|
1976
|
Duality Advisers
Miami,
Florida
|
$932M
|
+$8.16M
|
+0.9%
|
7.72%
|
18.3%
|
879
|
77.93%
|
|
|
1977
|
MGO One Seven
Beachwood,
Ohio
|
$930M
|
-$33.7M
|
-3%
|
3.56%
|
90.7%
|
737
|
18.32%
|
|
|
1978
|
First Trust Capital Management
Chicago,
Illinois
|
$930M
|
+$360M
|
+63%
|
5.92%
|
214%
|
320
|
44.06%
|
|
|
1979
|
SP Asset Management
Cupertino,
California
|
$929M
|
-$70.8M
|
-7%
|
8.82%
|
92.4%
|
128
|
3.91%
|
|
|
1980
|
Ashford Capital Management
Wilmington,
Delaware
|
$928M
|
-$74.3M
|
-7%
|
7.49%
|
150%
|
115
|
20.87%
|
|
|
1981
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$928M
|
-$70.9M
|
-7%
|
2.7%
|
132%
|
303
|
17.16%
|
|
|
1982
|
Lavaca Capital
Houston,
Texas
|
$928M
|
+$149M
|
+19%
|
5.84%
|
46.5%
|
205
|
34.63%
|
|
|
1983
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$927M
|
-$47.4M
|
-5%
|
7.18%
|
58.8%
|
56
|
5.36%
|
|
|
1984
|
Southernsun Asset Management
Memphis,
Tennessee
|
$927M
|
-$73.1M
|
-7%
|
1.25%
|
54.7%
|
35
|
17.14%
|
|
|
1985
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$926M
|
+$20.2M
|
+2%
|
1.22%
|
80.1%
|
1,138
|
18.63%
|
|
|
1986
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$925M
|
+$213M
|
+30%
|
1.64%
|
24.6%
|
355
|
80.85%
|
|
|
1987
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$925M
|
-$242M
|
-21%
|
4.06%
|
67.7%
|
399
|
18.05%
|
|
|
1988
|
McDaniel Terry & Co
Austin,
Texas
|
$925M
|
-$73.2M
|
-7%
|
6.55%
|
57.9%
|
112
|
25%
|
|
|
1989
|
Nut Tree Capital Management
New York
|
$924M
|
+$407M
|
+79%
|
9.02%
|
101%
|
13
|
30.77%
|
|
|
1990
|
Pelham Capital
London,
United Kingdom
|
$923M
|
-$841M
|
-48%
|
22.5%
|
135%
|
14
|
21.43%
|
|
|
1991
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$923M
|
-$38.7M
|
-4%
|
1.53%
|
113%
|
252
|
10.71%
|
|
|
1992
|
Ghisallo Capital Management
Boston,
Massachusetts
|
$923M
|
-$1.1B
|
-54%
|
7.2%
|
122%
|
457
|
39.82%
|
|
|
1993
|
Executive Wealth Management
Brighton,
Michigan
|
$922M
|
-$83M
|
-8%
|
5.48%
|
18.4%
|
213
|
18.31%
|
|
|
1994
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$921M
|
-$76.8M
|
-8%
|
5.67%
|
12.6%
|
308
|
8.12%
|
|
|
1995
|
Oldfield Partners
London,
United Kingdom
|
$920M
|
+$150M
|
+19%
|
11.3%
|
90.3%
|
23
|
17.39%
|
|
|
1996
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$920M
|
-$42.1M
|
-4%
|
4.25%
|
81.9%
|
508
|
19.29%
|
|
|
1997
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$919M
|
+$74.5M
|
+9%
|
2.65%
|
69.3%
|
891
|
14.93%
|
|
|
1998
|
Journey Strategic Wealth
Summit,
New Jersey
|
$917M
|
-$43.5M
|
-5%
|
0.62%
|
62.2%
|
246
|
39.43%
|
|
|
1999
|
RWC Asset Advisors
Miami,
Florida
|
$916M
|
+$89.5M
|
+11%
|
22.4%
|
277%
|
14
|
50%
|
|
|
2000
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$915M
|
-$119M
|
-12%
|
4.39%
|
49.7%
|
118
|
16.95%
|
|