|
1976
|
WGI DM
Boston,
Massachusetts
|
$1.34B
|
-$2.21M
|
-0.2%
|
3.53%
|
–
|
7
|
14.29%
|
|
|
1977
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.34B
|
+$43.2M
|
+3%
|
1.51%
|
63.3%
|
2,822
|
9.07%
|
|
|
1978
|
Insight Holdings Group
New York
|
$1.34B
|
-$283M
|
-17%
|
2.91%
|
111%
|
35
|
37.14%
|
|
|
1979
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.34B
|
-$225M
|
-14%
|
2.47%
|
75.4%
|
654
|
21.41%
|
|
|
1980
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.33B
|
+$21.4M
|
+2%
|
3.51%
|
76.5%
|
207
|
12.56%
|
|
|
1981
|
City of London Investment Management
London,
United Kingdom
|
$1.33B
|
-$19.3M
|
-1%
|
3.45%
|
102%
|
97
|
24.74%
|
|
|
1982
|
NBC Securities
Birmingham,
Alabama
|
$1.33B
|
+$33.4M
|
+3%
|
1.93%
|
86.6%
|
2,965
|
12.72%
|
|
|
1983
|
Bouchey Financial Group
Troy,
New York
|
$1.33B
|
+$36.2M
|
+3%
|
1.58%
|
66.7%
|
167
|
11.38%
|
|
|
1984
|
Vicus Capital
State College,
Pennsylvania
|
$1.33B
|
+$23.5M
|
+2%
|
2.39%
|
59.6%
|
281
|
12.1%
|
|
|
1985
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$1.33B
|
-$145M
|
-10%
|
3.13%
|
52.3%
|
94
|
30.85%
|
|
|
1986
|
Marco Investment Management
Atlanta,
Georgia
|
$1.33B
|
+$26.4M
|
+2%
|
3.75%
|
127%
|
235
|
8.51%
|
|
|
1987
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.33B
|
+$121M
|
+10%
|
6.37%
|
90.8%
|
1,285
|
12.68%
|
|
|
1988
|
a16z Perennial Management
Menlo Park,
California
|
$1.33B
|
+$24.1M
|
+2%
|
7.43%
|
–
|
170
|
28.82%
|
|
|
1989
|
HoldCo Asset Management
Fort Lauderdale,
Florida
|
$1.33B
|
+$382M
|
+40%
|
10.9%
|
–
|
29
|
10.34%
|
|
|
1990
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.33B
|
+$30.6M
|
+2%
|
2.67%
|
80%
|
744
|
13.71%
|
|
|
1991
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$1.33B
|
-$31.8M
|
-2%
|
0.13%
|
60%
|
54
|
5.56%
|
|
|
1992
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.33B
|
+$29.3M
|
+2%
|
3.56%
|
103%
|
324
|
5.25%
|
|
|
1993
|
NAYA Capital Management (UK)
London,
United Kingdom
|
$1.33B
|
+$153M
|
+13%
|
0.32%
|
121%
|
7
|
57.14%
|
|
|
1994
|
Hilton Capital Management
Garden City,
New York
|
$1.33B
|
+$92.3M
|
+7%
|
2.45%
|
58.2%
|
189
|
20.63%
|
|
|
1995
|
|
$1.33B
|
-$6.34M
|
-0.5%
|
0.03%
|
27%
|
44
|
15.91%
|
|
|
1996
|
Wealthquest
Cincinnati,
Ohio
|
$1.32B
|
+$70.6M
|
+6%
|
1.65%
|
52.1%
|
148
|
68.92%
|
|
|
1997
|
Boussard & Gavaudan Investment Management
London,
United Kingdom
|
$1.32B
|
+$515M
|
+64%
|
2.66%
|
25.8%
|
129
|
62.79%
|
|
|
1998
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.32B
|
+$17.1M
|
+1%
|
2.43%
|
67%
|
561
|
13.01%
|
|
|
1999
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$1.32B
|
-$45M
|
-3%
|
4.52%
|
85.3%
|
167
|
13.17%
|
|
|
2000
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.32B
|
-$39.2M
|
-3%
|
0.57%
|
42.8%
|
46
|
17.39%
|
|