|
1951
|
Trek Financial
Scottsdale,
Arizona
|
$655M
|
+$28M
|
+4%
|
6.89%
|
109%
|
185
|
21.62%
|
|
|
1952
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$654M
|
+$42.1M
|
+7%
|
8.13%
|
46.9%
|
13
|
0%
|
|
|
1953
|
Parcion Private Wealth
Bellevue,
Washington
|
$654M
|
+$62.9M
|
+11%
|
8.22%
|
103%
|
186
|
7.53%
|
|
|
1954
|
Bangor Savings Bank
Bangor,
Maine
|
$654M
|
+$35.4M
|
+6%
|
4.99%
|
49.6%
|
177
|
7.34%
|
|
|
1955
|
GM Advisory Group
Melville,
New York
|
$654M
|
+$113M
|
+21%
|
8.46%
|
53.6%
|
189
|
21.69%
|
|
|
1956
|
Fairholme Capital Management
South Miami,
Florida
|
$653M
|
+$55.1M
|
+9%
|
6.77%
|
55.5%
|
14
|
57.14%
|
|
|
1957
|
Discovery Capital Management
South Norwalk,
Connecticut
|
$652M
|
+$102M
|
+18%
|
10.3%
|
556%
|
85
|
62.35%
|
|
|
1958
|
Trivest Advisors
Hong Kong
|
$652M
|
-$88.4M
|
-12%
|
45.6%
|
1,458%
|
13
|
53.85%
|
|
|
1959
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$652M
|
+$39M
|
+6%
|
6.24%
|
25.6%
|
167
|
4.19%
|
|
|
1960
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$651M
|
+$134M
|
+26%
|
6.33%
|
26.1%
|
170
|
12.35%
|
|
|
1961
|
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
$651M
|
+$21.7M
|
+3%
|
1.8%
|
61.1%
|
36
|
5.56%
|
|
|
1962
|
SP Asset Management
Cupertino,
California
|
$651M
|
+$174M
|
+37%
|
8.94%
|
82.9%
|
100
|
19%
|
|
|
1963
|
Griffin Asset Management
New York
|
$650M
|
+$25.3M
|
+4%
|
12.3%
|
80.7%
|
224
|
20.98%
|
|
|
1964
|
WBI Investments
Red Bank,
New Jersey
|
$650M
|
+$25.7M
|
+4%
|
7.74%
|
74.4%
|
158
|
62.66%
|
|
|
1965
|
|
$650M
|
-$48.1M
|
-7%
|
6.9%
|
11.7%
|
1
|
0%
|
|
|
1966
|
Nalanda India Equity Fund
Mauritius
|
$649M
|
+$51.1M
|
+9%
|
8.69%
|
23.6%
|
2
|
0%
|
|
|
1967
|
Arosa Capital Management
Miami Beach,
Florida
|
$647M
|
+$122M
|
+23%
|
22.4%
|
256%
|
88
|
65.91%
|
|
|
1968
|
Taikang Asset Management (HK)
Hong Kong
|
$646M
|
+$84.6M
|
+15%
|
17.2%
|
120%
|
87
|
16.09%
|
|
|
1969
|
Greenvale Capital
London,
United Kingdom
|
$646M
|
-$3.24M
|
-0.5%
|
10.9%
|
59.6%
|
18
|
38.89%
|
|
|
1970
|
Central Securities
New York
|
$645M
|
+$14.2M
|
+2%
|
1.86%
|
84.7%
|
33
|
12.12%
|
|
|
1971
|
Kopernik Global Investors
Tampa,
Florida
|
$645M
|
+$88M
|
+16%
|
3.22%
|
152%
|
26
|
11.54%
|
|
|
1972
|
Estate Counselors
Thiensville,
Wisconsin
|
$644M
|
+$18.6M
|
+3%
|
4.33%
|
52.1%
|
163
|
31.9%
|
|
|
1973
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$644M
|
-$7.27M
|
-1%
|
6.25%
|
62.7%
|
217
|
21.2%
|
|
|
1974
|
Manchester Capital Management
Manchester,
Vermont
|
$643M
|
-$85.9M
|
-12%
|
19.4%
|
57.7%
|
719
|
32.68%
|
|
|
1975
|
North American Management
Boston,
Massachusetts
|
$642M
|
+$27.3M
|
+4%
|
8.47%
|
61.7%
|
108
|
3.7%
|
|