|
1951
|
Burnham Asset Management
New York
|
$441M
|
-$13.6M
|
-3%
|
1.46%
|
39.5%
|
249
|
9.24%
|
|
|
1952
|
Callan Capital
La Jolla,
California
|
$441M
|
+$79.3M
|
+22%
|
23.2%
|
20.1%
|
76
|
19.74%
|
|
|
1953
|
Rafferty Asset Management
New York
|
$441M
|
-$489M
|
-53%
|
0.37%
|
238%
|
410
|
27.8%
|
|
|
1954
|
Trinity Street Asset Management
London,
United Kingdom
|
$440M
|
+$23.7M
|
+6%
|
5.94%
|
78.9%
|
15
|
6.67%
|
|
|
1955
|
StepStone Group
La Jolla,
California
|
$439M
|
+$13.3M
|
+3%
|
7.39%
|
103%
|
17
|
17.65%
|
|
|
1956
|
Quantum Capital Management (California)
San Francisco,
California
|
$439M
|
-$68.3M
|
-13%
|
6.83%
|
53.7%
|
196
|
21.94%
|
|
|
1957
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$439M
|
+$27.1M
|
+7%
|
6.64%
|
125%
|
174
|
19.54%
|
|
|
1958
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$439M
|
+$25.3M
|
+6%
|
6.37%
|
66.7%
|
151
|
9.27%
|
|
|
1959
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$438M
|
+$13.7M
|
+3%
|
7.25%
|
70.6%
|
291
|
53.26%
|
|
|
1960
|
Bridges Investment Counsel
Omaha,
Nebraska
|
$437M
|
+$3.31M
|
+0.8%
|
4.16%
|
33.7%
|
160
|
3.75%
|
|
|
1961
|
Cobiz Wealth
Denver,
Colorado
|
$437M
|
+$7.53M
|
+2%
|
5.38%
|
54%
|
136
|
11.03%
|
|
|
1962
|
Efficient Advisors
Mason,
Ohio
|
$437M
|
+$4.59M
|
+1%
|
0.27%
|
30.6%
|
29
|
0%
|
|
|
1963
|
Partners Group Holding
Baar-Zug,
Switzerland
|
$437M
|
-$20.8M
|
-5%
|
3.75%
|
23.3%
|
54
|
29.63%
|
|
|
1964
|
TD Capital Management
Memphis,
Tennessee
|
$437M
|
-$2.99M
|
-0.7%
|
1.37%
|
40.5%
|
169
|
10.06%
|
|
|
1965
|
Appleton Partners
Boston,
Massachusetts
|
$437M
|
+$8.54M
|
+2%
|
4.87%
|
101%
|
198
|
13.13%
|
|
|
1966
|
Brighton Jones LLC
Seattle,
Washington
|
$437M
|
-$8.54M
|
-2%
|
2.09%
|
97.9%
|
222
|
17.57%
|
|
|
1967
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$437M
|
+$20.1M
|
+5%
|
5.02%
|
85.7%
|
165
|
9.7%
|
|
|
1968
|
NBW Capital
Boston,
Massachusetts
|
$436M
|
-$29.7M
|
-6%
|
2.44%
|
86%
|
87
|
14.94%
|
|
|
1969
|
Mazama Capital Management
Portland,
Oregon
|
$435M
|
+$42.3M
|
+11%
|
7.4%
|
–
|
338
|
36.69%
|
|
|
1970
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$434M
|
+$12.2M
|
+3%
|
2.52%
|
64.6%
|
368
|
18.21%
|
|
|
1971
|
300 North Capital
Pasadena,
California
|
$434M
|
+$57.5M
|
+15%
|
9.48%
|
–
|
129
|
22.48%
|
|
|
1972
|
Catawba Capital Management
Roanoke,
Virginia
|
$433M
|
+$3.57M
|
+0.8%
|
4.99%
|
33.1%
|
267
|
14.61%
|
|
|
1973
|
Dean Investment Associates
Beavercreek,
Ohio
|
$432M
|
+$21M
|
+5%
|
5.72%
|
63.5%
|
259
|
29.34%
|
|
|
1974
|
Davidson & Garrard
Lynchburg,
Virginia
|
$432M
|
+$20.3M
|
+5%
|
2.31%
|
25.2%
|
197
|
11.68%
|
|
|
1975
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$432M
|
-$172M
|
-28%
|
4.74%
|
58.1%
|
678
|
32.74%
|
|