|
1976
|
Main Management
San Francisco,
California
|
$931M
|
+$31.2M
|
+3%
|
5.67%
|
64.1%
|
140
|
7.14%
|
|
|
1977
|
Trek Financial
Scottsdale,
Arizona
|
$930M
|
+$86.5M
|
+10%
|
5.87%
|
144%
|
260
|
36.15%
|
|
|
1978
|
Nine Ten Capital Management
Chicago,
Illinois
|
$930M
|
+$207M
|
+29%
|
30%
|
166%
|
10
|
0%
|
|
|
1979
|
L & S Advisors
Los Angeles,
California
|
$929M
|
+$48.7M
|
+6%
|
10.8%
|
231%
|
404
|
33.66%
|
|
|
1980
|
|
$929M
|
+$106M
|
+13%
|
11.7%
|
73.3%
|
20
|
35%
|
|
|
1981
|
MKP Capital Management
New York
|
$928M
|
-$537M
|
-37%
|
5.8%
|
69.8%
|
66
|
57.58%
|
|
|
1982
|
Indaba Capital Management
San Francisco,
California
|
$926M
|
+$131M
|
+16%
|
13.2%
|
66.7%
|
80
|
57.5%
|
|
|
1983
|
Sandbar Asset Management
London,
United Kingdom
|
$925M
|
+$171M
|
+23%
|
7.93%
|
128%
|
67
|
40.3%
|
|
|
1984
|
Middleton & Co
Boston,
Massachusetts
|
$923M
|
+$35.3M
|
+4%
|
10.3%
|
69.7%
|
157
|
4.46%
|
|
|
1985
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$923M
|
+$15.3M
|
+2%
|
2.39%
|
26.8%
|
5
|
0%
|
|
|
1986
|
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
$922M
|
+$67.3M
|
+8%
|
5.26%
|
80.4%
|
35
|
5.71%
|
|
|
1987
|
Triple Frond Partners
San Francisco,
California
|
$922M
|
+$116M
|
+14%
|
15.5%
|
92.9%
|
11
|
0%
|
|
|
1988
|
CapWealth Advisors
Franklin,
Tennessee
|
$921M
|
+$42.5M
|
+5%
|
6.06%
|
143%
|
108
|
6.48%
|
|
|
1989
|
Grassi Investment Management
Santa Clara,
California
|
$921M
|
+$38.9M
|
+4%
|
6.77%
|
170%
|
150
|
9.33%
|
|
|
1990
|
Cavalry Management Group
San Francisco,
California
|
$920M
|
-$158M
|
-15%
|
14.4%
|
59.6%
|
49
|
44.9%
|
|
|
1991
|
Accenture
Dublin,
Ireland
|
$917M
|
-$34.3M
|
-4%
|
3.61%
|
–
|
1
|
0%
|
|
|
1992
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$916M
|
+$22.1M
|
+2%
|
5.3%
|
62.6%
|
187
|
3.21%
|
|
|
1993
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$916M
|
+$52.3M
|
+6%
|
5.47%
|
69%
|
204
|
17.65%
|
|
|
1994
|
Bogart Wealth LLC
Mclean,
Virginia
|
$915M
|
+$197M
|
+27%
|
5.91%
|
60.5%
|
742
|
19.27%
|
|
|
1995
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$915M
|
+$73.2M
|
+9%
|
10.7%
|
85.9%
|
674
|
8.61%
|
|
|
1996
|
Webster Bank
Waterbury,
Connecticut
|
$914M
|
+$35.9M
|
+4%
|
7.46%
|
77.5%
|
563
|
9.41%
|
|
|
1997
|
Autus Asset Management
Scottsdale,
Arizona
|
$913M
|
+$64.3M
|
+8%
|
7.81%
|
26.3%
|
171
|
4.68%
|
|
|
1998
|
Southernsun Asset Management
Memphis,
Tennessee
|
$913M
|
-$50.3M
|
-5%
|
1.22%
|
54.7%
|
36
|
11.11%
|
|
|
1999
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$913M
|
+$53.8M
|
+6%
|
10.7%
|
58.8%
|
65
|
20%
|
|
|
2000
|
Executive Wealth Management
Brighton,
Michigan
|
$912M
|
+$60M
|
+7%
|
7.47%
|
18.4%
|
204
|
14.22%
|
|