|
1976
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$1.32B
|
+$54.3M
|
+4%
|
1.17%
|
–
|
514
|
31.71%
|
|
|
1977
|
Titleist Asset Management
San Antonio,
Texas
|
$1.32B
|
+$84.2M
|
+7%
|
2.53%
|
88.9%
|
428
|
19.16%
|
|
|
1978
|
Hilton Capital Management
Garden City,
New York
|
$1.32B
|
-$4.11M
|
-0.3%
|
0.11%
|
58.2%
|
179
|
34.64%
|
|
|
1979
|
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
|
$1.32B
|
-$61M
|
-4%
|
1.93%
|
89.9%
|
52
|
7.69%
|
|
|
1980
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.32B
|
+$702M
|
+113%
|
0.42%
|
–
|
2,081
|
76.02%
|
|
|
1981
|
MBL Wealth
Charlotte,
North Carolina
|
$1.32B
|
+$73.6M
|
+6%
|
0.43%
|
47.7%
|
353
|
20.68%
|
|
|
1982
|
China Universal Asset Management Company
Shanghai,
China
|
$1.32B
|
+$18.4M
|
+1%
|
1.75%
|
264%
|
527
|
11.2%
|
|
|
1983
|
|
$1.32B
|
-$289M
|
-18%
|
6.36%
|
370%
|
47
|
34.04%
|
|
|
1984
|
|
$1.32B
|
+$50.4M
|
+4%
|
1.22%
|
80.1%
|
41
|
26.83%
|
|
|
1985
|
Levin Capital Strategies
New York
|
$1.32B
|
+$160M
|
+14%
|
0.71%
|
88.6%
|
279
|
39.78%
|
|
|
1986
|
Unison Advisors
Washington,
District of Columbia
|
$1.32B
|
+$174M
|
+15%
|
3.37%
|
54.6%
|
177
|
1.13%
|
|
|
1987
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$1.32B
|
-$315M
|
-19%
|
0.08%
|
101%
|
194
|
30.41%
|
|
|
1988
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$1.32B
|
-$132M
|
-9%
|
4.15%
|
109%
|
324
|
19.14%
|
|
|
1989
|
Mill Capital Management
Concord,
North Carolina
|
$1.31B
|
-$70.8M
|
-5%
|
2.65%
|
104%
|
133
|
5.26%
|
|
|
1990
|
BloombergSen
Toronto,
Ontario, Canada
|
$1.31B
|
-$56.4M
|
-4%
|
13.7%
|
46.9%
|
33
|
24.24%
|
|
|
1991
|
Wilkinson Global Asset Management
New York
|
$1.31B
|
-$151M
|
-10%
|
0.44%
|
86.5%
|
63
|
4.76%
|
|
|
1992
|
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
$1.31B
|
+$6.86M
|
+0.5%
|
7.54%
|
33.9%
|
108
|
10.19%
|
|
|
1993
|
Clarkston Capital Partners
Rochester,
Michigan
|
$1.31B
|
-$3.01B
|
-70%
|
8.52%
|
8.43%
|
188
|
53.19%
|
|
|
1994
|
Qsemble Capital Management
New York
|
$1.31B
|
+$100M
|
+8%
|
1.23%
|
39.9%
|
663
|
65.01%
|
|
|
1995
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$1.31B
|
-$75.2M
|
-5%
|
4.29%
|
83.4%
|
162
|
7.41%
|
|
|
1996
|
Prelude Capital Management
New York
|
$1.31B
|
-$51.4M
|
-4%
|
6.89%
|
198%
|
1,682
|
55.17%
|
|
|
1997
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$1.31B
|
-$322M
|
-20%
|
1.1%
|
57.6%
|
230
|
36.09%
|
|
|
1998
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.31B
|
-$14.1M
|
-1%
|
1.27%
|
55.2%
|
579
|
17.62%
|
|
|
1999
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.31B
|
-$33.1M
|
-2%
|
1.48%
|
63.3%
|
2,800
|
8.25%
|
|
|
2000
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.3B
|
+$79.3M
|
+6%
|
0.87%
|
81%
|
658
|
19.3%
|
|