|
1976
|
Alphabet Inc
Mountain View,
California
|
$381M
|
+$16.1M
|
+4%
|
19.9%
|
350%
|
4
|
25%
|
|
|
1977
|
Cabot Wealth Management
Salem,
Massachusetts
|
$380M
|
-$1.98M
|
-0.5%
|
5%
|
55.6%
|
159
|
15.72%
|
|
|
1978
|
Empirical Wealth Management
Seattle,
Washington
|
$380M
|
+$26.1M
|
+7%
|
1.49%
|
78.8%
|
103
|
14.56%
|
|
|
1979
|
Tiptree Advisors
New York
|
$380M
|
+$43.2M
|
+13%
|
3.68%
|
–
|
36
|
47.22%
|
|
|
1980
|
Speece Thorson Capital Group
Minnetonka,
Minnesota
|
$380M
|
+$2.4M
|
+0.6%
|
0.51%
|
26.4%
|
40
|
2.5%
|
|
|
1981
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$379M
|
+$6.6M
|
+2%
|
1.59%
|
93.6%
|
217
|
5.53%
|
|
|
1982
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$379M
|
+$7.21M
|
+2%
|
2.55%
|
111%
|
22
|
0%
|
|
|
1983
|
Encompass Capital Advisors
New York
|
$378M
|
-$182M
|
-32%
|
13.4%
|
266%
|
38
|
81.58%
|
|
|
1984
|
Interval Partners
New York
|
$377M
|
+$115M
|
+44%
|
3.03%
|
102%
|
100
|
82%
|
|
|
1985
|
Jacobs Asset Management
New York
|
$377M
|
-$5.08M
|
-1%
|
3.3%
|
79.5%
|
48
|
20.83%
|
|
|
1986
|
Coastline Trust
Providence,
Rhode Island
|
$376M
|
+$7.93M
|
+2%
|
2.22%
|
79.1%
|
208
|
1.92%
|
|
|
1987
|
Northstar Investment Advisors
Denver,
Colorado
|
$376M
|
+$10.8M
|
+3%
|
0.89%
|
85.8%
|
122
|
12.3%
|
|
|
1988
|
Efficient Market Advisors
San Diego,
California
|
$376M
|
+$37.6M
|
+11%
|
1.31%
|
5.97%
|
164
|
20.12%
|
|
|
1989
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$375M
|
+$9.27M
|
+3%
|
3.06%
|
97.4%
|
80
|
21.25%
|
|
|
1990
|
Novare Capital Management
Charlotte,
North Carolina
|
$375M
|
+$13.3M
|
+4%
|
2.95%
|
65.7%
|
125
|
10.4%
|
|
|
1991
|
Patriot Wealth Management
Houston,
Texas
|
$375M
|
+$12.3M
|
+3%
|
1.92%
|
24.3%
|
59
|
5.08%
|
|
|
1992
|
Bruce & Co
Chicago,
Illinois
|
$372M
|
+$20.7M
|
+6%
|
5.03%
|
65.7%
|
53
|
1.89%
|
|
|
1993
|
CapWealth Advisors
Franklin,
Tennessee
|
$372M
|
-$24.8M
|
-6%
|
1.64%
|
128%
|
411
|
11.68%
|
|
|
1994
|
Cohen Capital Management
Corte Madera,
California
|
$371M
|
+$16.3M
|
+5%
|
3.34%
|
83.9%
|
133
|
5.26%
|
|
|
1995
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$370M
|
+$39.4M
|
+12%
|
1.56%
|
51.4%
|
354
|
22.6%
|
|
|
1996
|
Rockshelter Capital Management
Canonsburg,
Pennsylvania
|
$370M
|
–
|
–
|
0.96%
|
31.2%
|
31
|
–
|
|
|
1997
|
Foundation Asset Management
White Plains,
New York
|
$368M
|
-$16.1M
|
-4%
|
0.33%
|
126%
|
24
|
45.83%
|
|
|
1998
|
Connable Office Inc
Kalamazoo,
Michigan
|
$368M
|
-$1.35M
|
-0.4%
|
2.25%
|
54.5%
|
249
|
11.65%
|
|
|
1999
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$368M
|
+$90.7M
|
+33%
|
13.5%
|
233%
|
169
|
53.25%
|
|
|
2000
|
Foxhaven Asset Management
Charlottesville,
Virginia
|
$367M
|
+$154M
|
+72%
|
5.13%
|
85.1%
|
27
|
59.26%
|
|