|
1951
|
Howe & Rusling
Rochester,
New York
|
$894M
|
+$54.4M
|
+6%
|
5.63%
|
82%
|
350
|
18.57%
|
|
|
1952
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$893M
|
+$36.7M
|
+4%
|
4.1%
|
55.7%
|
254
|
6.69%
|
|
|
1953
|
Permian Investment Partners
Dallas,
Texas
|
$892M
|
+$132M
|
+17%
|
10.9%
|
78.6%
|
20
|
40%
|
|
|
1954
|
Freedom Investment Management
Hartford,
Connecticut
|
$891M
|
+$6.41M
|
+0.7%
|
4.4%
|
68.5%
|
799
|
25.28%
|
|
|
1955
|
E-L Financial Corp
Toronto,
Ontario, Canada
|
$891M
|
+$50M
|
+6%
|
8.3%
|
68.6%
|
1
|
0%
|
|
|
1956
|
Commodore Capital
New York
|
$890M
|
+$233M
|
+35%
|
36.3%
|
2,121%
|
34
|
29.41%
|
|
|
1957
|
Petrus Trust Company
Dallas,
Texas
|
$890M
|
+$64.8M
|
+8%
|
4.11%
|
36.9%
|
776
|
59.66%
|
|
|
1958
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$889M
|
+$74.3M
|
+9%
|
13.7%
|
54.9%
|
161
|
13.66%
|
|
|
1959
|
Good Life Advisors
Reading,
Pennsylvania
|
$889M
|
+$106M
|
+14%
|
5.75%
|
60%
|
441
|
16.55%
|
|
|
1960
|
Primavera Capital Management
George Town,
Cayman Islands
|
$888M
|
-$137M
|
-13%
|
1.11%
|
1.21%
|
4
|
0%
|
|
|
1961
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$886M
|
-$291M
|
-25%
|
5.68%
|
61.8%
|
307
|
32.9%
|
|
|
1962
|
Front Barnett Associates
Chicago,
Illinois
|
$886M
|
+$35.7M
|
+4%
|
7.6%
|
40.5%
|
123
|
7.32%
|
|
|
1963
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$886M
|
+$62.9M
|
+8%
|
8.98%
|
109%
|
160
|
4.38%
|
|
|
1964
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$885M
|
+$41.9M
|
+5%
|
6.46%
|
46%
|
148
|
2.03%
|
|
|
1965
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$884M
|
-$12.3M
|
-1%
|
7.57%
|
80.4%
|
106
|
15.09%
|
|
|
1966
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$884M
|
+$32.7M
|
+4%
|
9.69%
|
125%
|
166
|
8.43%
|
|
|
1967
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$883M
|
+$78.6M
|
+10%
|
5.68%
|
90.4%
|
79
|
16.46%
|
|
|
1968
|
|
$882M
|
+$2.03M
|
+0.2%
|
5.05%
|
156%
|
133
|
9.02%
|
|
|
1969
|
Bangor Savings Bank
Bangor,
Maine
|
$882M
|
+$35.4M
|
+4%
|
3.81%
|
49.6%
|
562
|
8.54%
|
|
|
1970
|
Advance Capital Management
Southfield,
Michigan
|
$882M
|
+$320M
|
+57%
|
5.66%
|
54.4%
|
128
|
24.22%
|
|
|
1971
|
Berger Financial Group
Plymouth,
Minnesota
|
$882M
|
+$50.6M
|
+6%
|
4.82%
|
59.9%
|
291
|
8.93%
|
|
|
1972
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$881M
|
+$27.9M
|
+3%
|
3.52%
|
78.9%
|
389
|
19.54%
|
|
|
1973
|
Levin Capital Strategies
New York
|
$881M
|
+$74.2M
|
+9%
|
7.15%
|
88.6%
|
310
|
34.52%
|
|
|
1974
|
VK Services
Menlo Park,
California
|
$880M
|
+$204M
|
+30%
|
36.4%
|
1,605%
|
10
|
0%
|
|
|
1975
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$880M
|
+$36.9M
|
+4%
|
3.73%
|
81.2%
|
189
|
10.05%
|
|