|
1926
|
Newfoundland Capital Management
Sao Paulo,
Brazil
|
$601M
|
+$339M
|
+130%
|
3.9%
|
49.5%
|
61
|
57.38%
|
|
|
1927
|
North American Management
Boston,
Massachusetts
|
$600M
|
+$60.2M
|
+11%
|
13.1%
|
61.7%
|
126
|
8.73%
|
|
|
1928
|
IHT Wealth Management
Chicago,
Illinois
|
$600M
|
+$80.7M
|
+16%
|
11.9%
|
74.8%
|
554
|
21.3%
|
|
|
1929
|
|
$599M
|
+$301M
|
+101%
|
18.5%
|
171%
|
93
|
72.04%
|
|
|
1930
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$599M
|
+$98.5M
|
+20%
|
25.3%
|
80.3%
|
41
|
2.44%
|
|
|
1931
|
Old Mission Capital
Chicago,
Illinois
|
$598M
|
-$381M
|
-39%
|
9.9%
|
55.3%
|
391
|
75.7%
|
|
|
1932
|
Windham Capital Management
Boston,
Massachusetts
|
$597M
|
+$154M
|
+35%
|
9.2%
|
8.3%
|
67
|
61.19%
|
|
|
1933
|
Gratus Capital
Atlanta,
Georgia
|
$597M
|
+$109M
|
+22%
|
13.6%
|
51.4%
|
183
|
9.29%
|
|
|
1934
|
CCM Investment Advisers
Columbia,
South Carolina
|
$596M
|
+$93.6M
|
+19%
|
12.5%
|
170%
|
89
|
17.98%
|
|
|
1935
|
Darrell & King
Charlottesville,
Virginia
|
$595M
|
+$48.8M
|
+9%
|
12.8%
|
–
|
53
|
13.21%
|
|
|
1936
|
RWC Asset Advisors
Miami,
Florida
|
$595M
|
+$224M
|
+60%
|
29.6%
|
277%
|
18
|
27.78%
|
|
|
1937
|
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
$594M
|
+$58.9M
|
+11%
|
10.7%
|
209%
|
61
|
63.93%
|
|
|
1938
|
|
$593M
|
+$147M
|
+33%
|
39.8%
|
80.2%
|
10
|
30%
|
|
|
1939
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$591M
|
+$223M
|
+60%
|
10%
|
68.2%
|
341
|
25.22%
|
|
|
1940
|
Intrinsic Edge Capital Management
Chicago,
Illinois
|
$591M
|
-$4.2M
|
-0.7%
|
25.9%
|
283%
|
172
|
66.28%
|
|
|
1941
|
Tran Capital Management
San Rafael,
California
|
$590M
|
+$14.6M
|
+3%
|
22.6%
|
149%
|
45
|
28.89%
|
|
|
1942
|
Crow Point Partners
Boston,
Massachusetts
|
$590M
|
+$52.3M
|
+10%
|
12.3%
|
56.9%
|
132
|
19.7%
|
|
|
1943
|
Adams Natural Resources Fund
Baltimore,
Maryland
|
$590M
|
+$69.9M
|
+13%
|
14.6%
|
43%
|
59
|
5.08%
|
|
|
1944
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$589M
|
–
|
–
|
9.38%
|
62.7%
|
151
|
–
|
|
|
1945
|
O'Shares Investment Advisers
Boston,
Massachusetts
|
$589M
|
+$66.3M
|
+13%
|
14.2%
|
71.8%
|
348
|
8.91%
|
|
|
1946
|
|
$589M
|
+$62.5M
|
+12%
|
18.6%
|
60.2%
|
147
|
23.13%
|
|
|
1947
|
Skyline Asset Management
Chicago,
Illinois
|
$588M
|
-$190M
|
-24%
|
14.3%
|
26.1%
|
65
|
13.85%
|
|
|
1948
|
Wellington Shields Capital Management
New York
|
$588M
|
+$58.6M
|
+11%
|
14.5%
|
137%
|
297
|
11.78%
|
|
|
1949
|
Guinness Asset Management
London,
United Kingdom
|
$588M
|
+$98.2M
|
+20%
|
16%
|
73.9%
|
112
|
12.5%
|
|
|
1950
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$588M
|
+$65.7M
|
+13%
|
10.5%
|
31.3%
|
1,605
|
25.05%
|
|