|
1976
|
SP Asset Management
Cupertino,
California
|
$1,000M
|
+$42.9M
|
+4%
|
6.45%
|
92.4%
|
133
|
11.28%
|
|
|
1977
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1,000M
|
+$98.6M
|
+11%
|
9.59%
|
85.9%
|
664
|
6.48%
|
|
|
1978
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$999M
|
+$23.3M
|
+2%
|
12.3%
|
132%
|
309
|
14.24%
|
|
|
1979
|
Soleus Capital Management
Greenwich,
Connecticut
|
$999M
|
+$357M
|
+56%
|
5.31%
|
508%
|
94
|
52.13%
|
|
|
1980
|
McDaniel Terry & Co
Austin,
Texas
|
$998M
|
+$141M
|
+16%
|
12.6%
|
57.9%
|
98
|
10.2%
|
|
|
1981
|
Main Management
San Francisco,
California
|
$998M
|
+$68.6M
|
+7%
|
6.46%
|
64.1%
|
155
|
21.94%
|
|
|
1982
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$998M
|
+$495M
|
+98%
|
7.85%
|
12.6%
|
300
|
28%
|
|
|
1983
|
Icon Wealth Partners
Houston,
Texas
|
$997M
|
+$50.2M
|
+5%
|
9.43%
|
–
|
355
|
14.37%
|
|
|
1984
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$997M
|
+$5.97M
|
+0.6%
|
2.85%
|
181%
|
202
|
5.45%
|
|
|
1985
|
AWM Investment Company
New York
|
$997M
|
-$22.1M
|
-2%
|
6.34%
|
778%
|
128
|
14.84%
|
|
|
1986
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$996M
|
+$39.5M
|
+4%
|
7.42%
|
76.6%
|
259
|
15.83%
|
|
|
1987
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$996M
|
+$50.3M
|
+5%
|
6.67%
|
68.8%
|
78
|
6.41%
|
|
|
1988
|
Meeder Asset Management
Dublin,
Ohio
|
$995M
|
-$912M
|
-48%
|
5.77%
|
156%
|
2,761
|
60.92%
|
|
|
1989
|
Autus Asset Management
Scottsdale,
Arizona
|
$994M
|
+$79.5M
|
+9%
|
8.96%
|
26.3%
|
180
|
6.11%
|
|
|
1990
|
Krilogy Financial
St. Louis,
Missouri
|
$992M
|
-$9.88M
|
-1%
|
7.21%
|
71.9%
|
287
|
10.1%
|
|
|
1991
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$992M
|
+$95.7M
|
+11%
|
13.7%
|
58.7%
|
98
|
11.22%
|
|
|
1992
|
Montanaro Asset Management
London,
United Kingdom
|
$991M
|
+$162M
|
+19%
|
12.4%
|
49.6%
|
48
|
2.08%
|
|
|
1993
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$989M
|
+$76.7M
|
+8%
|
9.55%
|
62.6%
|
183
|
3.83%
|
|
|
1994
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$988M
|
+$91.5M
|
+10%
|
14.3%
|
46%
|
156
|
2.56%
|
|
|
1995
|
Delta Accumulation LLC
Sausalito,
California
|
$988M
|
–
|
–
|
6.2%
|
96.5%
|
154
|
–
|
|
|
1996
|
TruWealth Advisors
Metairie,
Louisiana
|
$988M
|
+$91.1M
|
+10%
|
6.4%
|
56.3%
|
128
|
11.72%
|
|
|
1997
|
Novare Capital Management
Charlotte,
North Carolina
|
$986M
|
+$85.4M
|
+9%
|
9.19%
|
76.5%
|
169
|
17.16%
|
|
|
1998
|
Shannon River Fund Management
New York
|
$986M
|
-$432M
|
-30%
|
0.84%
|
554%
|
69
|
52.17%
|
|
|
1999
|
Woodson Capital Management
Greenwich,
Connecticut
|
$986M
|
-$463M
|
-32%
|
2.22%
|
235%
|
50
|
48%
|
|
|
2000
|
Mirabella Financial Services
London,
United Kingdom
|
$986M
|
+$224M
|
+29%
|
7.71%
|
86.2%
|
674
|
80.71%
|
|