|
1951
|
Pegasus Partners
Mequon,
Wisconsin
|
$992M
|
+$48M
|
+5%
|
|
|
172
|
|
|
|
1952
|
PDS Planning
Dublin,
Ohio
|
$991M
|
+$39.4M
|
+4%
|
|
|
417
|
|
|
|
1953
|
J. Safra Asset Management
New York
|
$991M
|
+$108M
|
+12%
|
|
|
284
|
|
|
|
1954
|
Smith Anglin Financial
Dallas,
Texas
|
$990M
|
+$20.9M
|
+2%
|
|
|
213
|
|
|
|
1955
|
FPR Partners
San Francisco,
California
|
$989M
|
-$270M
|
-21%
|
|
|
16
|
|
|
|
1956
|
WBH Advisory
Baltimore,
Maryland
|
$988M
|
+$16.2M
|
+2%
|
|
|
320
|
|
|
|
1957
|
Taurus Asset Management
New York
|
$987M
|
-$182K
|
-0%
|
|
|
91
|
|
|
|
1958
|
Woodstock Corp
Boston,
Massachusetts
|
$983M
|
+$17.4M
|
+2%
|
|
|
167
|
|
|
|
1959
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$983M
|
-$438M
|
-31%
|
|
|
361
|
|
|
|
1960
|
Fusion Family Wealth
Woodbury,
New York
|
$982M
|
+$17M
|
+2%
|
|
|
43
|
|
|
|
1961
|
Tang Capital Management
San Diego,
California
|
$982M
|
+$21.4M
|
+2%
|
|
|
143
|
|
|
|
1962
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$981M
|
-$8.26M
|
-0.8%
|
|
|
166
|
|
|
|
1963
|
RWC Asset Advisors
Miami,
Florida
|
$980M
|
-$294M
|
-23%
|
|
|
23
|
|
|
|
1964
|
Y.D. More Investments
Ramat Gan,
Israel
|
$980M
|
+$416M
|
+74%
|
|
|
471
|
|
|
|
1965
|
ClariVest Asset Management
San Diego,
California
|
$980M
|
+$15.9M
|
+2%
|
|
|
949
|
|
|
|
1966
|
Leo Wealth LLC
Hurst,
Texas
|
$980M
|
+$2.88M
|
+0.3%
|
|
|
358
|
|
|
|
1967
|
Michael & Susan Dell Foundation
New York
|
$980M
|
+$178M
|
+22%
|
|
|
6
|
|
|
|
1968
|
Permanens Capital
New York
|
$980M
|
+$166M
|
+20%
|
|
|
29
|
|
|
|
1969
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$978M
|
-$1.81M
|
-0.2%
|
|
|
171
|
|
|
|
1970
|
Sunbelt Securities
Houston,
Texas
|
$978M
|
+$81.2M
|
+9%
|
|
|
1,834
|
|
|
|
1971
|
Oaktop Capital Management II
Chatham,
New Jersey
|
$976M
|
+$111M
|
+13%
|
|
|
16
|
|
|
|
1972
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$976M
|
+$53.4M
|
+6%
|
|
|
136
|
|
|
|
1973
|
Ilex Capital Partners
London,
United Kingdom
|
$976M
|
-$42.7M
|
-4%
|
|
|
32
|
|
|
|
1974
|
12 West Capital Management
New York
|
$973M
|
-$125M
|
-11%
|
|
|
24
|
|
|
|
1975
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$972M
|
+$14.9M
|
+2%
|
|
|
237
|
|
|