|
1926
|
140 Summer Partners
New York
|
$1.35B
|
+$202M
|
+18%
|
7.18%
|
134%
|
27
|
40.74%
|
|
|
1927
|
DLD Asset Management
New York
|
$1.35B
|
-$31.9M
|
-2%
|
1.27%
|
8.24%
|
568
|
72.54%
|
|
|
1928
|
Recurrent Investment Advisors
Houston,
Texas
|
$1.35B
|
+$48.2M
|
+4%
|
0.77%
|
109%
|
73
|
15.07%
|
|
|
1929
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$1.35B
|
+$233M
|
+21%
|
1.72%
|
42%
|
933
|
14.36%
|
|
|
1930
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.35B
|
+$43.3M
|
+3%
|
2.89%
|
86.6%
|
488
|
20.08%
|
|
|
1931
|
WBH Advisory
Baltimore,
Maryland
|
$1.35B
|
+$40.8M
|
+3%
|
1.92%
|
47.2%
|
352
|
5.11%
|
|
|
1932
|
Cantor Fitzgerald Investment Advisors
New York
|
$1.35B
|
-$121M
|
-8%
|
2.07%
|
–
|
199
|
10.55%
|
|
|
1933
|
Counterpoint Mutual Funds
San Diego,
California
|
$1.35B
|
+$83.6M
|
+7%
|
0.99%
|
66.2%
|
533
|
76.74%
|
|
|
1934
|
Alua Capital Management
New York
|
$1.35B
|
-$99.4M
|
-7%
|
0.29%
|
93.7%
|
23
|
34.78%
|
|
|
1935
|
Abrams Bison Investments
Bethesda,
Maryland
|
$1.35B
|
+$73.2M
|
+6%
|
4.48%
|
103%
|
10
|
10%
|
|
|
1936
|
Austin Private Wealth
Austin,
Texas
|
$1.35B
|
+$27.1M
|
+2%
|
2.01%
|
62.3%
|
331
|
15.11%
|
|
|
1937
|
Liberty 77 Capital
Washington,
District of Columbia
|
$1.35B
|
+$128M
|
+11%
|
13%
|
–
|
4
|
0%
|
|
|
1938
|
|
$1.35B
|
-$500M
|
-27%
|
4.02%
|
46.3%
|
450
|
76.22%
|
|
|
1939
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.34B
|
+$48.9M
|
+4%
|
1.57%
|
59.4%
|
223
|
17.49%
|
|
|
1940
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$1.34B
|
+$21.2M
|
+2%
|
4.05%
|
67.4%
|
490
|
12.45%
|
|
|
1941
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.34B
|
+$89.8M
|
+7%
|
2.25%
|
48.9%
|
122
|
13.93%
|
|
|
1942
|
PPSC Investment Service
Tokyo,
Japan
|
$1.34B
|
+$79M
|
+6%
|
4.4%
|
161%
|
8
|
0%
|
|
|
1943
|
Naples Global Advisors
Naples,
Florida
|
$1.34B
|
+$54.1M
|
+4%
|
4.16%
|
103%
|
452
|
6.86%
|
|
|
1944
|
WGI DM
Boston,
Massachusetts
|
$1.34B
|
-$2.21M
|
-0.2%
|
3.53%
|
–
|
7
|
14.29%
|
|
|
1945
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.34B
|
+$43.2M
|
+3%
|
1.51%
|
63.3%
|
2,822
|
9.07%
|
|
|
1946
|
Insight Holdings Group
New York
|
$1.34B
|
-$283M
|
-17%
|
2.91%
|
103%
|
35
|
37.14%
|
|
|
1947
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.34B
|
-$225M
|
-14%
|
2.47%
|
77.1%
|
654
|
21.41%
|
|
|
1948
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.33B
|
+$21.4M
|
+2%
|
3.51%
|
65.7%
|
207
|
12.56%
|
|
|
1949
|
City of London Investment Management
London,
United Kingdom
|
$1.33B
|
-$19.3M
|
-1%
|
3.45%
|
58.4%
|
97
|
24.74%
|
|
|
1950
|
NBC Securities
Birmingham,
Alabama
|
$1.33B
|
+$33.4M
|
+3%
|
1.93%
|
86.6%
|
2,965
|
12.72%
|
|