|
1926
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$433M
|
-$234M
|
-35%
|
|
|
48
|
|
|
|
1927
|
Burnham Asset Management
New York
|
$432M
|
-$3.71M
|
-0.9%
|
|
|
238
|
|
|
|
1928
|
Junto Capital Management
New York
|
$432M
|
+$79.8M
|
+23%
|
|
|
28
|
|
|
|
1929
|
|
$432M
|
-$7.3M
|
-2%
|
|
|
139
|
|
|
|
1930
|
Force Capital Management
New York
|
$432M
|
-$184M
|
-30%
|
|
|
37
|
|
|
|
1931
|
Efficient Market Advisors
San Diego,
California
|
$431M
|
-$3.27M
|
-0.8%
|
|
|
152
|
|
|
|
1932
|
|
$431M
|
+$22.9M
|
+6%
|
|
|
3
|
|
|
|
1933
|
Marianas Fund Management
New York
|
$431M
|
-$23.8M
|
-5%
|
|
|
39
|
|
|
|
1934
|
Davidson & Garrard
Lynchburg,
Virginia
|
$431M
|
-$7.78M
|
-2%
|
|
|
196
|
|
|
|
1935
|
Harvey Investment Company
Louisville,
Kentucky
|
$431M
|
+$10.1M
|
+2%
|
|
|
88
|
|
|
|
1936
|
Empirical Wealth Management
Seattle,
Washington
|
$430M
|
+$13.3M
|
+3%
|
|
|
115
|
|
|
|
1937
|
BTC Capital Management
Des Moines,
Iowa
|
$430M
|
-$4.43M
|
-1%
|
|
|
176
|
|
|
|
1938
|
Penn Davis McFarland
Dallas,
Texas
|
$429M
|
-$43.5M
|
-9%
|
|
|
35
|
|
|
|
1939
|
|
$429M
|
-$8.49M
|
-2%
|
|
|
14
|
|
|
|
1940
|
Gratus Capital
Atlanta,
Georgia
|
$429M
|
-$19.7M
|
-4%
|
|
|
102
|
|
|
|
1941
|
RIT Capital Partners
London,
United Kingdom
|
$429M
|
+$221M
|
+106%
|
|
|
13
|
|
|
|
1942
|
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
$429M
|
+$22.1M
|
+5%
|
|
|
45
|
|
|
|
1943
|
Delphi Financial Group
Wilmington,
Delaware
|
$428M
|
-$6.76M
|
-2%
|
|
|
21
|
|
|
|
1944
|
Patriot Financial Partners
Radnor,
Pennsylvania
|
$428M
|
+$13.4M
|
+3%
|
|
|
17
|
|
|
|
1945
|
Mizuho Asset Management
Tokyo,
Japan
|
$428M
|
+$48.5M
|
+13%
|
|
|
692
|
|
|
|
1946
|
E. Ohman J:or Asset Management
Stockholm,
Sweden
|
$427M
|
-$4.11M
|
-1%
|
|
|
557
|
|
|
|
1947
|
Energy Opportunities Capital Management
Austin,
Texas
|
$427M
|
+$2.48M
|
+0.6%
|
|
|
52
|
|
|
|
1948
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$425M
|
+$11.5M
|
+3%
|
|
|
382
|
|
|
|
1949
|
Bridges Investment Counsel
Omaha,
Nebraska
|
$425M
|
-$13M
|
-3%
|
|
|
159
|
|
|
|
1950
|
BTR Capital Management
Oakland,
California
|
$425M
|
+$12.3M
|
+3%
|
|
|
163
|
|
|