|
1976
|
James Investment Research
Alpha,
Ohio
|
$4K
|
+$3.79K
|
+17
|
New
|
|
|
1977
|
Pacifica Partners
Surrey,
Canada
|
$4K
|
+$3.79K
|
+17
|
New
|
|
|
1978
|
Sawyer & Company
Boston,
Massachusetts
|
$4K
|
+$4.45K
|
+20
|
New
|
|
|
1979
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3K
|
-$2.68M
|
-12,056
|
Closed
|
|
|
1980
|
Old North State Trust
Greensboro,
North Carolina
|
$3K
|
-$2.67K
|
-12
|
-46%
|
|
|
1981
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
1982
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$3K
|
+$2.89K
|
+13
|
New
|
|
|
1983
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2K
|
–
|
–
|
–
|
|
|
1984
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
1985
|
USA Financial Formulas
Ada,
Michigan
|
$1K
|
-$1.5M
|
-6,756
|
-100%
|
|
|
1986
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1K
|
+$1.11K
|
+5
|
New
|
|
|
1987
|
Tucker Asset Management
Littleton,
Colorado
|
$424
|
–
|
–
|
–
|
|
|
1988
|
GQG Partners
Ft. Lauderdale,
Florida
|
–
|
-$296M
|
-1,330,609
|
Closed
|
|
|
1989
|
Alkeon Capital Management
New York
|
–
|
-$212M
|
-954,843
|
Closed
|
|
|
1990
|
|
–
|
-$200M
|
-900,000
|
Closed
|
|
|
1991
|
|
–
|
-$108M
|
-485,970
|
Closed
|
|
|
1992
|
ARK Investment Management
St. Petersburg,
Florida
|
–
|
-$99.4M
|
-446,604
|
Closed
|
|
|
1993
|
Intermede Investment Partners
London,
United Kingdom
|
–
|
-$78.4M
|
-352,484
|
Closed
|
|
|
1994
|
Capital Research Global Investors
Los Angeles,
California
|
–
|
-$53.2M
|
-238,920
|
Closed
|
|
|
1995
|
Atalanta Sosnoff Capital
New York
|
–
|
-$46.6M
|
-209,512
|
Closed
|
|
|
1996
|
Senator Investment Group
New York
|
–
|
-$42.3M
|
-190,000
|
Closed
|
|
|
1997
|
Group One Trading
Chicago,
Illinois
|
–
|
-$41M
|
-183,945
|
Closed
|
|
|
1998
|
Nikko Asset Management Americas
New York
|
–
|
-$40.9M
|
-183,704
|
Closed
|
|
|
1999
|
Growth Interface Management
Orlando,
Florida
|
–
|
-$40.7M
|
-183,000
|
Closed
|
|
|
2000
|
Oakmont Corp
Los Angeles,
California
|
–
|
-$34.3M
|
-154,196
|
Closed
|
|
