|
1926
|
Global Retirement Partners
San Rafael,
California
|
$653M
|
+$44.6M
|
+7%
|
6.94%
|
–
|
1,764
|
12.41%
|
|
|
1927
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$652M
|
+$40.8M
|
+7%
|
7.22%
|
25.6%
|
174
|
8.62%
|
|
|
1928
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$652M
|
-$36.7M
|
-5%
|
7.22%
|
61.8%
|
511
|
20.16%
|
|
|
1929
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$652M
|
+$73.3M
|
+13%
|
5.93%
|
84%
|
836
|
74.88%
|
|
|
1930
|
One Capital Management
Westlake Village,
California
|
$651M
|
+$50.4M
|
+8%
|
6.86%
|
50.5%
|
176
|
9.66%
|
|
|
1931
|
Wellington Shields Capital Management
New York
|
$651M
|
+$36.2M
|
+6%
|
5.69%
|
137%
|
278
|
10.43%
|
|
|
1932
|
|
$650M
|
-$29.5M
|
-4%
|
18.6%
|
462%
|
47
|
61.7%
|
|
|
1933
|
Wexford Capital
West Palm Beach,
Florida
|
$649M
|
-$69.3M
|
-10%
|
6.44%
|
128%
|
175
|
72%
|
|
|
1934
|
Randolph Company
Cincinnati,
Ohio
|
$648M
|
+$94.7M
|
+17%
|
5.91%
|
120%
|
41
|
14.63%
|
|
|
1935
|
Harvey Investment Company
Louisville,
Kentucky
|
$648M
|
+$44.8M
|
+7%
|
7.03%
|
48.4%
|
89
|
3.37%
|
|
|
1936
|
Thomasville National Bank
Thomasville,
Georgia
|
$648M
|
+$48.2M
|
+8%
|
8.68%
|
–
|
206
|
7.28%
|
|
|
1937
|
Six Columns Capital
Dallas,
Texas
|
$648M
|
–
|
–
|
15.8%
|
–
|
57
|
–
|
|
|
1938
|
Angelo Gordon & Co
New York
|
$647M
|
-$136M
|
-17%
|
2.94%
|
90.1%
|
92
|
42.39%
|
|
|
1939
|
Regis Management Company
Menlo Park,
California
|
$647M
|
+$56M
|
+9%
|
13.5%
|
5.33%
|
70
|
7.14%
|
|
|
1940
|
JBF Capital
Aspen,
Colorado
|
$647M
|
+$86.2M
|
+15%
|
10%
|
93.6%
|
98
|
37.76%
|
|
|
1941
|
Olstein Capital Management
Purchase,
New York
|
$645M
|
+$5.84M
|
+0.9%
|
8.85%
|
16.6%
|
114
|
5.26%
|
|
|
1942
|
Donoghue Forlines
Boston,
Massachusetts
|
$645M
|
-$57.6M
|
-8%
|
7.29%
|
199%
|
217
|
58.99%
|
|
|
1943
|
Capital International Sarl
Los Angeles,
California
|
$645M
|
+$64M
|
+11%
|
13.5%
|
149%
|
185
|
29.19%
|
|
|
1944
|
Marco Investment Management
Atlanta,
Georgia
|
$644M
|
+$58.5M
|
+10%
|
9.69%
|
127%
|
182
|
9.34%
|
|
|
1945
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$644M
|
+$39.7M
|
+7%
|
10.5%
|
26.9%
|
140
|
25%
|
|
|
1946
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$644M
|
+$47.2M
|
+8%
|
14.8%
|
80.3%
|
44
|
18.18%
|
|
|
1947
|
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
$643M
|
+$54.5M
|
+9%
|
8.08%
|
98.1%
|
51
|
66.67%
|
|
|
1948
|
Lenox Wealth Advisors
New York
|
$643M
|
+$42.7M
|
+7%
|
6.1%
|
35.7%
|
867
|
29.64%
|
|
|
1949
|
CCM Investment Advisers
Columbia,
South Carolina
|
$642M
|
+$33.4M
|
+5%
|
8.99%
|
170%
|
72
|
12.5%
|
|
|
1950
|
Ordinal Holdings ManageCo
New York
|
$641M
|
-$14.8M
|
-2%
|
2.26%
|
19.5%
|
1
|
0%
|
|