|
2001
|
Connable Office Inc
Kalamazoo,
Michigan
|
$369M
|
+$13.8M
|
+4%
|
8.14%
|
68.3%
|
294
|
31.63%
|
|
|
2002
|
Coastline Trust
Providence,
Rhode Island
|
$368M
|
+$28.1M
|
+8%
|
8.2%
|
92.7%
|
208
|
5.29%
|
|
|
2003
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$368M
|
+$32.8M
|
+10%
|
9.37%
|
86%
|
280
|
15.36%
|
|
|
2004
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$368M
|
+$33.6M
|
+10%
|
7.04%
|
51.3%
|
345
|
17.39%
|
|
|
2005
|
Mohican Financial Management
Wilton,
Connecticut
|
$366M
|
-$72.5M
|
-17%
|
0.01%
|
0%
|
62
|
27.42%
|
|
|
2006
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$366M
|
+$15.3M
|
+4%
|
10.9%
|
122%
|
71
|
5.63%
|
|
|
2007
|
Northstar Investment Advisors
Denver,
Colorado
|
$365M
|
+$31.4M
|
+9%
|
4.83%
|
85.8%
|
123
|
21.95%
|
|
|
2008
|
Alphabet Inc
Mountain View,
California
|
$365M
|
–
|
–
|
21.7%
|
327%
|
4
|
–
|
|
|
2009
|
TB Partners
Shanghai,
China
|
$363M
|
-$24.6M
|
-6%
|
5.06%
|
–
|
3
|
0%
|
|
|
2010
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$363M
|
+$14.4M
|
+4%
|
7.89%
|
85.2%
|
73
|
6.85%
|
|
|
2011
|
Patriot Wealth Management
Houston,
Texas
|
$363M
|
+$24.8M
|
+7%
|
8.4%
|
24.3%
|
60
|
13.33%
|
|
|
2012
|
Brookmont Capital Management
Dallas,
Texas
|
$363M
|
+$55.3M
|
+18%
|
8.16%
|
36.6%
|
43
|
0%
|
|
|
2013
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$363M
|
+$55.1M
|
+18%
|
11%
|
75.8%
|
282
|
24.47%
|
|
|
2014
|
Archon Partners
Princeton Junction,
New Jersey
|
$362M
|
+$31.9M
|
+10%
|
13%
|
86%
|
68
|
29.41%
|
|
|
2015
|
Loeb Offshore Management
New York
|
$362M
|
+$38.1M
|
+12%
|
16.5%
|
–
|
336
|
74.7%
|
|
|
2016
|
Novare Capital Management
Charlotte,
North Carolina
|
$362M
|
+$40.4M
|
+13%
|
10.2%
|
76.5%
|
124
|
11.29%
|
|
|
2017
|
Sentinel Trust
Houston,
Texas
|
$361M
|
+$26.7M
|
+8%
|
8.33%
|
79.2%
|
200
|
20.5%
|
|
|
2018
|
Five Oceans Asset Management
Sydney,
Australia
|
$361M
|
+$22.3M
|
+7%
|
8.84%
|
–
|
49
|
10.2%
|
|
|
2019
|
300 North Capital
Pasadena,
California
|
$361M
|
-$68.1M
|
-16%
|
10.4%
|
–
|
126
|
23.81%
|
|
|
2020
|
Bangor Savings Bank
Bangor,
Maine
|
$360M
|
+$30.5M
|
+9%
|
6.2%
|
49.6%
|
146
|
12.33%
|
|
|
2021
|
Sphera Funds Management
Tel Aviv,
Israel
|
$359M
|
–
|
–
|
9.45%
|
245%
|
96
|
–
|
|
|
2022
|
ARGA Investment Management
Stamford,
Connecticut
|
$359M
|
+$97.9M
|
+38%
|
5.54%
|
78.1%
|
43
|
16.28%
|
|
|
2023
|
Archipel Asset Management
Stockholm,
Sweden
|
$359M
|
-$128M
|
-26%
|
6.2%
|
–
|
101
|
75.25%
|
|
|
2024
|
Wayzata Investment Partners
Wayzata,
Minnesota
|
$358M
|
-$706M
|
-66%
|
9.4%
|
–
|
2
|
0%
|
|
|
2025
|
Beddow Capital Management
Jackson,
Wyoming
|
$357M
|
+$21.5M
|
+6%
|
8.45%
|
50.7%
|
47
|
8.51%
|
|