|
1926
|
Pier Capital
Stamford,
Connecticut
|
$585M
|
+$20K
|
+0%
|
7.34%
|
223%
|
135
|
37.04%
|
|
|
1927
|
Private Asset Management
San Diego,
California
|
$585M
|
-$43.8M
|
-7%
|
0.66%
|
38.2%
|
144
|
12.5%
|
|
|
1928
|
Three Peaks Capital Management
Castle Rock,
Colorado
|
$584M
|
-$87.5M
|
-13%
|
3.02%
|
84.5%
|
138
|
60.14%
|
|
|
1929
|
Knighthead Capital Management
New York
|
$584M
|
-$118M
|
-17%
|
4.37%
|
74.1%
|
14
|
42.86%
|
|
|
1930
|
Nottingham Advisors
Amherst,
New York
|
$584M
|
-$150M
|
-20%
|
0.83%
|
44.3%
|
110
|
26.36%
|
|
|
1931
|
Rheos Capital Works
Tokyo,
Japan
|
$583M
|
+$452M
|
+344%
|
12.2%
|
220%
|
8
|
75%
|
|
|
1932
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$583M
|
-$7.97M
|
-1%
|
0.38%
|
67.2%
|
90
|
14.44%
|
|
|
1933
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$583M
|
-$28.3M
|
-5%
|
4.05%
|
75.8%
|
967
|
13.24%
|
|
|
1934
|
McGowan Group Asset Management
Dallas,
Texas
|
$583M
|
-$37.9M
|
-6%
|
6.25%
|
69.8%
|
104
|
9.62%
|
|
|
1935
|
|
$583M
|
-$97.1M
|
-14%
|
5.09%
|
506%
|
22
|
50%
|
|
|
1936
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$582M
|
+$5.41M
|
+0.9%
|
0.22%
|
84%
|
236
|
11.44%
|
|
|
1937
|
|
$582M
|
+$61.1M
|
+12%
|
0.87%
|
14.8%
|
13
|
15.38%
|
|
|
1938
|
Sofinnova Investments
Menlo Park,
California
|
$582M
|
–
|
–
|
35.6%
|
450%
|
54
|
–
|
|
|
1939
|
AO Asset Management
New York
|
$582M
|
+$198M
|
+52%
|
14.1%
|
127%
|
41
|
48.78%
|
|
|
1940
|
Hengistbury Investment Partners
London,
United Kingdom
|
$580M
|
+$135M
|
+30%
|
3.22%
|
108%
|
5
|
40%
|
|
|
1941
|
Evensky & Katz
Coral Gables,
Florida
|
$580M
|
-$28.8M
|
-5%
|
1.6%
|
57.1%
|
64
|
21.88%
|
|
|
1942
|
J.V. Bruni & Co
Colorado Springs,
Colorado
|
$580M
|
-$12.7M
|
-2%
|
4.94%
|
97.9%
|
25
|
0%
|
|
|
1943
|
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
$579M
|
-$98.4M
|
-15%
|
0.37%
|
209%
|
56
|
57.14%
|
|
|
1944
|
AdvicePeriod
Los Angeles,
California
|
$578M
|
+$52.5M
|
+10%
|
1.25%
|
31.5%
|
70
|
5.71%
|
|
|
1945
|
Vicus Capital
State College,
Pennsylvania
|
$578M
|
+$4.84M
|
+0.8%
|
1.25%
|
59.6%
|
246
|
13.82%
|
|
|
1946
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$578M
|
-$5.65M
|
-1%
|
1.36%
|
23.7%
|
240
|
9.17%
|
|
|
1947
|
|
$578M
|
+$19.4M
|
+3%
|
1.2%
|
53%
|
88
|
6.82%
|
|
|
1948
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$578M
|
-$35.5M
|
-6%
|
1.49%
|
52.8%
|
90
|
8.89%
|
|
|
1949
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$577M
|
-$19.5M
|
-3%
|
0.46%
|
68%
|
112
|
11.61%
|
|
|
1950
|
Summit Equities
Parsippany,
New Jersey
|
$575M
|
-$11.4M
|
-2%
|
1.42%
|
40.7%
|
42
|
23.81%
|
|