|
1976
|
Northstar Investment Advisors
Denver,
Colorado
|
$365M
|
+$31.4M
|
+9%
|
4.83%
|
85.8%
|
123
|
21.95%
|
|
|
1977
|
Alphabet Inc
Mountain View,
California
|
$365M
|
–
|
–
|
21.7%
|
350%
|
4
|
–
|
|
|
1978
|
TB Partners
Shanghai,
China
|
$363M
|
-$24.6M
|
-6%
|
5.06%
|
–
|
3
|
0%
|
|
|
1979
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$363M
|
+$14.4M
|
+4%
|
7.89%
|
85.2%
|
73
|
6.85%
|
|
|
1980
|
Patriot Wealth Management
Houston,
Texas
|
$363M
|
+$24.8M
|
+7%
|
8.4%
|
24.3%
|
60
|
13.33%
|
|
|
1981
|
Brookmont Capital Management
Dallas,
Texas
|
$363M
|
+$55.3M
|
+18%
|
8.16%
|
36.6%
|
43
|
0%
|
|
|
1982
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$363M
|
+$55.1M
|
+18%
|
11%
|
75.8%
|
282
|
24.47%
|
|
|
1983
|
Archon Partners
Princeton Junction,
New Jersey
|
$362M
|
+$31.9M
|
+10%
|
13%
|
88.8%
|
68
|
29.41%
|
|
|
1984
|
Loeb Offshore Management
New York
|
$362M
|
+$38.1M
|
+12%
|
16.5%
|
–
|
336
|
74.7%
|
|
|
1985
|
Novare Capital Management
Charlotte,
North Carolina
|
$362M
|
+$40.4M
|
+13%
|
10.2%
|
65.7%
|
124
|
11.29%
|
|
|
1986
|
Sentinel Trust
Houston,
Texas
|
$361M
|
+$26.7M
|
+8%
|
8.33%
|
79.2%
|
200
|
20.5%
|
|
|
1987
|
Five Oceans Asset Management
Sydney,
Australia
|
$361M
|
+$22.3M
|
+7%
|
8.84%
|
–
|
49
|
10.2%
|
|
|
1988
|
300 North Capital
Pasadena,
California
|
$361M
|
-$68.1M
|
-16%
|
10.4%
|
–
|
126
|
23.81%
|
|
|
1989
|
Bangor Savings Bank
Bangor,
Maine
|
$360M
|
+$30.5M
|
+9%
|
6.2%
|
49.6%
|
146
|
12.33%
|
|
|
1990
|
Sphera Funds Management
Tel Aviv,
Israel
|
$359M
|
–
|
–
|
9.45%
|
218%
|
96
|
–
|
|
|
1991
|
ARGA Investment Management
Stamford,
Connecticut
|
$359M
|
+$97.9M
|
+38%
|
5.54%
|
72.2%
|
43
|
16.28%
|
|
|
1992
|
Archipel Asset Management
Stockholm,
Sweden
|
$359M
|
-$128M
|
-26%
|
6.2%
|
–
|
101
|
75.25%
|
|
|
1993
|
Beddow Capital Management
Jackson,
Wyoming
|
$357M
|
+$21.5M
|
+6%
|
8.45%
|
50.7%
|
47
|
8.51%
|
|
|
1994
|
Stadium Capital Management
New Canaan,
Connecticut
|
$357M
|
-$24.1M
|
-6%
|
12.1%
|
11%
|
15
|
20%
|
|
|
1995
|
Cypress Funds
Los Angeles,
California
|
$355M
|
+$57.6M
|
+19%
|
13%
|
114%
|
23
|
34.78%
|
|
|
1996
|
Cohen Capital Management
Corte Madera,
California
|
$355M
|
+$30.4M
|
+9%
|
7.6%
|
83.9%
|
126
|
4.76%
|
|
|
1997
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$355M
|
+$55.8M
|
+19%
|
5.37%
|
36.8%
|
143
|
18.88%
|
|
|
1998
|
Zevin Asset Management
Boston,
Massachusetts
|
$354M
|
+$27.3M
|
+8%
|
6.28%
|
57.5%
|
135
|
14.07%
|
|
|
1999
|
Clarus Ventures
Cambridge,
Massachusetts
|
$354M
|
–
|
–
|
41.1%
|
70.3%
|
6
|
–
|
|
|
2000
|
Empirical Wealth Management
Seattle,
Washington
|
$354M
|
+$33.9M
|
+11%
|
1.47%
|
78.8%
|
98
|
15.31%
|
|