|
1951
|
Goodnow Investment Group
Darien,
Connecticut
|
$946M
|
-$237M
|
-20%
|
18.1%
|
131%
|
22
|
13.64%
|
|
|
1952
|
American Assets Investment Management
San Diego,
California
|
$945M
|
+$16.6M
|
+2%
|
2.49%
|
507%
|
182
|
6.59%
|
|
|
1953
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$944M
|
-$56.2M
|
-6%
|
5.15%
|
85.9%
|
707
|
14.99%
|
|
|
1954
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$943M
|
+$28.5M
|
+3%
|
2.79%
|
86.3%
|
331
|
15.11%
|
|
|
1955
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$943M
|
-$898K
|
-0.1%
|
0.96%
|
76.5%
|
485
|
37.11%
|
|
|
1956
|
SPT Invest Management Sarl
Contern,
Luxembourg
|
$943M
|
-$69.6M
|
-7%
|
6.66%
|
–
|
2
|
0%
|
|
|
1957
|
Vitruvian Partners
London,
United Kingdom
|
$942M
|
-$979M
|
-51%
|
35.4%
|
64.3%
|
8
|
0%
|
|
|
1958
|
Central Securities
New York
|
$942M
|
-$65.2M
|
-6%
|
0.78%
|
90.2%
|
32
|
6.25%
|
|
|
1959
|
|
$941M
|
+$17.6M
|
+2%
|
2.98%
|
23.6%
|
232
|
15.52%
|
|
|
1960
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$940M
|
-$2.36M
|
-0.3%
|
3.76%
|
51%
|
648
|
20.52%
|
|
|
1961
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$940M
|
-$49.3M
|
-5%
|
4.73%
|
62.6%
|
187
|
4.81%
|
|
|
1962
|
Atalaya Capital Management
New York
|
$940M
|
-$80.1M
|
-8%
|
2.87%
|
7.46%
|
444
|
12.61%
|
|
|
1963
|
Charles-Lim Capital
Central,
Hong Kong
|
$939M
|
-$359M
|
-28%
|
27.4%
|
4.44%
|
11
|
45.45%
|
|
|
1964
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$939M
|
-$16.9M
|
-2%
|
4.02%
|
28.2%
|
164
|
9.76%
|
|
|
1965
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$938M
|
-$65.2M
|
-7%
|
4.95%
|
69%
|
232
|
22.41%
|
|
|
1966
|
Novare Capital Management
Charlotte,
North Carolina
|
$938M
|
-$48.3M
|
-5%
|
4.32%
|
76.5%
|
186
|
19.89%
|
|
|
1967
|
Middleton & Co
Boston,
Massachusetts
|
$937M
|
-$89.5M
|
-9%
|
6.82%
|
69.7%
|
168
|
8.33%
|
|
|
1968
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$937M
|
-$8.34M
|
-0.9%
|
4.28%
|
38.3%
|
1,172
|
8.79%
|
|
|
1969
|
Invenomic Capital Management
Boston,
Massachusetts
|
$937M
|
+$469M
|
+100%
|
5.45%
|
6.61%
|
195
|
48.21%
|
|
|
1970
|
Hilton Capital Management
Garden City,
New York
|
$935M
|
-$152M
|
-14%
|
3.12%
|
58.2%
|
148
|
29.05%
|
|
|
1971
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$935M
|
-$22.5M
|
-2%
|
4.34%
|
27.9%
|
1,137
|
12.66%
|
|
|
1972
|
WFM Asia
Road Town, Tortola,
British Virgin Islands
|
$935M
|
-$195M
|
-17%
|
30%
|
89.9%
|
10
|
20%
|
|
|
1973
|
EJF Capital
Arlington,
Virginia
|
$935M
|
-$188M
|
-17%
|
1.89%
|
127%
|
308
|
67.86%
|
|
|
1974
|
Himension Capital (Singapore)
Singapore
|
$934M
|
-$373M
|
-29%
|
29.3%
|
492%
|
16
|
25%
|
|
|
1975
|
Vision Capital
Toronto,
Ontario, Canada
|
$934M
|
+$479M
|
+105%
|
8.34%
|
19.8%
|
18
|
55.56%
|
|