|
1926
|
WBH Advisory
Baltimore,
Maryland
|
$1.31B
|
+$136M
|
+12%
|
6.33%
|
47.2%
|
353
|
8.22%
|
|
|
1927
|
Vicus Capital
State College,
Pennsylvania
|
$1.31B
|
+$106M
|
+9%
|
6.99%
|
48.6%
|
300
|
22.67%
|
|
|
1928
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.31B
|
+$200M
|
+18%
|
11.6%
|
116%
|
483
|
23.19%
|
|
|
1929
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$1.31B
|
+$185M
|
+16%
|
23.9%
|
362%
|
244
|
26.23%
|
|
|
1930
|
a16z Perennial Management
Menlo Park,
California
|
$1.31B
|
+$1.53M
|
+0.1%
|
8.68%
|
–
|
170
|
86.47%
|
|
|
1931
|
|
$1.31B
|
+$200M
|
+18%
|
9.71%
|
141%
|
180
|
56.67%
|
|
|
1932
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$1.31B
|
+$14.2M
|
+1%
|
6.22%
|
58.4%
|
130
|
6.15%
|
|
|
1933
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.31B
|
+$114M
|
+10%
|
8.01%
|
55.8%
|
549
|
11.48%
|
|
|
1934
|
Marco Investment Management
Atlanta,
Georgia
|
$1.31B
|
+$107M
|
+9%
|
10.2%
|
92.8%
|
229
|
6.99%
|
|
|
1935
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.3B
|
+$144M
|
+12%
|
9.09%
|
80.8%
|
395
|
14.18%
|
|
|
1936
|
Recurrent Investment Advisors
Houston,
Texas
|
$1.3B
|
+$68.3M
|
+6%
|
5.83%
|
109%
|
65
|
3.08%
|
|
|
1937
|
Keywise Capital Management (HK)
Hong Kong
|
$1.3B
|
+$115M
|
+10%
|
25.7%
|
619%
|
29
|
62.07%
|
|
|
1938
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$1.3B
|
+$145M
|
+13%
|
17.5%
|
116%
|
196
|
33.16%
|
|
|
1939
|
PFM Health Sciences
San Francisco,
California
|
$1.3B
|
+$126M
|
+11%
|
12.5%
|
184%
|
85
|
48.24%
|
|
|
1940
|
NBC Securities
Birmingham,
Alabama
|
$1.3B
|
+$74.9M
|
+6%
|
8.5%
|
86.6%
|
2,901
|
20.34%
|
|
|
1941
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.3B
|
+$129M
|
+11%
|
9.21%
|
103%
|
323
|
6.19%
|
|
|
1942
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.3B
|
+$88M
|
+7%
|
7.15%
|
68.3%
|
746
|
15.01%
|
|
|
1943
|
Bouchey Financial Group
Troy,
New York
|
$1.3B
|
+$94.7M
|
+8%
|
7.1%
|
66.7%
|
157
|
12.74%
|
|
|
1944
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.3B
|
+$138M
|
+12%
|
11.3%
|
88.5%
|
194
|
14.43%
|
|
|
1945
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.3B
|
+$366M
|
+39%
|
9.11%
|
63.3%
|
2,832
|
7.91%
|
|
|
1946
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
|
$1.29B
|
+$448M
|
+53%
|
75.2%
|
605%
|
61
|
32.79%
|
|
|
1947
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.29B
|
+$130M
|
+11%
|
7.04%
|
59.4%
|
200
|
13.5%
|
|
|
1948
|
Oriental Harbor Investment Fund
Hong Kong
|
$1.29B
|
+$165M
|
+15%
|
22.5%
|
–
|
18
|
33.33%
|
|
|
1949
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.29B
|
+$166M
|
+15%
|
10.9%
|
83%
|
437
|
18.54%
|
|
|
1950
|
Harbor Capital Advisors
Chicago,
Illinois
|
$1.29B
|
-$1.09B
|
-46%
|
10.4%
|
93.6%
|
1,509
|
19.35%
|
|