|
1951
|
Bouchey Financial Group
Troy,
New York
|
$1.33B
|
+$36.2M
|
+3%
|
1.58%
|
66.7%
|
167
|
11.38%
|
|
|
1952
|
Vicus Capital
State College,
Pennsylvania
|
$1.33B
|
+$23.5M
|
+2%
|
2.39%
|
48.6%
|
281
|
12.1%
|
|
|
1953
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$1.33B
|
-$145M
|
-10%
|
3.13%
|
46.8%
|
94
|
30.85%
|
|
|
1954
|
Marco Investment Management
Atlanta,
Georgia
|
$1.33B
|
+$26.4M
|
+2%
|
3.75%
|
92.8%
|
235
|
8.51%
|
|
|
1955
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.33B
|
+$121M
|
+10%
|
6.37%
|
90.8%
|
1,285
|
12.68%
|
|
|
1956
|
a16z Perennial Management
Menlo Park,
California
|
$1.33B
|
+$24.1M
|
+2%
|
7.43%
|
–
|
170
|
28.82%
|
|
|
1957
|
HoldCo Asset Management
Fort Lauderdale,
Florida
|
$1.33B
|
+$382M
|
+40%
|
10.9%
|
–
|
29
|
10.34%
|
|
|
1958
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.33B
|
+$30.6M
|
+2%
|
2.67%
|
68.3%
|
744
|
13.71%
|
|
|
1959
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$1.33B
|
-$31.8M
|
-2%
|
0.13%
|
60%
|
54
|
5.56%
|
|
|
1960
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.33B
|
+$29.3M
|
+2%
|
3.56%
|
103%
|
324
|
5.25%
|
|
|
1961
|
NAYA Capital Management (UK)
London,
United Kingdom
|
$1.33B
|
+$153M
|
+13%
|
0.32%
|
38.2%
|
7
|
57.14%
|
|
|
1962
|
Hilton Capital Management
Garden City,
New York
|
$1.33B
|
+$92.3M
|
+7%
|
2.45%
|
51.5%
|
189
|
20.63%
|
|
|
1963
|
|
$1.33B
|
-$6.34M
|
-0.5%
|
0.03%
|
36.9%
|
44
|
15.91%
|
|
|
1964
|
Wealthquest
Cincinnati,
Ohio
|
$1.32B
|
+$70.6M
|
+6%
|
1.65%
|
52.1%
|
148
|
68.92%
|
|
|
1965
|
Boussard & Gavaudan Investment Management
London,
United Kingdom
|
$1.32B
|
+$515M
|
+64%
|
2.66%
|
25.8%
|
129
|
62.79%
|
|
|
1966
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.32B
|
+$17.1M
|
+1%
|
2.43%
|
55.8%
|
561
|
13.01%
|
|
|
1967
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$1.32B
|
-$45M
|
-3%
|
4.52%
|
85.3%
|
167
|
13.17%
|
|
|
1968
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.32B
|
-$39.2M
|
-3%
|
0.57%
|
32.5%
|
46
|
17.39%
|
|
|
1969
|
Fusion Family Wealth
Woodbury,
New York
|
$1.32B
|
-$15.4M
|
-1%
|
2.04%
|
45.4%
|
47
|
2.13%
|
|
|
1970
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.32B
|
+$79.8M
|
+6%
|
1.83%
|
55.2%
|
571
|
15.06%
|
|
|
1971
|
Ardmore Road Asset Management
New York
|
$1.32B
|
-$229M
|
-15%
|
5.66%
|
212%
|
103
|
59.22%
|
|
|
1972
|
|
$1.32B
|
+$123M
|
+10%
|
12.9%
|
156%
|
119
|
6.72%
|
|
|
1973
|
Edgar Lomax Company
Kingstowne,
Virginia
|
$1.32B
|
+$39.5M
|
+3%
|
4.92%
|
56.6%
|
64
|
9.38%
|
|
|
1974
|
Oriental Harbor Investment Fund
Hong Kong
|
$1.32B
|
+$23.8M
|
+2%
|
8.85%
|
–
|
17
|
41.18%
|
|
|
1975
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$1.31B
|
+$159M
|
+14%
|
5.31%
|
–
|
374
|
20.05%
|
|