|
1951
|
James Investment Research
Alpha,
Ohio
|
$701M
|
-$46.1M
|
-6%
|
|
|
561
|
|
|
|
1952
|
Stokes Family Office
New Orleans,
Louisiana
|
$701M
|
-$32.1M
|
-4%
|
|
|
296
|
|
|
|
1953
|
First Business Financial Services
Madison,
Wisconsin
|
$700M
|
-$42.1M
|
-6%
|
|
|
171
|
|
|
|
1954
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$700M
|
-$80.8M
|
-10%
|
|
|
158
|
|
|
|
1955
|
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
|
$700M
|
-$10.3M
|
-1%
|
|
|
48
|
|
|
|
1956
|
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
$699M
|
+$113M
|
+19%
|
|
|
57
|
|
|
|
1957
|
RWWM Inc
Rocklin,
California
|
$699M
|
-$51.8M
|
-7%
|
|
|
14
|
|
|
|
1958
|
Hudson Executive Capital
New York
|
$698M
|
-$90M
|
-11%
|
|
|
9
|
|
|
|
1959
|
Lombard Odier Asset Management (USA)
New York
|
$698M
|
+$222M
|
+46%
|
|
|
408
|
|
|
|
1960
|
Aigen Investment Management
New York
|
$697M
|
+$102M
|
+17%
|
|
|
823
|
|
|
|
1961
|
Callahan Advisors
Houston,
Texas
|
$696M
|
-$54.9M
|
-7%
|
|
|
147
|
|
|
|
1962
|
Weatherly Asset Management
Del Mar,
California
|
$696M
|
-$22.2M
|
-3%
|
|
|
182
|
|
|
|
1963
|
Jacobs & Co
San Francisco,
California
|
$696M
|
-$51.1M
|
-7%
|
|
|
125
|
|
|
|
1964
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$694M
|
-$34.8M
|
-5%
|
|
|
139
|
|
|
|
1965
|
Perella Weinberg Partners Capital Management
New York
|
$694M
|
-$78.5M
|
-10%
|
|
|
30
|
|
|
|
1966
|
Nottingham Advisors
Amherst,
New York
|
$694M
|
-$43.4M
|
-6%
|
|
|
135
|
|
|
|
1967
|
Simcoe Capital Management
New York
|
$693M
|
-$11.4M
|
-2%
|
|
|
18
|
|
|
|
1968
|
WBH Advisory
Baltimore,
Maryland
|
$693M
|
-$56.4M
|
-8%
|
|
|
309
|
|
|
|
1969
|
Fifth Third Securities
Cincinnati,
Ohio
|
$692M
|
-$36.7M
|
-5%
|
|
|
199
|
|
|
|
1970
|
Campbell Wealth Management
Alexandria,
Virginia
|
$692M
|
-$22.1M
|
-3%
|
|
|
77
|
|
|
|
1971
|
Shellback Capital
Boston,
Massachusetts
|
$692M
|
+$116M
|
+20%
|
|
|
102
|
|
|
|
1972
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$691M
|
-$42.5M
|
-6%
|
|
|
92
|
|
|
|
1973
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$691M
|
-$42.8M
|
-6%
|
|
|
155
|
|
|
|
1974
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$691M
|
-$54.3M
|
-7%
|
|
|
568
|
|
|
|
1975
|
True Link Financial Advisors
San Francisco,
California
|
$690M
|
+$28.6M
|
+4%
|
|
|
135
|
|
|