|
1976
|
Griffin Asset Management
New York
|
$562M
|
+$8.16M
|
+1%
|
6.75%
|
80.7%
|
218
|
10.09%
|
|
|
1977
|
Opus Investment Management
Worcester,
Massachusetts
|
$561M
|
+$10.1M
|
+2%
|
4.9%
|
52.8%
|
95
|
8.42%
|
|
|
1978
|
Atlas Brown
Louisville,
Kentucky
|
$560M
|
+$89.3M
|
+19%
|
16.5%
|
102%
|
145
|
9.66%
|
|
|
1979
|
Planning Alternatives
Birmingham,
Michigan
|
$560M
|
+$22.3M
|
+4%
|
4.89%
|
69.6%
|
56
|
8.93%
|
|
|
1980
|
Corsair Capital Management
New York
|
$560M
|
-$36.4M
|
-6%
|
6.73%
|
435%
|
82
|
35.37%
|
|
|
1981
|
Advisor Partners
Walnut Creek,
California
|
$560M
|
+$50.5M
|
+10%
|
7.53%
|
63.8%
|
585
|
20%
|
|
|
1982
|
Stewart & Patten Company
Lafayette,
California
|
$560M
|
+$11.7M
|
+2%
|
6.48%
|
27.5%
|
105
|
6.67%
|
|
|
1983
|
|
$558M
|
+$29.3M
|
+6%
|
3.35%
|
53%
|
90
|
12.22%
|
|
|
1984
|
EAM Investors
Solana Beach,
California
|
$558M
|
-$194M
|
-26%
|
22.6%
|
6,012%
|
398
|
52.76%
|
|
|
1985
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$558M
|
+$36.2M
|
+7%
|
6.01%
|
106%
|
190
|
15.26%
|
|
|
1986
|
Ithaka Group
Arlington,
Virginia
|
$558M
|
+$13.7M
|
+3%
|
6.81%
|
143%
|
43
|
13.95%
|
|
|
1987
|
PM Capital
Sydney,
Australia
|
$557M
|
+$39.8M
|
+8%
|
9.45%
|
105%
|
27
|
11.11%
|
|
|
1988
|
Astor Investment Management
Chicago,
Illinois
|
$556M
|
+$15.3M
|
+3%
|
5.42%
|
23.3%
|
43
|
13.95%
|
|
|
1989
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$556M
|
+$59.9M
|
+12%
|
12%
|
96.1%
|
17
|
11.76%
|
|
|
1990
|
Foundation Resource Management
Little Rock,
Arkansas
|
$556M
|
-$48M
|
-8%
|
5.42%
|
67.8%
|
62
|
6.45%
|
|
|
1991
|
CapWealth Advisors
Franklin,
Tennessee
|
$556M
|
+$35M
|
+7%
|
6.34%
|
143%
|
106
|
8.49%
|
|
|
1992
|
TRV GP II
Boston,
Massachusetts
|
$555M
|
–
|
–
|
24.9%
|
20.8%
|
5
|
–
|
|
|
1993
|
Verde Servicos Internacionais
Sao Paulo,
Brazil
|
$555M
|
+$13.7M
|
+3%
|
4.91%
|
120%
|
115
|
43.48%
|
|
|
1994
|
Broad Peak Investment Holdings
Singapore
|
$555M
|
–
|
–
|
1.43%
|
52.2%
|
7
|
–
|
|
|
1995
|
Blackhill Capital
Morristown,
New Jersey
|
$554M
|
+$21.2M
|
+4%
|
3.92%
|
212%
|
79
|
7.59%
|
|
|
1996
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$554M
|
+$28.5M
|
+5%
|
6.15%
|
–
|
251
|
5.58%
|
|
|
1997
|
Northstar Investment Advisors
Denver,
Colorado
|
$554M
|
+$41.5M
|
+8%
|
6.43%
|
85.8%
|
128
|
12.5%
|
|
|
1998
|
Dorsey Wright & Associates
Pasadena,
California
|
$553M
|
+$119M
|
+28%
|
10%
|
311%
|
152
|
21.71%
|
|
|
1999
|
Jacobs & Co
San Francisco,
California
|
$553M
|
+$21.4M
|
+4%
|
6.36%
|
92.2%
|
124
|
2.42%
|
|
|
2000
|
Essex Woodlands Management
The Woodlands,
Texas
|
$553M
|
-$10.4M
|
-2%
|
21.8%
|
55%
|
9
|
0%
|
|