|
1926
|
FundX Investment Group
San Francisco,
California
|
$402M
|
+$97.8M
|
+32%
|
2.96%
|
94.6%
|
35
|
|
|
1927
|
Cardan Capital Partners
Denver,
Colorado
|
$401M
|
+$167M
|
+71%
|
3.69%
|
64%
|
115
|
|
|
1928
|
Weiss Asset Management
Boston,
Massachusetts
|
$401M
|
+$6.32M
|
+2%
|
1.29%
|
55.3%
|
264
|
|
|
1929
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$401M
|
+$26.5M
|
+7%
|
0.83%
|
48.9%
|
210
|
|
|
1930
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$399M
|
-$43.1M
|
-10%
|
0.06%
|
61.6%
|
175
|
|
|
1931
|
William Harris Investors
Chicago,
Illinois
|
$399M
|
-$17.4M
|
-4%
|
1.79%
|
3.06%
|
97
|
|
|
1932
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$399M
|
-$2.11M
|
-0.5%
|
1.56%
|
81.6%
|
168
|
|
|
1933
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$399M
|
+$20M
|
+5%
|
4.98%
|
70.3%
|
275
|
|
|
1934
|
Twin Tree Management
Dallas,
Texas
|
$399M
|
-$14.5M
|
-4%
|
0.05%
|
7.65%
|
737
|
|
|
1935
|
Vivo Capital
Palo Alto,
California
|
$399M
|
–
|
–
|
14.5%
|
1,480%
|
24
|
|
|
1936
|
Hillcrest Asset Management
Plano,
Texas
|
$399M
|
–
|
–
|
4.96%
|
97.2%
|
50
|
|
|
1937
|
|
$398M
|
+$41.1M
|
+12%
|
0%
|
130%
|
15
|
|
|
1938
|
Deltec Asset Management
New York
|
$398M
|
+$4.97M
|
+1%
|
4.67%
|
116%
|
181
|
|
|
1939
|
Matthew 25 Management Corp
Ambler,
Pennsylvania
|
$398M
|
-$85.1M
|
-18%
|
3.02%
|
128%
|
18
|
|
|
1940
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
$398M
|
+$204M
|
+105%
|
2.25%
|
111%
|
118
|
|
|
1941
|
Emery Howard Portfolio Management
Burlingame,
California
|
$395M
|
+$7.73M
|
+2%
|
1.11%
|
66.5%
|
31
|
|
|
1942
|
Clearline Capital
New York
|
$395M
|
-$241M
|
-38%
|
5.55%
|
9.29%
|
66
|
|
|
1943
|
Balentine LLC
Atlanta,
Georgia
|
$394M
|
-$91.4M
|
-19%
|
1.92%
|
43.2%
|
442
|
|
|
1944
|
Daiwa SB Investments
Tokyo,
Japan
|
$394M
|
-$34.7M
|
-8%
|
2.34%
|
60.6%
|
192
|
|
|
1945
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$393M
|
-$10.9M
|
-3%
|
1.52%
|
76.8%
|
221
|
|
|
1946
|
CapWealth Advisors
Franklin,
Tennessee
|
$393M
|
-$19.8M
|
-5%
|
1.39%
|
114%
|
345
|
|
|
1947
|
Catawba Capital Management
Roanoke,
Virginia
|
$393M
|
+$24.9M
|
+7%
|
2.31%
|
33.1%
|
247
|
|
|
1948
|
Kings Point Capital Management
Great Neck,
New York
|
$393M
|
-$10.7M
|
-3%
|
1.58%
|
79.9%
|
361
|
|
|
1949
|
Shannon River Fund Management
New York
|
$393M
|
-$123M
|
-24%
|
0.59%
|
275%
|
36
|
|
|
1950
|
Sheffield Asset Management
Chicago,
Illinois
|
$393M
|
-$123M
|
-24%
|
1.3%
|
23.3%
|
25
|
|
