|
1926
|
AIA Investment Management (HK)
Hong Kong
|
$479M
|
-$54.6M
|
-10%
|
4.47%
|
–
|
10
|
40%
|
|
|
1927
|
Jackson Wealth Management
Lake Mary,
Florida
|
$478M
|
-$124M
|
-21%
|
8.79%
|
64%
|
178
|
56.74%
|
|
|
1928
|
Efficient Advisors
Mason,
Ohio
|
$478M
|
-$96.4M
|
-17%
|
14.4%
|
30.6%
|
50
|
0%
|
|
|
1929
|
Cypress Funds
Los Angeles,
California
|
$478M
|
-$61.1M
|
-11%
|
9.41%
|
114%
|
16
|
18.75%
|
|
|
1930
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$478M
|
-$79.6M
|
-14%
|
17.4%
|
54.1%
|
123
|
14.63%
|
|
|
1931
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$478M
|
-$125M
|
-21%
|
16%
|
68.3%
|
167
|
19.16%
|
|
|
1932
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$477M
|
-$45.9M
|
-9%
|
15%
|
75.8%
|
346
|
31.5%
|
|
|
1933
|
Modera Wealth Management
Westwood,
New Jersey
|
$477M
|
-$163M
|
-25%
|
23.2%
|
57.5%
|
165
|
20.61%
|
|
|
1934
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$477M
|
+$198M
|
+71%
|
18.3%
|
59.3%
|
26
|
19.23%
|
|
|
1935
|
Callahan Advisors
Houston,
Texas
|
$476M
|
-$147M
|
-24%
|
19.5%
|
75.6%
|
140
|
15%
|
|
|
1936
|
Koshinski Asset Management
Decatur,
Illinois
|
$476M
|
-$105M
|
-18%
|
16.6%
|
76.5%
|
539
|
20.78%
|
|
|
1937
|
Private Asset Management
San Diego,
California
|
$475M
|
-$138M
|
-23%
|
19.1%
|
38.2%
|
136
|
10.29%
|
|
|
1938
|
Estabrook Capital Management
New York
|
$475M
|
-$190M
|
-29%
|
19.6%
|
76.2%
|
355
|
7.04%
|
|
|
1939
|
EJF Capital
Arlington,
Virginia
|
$475M
|
-$522M
|
-52%
|
38.9%
|
102%
|
119
|
30.25%
|
|
|
1940
|
Opus Investment Management
Worcester,
Massachusetts
|
$474M
|
-$137M
|
-22%
|
21.5%
|
44.3%
|
107
|
16.82%
|
|
|
1941
|
Beryl Capital Management
Redondo Beach,
California
|
$474M
|
-$146M
|
-24%
|
29.7%
|
5,124%
|
73
|
76.71%
|
|
|
1942
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$474M
|
-$139M
|
-23%
|
17.8%
|
64.2%
|
901
|
11.54%
|
|
|
1943
|
Resource Management
Metairie,
Louisiana
|
$473M
|
-$149M
|
-24%
|
24.8%
|
82.7%
|
158
|
20.25%
|
|
|
1944
|
Roundview Capital
Princeton,
New Jersey
|
$473M
|
-$53.1M
|
-10%
|
14.4%
|
63.2%
|
239
|
14.64%
|
|
|
1945
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$473M
|
-$119M
|
-20%
|
17.5%
|
–
|
285
|
16.49%
|
|
|
1946
|
Adell Harriman & Carpenter
Houston,
Texas
|
$472M
|
-$136M
|
-22%
|
16%
|
128%
|
142
|
14.79%
|
|
|
1947
|
Valley Forge Capital Management
Miami,
Florida
|
$472M
|
-$42.3M
|
-8%
|
13.6%
|
52.2%
|
9
|
0%
|
|
|
1948
|
Marco Investment Management
Atlanta,
Georgia
|
$472M
|
-$173M
|
-27%
|
19.6%
|
92.8%
|
179
|
13.97%
|
|
|
1949
|
American Assets Capital Advisers
San Diego,
California
|
$471M
|
+$70.8M
|
+18%
|
10.4%
|
73.5%
|
29
|
17.24%
|
|
|
1950
|
CSat Investment Advisory
Detroit,
Michigan
|
$471M
|
+$90.7M
|
+24%
|
16.8%
|
87.4%
|
1,090
|
2.66%
|
|