|
1926
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$1.26B
|
+$76.7M
|
+7%
|
14.1%
|
108%
|
111
|
9.91%
|
|
|
1927
|
Needham Investment Management
New York
|
$1.25B
|
+$187M
|
+18%
|
32%
|
424%
|
155
|
6.45%
|
|
|
1928
|
Hilton Capital Management
Garden City,
New York
|
$1.25B
|
+$76.4M
|
+6%
|
6.53%
|
58.2%
|
182
|
18.68%
|
|
|
1929
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.25B
|
+$61.7M
|
+5%
|
10.9%
|
68.5%
|
792
|
14.39%
|
|
|
1930
|
First American Trust
Santa Ana,
California
|
$1.25B
|
+$165M
|
+15%
|
10.3%
|
84.6%
|
261
|
14.18%
|
|
|
1931
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.25B
|
+$116M
|
+10%
|
9.56%
|
69.6%
|
476
|
11.13%
|
|
|
1932
|
Clean Energy Transition
London,
United Kingdom
|
$1.25B
|
+$441M
|
+55%
|
15.2%
|
129%
|
19
|
42.11%
|
|
|
1933
|
Hardy Reed
Tupelo,
Mississippi
|
$1.25B
|
+$114M
|
+10%
|
9.84%
|
69.7%
|
257
|
12.06%
|
|
|
1934
|
Narwhal Capital Management
Marietta,
Georgia
|
$1.25B
|
+$123M
|
+11%
|
12.4%
|
93.8%
|
172
|
12.21%
|
|
|
1935
|
Shufro Rose & Co
New York
|
$1.24B
|
-$22M
|
-2%
|
5.11%
|
68.1%
|
314
|
1.27%
|
|
|
1936
|
American Assets Investment Management
San Diego,
California
|
$1.24B
|
+$101M
|
+9%
|
9.83%
|
507%
|
147
|
3.4%
|
|
|
1937
|
|
$1.24B
|
+$106M
|
+9%
|
12.5%
|
80.1%
|
40
|
32.5%
|
|
|
1938
|
Technology Crossover Management IX
Menlo Park,
California
|
$1.24B
|
+$92.6M
|
+8%
|
20.5%
|
13%
|
6
|
0%
|
|
|
1939
|
Taconic Capital Advisors
New York
|
$1.24B
|
-$173M
|
-12%
|
14.1%
|
273%
|
91
|
46.15%
|
|
|
1940
|
Fund 1 Investments
Rincon,
Puerto Rico
|
$1.24B
|
-$997M
|
-45%
|
13.9%
|
128%
|
94
|
71.28%
|
|
|
1941
|
International Assets Investment Management
Orlando,
Florida
|
$1.24B
|
+$98M
|
+9%
|
12.1%
|
88.5%
|
905
|
22.65%
|
|
|
1942
|
Cypress Funds
Los Angeles,
California
|
$1.24B
|
+$145M
|
+13%
|
19.8%
|
100%
|
16
|
0%
|
|
|
1943
|
Waterloo Capital
Austin,
Texas
|
$1.24B
|
+$163M
|
+15%
|
9.27%
|
79.8%
|
492
|
28.05%
|
|
|
1944
|
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
$1.24B
|
+$308M
|
+33%
|
15.8%
|
45.5%
|
44
|
29.55%
|
|
|
1945
|
Recurrent Investment Advisors
Houston,
Texas
|
$1.24B
|
+$55.5M
|
+5%
|
1.97%
|
99.7%
|
67
|
7.46%
|
|
|
1946
|
1607 Capital Partners
Richmond,
Virginia
|
$1.23B
|
-$7.81M
|
-0.6%
|
4.88%
|
28.5%
|
125
|
7.2%
|
|
|
1947
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.23B
|
+$105M
|
+9%
|
12.6%
|
87.6%
|
656
|
5.64%
|
|
|
1948
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.23B
|
+$141M
|
+13%
|
8.72%
|
73.4%
|
733
|
15.55%
|
|
|
1949
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.23B
|
+$86.1M
|
+8%
|
9.86%
|
76.5%
|
208
|
15.38%
|
|
|
1950
|
Kimelman & Baird
New York
|
$1.23B
|
+$51.2M
|
+4%
|
6.49%
|
–
|
357
|
6.16%
|
|