|
1951
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$587M
|
+$37M
|
+7%
|
3.38%
|
77.9%
|
135
|
8.89%
|
|
|
1952
|
KLS Professional Advisors Group
New York
|
$587M
|
-$31.9M
|
-5%
|
3.02%
|
38%
|
29
|
27.59%
|
|
|
1953
|
Trinity Street Asset Management
London,
United Kingdom
|
$587M
|
+$51.4M
|
+10%
|
2.01%
|
78.9%
|
18
|
22.22%
|
|
|
1954
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$586M
|
-$16.5M
|
-3%
|
0.42%
|
49.3%
|
54
|
5.56%
|
|
|
1955
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$586M
|
+$30.7M
|
+6%
|
5.16%
|
46%
|
153
|
2.61%
|
|
|
1956
|
|
$586M
|
+$506M
|
+635%
|
52.7%
|
200%
|
4
|
25%
|
|
|
1957
|
|
$584M
|
-$35.1M
|
-6%
|
5.66%
|
11.7%
|
1
|
0%
|
|
|
1958
|
Middleton & Co
Boston,
Massachusetts
|
$584M
|
+$25.7M
|
+5%
|
4.84%
|
69.7%
|
152
|
3.95%
|
|
|
1959
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$584M
|
+$26.2M
|
+5%
|
3.06%
|
106%
|
185
|
7.57%
|
|
|
1960
|
Jag Capital Management
St Louis,
Missouri
|
$583M
|
+$42M
|
+8%
|
11%
|
230%
|
111
|
21.62%
|
|
|
1961
|
Thomasville National Bank
Thomasville,
Georgia
|
$581M
|
+$18.1M
|
+3%
|
2.96%
|
–
|
200
|
7%
|
|
|
1962
|
Ensemble Capital Management
San Francisco,
California
|
$580M
|
+$45.2M
|
+8%
|
5.44%
|
36.2%
|
38
|
31.58%
|
|
|
1963
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$579M
|
-$3.91M
|
-0.7%
|
2.39%
|
67.2%
|
85
|
10.59%
|
|
|
1964
|
Sound Point Capital Management
New York
|
$579M
|
+$26.8M
|
+5%
|
15.1%
|
61.5%
|
37
|
35.14%
|
|
|
1965
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$578M
|
+$10.7M
|
+2%
|
3.45%
|
78.9%
|
74
|
18.92%
|
|
|
1966
|
Garde Capital
Seattle,
Washington
|
$578M
|
+$27.2M
|
+5%
|
1.12%
|
57.6%
|
174
|
7.47%
|
|
|
1967
|
Citizens Business Bank
Ontario,
California
|
$577M
|
+$6.96M
|
+1%
|
2.14%
|
108%
|
280
|
7.5%
|
|
|
1968
|
Brown Advisory Securities
Baltimore,
Maryland
|
$577M
|
+$39.3M
|
+7%
|
4.65%
|
51.2%
|
435
|
12.18%
|
|
|
1969
|
Mitchell Group
Houston,
Texas
|
$577M
|
+$59.4M
|
+11%
|
15.7%
|
0.96%
|
34
|
23.53%
|
|
|
1970
|
IberiaBank
Lafayette,
Louisiana
|
$577M
|
+$74.3M
|
+15%
|
2.44%
|
39.6%
|
222
|
11.71%
|
|
|
1971
|
Lomas Capital Management
New York
|
$576M
|
-$40.9M
|
-7%
|
6.38%
|
66.3%
|
36
|
52.78%
|
|
|
1972
|
Hunting Hill Global Capital
New York
|
$576M
|
-$32.6M
|
-5%
|
0.69%
|
132%
|
34
|
58.82%
|
|
|
1973
|
J.V. Bruni & Co
Colorado Springs,
Colorado
|
$576M
|
-$3.82M
|
-0.7%
|
2.52%
|
97.9%
|
26
|
3.85%
|
|
|
1974
|
Wintrust Investments
Chicago,
Illinois
|
$576M
|
+$182M
|
+46%
|
1.38%
|
27.5%
|
365
|
35.07%
|
|
|
1975
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$575M
|
+$31.5M
|
+6%
|
2.35%
|
86%
|
410
|
14.15%
|
|