|
1951
|
Planning Alternatives
Birmingham,
Michigan
|
$479M
|
-$106M
|
-18%
|
12.3%
|
50.4%
|
52
|
11.54%
|
|
|
1952
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$478M
|
-$82.1M
|
-15%
|
12.9%
|
64.3%
|
162
|
15.43%
|
|
|
1953
|
Savant Capital
Rockford,
Illinois
|
$478M
|
-$79.3M
|
-14%
|
12.2%
|
51.8%
|
306
|
15.69%
|
|
|
1954
|
Tygh Capital Management
Portland,
Oregon
|
$477M
|
-$134M
|
-22%
|
19.1%
|
251%
|
99
|
36.36%
|
|
|
1955
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$477M
|
-$104M
|
-18%
|
13.4%
|
38.8%
|
100
|
7%
|
|
|
1956
|
Harvest Fund Management
Beijing,
China
|
$477M
|
-$105M
|
-18%
|
16%
|
202%
|
509
|
51.87%
|
|
|
1957
|
Resource Management
Metairie,
Louisiana
|
$477M
|
-$70.1M
|
-13%
|
15.5%
|
82.7%
|
144
|
15.97%
|
|
|
1958
|
Adams Street Partners
Chicago,
Illinois
|
$477M
|
-$158M
|
-25%
|
24.3%
|
352%
|
18
|
50%
|
|
|
1959
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$477M
|
+$69.9M
|
+17%
|
11.2%
|
49.6%
|
423
|
40.19%
|
|
|
1960
|
Cabana LLC
Fayetteville,
Arkansas
|
$476M
|
+$42.4M
|
+10%
|
9%
|
58.3%
|
76
|
69.74%
|
|
|
1961
|
Bell Asset Management
Melbourne,
Australia
|
$476M
|
-$4.93M
|
-1%
|
11.4%
|
29.1%
|
66
|
7.58%
|
|
|
1962
|
Granite Investment Advisors
Concord,
New Hampshire
|
$476M
|
-$93.7M
|
-16%
|
12.7%
|
55.6%
|
170
|
15.88%
|
|
|
1963
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$476M
|
-$87.9M
|
-16%
|
10.6%
|
25.7%
|
980
|
75.31%
|
|
|
1964
|
BTR Capital Management
Oakland,
California
|
$475M
|
-$100M
|
-17%
|
11.7%
|
35%
|
184
|
18.48%
|
|
|
1965
|
Harvard Management Company
Boston,
Massachusetts
|
$475M
|
+$82.6M
|
+21%
|
19.3%
|
156%
|
20
|
20%
|
|
|
1966
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$474M
|
-$77.4M
|
-14%
|
12.9%
|
51.8%
|
646
|
8.98%
|
|
|
1967
|
CX Institutional
Auburn,
Indiana
|
$474M
|
+$171M
|
+57%
|
9.91%
|
56.8%
|
573
|
48.17%
|
|
|
1968
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$473M
|
-$53.5M
|
-10%
|
9.19%
|
56.3%
|
379
|
27.44%
|
|
|
1969
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$473M
|
-$88.7M
|
-16%
|
10.9%
|
–
|
367
|
24.25%
|
|
|
1970
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$473M
|
+$62.1M
|
+15%
|
7.7%
|
62.3%
|
138
|
52.9%
|
|
|
1971
|
Howe & Rusling
Rochester,
New York
|
$473M
|
-$126M
|
-21%
|
13%
|
66.1%
|
955
|
21.88%
|
|
|
1972
|
ARS Investment Partners
New York
|
$473M
|
-$173M
|
-27%
|
15.7%
|
260%
|
125
|
16.8%
|
|
|
1973
|
PagnatoKarp Partners
Reston,
Virginia
|
$472M
|
+$130M
|
+38%
|
11.8%
|
2.06%
|
204
|
27.45%
|
|
|
1974
|
Blackstart Capital
New York
|
$472M
|
+$33.1M
|
+8%
|
1.91%
|
9%
|
37
|
59.46%
|
|
|
1975
|
Lenox Wealth Advisors
New York
|
$471M
|
-$21.5M
|
-4%
|
12.7%
|
35.7%
|
440
|
17.95%
|
|