Management
Bellevue,
Washington
|
$436M
|
+$18.7M
|
+4%
|
1.48%
|
77.2%
|
95
|
14.74%
|
|
|
1930
|
Hudson Executive Capital
New York
|
$434M
|
+$117M
|
+37%
|
14.9%
|
127%
|
12
|
41.67%
|
|
|
1931
|
BTC Capital Management
Des Moines,
Iowa
|
$434M
|
+$6.4M
|
+1%
|
0.13%
|
–
|
179
|
15.08%
|
|
|
1932
|
Chemung Canal Trust
Elmira,
New York
|
$434M
|
+$149K
|
+0%
|
2.84%
|
80.9%
|
133
|
14.29%
|
|
|
1933
|
Incline Global Management
New York
|
$433M
|
-$54.6M
|
-11%
|
2.22%
|
40.1%
|
27
|
33.33%
|
|
|
1934
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$432M
|
-$61.5M
|
-12%
|
2.71%
|
105%
|
647
|
26.12%
|
|
|
1935
|
Newtyn Management
New York
|
$432M
|
+$37.2M
|
+9%
|
5.3%
|
52%
|
20
|
35%
|
|
|
1936
|
Middleton & Co
Boston,
Massachusetts
|
$431M
|
-$16.9M
|
-4%
|
0.53%
|
69.7%
|
162
|
6.79%
|
|
|
1937
|
Strategic Financial Services
Utica,
New York
|
$430M
|
+$49.4M
|
+13%
|
2.38%
|
58.7%
|
98
|
7.14%
|
|
|
1938
|
BTR Capital Management
Oakland,
California
|
$430M
|
-$9.8M
|
-2%
|
1.5%
|
35%
|
173
|
11.56%
|
|
|
1939
|
MN Services Vermogensbeheer
The Hague,
Netherlands
|
$430M
|
–
|
–
|
2%
|
136%
|
672
|
–
|
|
|
1940
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$430M
|
-$10.2M
|
-2%
|
6.82%
|
102%
|
175
|
12%
|
|
|
1941
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$430M
|
-$15.9M
|
-4%
|
0.29%
|
38.8%
|
93
|
7.53%
|
|
|
1942
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$428M
|
+$21.1M
|
+5%
|
1.24%
|
54.9%
|
153
|
17.65%
|
|
|
1943
|
Evensky & Katz
Coral Gables,
Florida
|
$428M
|
+$10.3M
|
+2%
|
1.5%
|
57.1%
|
50
|
4%
|
|
|
1944
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$427M
|
+$10M
|
+2%
|
3.31%
|
28.2%
|
136
|
22.06%
|
|
|
1945
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$427M
|
-$47.4M
|
-10%
|
0.17%
|
22.5%
|
115
|
42.61%
|
|
|
1946
|
Ziff Brothers Investments
New York
|
$427M
|
+$66.2M
|
+18%
|
4.86%
|
–
|
22
|
59.09%
|
|
|
1947
|
Red Mountain Capital Partners
Los Angeles,
California
|
$427M
|
+$46.5M
|
+12%
|
22.5%
|
37.4%
|
8
|
0%
|
|
|
1948
|
Gupta Wealth Management
San Diego,
California
|
$427M
|
+$33.4M
|
+8%
|
2.68%
|
–
|
1,384
|
25.87%
|
|
|
1949
|
ARS Investment Partners
New York
|
$427M
|
+$804K
|
+0.2%
|
2.18%
|
260%
|
93
|
16.13%
|
|
|
1950
|
John G. Ullman & Associates
Corning,
New York
|
$426M
|
-$26.3M
|
-6%
|
5.31%
|
156%
|
120
|
16.67%
|
|