|
1951
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$977M
|
+$119M
|
+14%
|
9.45%
|
68.9%
|
178
|
14.04%
|
|
|
1952
|
Syon Capital
San Francisco,
California
|
$977M
|
+$173M
|
+22%
|
8.33%
|
74%
|
469
|
26.44%
|
|
|
1953
|
Marco Investment Management
Atlanta,
Georgia
|
$976M
|
+$107M
|
+12%
|
13%
|
127%
|
210
|
10.48%
|
|
|
1954
|
SP Asset Management
Cupertino,
California
|
$976M
|
+$85.8M
|
+10%
|
12.9%
|
92.4%
|
122
|
10.66%
|
|
|
1955
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$975M
|
+$90.4M
|
+10%
|
9.96%
|
76.6%
|
474
|
10.97%
|
|
|
1956
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$973M
|
+$175M
|
+22%
|
16.5%
|
225%
|
269
|
24.91%
|
|
|
1957
|
WealthPLAN Partners
Omaha,
Nebraska
|
$973M
|
+$112M
|
+13%
|
9.19%
|
61.3%
|
348
|
17.53%
|
|
|
1958
|
Alta Park Capital
San Francisco,
California
|
$973M
|
+$165M
|
+20%
|
26.9%
|
1,071%
|
45
|
46.67%
|
|
|
1959
|
|
$972M
|
+$93.3M
|
+11%
|
10.2%
|
69.8%
|
211
|
9.48%
|
|
|
1960
|
Glazer Capital LLC
New York
|
$971M
|
-$565M
|
-37%
|
14.3%
|
323%
|
218
|
56.42%
|
|
|
1961
|
American Assets Investment Management
San Diego,
California
|
$969M
|
+$73.2M
|
+8%
|
9.93%
|
507%
|
177
|
7.34%
|
|
|
1962
|
Essex Financial Services
Essex,
Connecticut
|
$967M
|
+$104M
|
+12%
|
9.57%
|
87.7%
|
526
|
13.69%
|
|
|
1963
|
Ghisallo Capital Management
Boston,
Massachusetts
|
$967M
|
-$11.3M
|
-1%
|
13.2%
|
122%
|
180
|
68.33%
|
|
|
1964
|
Silicon Valley Community Foundation
Mountain View,
California
|
$967M
|
+$142M
|
+17%
|
21.1%
|
309%
|
19
|
5.26%
|
|
|
1965
|
Fifth Third Securities
Cincinnati,
Ohio
|
$966M
|
+$71.4M
|
+8%
|
9.91%
|
58.9%
|
228
|
10.09%
|
|
|
1966
|
Kopernik Global Investors
Tampa,
Florida
|
$966M
|
+$104M
|
+12%
|
14.3%
|
128%
|
37
|
16.22%
|
|
|
1967
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$966M
|
+$78.5M
|
+9%
|
10.3%
|
113%
|
227
|
4.85%
|
|
|
1968
|
Berger Financial Group
Plymouth,
Minnesota
|
$965M
|
+$94.7M
|
+11%
|
9.49%
|
59.9%
|
312
|
13.14%
|
|
|
1969
|
Leo Wealth LLC
Hurst,
Texas
|
$965M
|
–
|
–
|
15.6%
|
–
|
327
|
–
|
|
|
1970
|
Power Corp of Canada
Montreal, Quebec,
Canada
|
$964M
|
-$618M
|
-39%
|
9.75%
|
14.4%
|
200
|
35.5%
|
|
|
1971
|
Arrow Financial
Glens Falls,
New York
|
$964M
|
+$111M
|
+13%
|
13.1%
|
66.5%
|
367
|
11.44%
|
|
|
1972
|
Goldentree Asset Management
New York
|
$963M
|
+$15.3M
|
+2%
|
12%
|
27.7%
|
35
|
40%
|
|
|
1973
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$962M
|
+$185M
|
+24%
|
12%
|
77.6%
|
277
|
31.77%
|
|
|
1974
|
Icon Wealth Advisors
Houston,
Texas
|
$961M
|
–
|
–
|
9.84%
|
–
|
431
|
–
|
|
|
1975
|
Hudson Executive Capital
New York
|
$960M
|
+$114M
|
+13%
|
22.9%
|
127%
|
4
|
0%
|
|