|
2001
|
Griffin Asset Management
New York
|
$306M
|
+$29.7M
|
+11%
|
3.19%
|
80.7%
|
119
|
11.76%
|
|
|
2002
|
Calamos Wealth Management
Naperville,
Illinois
|
$306M
|
+$23.6M
|
+8%
|
7.77%
|
81.7%
|
242
|
25.21%
|
|
|
2003
|
Bruce & Co
Chicago,
Illinois
|
$306M
|
+$7.11M
|
+2%
|
4.93%
|
65.7%
|
57
|
3.51%
|
|
|
2004
|
Twele Capital Management
Minnetonka,
Minnesota
|
$306M
|
+$15.3M
|
+5%
|
3.26%
|
34.9%
|
61
|
6.56%
|
|
|
2005
|
TD Ameritrade Trust
Denver,
Colorado
|
$305M
|
-$20.1M
|
-6%
|
5.07%
|
21.7%
|
49
|
18.37%
|
|
|
2006
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$305M
|
+$13.3M
|
+5%
|
4.76%
|
51.8%
|
155
|
6.45%
|
|
|
2007
|
Arlington Value Capital
Salt Lake City,
Utah
|
$304M
|
+$31.8M
|
+12%
|
6.21%
|
14.5%
|
11
|
9.09%
|
|
|
2008
|
Coldstream Capital Management
Bellevue,
Washington
|
$304M
|
+$7.92M
|
+3%
|
4.34%
|
59%
|
200
|
20.5%
|
|
|
2009
|
Glynn Capital Management
Menlo Park,
California
|
$303M
|
+$54.9M
|
+22%
|
32.8%
|
126%
|
54
|
9.26%
|
|
|
2010
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$303M
|
+$3.07M
|
+1%
|
1.78%
|
39.8%
|
161
|
5.59%
|
|
|
2011
|
OMT Capital Management
San Francisco,
California
|
$303M
|
+$8.03M
|
+3%
|
12.1%
|
–
|
36
|
16.67%
|
|
|
2012
|
Sagard Capital Partners Management
New York
|
$302M
|
+$19.3M
|
+7%
|
7.19%
|
37.4%
|
12
|
8.33%
|
|
|
2013
|
|
$302M
|
+$4.16M
|
+1%
|
1.38%
|
28.6%
|
54
|
7.41%
|
|
|
2014
|
Parthenon LLC
Louisville,
Kentucky
|
$302M
|
+$3.92M
|
+1%
|
2.45%
|
80.8%
|
92
|
11.96%
|
|
|
2015
|
Mitchell Capital Management
Leawood,
Kansas
|
$302M
|
+$32M
|
+12%
|
12%
|
155%
|
37
|
8.11%
|
|
|
2016
|
Equinox Partners Investment Management
Stamford,
Connecticut
|
$302M
|
+$28M
|
+10%
|
9.26%
|
284%
|
17
|
11.76%
|
|
|
2017
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$302M
|
+$28.8M
|
+11%
|
8.36%
|
60.8%
|
115
|
13.04%
|
|
|
2018
|
Venor Capital Management
New York
|
$302M
|
+$22.8M
|
+8%
|
3.18%
|
–
|
22
|
59.09%
|
|
|
2019
|
Altai Capital Management
West Hollywood,
California
|
$302M
|
-$5.58M
|
-2%
|
3.15%
|
8.09%
|
13
|
61.54%
|
|
|
2020
|
Canal Insurance Company
Greenville,
South Carolina
|
$301M
|
+$20.4M
|
+7%
|
5.03%
|
103%
|
86
|
4.65%
|
|
|
2021
|
Regal Partners
Sydney, NSW,
Australia
|
$301M
|
+$14.1M
|
+5%
|
10.4%
|
133%
|
14
|
7.14%
|
|
|
2022
|
Westport Resources Management
Westport,
Connecticut
|
$301M
|
+$15.8M
|
+6%
|
3.76%
|
30.6%
|
1,175
|
12%
|
|
|
2023
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$301M
|
+$14.6M
|
+5%
|
5.88%
|
64.7%
|
86
|
12.79%
|
|
|
2024
|
Gabalex Capital Management
New York
|
$300M
|
+$8.65M
|
+3%
|
0.25%
|
24.9%
|
17
|
17.65%
|
|
|
2025
|
Quentec Asset Management
New York
|
$300M
|
+$45.1M
|
+18%
|
16.8%
|
43.5%
|
56
|
50%
|
|