|
1976
|
Seven Grand Managers
Bronxville,
New York
|
US$7172萬
|
+US$1770萬
|
2
|
5.46%
|
增持
|
|
|
1977
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
US$7172萬
|
-US$225萬
|
7
|
6.65%
|
減碼
|
|
|
1978
|
Vantage Wealth
Pasadena,
California
|
US$7169萬
|
-US$633萬
|
4
|
15.5%
|
減碼
|
|
|
1979
|
Intellectus Partners
San Francisco,
California
|
US$7168萬
|
-US$540萬
|
10
|
13.85%
|
減碼
|
|
|
1980
|
Personal CFO Solutions
Chester,
New Jersey
|
US$7158萬
|
+US$205萬
|
13
|
11.37%
|
增持
|
|
|
1981
|
Kora Management
Brooklyn,
New York
|
US$7138萬
|
+US$1208萬
|
1
|
9.51%
|
增持
|
|
|
1982
|
Clearstead Trust
Portland,
Maine
|
US$7126萬
|
-US$49.5萬
|
15
|
11.22%
|
減碼
|
|
|
1983
|
Cadian Capital Management
New York
|
US$7121萬
|
+US$573萬
|
1
|
5.14%
|
增持
|
|
|
1984
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
US$7119萬
|
-US$141萬
|
7
|
16.2%
|
減碼
|
|
|
1985
|
FAS Wealth Partners
Leawood,
Kansas
|
US$7108萬
|
+US$316萬
|
10
|
4.59%
|
增持
|
|
|
1986
|
Manhattan West Asset Management
Los Angeles,
California
|
US$7102萬
|
-US$344萬
|
7
|
14.54%
|
減碼
|
|
|
1987
|
Valiant Capital Management
San Francisco,
California
|
US$7101萬
|
-US$292萬
|
2
|
4.02%
|
減碼
|
|
|
1988
|
Timber Creek Capital Management
Boston,
Massachusetts
|
US$7081萬
|
+US$5.1萬
|
5
|
16.45%
|
增持
|
|
|
1989
|
HCEP Management
Hong Kong
|
US$7075萬
|
-US$1114萬
|
1
|
57.72%
|
減碼
|
|
|
1990
|
Mengis Capital Management
Portland,
Oregon
|
US$7075萬
|
+US$461萬
|
6
|
12.51%
|
增持
|
|
|
1991
|
Peconic Partners
New York
|
US$7073萬
|
+US$6864萬
|
2
|
1.68%
|
增持
|
|
|
1992
|
Punch & Associates Investment Management
Edina,
Minnesota
|
US$7066萬
|
-US$64.9萬
|
3
|
4.13%
|
減碼
|
|
|
1993
|
Archford Capital Strategies
Swansea,
Illinois
|
US$7066萬
|
+US$54.7萬
|
9
|
8.23%
|
增持
|
|
|
1994
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
US$7064萬
|
-US$714萬
|
3
|
13.89%
|
減碼
|
|
|
1995
|
Resonant Capital Advisors
Madison,
Wisconsin
|
US$7059萬
|
+US$92.2萬
|
10
|
3.88%
|
增持
|
|
|
1996
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
US$7055萬
|
-US$603萬
|
7
|
6.74%
|
減碼
|
|
|
1997
|
McDonough Capital Management
Orlando,
Florida
|
US$7047萬
|
+US$33.3萬
|
5
|
34.52%
|
增持
|
|
|
1998
|
Elk River Wealth Management
Denver,
Colorado
|
US$7047萬
|
+US$1.48億
|
5
|
11.33%
|
增持
|
|
|
1999
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
US$7033萬
|
+US$429萬
|
9
|
0.69%
|
增持
|
|
|
2000
|
Headlands Technologies
Chicago,
Illinois
|
US$7031萬
|
-US$3425萬
|
10
|
5.87%
|
減碼
|
|
