|
1976
|
Lomas Capital Management
New York
|
$301M
|
–
|
–
|
4.33%
|
66.3%
|
34
|
–
|
|
|
1977
|
Trust Company of the Ozarks
Springfield,
Missouri
|
$301M
|
–
|
–
|
2.33%
|
–
|
149
|
–
|
|
|
1978
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$300M
|
–
|
–
|
0.61%
|
66.8%
|
194
|
–
|
|
|
1979
|
Oslo Asset Management AS
Oslo,
Norway
|
$300M
|
–
|
–
|
3.55%
|
82.7%
|
9
|
–
|
|
|
1980
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$300M
|
–
|
–
|
0.5%
|
39.8%
|
155
|
–
|
|
|
1981
|
Empirical Wealth Management
Seattle,
Washington
|
$300M
|
–
|
–
|
2.63%
|
78.8%
|
82
|
–
|
|
|
1982
|
TA Associates
Boston,
Massachusetts
|
$300M
|
–
|
–
|
33.9%
|
–
|
2
|
–
|
|
|
1983
|
Mast Capital Management
Boston,
Massachusetts
|
$300M
|
–
|
–
|
12.3%
|
–
|
8
|
–
|
|
|
1984
|
Hutchinson Capital Management
San Rafael,
California
|
$299M
|
–
|
–
|
3.44%
|
52.6%
|
58
|
–
|
|
|
1985
|
683 Capital Management
New York
|
$299M
|
–
|
–
|
2.26%
|
311%
|
56
|
–
|
|
|
1986
|
Regis Management Company
Menlo Park,
California
|
$299M
|
–
|
–
|
4.35%
|
5.33%
|
49
|
–
|
|
|
1987
|
Bruce & Co
Chicago,
Illinois
|
$299M
|
–
|
–
|
2.08%
|
94.5%
|
56
|
–
|
|
|
1988
|
Amiya Capital
London,
United Kingdom
|
$298M
|
–
|
–
|
3.25%
|
–
|
26
|
–
|
|
|
1989
|
Parthenon LLC
Louisville,
Kentucky
|
$298M
|
–
|
–
|
3.35%
|
80.8%
|
83
|
–
|
|
|
1990
|
|
$298M
|
–
|
–
|
1.79%
|
28.6%
|
50
|
–
|
|
|
1991
|
Novare Capital Management
Charlotte,
North Carolina
|
$298M
|
–
|
–
|
1.88%
|
76.5%
|
110
|
–
|
|
|
1992
|
Country Fund Management
Bloomington,
Illinois
|
$297M
|
–
|
–
|
2.81%
|
–
|
73
|
–
|
|
|
1993
|
3D Asset Management
Hartford,
Connecticut
|
$297M
|
–
|
–
|
1.04%
|
0.82%
|
39
|
–
|
|
|
1994
|
High Point Bank & Trust
High Point,
North Carolina
|
$296M
|
–
|
–
|
0.89%
|
16.5%
|
424
|
–
|
|
|
1995
|
Coldstream Capital Management
Bellevue,
Washington
|
$296M
|
–
|
–
|
4.12%
|
71%
|
180
|
–
|
|
|
1996
|
Alden Global Capital (Jersey)
St. Helier,
Jersey
|
$296M
|
–
|
–
|
5.91%
|
–
|
9
|
–
|
|
|
1997
|
JMG Financial Group
Downers Grove,
Illinois
|
$295M
|
–
|
–
|
0.23%
|
58.7%
|
48
|
–
|
|
|
1998
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$295M
|
–
|
–
|
2.11%
|
48.4%
|
184
|
–
|
|
|
1999
|
OMT Capital Management
San Francisco,
California
|
$295M
|
–
|
–
|
8.89%
|
–
|
33
|
–
|
|
|
2000
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$295M
|
–
|
–
|
1.38%
|
105%
|
691
|
–
|
|