|
1951
|
Charles-Lim Capital
Central,
Hong Kong
|
$875M
|
-$34.3M
|
-4%
|
5.45%
|
4.44%
|
8
|
50%
|
|
|
1952
|
Merriman Wealth Management
Seattle,
Washington
|
$874M
|
-$57.6M
|
-6%
|
10%
|
18.3%
|
217
|
25.81%
|
|
|
1953
|
First Mercantile Trust
Cordova,
Tennessee
|
$873M
|
-$8.82M
|
-1%
|
4.54%
|
51.2%
|
913
|
15.12%
|
|
|
1954
|
Vector Capital Management
San Francisco,
California
|
$873M
|
+$332M
|
+62%
|
78%
|
42.7%
|
6
|
33.33%
|
|
|
1955
|
Lingotto Investment Management
London,
United Kingdom
|
$872M
|
+$44.9M
|
+5%
|
15.3%
|
388%
|
11
|
18.18%
|
|
|
1956
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$871M
|
+$36.9M
|
+4%
|
4.8%
|
58.6%
|
80
|
8.75%
|
|
|
1957
|
Ion Asset Management
Herzliya,
Israel
|
$869M
|
-$6.05M
|
-0.7%
|
3.83%
|
125%
|
54
|
62.96%
|
|
|
1958
|
W.R. Berkley Corp
Greenwich,
Connecticut
|
$868M
|
+$265M
|
+44%
|
4.28%
|
38.7%
|
435
|
83.22%
|
|
|
1959
|
Taurus Asset Management
New York
|
$867M
|
+$29.8M
|
+4%
|
4.23%
|
26.9%
|
85
|
5.88%
|
|
|
1960
|
Garde Capital
Seattle,
Washington
|
$865M
|
+$44M
|
+5%
|
5.28%
|
57.6%
|
278
|
16.19%
|
|
|
1961
|
Providence Equity Partners
Providence,
Rhode Island
|
$865M
|
+$721M
|
+504%
|
11%
|
12.4%
|
7
|
28.57%
|
|
|
1962
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$864M
|
+$43M
|
+5%
|
7.36%
|
–
|
550
|
14.18%
|
|
|
1963
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$863M
|
+$38.6M
|
+5%
|
5.25%
|
69%
|
202
|
18.32%
|
|
|
1964
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$863M
|
+$79.7M
|
+10%
|
6.94%
|
28.3%
|
1,033
|
20.33%
|
|
|
1965
|
|
$863M
|
-$129M
|
-13%
|
13%
|
11.7%
|
1
|
0%
|
|
|
1966
|
SFMG Wealth Advisors
Plano,
Texas
|
$862M
|
+$73.9M
|
+9%
|
4.97%
|
76.1%
|
257
|
17.51%
|
|
|
1967
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$862M
|
+$115M
|
+15%
|
18.2%
|
26.9%
|
152
|
26.97%
|
|
|
1968
|
ARS Investment Partners
New York
|
$861M
|
+$48.5M
|
+6%
|
7.21%
|
260%
|
153
|
30.72%
|
|
|
1969
|
KG Funds Management
New York
|
$860M
|
+$26.3M
|
+3%
|
2.79%
|
45.8%
|
15
|
33.33%
|
|
|
1970
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$859M
|
+$58.5M
|
+7%
|
4.96%
|
58.8%
|
64
|
9.38%
|
|
|
1971
|
Sather Financial Group
Victoria,
Texas
|
$859M
|
+$84.9M
|
+11%
|
6.29%
|
70%
|
49
|
10.2%
|
|
|
1972
|
Money Design
Tokyo,
Japan
|
$858M
|
-$16M
|
-2%
|
1.15%
|
26.4%
|
66
|
27.27%
|
|
|
1973
|
Shenkman Capital Management
New York
|
$858M
|
-$101M
|
-11%
|
0.21%
|
3.15%
|
85
|
2.35%
|
|
|
1974
|
Hillcrest Asset Management
Plano,
Texas
|
$857M
|
+$121M
|
+17%
|
17.9%
|
97.2%
|
65
|
16.92%
|
|
|
1975
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$856M
|
+$84.2M
|
+11%
|
5.77%
|
58.7%
|
93
|
6.45%
|
|