|
1926
|
|
$978M
|
+$89.2M
|
+10%
|
10.6%
|
51.6%
|
232
|
32.76%
|
|
|
1927
|
SIR Capital Management
New York
|
$977M
|
+$135M
|
+16%
|
3.99%
|
80%
|
83
|
45.78%
|
|
|
1928
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$977M
|
+$119M
|
+14%
|
9.45%
|
68.9%
|
178
|
14.04%
|
|
|
1929
|
Marco Investment Management
Atlanta,
Georgia
|
$976M
|
+$107M
|
+12%
|
13%
|
92.8%
|
210
|
10.48%
|
|
|
1930
|
SP Asset Management
Cupertino,
California
|
$976M
|
+$85.8M
|
+10%
|
12.9%
|
82.9%
|
122
|
10.66%
|
|
|
1931
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$975M
|
+$90.4M
|
+10%
|
9.96%
|
62.7%
|
474
|
10.97%
|
|
|
1932
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$973M
|
+$175M
|
+22%
|
16.5%
|
225%
|
269
|
24.91%
|
|
|
1933
|
WealthPLAN Partners
Omaha,
Nebraska
|
$973M
|
+$112M
|
+13%
|
9.19%
|
61.3%
|
348
|
17.53%
|
|
|
1934
|
Alta Park Capital
San Francisco,
California
|
$973M
|
+$165M
|
+20%
|
26.9%
|
607%
|
45
|
46.67%
|
|
|
1935
|
|
$972M
|
+$93.3M
|
+11%
|
10.2%
|
69.8%
|
211
|
9.48%
|
|
|
1936
|
Glazer Capital LLC
New York
|
$971M
|
-$565M
|
-37%
|
14.3%
|
319%
|
218
|
56.42%
|
|
|
1937
|
American Assets Investment Management
San Diego,
California
|
$969M
|
+$73.2M
|
+8%
|
9.93%
|
413%
|
177
|
7.34%
|
|
|
1938
|
Essex Financial Services
Essex,
Connecticut
|
$967M
|
+$104M
|
+12%
|
9.57%
|
73.2%
|
526
|
13.69%
|
|
|
1939
|
Ghisallo Capital Management
Boston,
Massachusetts
|
$967M
|
-$11.3M
|
-1%
|
13.2%
|
103%
|
180
|
68.33%
|
|
|
1940
|
Silicon Valley Community Foundation
Mountain View,
California
|
$967M
|
+$142M
|
+17%
|
21.1%
|
309%
|
19
|
5.26%
|
|
|
1941
|
Fifth Third Securities
Cincinnati,
Ohio
|
$966M
|
+$71.4M
|
+8%
|
9.91%
|
58.9%
|
228
|
10.09%
|
|
|
1942
|
Kopernik Global Investors
Tampa,
Florida
|
$966M
|
+$104M
|
+12%
|
14.3%
|
152%
|
37
|
16.22%
|
|
|
1943
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$966M
|
+$78.5M
|
+9%
|
10.3%
|
81.1%
|
227
|
4.85%
|
|
|
1944
|
Berger Financial Group
Plymouth,
Minnesota
|
$965M
|
+$94.7M
|
+11%
|
9.49%
|
49.7%
|
312
|
13.14%
|
|
|
1945
|
Leo Wealth LLC
Hurst,
Texas
|
$965M
|
–
|
–
|
15.6%
|
–
|
327
|
–
|
|
|
1946
|
Power Corp of Canada
Montreal, Quebec,
Canada
|
$964M
|
-$618M
|
-39%
|
9.75%
|
14.3%
|
200
|
35.5%
|
|
|
1947
|
Arrow Financial
Glens Falls,
New York
|
$964M
|
+$111M
|
+13%
|
13.1%
|
53.2%
|
367
|
11.44%
|
|
|
1948
|
Goldentree Asset Management
New York
|
$963M
|
+$15.3M
|
+2%
|
12%
|
41.1%
|
35
|
40%
|
|
|
1949
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$962M
|
+$185M
|
+24%
|
12%
|
67.2%
|
277
|
31.77%
|
|
|
1950
|
Icon Wealth Advisors
Houston,
Texas
|
$961M
|
–
|
–
|
9.84%
|
–
|
431
|
–
|
|