|
1926
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$491M
|
+$52.1M
|
+12%
|
5%
|
68.3%
|
347
|
20.17%
|
|
|
1927
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$491M
|
–
|
–
|
2.6%
|
32.3%
|
134
|
–
|
|
|
1928
|
American Assets Investment Management
San Diego,
California
|
$491M
|
+$17.8M
|
+4%
|
2.72%
|
413%
|
157
|
12.74%
|
|
|
1929
|
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
|
$490M
|
+$32.4M
|
+7%
|
0%
|
4.93%
|
28
|
7.14%
|
|
|
1930
|
Alpha Cubed Investments
Irvine,
California
|
$489M
|
+$72.6M
|
+17%
|
6.22%
|
126%
|
215
|
25.12%
|
|
|
1931
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$489M
|
+$120M
|
+32%
|
5.5%
|
41%
|
281
|
35.94%
|
|
|
1932
|
Deltec Asset Management
New York
|
$489M
|
+$61.2M
|
+14%
|
6.68%
|
128%
|
197
|
31.47%
|
|
|
1933
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$489M
|
+$29.8M
|
+6%
|
6.82%
|
52.1%
|
86
|
33.72%
|
|
|
1934
|
CapWealth Advisors
Franklin,
Tennessee
|
$488M
|
+$26.2M
|
+6%
|
5.5%
|
128%
|
105
|
14.29%
|
|
|
1935
|
Winslow Asset Management
Beachwood,
Ohio
|
$488M
|
+$11.8M
|
+2%
|
7.09%
|
83.3%
|
96
|
5.21%
|
|
|
1936
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$488M
|
+$7.52M
|
+2%
|
5.23%
|
106%
|
183
|
19.67%
|
|
|
1937
|
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
$487M
|
+$190M
|
+64%
|
11.5%
|
323%
|
24
|
29.17%
|
|
|
1938
|
Jacobs & Co
San Francisco,
California
|
$487M
|
+$25.6M
|
+6%
|
5.36%
|
92.2%
|
123
|
3.25%
|
|
|
1939
|
GFS Advisors
Houston,
Texas
|
$486M
|
+$11.8M
|
+2%
|
7.81%
|
74.3%
|
153
|
18.3%
|
|
|
1940
|
First Interstate Bank
Billings,
Montana
|
$484M
|
-$23.5M
|
-5%
|
3.24%
|
48.2%
|
778
|
16.45%
|
|
|
1941
|
Armistice Capital
New York
|
$484M
|
+$61.6M
|
+15%
|
4.97%
|
44.1%
|
66
|
56.06%
|
|
|
1942
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$484M
|
+$33.4M
|
+7%
|
7.68%
|
58.9%
|
242
|
38.43%
|
|
|
1943
|
John G. Ullman & Associates
Corning,
New York
|
$484M
|
+$6.33M
|
+1%
|
5.24%
|
108%
|
129
|
16.28%
|
|
|
1944
|
Harvey Investment Company
Louisville,
Kentucky
|
$483M
|
+$8.5M
|
+2%
|
5.83%
|
48.4%
|
82
|
3.66%
|
|
|
1945
|
Jag Capital Management
St Louis,
Missouri
|
$483M
|
-$10.4M
|
-2%
|
14.6%
|
178%
|
127
|
25.2%
|
|
|
1946
|
Kylin Management
New York
|
$483M
|
+$73.9M
|
+18%
|
29.5%
|
126%
|
8
|
50%
|
|
|
1947
|
JW Asset Management
Miami Beach,
Florida
|
$480M
|
+$330M
|
+220%
|
7.19%
|
126%
|
52
|
42.31%
|
|
|
1948
|
Dai-ichi Life Holdings
Tokyo,
Japan
|
$480M
|
-$2.55M
|
-0.5%
|
0.53%
|
–
|
1
|
0%
|
|
|
1949
|
Evergreen Capital Management
Bellevue,
Washington
|
$480M
|
-$37.5M
|
-7%
|
3.37%
|
77.2%
|
118
|
18.64%
|
|
|
1950
|
Cedar Hill Associates
Chicago,
Illinois
|
$480M
|
-$115M
|
-19%
|
5.19%
|
21%
|
83
|
15.66%
|
|