|
1951
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$1.02B
|
+$105M
|
+11%
|
15%
|
54.9%
|
149
|
14.09%
|
|
|
1952
|
Atalaya Capital Management
New York
|
$1.02B
|
+$365M
|
+56%
|
0.24%
|
7.46%
|
481
|
38.25%
|
|
|
1953
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.02B
|
+$64M
|
+7%
|
7.15%
|
67.3%
|
293
|
16.04%
|
|
|
1954
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$1.02B
|
+$73.8M
|
+8%
|
9.03%
|
125%
|
173
|
11.56%
|
|
|
1955
|
Marco Investment Management
Atlanta,
Georgia
|
$1.02B
|
+$110M
|
+12%
|
14.2%
|
127%
|
228
|
9.65%
|
|
|
1956
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.02B
|
+$5.12M
|
+0.5%
|
5.66%
|
65.9%
|
133
|
9.77%
|
|
|
1957
|
PFG Advisors
Phoenix,
Arizona
|
$1.02B
|
+$111M
|
+12%
|
8.99%
|
77.4%
|
552
|
13.77%
|
|
|
1958
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.01B
|
+$114M
|
+13%
|
5.34%
|
57.4%
|
199
|
12.56%
|
|
|
1959
|
Alpine Woods Capital Investors
Purchase,
New York
|
$1.01B
|
+$78.1M
|
+8%
|
11.2%
|
105%
|
233
|
16.74%
|
|
|
1960
|
Western Wealth Management
Golden,
Colorado
|
$1.01B
|
–
|
–
|
9.8%
|
82.6%
|
594
|
–
|
|
|
1961
|
SPT Invest Management Sarl
Contern,
Luxembourg
|
$1.01B
|
-$337M
|
-25%
|
18.2%
|
–
|
2
|
0%
|
|
|
1962
|
American Assets Capital Advisers
San Diego,
California
|
$1.01B
|
+$177M
|
+21%
|
10.7%
|
73.5%
|
33
|
18.18%
|
|
|
1963
|
BTC Capital Management
Des Moines,
Iowa
|
$1.01B
|
+$120M
|
+14%
|
10.1%
|
–
|
262
|
24.43%
|
|
|
1964
|
Essex Financial Services
Essex,
Connecticut
|
$1.01B
|
+$137M
|
+16%
|
10.9%
|
87.7%
|
520
|
15.96%
|
|
|
1965
|
SB Management
Abu Dhabi,
United Arab Emirates
|
$1.01B
|
+$35.5M
|
+4%
|
21.1%
|
–
|
35
|
40%
|
|
|
1966
|
Central Securities
New York
|
$1.01B
|
+$62.9M
|
+7%
|
7.29%
|
90.2%
|
32
|
3.13%
|
|
|
1967
|
Smith Graham & Co Investment Advisors
Houston,
Texas
|
$1.01B
|
+$10.5M
|
+1%
|
7.75%
|
56.9%
|
143
|
2.8%
|
|
|
1968
|
Executive Wealth Management
Brighton,
Michigan
|
$1B
|
+$98.7M
|
+11%
|
8.54%
|
18.4%
|
208
|
15.87%
|
|
|
1969
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1B
|
+$101M
|
+11%
|
10.3%
|
69%
|
223
|
20.18%
|
|
|
1970
|
Fernbridge Capital Management
Los Angeles,
California
|
$1B
|
+$182M
|
+22%
|
1.24%
|
12.4%
|
24
|
45.83%
|
|
|
1971
|
MIG Capital
Newport Beach,
California
|
$1B
|
-$37.9M
|
-4%
|
1.47%
|
118%
|
28
|
32.14%
|
|
|
1972
|
Ashford Capital Management
Wilmington,
Delaware
|
$1B
|
-$97.7M
|
-9%
|
2.43%
|
150%
|
118
|
15.25%
|
|
|
1973
|
Roundview Capital
Princeton,
New Jersey
|
$1B
|
+$95.5M
|
+11%
|
8.47%
|
77.7%
|
309
|
11.97%
|
|
|
1974
|
Grassi Investment Management
Santa Clara,
California
|
$1B
|
+$112M
|
+13%
|
14.9%
|
170%
|
155
|
14.19%
|
|
|
1975
|
Southernsun Asset Management
Memphis,
Tennessee
|
$1B
|
+$53.4M
|
+6%
|
8.86%
|
54.7%
|
35
|
11.43%
|
|