|
1926
|
Hilltop Holdings
Dallas,
Texas
|
$780M
|
+$41.3M
|
+6%
|
7.81%
|
72.2%
|
566
|
16.43%
|
|
|
1927
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$780M
|
-$47.8M
|
-6%
|
4.37%
|
45.2%
|
29
|
20.69%
|
|
|
1928
|
Nalanda India Equity Fund
Mauritius
|
$780M
|
+$30.3M
|
+4%
|
4.05%
|
23.6%
|
2
|
0%
|
|
|
1929
|
Anchorage Capital Group
New York
|
$780M
|
-$341M
|
-30%
|
9.38%
|
18.9%
|
20
|
5%
|
|
|
1930
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$780M
|
+$63.6M
|
+9%
|
9.02%
|
65.6%
|
126
|
21.43%
|
|
|
1931
|
Wealthquest
Cincinnati,
Ohio
|
$777M
|
+$62M
|
+9%
|
7.46%
|
52.1%
|
132
|
15.15%
|
|
|
1932
|
Inspire Investing
Meridian,
Idaho
|
$777M
|
+$69.3M
|
+10%
|
8.85%
|
77.1%
|
776
|
7.09%
|
|
|
1933
|
Stokes Family Office
New Orleans,
Louisiana
|
$777M
|
+$76M
|
+11%
|
9.96%
|
56.9%
|
304
|
20.07%
|
|
|
1934
|
Harvey Investment Company
Louisville,
Kentucky
|
$775M
|
+$85.7M
|
+12%
|
13.7%
|
48.4%
|
92
|
3.26%
|
|
|
1935
|
Bath Savings Trust
Bath,
Maine
|
$775M
|
+$56M
|
+8%
|
10.2%
|
47.3%
|
158
|
8.23%
|
|
|
1936
|
Central Securities
New York
|
$774M
|
+$64.5M
|
+9%
|
11.6%
|
84.7%
|
27
|
3.7%
|
|
|
1937
|
Gladstone Capital Management
London,
United Kingdom
|
$773M
|
+$60.8M
|
+9%
|
6.53%
|
256%
|
15
|
40%
|
|
|
1938
|
Bernzott Capital Advisors
Camarillo,
California
|
$773M
|
+$48.3M
|
+7%
|
13.2%
|
46.6%
|
53
|
7.55%
|
|
|
1939
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$772M
|
+$27.3M
|
+4%
|
7.03%
|
51.8%
|
51
|
3.92%
|
|
|
1940
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$772M
|
+$31.8M
|
+4%
|
8.6%
|
101%
|
315
|
16.83%
|
|
|
1941
|
Voya Financial Advisors
Windsor,
Connecticut
|
$769M
|
-$4.27M
|
-0.6%
|
6.36%
|
36.1%
|
253
|
13.04%
|
|
|
1942
|
Unison Advisors
Washington,
District of Columbia
|
$768M
|
+$228M
|
+42%
|
11.7%
|
54.6%
|
185
|
3.78%
|
|
|
1943
|
Jacobs & Co
San Francisco,
California
|
$768M
|
+$72.7M
|
+10%
|
11.2%
|
92.2%
|
128
|
7.81%
|
|
|
1944
|
Crestview Partners II
New York
|
$768M
|
+$38.2M
|
+5%
|
14.4%
|
124%
|
3
|
0%
|
|
|
1945
|
First Nebraska Trust
Lincoln,
Nebraska
|
$767M
|
+$69.5M
|
+10%
|
10.4%
|
48%
|
172
|
9.88%
|
|
|
1946
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$767M
|
+$43M
|
+6%
|
6.06%
|
35%
|
173
|
17.92%
|
|
|
1947
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$767M
|
–
|
–
|
11.5%
|
90.4%
|
70
|
–
|
|
|
1948
|
Willis Johnson & Associates
Houston,
Texas
|
$767M
|
+$80.2M
|
+12%
|
8.08%
|
41.9%
|
123
|
21.95%
|
|
|
1949
|
Kontiki Capital Management (HK)
Hong Kong
|
$766M
|
-$54.3M
|
-7%
|
0.35%
|
130%
|
7
|
14.29%
|
|
|
1950
|
StepStone Group
La Jolla,
California
|
$766M
|
+$63.3M
|
+9%
|
24%
|
92.1%
|
35
|
45.71%
|
|