|
1951
|
Adams Natural Resources Fund
Baltimore,
Maryland
|
$553M
|
-$30.8M
|
-5%
|
|
|
65
|
|
|
|
1952
|
Krilogy Financial
St. Louis,
Missouri
|
$553M
|
+$31.6M
|
+6%
|
|
|
188
|
|
|
|
1953
|
Adell Harriman & Carpenter
Houston,
Texas
|
$552M
|
+$16.8M
|
+3%
|
|
|
148
|
|
|
|
1954
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$552M
|
+$4.2M
|
+0.8%
|
|
|
391
|
|
|
|
1955
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$552M
|
+$24.3M
|
+5%
|
|
|
65
|
|
|
|
1956
|
John G. Ullman & Associates
Corning,
New York
|
$551M
|
-$18M
|
-3%
|
|
|
161
|
|
|
|
1957
|
HGC Investment Management
Toronto,
Ontario, Canada
|
$550M
|
+$40.2M
|
+8%
|
|
|
160
|
|
|
|
1958
|
Sather Financial Group
Victoria,
Texas
|
$550M
|
+$23.4M
|
+4%
|
|
|
64
|
|
|
|
1959
|
|
$550M
|
-$633M
|
-53%
|
|
|
56
|
|
|
|
1960
|
Stieven Capital Advisors
St. Louis,
Missouri
|
$550M
|
-$9.21M
|
-2%
|
|
|
63
|
|
|
|
1961
|
Thomas White International
Chicago,
Illinois
|
$548M
|
-$19.8M
|
-3%
|
|
|
270
|
|
|
|
1962
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$547M
|
+$1.67M
|
+0.3%
|
|
|
80
|
|
|
|
1963
|
FAS Wealth Partners
Leawood,
Kansas
|
$547M
|
+$13.1M
|
+2%
|
|
|
193
|
|
|
|
1964
|
Freshford Capital Management
Rye Brook,
New York
|
$547M
|
-$47.2M
|
-8%
|
|
|
21
|
|
|
|
1965
|
Efficient Advisors
Mason,
Ohio
|
$547M
|
-$25.5M
|
-4%
|
|
|
50
|
|
|
|
1966
|
United Bank (Virginia)
Vienna,
Virginia
|
$547M
|
-$51.3M
|
-9%
|
|
|
146
|
|
|
|
1967
|
Glynn Capital Management
Menlo Park,
California
|
$547M
|
-$38.5M
|
-7%
|
|
|
44
|
|
|
|
1968
|
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
|
$547M
|
-$10.6M
|
-2%
|
|
|
568
|
|
|
|
1969
|
Planning Alternatives
Birmingham,
Michigan
|
$547M
|
-$811K
|
-0.1%
|
|
|
52
|
|
|
|
1970
|
Weld Capital Management
New York
|
$546M
|
+$1.55M
|
+0.3%
|
|
|
1,121
|
|
|
|
1971
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$545M
|
+$24.7M
|
+5%
|
|
|
132
|
|
|
|
1972
|
Clarius Group LLC
Seattle,
Washington
|
$545M
|
+$47.8M
|
+10%
|
|
|
288
|
|
|
|
1973
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$544M
|
+$16.6M
|
+3%
|
|
|
136
|
|
|
|
1974
|
Singapore Technologies Telemedia
Singapore
|
$544M
|
+$34M
|
+7%
|
|
|
1
|
|
|
|
1975
|
Kays Financial Advisory
Atlanta,
Georgia
|
$543M
|
-$280K
|
-0.1%
|
|
|
111
|
|
|