|
1951
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.09B
|
+$15.2M
|
+1%
|
0.86%
|
39.2%
|
197
|
10.66%
|
|
|
1952
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$1.09B
|
+$458M
|
+73%
|
0.25%
|
59.1%
|
183
|
56.28%
|
|
|
1953
|
First American Trust
Santa Ana,
California
|
$1.09B
|
+$85.1M
|
+8%
|
0.41%
|
75.4%
|
253
|
15.02%
|
|
|
1954
|
Fusion Family Wealth
Woodbury,
New York
|
$1.09B
|
-$3.12M
|
-0.3%
|
1.84%
|
45.4%
|
45
|
2.22%
|
|
|
1955
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.09B
|
-$47.7M
|
-4%
|
2.35%
|
88.5%
|
171
|
7.6%
|
|
|
1956
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$1.09B
|
-$247M
|
-19%
|
3.91%
|
35.3%
|
500
|
74.4%
|
|
|
1957
|
SG Capital Management
Chicago,
Illinois
|
$1.09B
|
+$52.5M
|
+5%
|
2.77%
|
187%
|
78
|
55.13%
|
|
|
1958
|
Parkwood LLC
Cleveland,
Ohio
|
$1.09B
|
+$206M
|
+23%
|
0.01%
|
85.8%
|
100
|
32%
|
|
|
1959
|
|
$1.09B
|
-$36M
|
-3%
|
7.97%
|
281%
|
43
|
20.93%
|
|
|
1960
|
Lindbrook Capital
Calabasas,
California
|
$1.08B
|
-$23.9M
|
-2%
|
2.72%
|
35.8%
|
2,978
|
13.43%
|
|
|
1961
|
Globeflex Capital
San Diego,
California
|
$1.08B
|
-$96.8M
|
-8%
|
4.3%
|
135%
|
474
|
20.04%
|
|
|
1962
|
Nebula Research & Development
New York
|
$1.08B
|
+$230M
|
+27%
|
4.48%
|
–
|
1,185
|
48.52%
|
|
|
1963
|
Deer Management Company
Larchmont,
New York
|
$1.08B
|
-$199M
|
-16%
|
11.8%
|
71.6%
|
10
|
10%
|
|
|
1964
|
Grassi Investment Management
Santa Clara,
California
|
$1.08B
|
-$90.8M
|
-8%
|
6.6%
|
170%
|
131
|
7.63%
|
|
|
1965
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.08B
|
-$14.2M
|
-1%
|
1.68%
|
55.8%
|
515
|
13.4%
|
|
|
1966
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.08B
|
-$3.24M
|
-0.3%
|
0.73%
|
69%
|
208
|
6.73%
|
|
|
1967
|
Marco Investment Management
Atlanta,
Georgia
|
$1.08B
|
-$80.3M
|
-7%
|
1.81%
|
92.8%
|
231
|
10.82%
|
|
|
1968
|
United Asset Strategies
Garden City,
New York
|
$1.08B
|
-$12.6M
|
-1%
|
2.33%
|
94.6%
|
249
|
13.25%
|
|
|
1969
|
TCM Advisors
Martinsburg,
West Virginia
|
$1.08B
|
+$65M
|
+6%
|
0.28%
|
47.3%
|
66
|
0%
|
|
|
1970
|
Waterloo Capital
Austin,
Texas
|
$1.08B
|
+$127M
|
+13%
|
0.35%
|
65%
|
429
|
24.48%
|
|
|
1971
|
Vista Equity Partners Management
San Francisco,
California
|
$1.08B
|
-$603M
|
-36%
|
18%
|
26.5%
|
3
|
33.33%
|
|
|
1972
|
China Universal Asset Management Company
Shanghai,
China
|
$1.07B
|
+$5.91M
|
+0.6%
|
2.22%
|
264%
|
509
|
7.07%
|
|
|
1973
|
Vicus Capital
State College,
Pennsylvania
|
$1.07B
|
-$52.5M
|
-5%
|
1.17%
|
48.6%
|
255
|
16.08%
|
|
|
1974
|
L1 Capital
Melbourne VIC 3000,
Australia
|
$1.07B
|
-$95.4M
|
-8%
|
5.1%
|
139%
|
17
|
35.29%
|
|
|
1975
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.07B
|
-$61M
|
-5%
|
2.64%
|
47.3%
|
202
|
11.88%
|
|