|
1951
|
Vicus Capital
State College,
Pennsylvania
|
$1.2B
|
+$130M
|
+12%
|
8.11%
|
48.6%
|
281
|
21.71%
|
|
|
1952
|
Bouchey Financial Group
Troy,
New York
|
$1.2B
|
+$94M
|
+8%
|
7.47%
|
66.7%
|
152
|
15.79%
|
|
|
1953
|
Hikari Power
Tokyo,
Japan
|
$1.2B
|
-$60.2M
|
-5%
|
3.94%
|
56.5%
|
63
|
4.76%
|
|
|
1954
|
Marco Investment Management
Atlanta,
Georgia
|
$1.2B
|
+$121M
|
+11%
|
13.5%
|
92.8%
|
226
|
7.96%
|
|
|
1955
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.2B
|
+$103M
|
+9%
|
9.99%
|
75.5%
|
342
|
14.04%
|
|
|
1956
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$1.2B
|
-$262M
|
-18%
|
9.7%
|
67.2%
|
447
|
31.1%
|
|
|
1957
|
SPC Financial Inc
Rockville,
Maryland
|
$1.19B
|
+$56.7M
|
+5%
|
7.75%
|
65.1%
|
278
|
11.87%
|
|
|
1958
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.19B
|
+$112M
|
+10%
|
8.22%
|
55.8%
|
530
|
12.83%
|
|
|
1959
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.19B
|
-$33.2M
|
-3%
|
12.5%
|
103%
|
385
|
25.97%
|
|
|
1960
|
Keywise Capital Management (HK)
Hong Kong
|
$1.19B
|
+$263M
|
+28%
|
27.1%
|
619%
|
18
|
22.22%
|
|
|
1961
|
Washington Trust Bank
Spokane,
Washington
|
$1.19B
|
+$189M
|
+19%
|
10.7%
|
69.3%
|
219
|
17.35%
|
|
|
1962
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.18B
|
+$94.3M
|
+9%
|
7.43%
|
39.2%
|
203
|
8.37%
|
|
|
1963
|
Regal Partners
Sydney, NSW,
Australia
|
$1.18B
|
+$207M
|
+21%
|
14.5%
|
133%
|
87
|
54.02%
|
|
|
1964
|
Fusion Family Wealth
Woodbury,
New York
|
$1.18B
|
+$95.3M
|
+9%
|
9.11%
|
45.4%
|
47
|
6.38%
|
|
|
1965
|
Parsifal Capital Management
Greenwich,
Connecticut
|
$1.18B
|
+$24M
|
+2%
|
12.4%
|
104%
|
23
|
43.48%
|
|
|
1966
|
Regents of the University of California
Oakland,
California
|
$1.18B
|
+$712M
|
+152%
|
1.22%
|
63%
|
8
|
37.5%
|
|
|
1967
|
Windward Capital Management
Los Angeles,
California
|
$1.18B
|
+$19.1M
|
+2%
|
3.8%
|
69.9%
|
71
|
0%
|
|
|
1968
|
|
$1.18B
|
-$132M
|
-10%
|
3.97%
|
4.99%
|
7
|
42.86%
|
|
|
1969
|
RVW Wealth
Los Angeles,
California
|
$1.18B
|
+$116M
|
+11%
|
9.13%
|
59.3%
|
173
|
9.25%
|
|
|
1970
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.18B
|
+$142M
|
+14%
|
12.3%
|
–
|
1,312
|
11.2%
|
|
|
1971
|
Greenvale Capital
London,
United Kingdom
|
$1.18B
|
+$148M
|
+14%
|
22.7%
|
59.6%
|
20
|
40%
|
|
|
1972
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.18B
|
+$167M
|
+17%
|
8.28%
|
62.7%
|
425
|
14.82%
|
|
|
1973
|
Nebula Research & Development
New York
|
$1.17B
|
+$92.8M
|
+9%
|
11.4%
|
–
|
1,192
|
43.96%
|
|
|
1974
|
PFM Health Sciences
San Francisco,
California
|
$1.17B
|
-$203M
|
-15%
|
9.18%
|
184%
|
83
|
53.01%
|
|
|
1975
|
Weatherly Asset Management
Del Mar,
California
|
$1.17B
|
+$57.9M
|
+5%
|
8.14%
|
108%
|
185
|
4.86%
|
|