|
1926
|
Richard C. Young & Co
Newport,
Rhode Island
|
$475M
|
+$12.3M
|
+3%
|
2.62%
|
137%
|
67
|
8.96%
|
|
|
1927
|
Harvey Investment Company
Louisville,
Kentucky
|
$475M
|
+$4.25M
|
+0.9%
|
1.76%
|
48.4%
|
83
|
4.82%
|
|
|
1928
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$475M
|
+$16.7M
|
+4%
|
4.36%
|
98.6%
|
286
|
22.73%
|
|
|
1929
|
GFS Advisors
Houston,
Texas
|
$475M
|
+$24.5M
|
+5%
|
5.55%
|
97.9%
|
147
|
16.33%
|
|
|
1930
|
CCM Investment Advisers
Columbia,
South Carolina
|
$474M
|
+$636K
|
+0.1%
|
5.42%
|
170%
|
102
|
13.73%
|
|
|
1931
|
Amtrust Financial Services
New York
|
$474M
|
–
|
–
|
10.1%
|
53.8%
|
97
|
–
|
|
|
1932
|
Hilton Capital Management
Garden City,
New York
|
$473M
|
+$68.3M
|
+17%
|
7.83%
|
58.2%
|
148
|
38.51%
|
|
|
1933
|
ACG Wealth
Atlanta,
Georgia
|
$473M
|
+$2.83M
|
+0.6%
|
3.83%
|
45.5%
|
284
|
20.42%
|
|
|
1934
|
American Assets Investment Management
San Diego,
California
|
$473M
|
+$37.4M
|
+9%
|
6.83%
|
507%
|
149
|
11.41%
|
|
|
1935
|
Jacobs Asset Management
New York
|
$473M
|
+$94.8M
|
+25%
|
28.7%
|
114%
|
59
|
37.29%
|
|
|
1936
|
Makena Capital Management
Menlo Park,
California
|
$471M
|
-$596M
|
-56%
|
0.28%
|
78.7%
|
23
|
13.04%
|
|
|
1937
|
Kanaly Trust
Houston,
Texas
|
$471M
|
-$1.05M
|
-0.2%
|
3.38%
|
11.6%
|
987
|
12.46%
|
|
|
1938
|
Dudley & Shanley
Palm Beach,
Florida
|
$470M
|
+$34.3M
|
+8%
|
8.14%
|
57%
|
33
|
0%
|
|
|
1939
|
Summit Partners Public Asset Management
Boston,
Massachusetts
|
$469M
|
-$141M
|
-23%
|
5.35%
|
1,167%
|
136
|
69.85%
|
|
|
1940
|
SFMG Wealth Advisors
Plano,
Texas
|
$469M
|
+$13.4M
|
+3%
|
3.58%
|
76.1%
|
124
|
16.13%
|
|
|
1941
|
Serengeti Asset Management
New York
|
$468M
|
+$74.1M
|
+19%
|
1.56%
|
14.9%
|
30
|
43.33%
|
|
|
1942
|
InterOcean Capital
Chicago,
Illinois
|
$468M
|
+$39.2M
|
+9%
|
4.87%
|
32.1%
|
185
|
26.49%
|
|
|
1943
|
Cornerstone Capital
Palo Alto,
California
|
$468M
|
+$4.9M
|
+1%
|
2.21%
|
91.2%
|
80
|
10%
|
|
|
1944
|
Essex Financial Services
Essex,
Connecticut
|
$466M
|
+$46.1M
|
+11%
|
3.56%
|
87.7%
|
336
|
12.8%
|
|
|
1945
|
Elm Ridge Management
Briarcliff Manor,
New York
|
$466M
|
+$42M
|
+10%
|
14.3%
|
93.6%
|
35
|
22.86%
|
|
|
1946
|
Gillson Capital
Chicago,
Illinois
|
$465M
|
–
|
–
|
23.1%
|
84.9%
|
33
|
–
|
|
|
1947
|
Grace & White Inc
Ny,
New York
|
$465M
|
+$15.9M
|
+4%
|
10.8%
|
61.5%
|
144
|
5.56%
|
|
|
1948
|
Clearfield Capital Management
New York
|
$465M
|
+$24M
|
+5%
|
2.36%
|
421%
|
16
|
43.75%
|
|
|
1949
|
Argyll Research
Wilmington,
Delaware
|
$463M
|
-$4.46M
|
-1%
|
0.95%
|
0.8%
|
5
|
0%
|
|
|
1950
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$463M
|
+$18.2M
|
+4%
|
5.09%
|
86%
|
302
|
28.15%
|
|