|
1976
|
Patriot Financial Partners
Radnor,
Pennsylvania
|
$395M
|
-$23M
|
-5%
|
4.02%
|
16.6%
|
18
|
|
|
1977
|
Newtyn Management
New York
|
$395M
|
+$26.5M
|
+7%
|
5.46%
|
41.3%
|
17
|
|
|
1978
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$395M
|
+$66.4M
|
+20%
|
2.62%
|
48.2%
|
141
|
|
|
1979
|
Weiss Asset Management
Boston,
Massachusetts
|
$395M
|
+$259M
|
+192%
|
0.73%
|
55.3%
|
259
|
|
|
1980
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$394M
|
+$81.2M
|
+26%
|
2.14%
|
41.4%
|
125
|
|
|
1981
|
Vicus Capital
State College,
Pennsylvania
|
$394M
|
+$16.4M
|
+4%
|
3.99%
|
46.1%
|
217
|
|
|
1982
|
Gupta Wealth Management
San Diego,
California
|
$393M
|
-$16.9M
|
-4%
|
3.51%
|
–
|
1,432
|
|
|
1983
|
Autus Asset Management
Scottsdale,
Arizona
|
$393M
|
+$66M
|
+20%
|
4.15%
|
26.3%
|
166
|
|
|
1984
|
MIG Capital
Newport Beach,
California
|
$393M
|
+$11.9M
|
+3%
|
5.78%
|
92%
|
36
|
|
|
1985
|
Deltec Asset Management
New York
|
$393M
|
-$10.6M
|
-3%
|
5.62%
|
116%
|
209
|
|
|
1986
|
Randolph Company
Cincinnati,
Ohio
|
$393M
|
-$24.8M
|
-6%
|
6.16%
|
80.4%
|
44
|
|
|
1987
|
Cabot Wealth Management
Salem,
Massachusetts
|
$391M
|
+$29.2M
|
+8%
|
3.31%
|
70.4%
|
152
|
|
|
1988
|
Covalent Partners
Concord,
Massachusetts
|
$391M
|
-$76.8M
|
-16%
|
0.19%
|
42.9%
|
42
|
|
|
1989
|
Kerrisdale Advisers
Miami,
Florida
|
$391M
|
+$47.5M
|
+14%
|
4.9%
|
41.3%
|
62
|
|
|
1990
|
V3 Capital Management
Dallas,
Texas
|
$390M
|
+$6.55M
|
+2%
|
6.51%
|
19.4%
|
19
|
|
|
1991
|
Quentec Asset Management
New York
|
$390M
|
+$35.1M
|
+10%
|
12.6%
|
30.4%
|
67
|
|
|
1992
|
High Point Bank & Trust
High Point,
North Carolina
|
$389M
|
+$38.6M
|
+11%
|
2.31%
|
16.6%
|
442
|
|
|
1993
|
Sector Gamma AS
Oslo,
Norway
|
$389M
|
+$19.8M
|
+5%
|
9.88%
|
19.7%
|
27
|
|
|
1994
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$389M
|
+$13M
|
+3%
|
5.05%
|
69.4%
|
32
|
|
|
1995
|
Northstar Investment Advisors
Denver,
Colorado
|
$388M
|
+$22.3M
|
+6%
|
5.69%
|
85.7%
|
107
|
|
|
1996
|
Emery Howard Portfolio Management
Burlingame,
California
|
$388M
|
+$21.8M
|
+6%
|
3.95%
|
66.5%
|
32
|
|
|
1997
|
Jacobs & Co
San Francisco,
California
|
$386M
|
+$9.5M
|
+3%
|
7.01%
|
71.6%
|
131
|
|
|
1998
|
Regal Investment Advisors
Kentwood,
Michigan
|
$386M
|
+$287K
|
+0.1%
|
3.44%
|
50.9%
|
1,120
|
|
|
1999
|
Hourglass Capital
Houston,
Texas
|
$386M
|
-$72.4M
|
-16%
|
6.19%
|
64.7%
|
118
|
|
|
2000
|
West Family Investments
Carlsbad,
California
|
$385M
|
-$90.2M
|
-19%
|
0.61%
|
62.2%
|
114
|
|
