|
1976
|
Perennial Advisors
New York
|
$3781万
|
+$16.1万
|
10
|
10.98%
|
買い増し
|
|
|
1977
|
Herald Investment Management
London,
United Kingdom
|
$3771万
|
$0
|
9
|
6.14%
|
維持
|
|
|
1978
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$3771万
|
+$86.7万
|
16
|
3.96%
|
買い増し
|
|
|
1979
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$3760万
|
+$56.1万
|
5
|
18.51%
|
買い増し
|
|
|
1980
|
Altavista Wealth Management
Asheville,
North Carolina
|
$3754万
|
+$67.2万
|
6
|
8.19%
|
買い増し
|
|
|
1981
|
|
$3750万
|
+$19.7万
|
5
|
10.7%
|
買い増し
|
|
|
1982
|
Daily Journal Corp
Los Angeles,
California
|
$3749万
|
$0
|
1
|
17.59%
|
維持
|
|
|
1983
|
Scott & Selber Inc
Houston,
Texas
|
$3747万
|
+$94.3万
|
4
|
14.36%
|
買い増し
|
|
|
1984
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$3741万
|
-$98.8万
|
6
|
9.04%
|
減少
|
|
|
1985
|
12 West Capital Management
New York
|
$3738万
|
$0
|
1
|
1.57%
|
維持
|
|
|
1986
|
Avior Wealth Management
Omaha,
Nebraska
|
$3728万
|
-$215万
|
16
|
3.75%
|
減少
|
|
|
1987
|
First Interstate Bank
Billings,
Montana
|
$3710万
|
+$3533万
|
4
|
3.9%
|
新規
|
|
|
1988
|
McIlrath & Eck
Arlington,
Washington
|
$3703万
|
+$497万
|
15
|
11.25%
|
買い増し
|
|
|
1989
|
HCR Wealth Advisors
Los Angeles,
California
|
$3696万
|
+$51.7万
|
7
|
6.42%
|
買い増し
|
|
|
1990
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$3695万
|
-$793万
|
5
|
14.47%
|
減少
|
|
|
1991
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$3693万
|
+$3524万
|
8
|
9.87%
|
新規
|
|
|
1992
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$3688万
|
-$20.3万
|
5
|
2.77%
|
減少
|
|
|
1993
|
Riverstone Advisors
New Braunfels,
Texas
|
$3686万
|
+$34.3万
|
2
|
17.45%
|
買い増し
|
|
|
1994
|
Stewart Asset Management
New York
|
$3682万
|
+$244万
|
4
|
19.02%
|
買い増し
|
|
|
1995
|
Toth Financial Advisory
Leesburg,
Virginia
|
$3682万
|
+$292万
|
15
|
5.62%
|
買い増し
|
|
|
1996
|
Leuthold Group
Minneapolis,
Minnesota
|
$3681万
|
-$95.8万
|
2
|
4.52%
|
減少
|
|
|
1997
|
Soundmark Wealth Management
Kirkland,
Washington
|
$3665万
|
+$452万
|
3
|
15.08%
|
買い増し
|
|
|
1998
|
Consolidated Capital Management
Burbank,
California
|
$3663万
|
+$52.2万
|
3
|
16.91%
|
買い増し
|
|
|
1999
|
Davide Leone & Partners Investment Company
London,
United Kingdom
|
$3662万
|
+$3295万
|
3
|
1.75%
|
買い増し
|
|
|
2000
|
Bares Capital Management
Austin,
Texas
|
$3659万
|
-$86.8万
|
1
|
0.65%
|
減少
|
|
