|
1926
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$594M
|
+$51.8M
|
+10%
|
9.7%
|
58.4%
|
136
|
8.82%
|
|
|
1927
|
Broad Peak Investment Holdings
Singapore
|
$593M
|
-$199M
|
-25%
|
3.7%
|
52.2%
|
23
|
56.52%
|
|
|
1928
|
McDaniel Terry & Co
Austin,
Texas
|
$593M
|
+$48.5M
|
+9%
|
10.6%
|
52.9%
|
70
|
14.29%
|
|
|
1929
|
Beacon Financial Group
Dallas,
Texas
|
$593M
|
+$882K
|
+0.1%
|
4.61%
|
60.3%
|
195
|
12.31%
|
|
|
1930
|
Yiheng Capital Management
San Francisco,
California
|
$592M
|
-$7.23M
|
-1%
|
17.2%
|
63.7%
|
16
|
6.25%
|
|
|
1931
|
Woodstock Corp
Boston,
Massachusetts
|
$592M
|
+$48.5M
|
+9%
|
11.9%
|
96.1%
|
166
|
4.22%
|
|
|
1932
|
Jacobs & Co
San Francisco,
California
|
$591M
|
+$39.2M
|
+7%
|
7.41%
|
92.2%
|
126
|
4.76%
|
|
|
1933
|
SeaCrest Wealth Management
Purchase,
New York
|
$591M
|
+$35.9M
|
+6%
|
6.05%
|
142%
|
2,418
|
8.52%
|
|
|
1934
|
First Nebraska Trust
Lincoln,
Nebraska
|
$591M
|
+$124M
|
+27%
|
8.1%
|
48%
|
142
|
2.11%
|
|
|
1935
|
Forward Management
San Francisco,
California
|
$591M
|
-$17M
|
-3%
|
5.05%
|
36.9%
|
178
|
18.54%
|
|
|
1936
|
Parkwood LLC
Cleveland,
Ohio
|
$590M
|
-$45.7M
|
-7%
|
4.88%
|
85.8%
|
153
|
70.59%
|
|
|
1937
|
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
$589M
|
-$84.9M
|
-13%
|
3.82%
|
–
|
450
|
39.78%
|
|
|
1938
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$588M
|
+$8.39M
|
+1%
|
5.08%
|
55%
|
90
|
16.67%
|
|
|
1939
|
Edgestream Partners
Princeton,
New Jersey
|
$587M
|
+$96.4M
|
+20%
|
2.02%
|
32.8%
|
361
|
59.83%
|
|
|
1940
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$587M
|
+$27M
|
+5%
|
6.93%
|
127%
|
551
|
15.97%
|
|
|
1941
|
Broadview Advisors
Milwaukee,
Wisconsin
|
$587M
|
-$39.9M
|
-6%
|
6%
|
65.3%
|
99
|
20.2%
|
|
|
1942
|
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
$586M
|
-$30.8M
|
-5%
|
6.1%
|
174%
|
49
|
46.94%
|
|
|
1943
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$586M
|
+$43.7M
|
+8%
|
10.6%
|
56.9%
|
63
|
7.94%
|
|
|
1944
|
BTC Capital Management
Des Moines,
Iowa
|
$586M
|
+$163M
|
+39%
|
5.88%
|
–
|
189
|
33.86%
|
|
|
1945
|
Bowie Capital Management
Richardson,
Texas
|
$585M
|
+$218M
|
+59%
|
5.38%
|
35.8%
|
38
|
23.68%
|
|
|
1946
|
Planning Alternatives
Birmingham,
Michigan
|
$585M
|
+$22.8M
|
+4%
|
4.61%
|
50.4%
|
52
|
7.69%
|
|
|
1947
|
PM Capital
Sydney,
Australia
|
$584M
|
+$33.7M
|
+6%
|
2.91%
|
105%
|
25
|
12%
|
|
|
1948
|
Arosa Capital Management
Miami Beach,
Florida
|
$584M
|
-$181M
|
-24%
|
1.89%
|
256%
|
91
|
56.04%
|
|
|
1949
|
Newtyn Management
New York
|
$584M
|
+$49.8M
|
+9%
|
2.58%
|
52%
|
33
|
48.48%
|
|
|
1950
|
Efficient Advisors
Mason,
Ohio
|
$584M
|
-$3.87M
|
-0.7%
|
1.2%
|
30.6%
|
53
|
15.09%
|
|