|
1951
|
Berger Financial Group
Plymouth,
Minnesota
|
$871M
|
-$11M
|
-1%
|
3.18%
|
59.9%
|
298
|
10.74%
|
|
|
1952
|
|
$870M
|
+$627M
|
+257%
|
5.9%
|
370%
|
31
|
58.06%
|
|
|
1953
|
Koshinski Asset Management
Decatur,
Illinois
|
$870M
|
-$63.2M
|
-7%
|
2.99%
|
76.5%
|
637
|
15.86%
|
|
|
1954
|
Marco Investment Management
Atlanta,
Georgia
|
$870M
|
-$56M
|
-6%
|
2.2%
|
127%
|
208
|
8.17%
|
|
|
1955
|
Grassi Investment Management
Santa Clara,
California
|
$869M
|
-$39.6M
|
-4%
|
1.94%
|
170%
|
131
|
10.69%
|
|
|
1956
|
Kingdon Capital Management
New York
|
$868M
|
-$190M
|
-18%
|
1.09%
|
217%
|
110
|
62.73%
|
|
|
1957
|
BTC Capital Management
Des Moines,
Iowa
|
$866M
|
-$58.7M
|
-6%
|
2.75%
|
–
|
245
|
4.49%
|
|
|
1958
|
Kryger Capital
London,
United Kingdom
|
$866M
|
-$111M
|
-11%
|
10.9%
|
421%
|
22
|
77.27%
|
|
|
1959
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$864M
|
-$12.4M
|
-1%
|
3.15%
|
12.6%
|
313
|
6.39%
|
|
|
1960
|
DigitalBridge Group
Boca Raton,
Florida
|
$864M
|
+$29.8M
|
+4%
|
5.25%
|
161%
|
75
|
36%
|
|
|
1961
|
Essex Financial Services
Essex,
Connecticut
|
$864M
|
-$15.7M
|
-2%
|
2.11%
|
87.7%
|
495
|
9.29%
|
|
|
1962
|
59 North Capital Management
Houston,
Texas
|
$864M
|
-$12.4M
|
-1%
|
4.53%
|
81.4%
|
14
|
28.57%
|
|
|
1963
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$862M
|
-$54.3M
|
-6%
|
4.51%
|
50.7%
|
73
|
4.11%
|
|
|
1964
|
Poplar Forest Capital
Pasadena,
California
|
$862M
|
+$97.6M
|
+13%
|
2.4%
|
30%
|
55
|
9.09%
|
|
|
1965
|
Kopernik Global Investors
Tampa,
Florida
|
$861M
|
-$115M
|
-12%
|
0.23%
|
128%
|
35
|
17.14%
|
|
|
1966
|
Hills Bank & Trust
North Liberty,
Iowa
|
$861M
|
+$83.3M
|
+11%
|
3.26%
|
52.8%
|
277
|
13%
|
|
|
1967
|
WealthPLAN Partners
Omaha,
Nebraska
|
$861M
|
+$154M
|
+22%
|
3.57%
|
61.3%
|
1,264
|
75.32%
|
|
|
1968
|
|
$860M
|
+$58.6M
|
+7%
|
3.29%
|
20.4%
|
270
|
17.41%
|
|
|
1969
|
Bramshill Investments
Naples,
Florida
|
$860M
|
-$240M
|
-22%
|
7.54%
|
3.6%
|
167
|
29.34%
|
|
|
1970
|
Permian Investment Partners
Dallas,
Texas
|
$860M
|
-$32.2M
|
-4%
|
0.56%
|
78.6%
|
21
|
33.33%
|
|
|
1971
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$859M
|
-$59.7M
|
-7%
|
5.03%
|
67.3%
|
169
|
5.33%
|
|
|
1972
|
Crestline Management
Fort Worth,
Texas
|
$858M
|
-$99.2M
|
-10%
|
6.93%
|
80.2%
|
200
|
54.5%
|
|
|
1973
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$858M
|
-$41.5M
|
-5%
|
2.46%
|
68.9%
|
174
|
16.67%
|
|
|
1974
|
Stack Financial Management
Whitefish,
Montana
|
$858M
|
-$35.5M
|
-4%
|
2.02%
|
58.4%
|
45
|
22.22%
|
|
|
1975
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$858M
|
-$63.2M
|
-7%
|
3.97%
|
60.8%
|
180
|
2.22%
|
|