|
1926
|
Okumus Fund Management
Grand Cayman,
Cayman Islands
|
$531M
|
+$155M
|
+41%
|
26.4%
|
8.26%
|
14
|
71.43%
|
|
|
1927
|
Goodnow Investment Group
Darien,
Connecticut
|
$530M
|
-$156M
|
-23%
|
18.4%
|
131%
|
31
|
32.26%
|
|
|
1928
|
Halsey Associates
New Haven,
Connecticut
|
$530M
|
-$32.1M
|
-6%
|
11.7%
|
63.8%
|
112
|
21.43%
|
|
|
1929
|
Hoplite Capital Management
New York
|
$530M
|
-$152M
|
-22%
|
8.84%
|
32.9%
|
25
|
48%
|
|
|
1930
|
Wellington Shields Capital Management
New York
|
$529M
|
-$90.8M
|
-15%
|
10.7%
|
137%
|
322
|
16.77%
|
|
|
1931
|
|
$526M
|
-$160M
|
-23%
|
20.6%
|
60.2%
|
137
|
8.76%
|
|
|
1932
|
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
|
$526M
|
-$285M
|
-35%
|
35.1%
|
61.2%
|
4
|
0%
|
|
|
1933
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$525M
|
+$7.67M
|
+1%
|
6.68%
|
87.6%
|
19
|
15.79%
|
|
|
1934
|
Brown Advisory Securities
Baltimore,
Maryland
|
$524M
|
-$98.6M
|
-16%
|
12.2%
|
51.2%
|
439
|
14.58%
|
|
|
1935
|
MCF Advisors
Covington,
Kentucky
|
$523M
|
-$49.2M
|
-9%
|
10.7%
|
50.2%
|
526
|
16.54%
|
|
|
1936
|
Altium Wealth Management
Purchase,
New York
|
$523M
|
+$1.54M
|
+0.3%
|
11.6%
|
24.9%
|
313
|
17.25%
|
|
|
1937
|
O'Shares Investment Advisers
Boston,
Massachusetts
|
$523M
|
–
|
–
|
9.28%
|
71.8%
|
329
|
–
|
|
|
1938
|
JBF Capital
Aspen,
Colorado
|
$522M
|
-$158M
|
-23%
|
15.5%
|
93.6%
|
188
|
68.09%
|
|
|
1939
|
Blackhill Capital
Morristown,
New Jersey
|
$522M
|
-$96.3M
|
-16%
|
13.5%
|
212%
|
74
|
12.16%
|
|
|
1940
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$522M
|
-$91.9M
|
-15%
|
11.9%
|
31.3%
|
1,592
|
23.93%
|
|
|
1941
|
First Merchants Corp
Muncie,
Indiana
|
$521M
|
-$88.9M
|
-15%
|
12%
|
49.9%
|
207
|
6.76%
|
|
|
1942
|
Suffolk Capital Management
New York
|
$521M
|
-$182M
|
-26%
|
20%
|
48.6%
|
156
|
38.46%
|
|
|
1943
|
Autus Asset Management
Scottsdale,
Arizona
|
$521M
|
-$82.4M
|
-14%
|
10.9%
|
26.3%
|
157
|
10.19%
|
|
|
1944
|
Adams Natural Resources Fund
Baltimore,
Maryland
|
$520M
|
-$163M
|
-24%
|
21%
|
43%
|
62
|
9.68%
|
|
|
1945
|
Citizens Business Bank
Ontario,
California
|
$520M
|
-$76.3M
|
-13%
|
12.9%
|
108%
|
288
|
13.89%
|
|
|
1946
|
IHT Wealth Management
Chicago,
Illinois
|
$520M
|
+$57.1M
|
+12%
|
11.4%
|
74.8%
|
530
|
30.19%
|
|
|
1947
|
Trek Financial
Scottsdale,
Arizona
|
$519M
|
–
|
–
|
1.43%
|
144%
|
91
|
–
|
|
|
1948
|
Harvey Investment Company
Louisville,
Kentucky
|
$518M
|
-$58.9M
|
-10%
|
9.97%
|
48.4%
|
86
|
11.63%
|
|
|
1949
|
AJ Wealth Strategies
New York
|
$518M
|
-$22.2M
|
-4%
|
10.1%
|
32.2%
|
117
|
29.91%
|
|
|
1950
|
Bienville Capital Management
New York
|
$518M
|
-$775M
|
-60%
|
5.46%
|
36.3%
|
184
|
40.22%
|
|