|
1951
|
Fox Point Capital Management
New York
|
$311M
|
-$17.9M
|
-5%
|
|
|
49
|
|
|
|
1952
|
Balestra Capital
New York
|
$311M
|
-$35.6M
|
-10%
|
|
|
19
|
|
|
|
1953
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$309M
|
+$21M
|
+7%
|
|
|
302
|
|
|
|
1954
|
Efficient Market Advisors
San Diego,
California
|
$309M
|
+$34M
|
+12%
|
|
|
140
|
|
|
|
1955
|
Regis Management Company
Menlo Park,
California
|
$309M
|
+$9.91M
|
+3%
|
|
|
52
|
|
|
|
1956
|
Grand Jean Capital Management
San Francisco,
California
|
$309M
|
+$52.2M
|
+20%
|
|
|
37
|
|
|
|
1957
|
Hutchinson Capital Management
San Rafael,
California
|
$309M
|
+$9.18M
|
+3%
|
|
|
60
|
|
|
|
1958
|
3D Asset Management
Hartford,
Connecticut
|
$308M
|
+$11.2M
|
+4%
|
|
|
42
|
|
|
|
1959
|
Cubic Asset Management
Boston,
Massachusetts
|
$308M
|
+$17.8M
|
+6%
|
|
|
165
|
|
|
|
1960
|
JMG Financial Group
Downers Grove,
Illinois
|
$308M
|
+$12.1M
|
+4%
|
|
|
53
|
|
|
|
1961
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$307M
|
+$12.8M
|
+4%
|
|
|
265
|
|
|
|
1962
|
Brookmont Capital Management
Dallas,
Texas
|
$307M
|
+$65.8M
|
+27%
|
|
|
43
|
|
|
|
1963
|
Cornerstone Advisors
Asheville,
North Carolina
|
$307M
|
+$51.3M
|
+20%
|
|
|
252
|
|
|
|
1964
|
Griffin Asset Management
New York
|
$306M
|
+$29.7M
|
+11%
|
|
|
119
|
|
|
|
1965
|
Calamos Wealth Management
Naperville,
Illinois
|
$306M
|
+$23.6M
|
+8%
|
|
|
246
|
|
|
|
1966
|
Bruce & Co
Chicago,
Illinois
|
$306M
|
+$7.11M
|
+2%
|
|
|
57
|
|
|
|
1967
|
Twele Capital Management
Minnetonka,
Minnesota
|
$306M
|
+$15.3M
|
+5%
|
|
|
61
|
|
|
|
1968
|
Light Street Capital Management
Palo Alto,
California
|
$305M
|
+$81.3M
|
+36%
|
|
|
51
|
|
|
|
1969
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$305M
|
+$13.3M
|
+5%
|
|
|
155
|
|
|
|
1970
|
Arlington Value Capital
Salt Lake City,
Utah
|
$304M
|
+$31.8M
|
+12%
|
|
|
11
|
|
|
|
1971
|
Glynn Capital Management
Menlo Park,
California
|
$303M
|
+$54.9M
|
+22%
|
|
|
54
|
|
|
|
1972
|
Coldstream Capital Management
Bellevue,
Washington
|
$303M
|
+$7.92M
|
+3%
|
|
|
196
|
|
|
|
1973
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$303M
|
+$3.07M
|
+1%
|
|
|
161
|
|
|
|
1974
|
Ratan Capital Management
Miami Beach,
Florida
|
$303M
|
+$104M
|
+52%
|
|
|
36
|
|
|
|
1975
|
OMT Capital Management
San Francisco,
California
|
$303M
|
+$8.03M
|
+3%
|
|
|
36
|
|
|