|
1951
|
Pensionfund DSM Netherlands
Sittard,
Netherlands
|
$567M
|
+$10.9M
|
+2%
|
5.16%
|
36.6%
|
231
|
22.08%
|
|
|
1952
|
Signet Financial Management
Parsippany,
New Jersey
|
$567M
|
+$11M
|
+2%
|
0.86%
|
65.2%
|
1,189
|
34.99%
|
|
|
1953
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$565M
|
-$70.1M
|
-11%
|
0.3%
|
163%
|
191
|
14.66%
|
|
|
1954
|
Planning Alternatives
Birmingham,
Michigan
|
$562M
|
+$12.3M
|
+2%
|
0.91%
|
50.4%
|
51
|
29.41%
|
|
|
1955
|
Blackhill Capital
Morristown,
New Jersey
|
$562M
|
+$25.5M
|
+5%
|
8.46%
|
164%
|
76
|
5.26%
|
|
|
1956
|
Acuta Capital Partners
Redwood City,
California
|
$562M
|
-$50.5M
|
-8%
|
24.8%
|
7,472%
|
88
|
67.05%
|
|
|
1957
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$560M
|
-$1.32M
|
-0.2%
|
3.65%
|
127%
|
543
|
21.55%
|
|
|
1958
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$560M
|
+$47.8M
|
+9%
|
1.25%
|
31.3%
|
1,619
|
28.6%
|
|
|
1959
|
White Mountains Advisors
Guilford,
Connecticut
|
$559M
|
-$33.3M
|
-6%
|
3.07%
|
33.4%
|
3
|
0%
|
|
|
1960
|
NBT Bank
Norwich,
New York
|
$559M
|
-$52.4M
|
-9%
|
2.54%
|
56.7%
|
197
|
9.64%
|
|
|
1961
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$559M
|
+$30.7M
|
+6%
|
7.39%
|
111%
|
17
|
11.76%
|
|
|
1962
|
CapWealth Advisors
Franklin,
Tennessee
|
$558M
|
+$41.1M
|
+8%
|
2.56%
|
128%
|
111
|
10.81%
|
|
|
1963
|
First Business Financial Services
Madison,
Wisconsin
|
$558M
|
+$19.8M
|
+4%
|
1.58%
|
59.8%
|
89
|
11.24%
|
|
|
1964
|
Legato Capital Management
San Francisco,
California
|
$558M
|
-$29.3M
|
-5%
|
0.77%
|
177%
|
130
|
11.54%
|
|
|
1965
|
Merit Financial Group
Alpharetta,
Georgia
|
$558M
|
+$49.2M
|
+10%
|
1.56%
|
67.3%
|
122
|
17.21%
|
|
|
1966
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$557M
|
+$6.99M
|
+1%
|
12.7%
|
47.8%
|
58
|
8.62%
|
|
|
1967
|
Newport Asia
San Francisco,
California
|
$557M
|
-$89.9M
|
-14%
|
2.79%
|
–
|
6
|
16.67%
|
|
|
1968
|
Jacobs Asset Management
New York
|
$557M
|
+$16.8M
|
+3%
|
3.2%
|
79.5%
|
61
|
27.87%
|
|
|
1969
|
SeaCrest Wealth Management
Purchase,
New York
|
$555M
|
+$9.8M
|
+2%
|
3.58%
|
142%
|
2,389
|
8.92%
|
|
|
1970
|
Transform Wealth
Greenwood Village,
Colorado
|
$553M
|
+$26.7M
|
+5%
|
4.54%
|
48.4%
|
243
|
14.4%
|
|
|
1971
|
|
$553M
|
+$19.1M
|
+4%
|
8.91%
|
72.2%
|
91
|
19.78%
|
|
|
1972
|
Howe & Rusling
Rochester,
New York
|
$552M
|
+$77K
|
+0%
|
1.49%
|
66.1%
|
1,017
|
25.66%
|
|
|
1973
|
Jacobs & Co
San Francisco,
California
|
$552M
|
+$10.8M
|
+2%
|
3.78%
|
92.2%
|
126
|
6.35%
|
|
|
1974
|
First Reserve GP XI
Stamford,
Connecticut
|
$552M
|
+$107M
|
+24%
|
24%
|
26.4%
|
1
|
0%
|
|
|
1975
|
Opus Investment Management
Worcester,
Massachusetts
|
$552M
|
+$7.19M
|
+1%
|
1.11%
|
44.3%
|
95
|
5.26%
|
|