|
1951
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$401M
|
+$30.5M
|
+8%
|
|
|
164
|
|
|
|
1952
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$400M
|
+$8.38M
|
+2%
|
|
|
94
|
|
|
|
1953
|
Ativo Capital Management
Chicago,
Illinois
|
$399M
|
+$23.4M
|
+6%
|
|
|
234
|
|
|
|
1954
|
L & S Advisors
Los Angeles,
California
|
$399M
|
+$55.3M
|
+16%
|
|
|
102
|
|
|
|
1955
|
Firefly Value Partners
Newtown,
Pennsylvania
|
$398M
|
-$71.5M
|
-15%
|
|
|
38
|
|
|
|
1956
|
Penn Davis McFarland
Dallas,
Texas
|
$398M
|
+$18.2M
|
+5%
|
|
|
33
|
|
|
|
1957
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$398M
|
-$16.8M
|
-4%
|
|
|
42
|
|
|
|
1958
|
Alexandria Capital
Arlington,
Virginia
|
$398M
|
-$13.2M
|
-3%
|
|
|
690
|
|
|
|
1959
|
Scoggin Management
New York
|
$397M
|
+$114M
|
+40%
|
|
|
64
|
|
|
|
1960
|
Rovida Advisors
Fort Lauderdale,
Florida
|
$397M
|
+$125M
|
+46%
|
|
|
16
|
|
|
|
1961
|
Bangor Savings Bank
Bangor,
Maine
|
$396M
|
+$4.77M
|
+1%
|
|
|
143
|
|
|
|
1962
|
EII Capital Management
New York
|
$396M
|
-$219M
|
-36%
|
|
|
132
|
|
|
|
1963
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$396M
|
+$25.5M
|
+7%
|
|
|
732
|
|
|
|
1964
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$396M
|
-$117M
|
-23%
|
|
|
17
|
|
|
|
1965
|
Patriot Financial Partners
Radnor,
Pennsylvania
|
$395M
|
-$23M
|
-5%
|
|
|
18
|
|
|
|
1966
|
Newtyn Management
New York
|
$395M
|
+$26.5M
|
+7%
|
|
|
17
|
|
|
|
1967
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$395M
|
+$66.4M
|
+20%
|
|
|
141
|
|
|
|
1968
|
Weiss Asset Management
Boston,
Massachusetts
|
$395M
|
+$259M
|
+192%
|
|
|
259
|
|
|
|
1969
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$394M
|
+$81.2M
|
+26%
|
|
|
125
|
|
|
|
1970
|
Vicus Capital
State College,
Pennsylvania
|
$394M
|
+$16.4M
|
+4%
|
|
|
217
|
|
|
|
1971
|
Gupta Wealth Management
San Diego,
California
|
$393M
|
-$16.9M
|
-4%
|
|
|
1,432
|
|
|
|
1972
|
Autus Asset Management
Scottsdale,
Arizona
|
$393M
|
+$66M
|
+20%
|
|
|
166
|
|
|
|
1973
|
MIG Capital
Newport Beach,
California
|
$393M
|
+$11.8M
|
+3%
|
|
|
36
|
|
|
|
1974
|
Deltec Asset Management
New York
|
$393M
|
-$10.6M
|
-3%
|
|
|
209
|
|
|
|
1975
|
Randolph Company
Cincinnati,
Ohio
|
$393M
|
-$24.8M
|
-6%
|
|
|
44
|
|
|
Warren Buffett
Berkshire Hathaway
13.76%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
24.65%
1-Year Est. Return
Michael Burry
Scion Asset Management
43.96%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
31.63%
1-Year Est. Return
Ken Griffin
Citadel Advisors
27.63%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
28.33%
1-Year Est. Return
Cathie Wood
ARK Investment Management
59.91%
1-Year Est. Return
Jim Simons
Renaissance Technologies
42.73%
1-Year Est. Return
David Tepper
Appaloosa LP
58.13%
1-Year Est. Return
