|
2001
|
Berkshire Partners
Boston,
Massachusetts
|
$382M
|
-$116M
|
-23%
|
15%
|
79%
|
1
|
0%
|
|
|
2002
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$382M
|
+$14.6M
|
+4%
|
1.9%
|
51.3%
|
368
|
15.49%
|
|
|
2003
|
Tensile Capital Management
Larkspur,
California
|
$382M
|
+$28.9M
|
+8%
|
5.21%
|
47.7%
|
17
|
5.88%
|
|
|
2004
|
Alphabet Inc
Mountain View,
California
|
$381M
|
+$16.1M
|
+4%
|
19.9%
|
327%
|
4
|
25%
|
|
|
2005
|
Cabot Wealth Management
Salem,
Massachusetts
|
$380M
|
-$1.98M
|
-0.5%
|
5%
|
69.3%
|
159
|
15.72%
|
|
|
2006
|
Empirical Wealth Management
Seattle,
Washington
|
$380M
|
+$26.1M
|
+7%
|
1.49%
|
78.8%
|
103
|
14.56%
|
|
|
2007
|
Tiptree Advisors
New York
|
$380M
|
+$43.2M
|
+13%
|
3.68%
|
–
|
36
|
47.22%
|
|
|
2008
|
Speece Thorson Capital Group
Minnetonka,
Minnesota
|
$380M
|
+$2.4M
|
+0.6%
|
0.51%
|
34.2%
|
40
|
2.5%
|
|
|
2009
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$379M
|
+$6.6M
|
+2%
|
1.59%
|
101%
|
217
|
5.53%
|
|
|
2010
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$379M
|
+$7.21M
|
+2%
|
2.55%
|
96.1%
|
22
|
0%
|
|
|
2011
|
Encompass Capital Advisors
New York
|
$378M
|
-$182M
|
-32%
|
13.4%
|
364%
|
38
|
81.58%
|
|
|
2012
|
Interval Partners
New York
|
$377M
|
+$115M
|
+44%
|
3.03%
|
106%
|
100
|
82%
|
|
|
2013
|
Jacobs Asset Management
New York
|
$377M
|
-$5.08M
|
-1%
|
3.3%
|
114%
|
48
|
20.83%
|
|
|
2014
|
Coastline Trust
Providence,
Rhode Island
|
$376M
|
+$7.93M
|
+2%
|
2.22%
|
92.7%
|
208
|
1.92%
|
|
|
2015
|
Northstar Investment Advisors
Denver,
Colorado
|
$376M
|
+$10.8M
|
+3%
|
0.89%
|
85.8%
|
122
|
12.3%
|
|
|
2016
|
Efficient Market Advisors
San Diego,
California
|
$376M
|
+$37.6M
|
+11%
|
1.31%
|
5.97%
|
164
|
20.12%
|
|
|
2017
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$375M
|
+$9.27M
|
+3%
|
3.06%
|
122%
|
80
|
21.25%
|
|
|
2018
|
Novare Capital Management
Charlotte,
North Carolina
|
$375M
|
+$13.3M
|
+4%
|
2.95%
|
76.5%
|
125
|
10.4%
|
|
|
2019
|
Patriot Wealth Management
Houston,
Texas
|
$375M
|
+$12.3M
|
+3%
|
1.92%
|
24.3%
|
59
|
5.08%
|
|
|
2020
|
Bruce & Co
Chicago,
Illinois
|
$372M
|
+$20.7M
|
+6%
|
5.03%
|
94.5%
|
53
|
1.89%
|
|
|
2021
|
CapWealth Advisors
Franklin,
Tennessee
|
$372M
|
-$24.8M
|
-6%
|
1.64%
|
143%
|
411
|
11.68%
|
|
|
2022
|
Agran Libbie
Santa Monica,
California
|
$372M
|
-$8.33M
|
-2%
|
2.54%
|
27.5%
|
119
|
10.92%
|
|
|
2023
|
Cohen Capital Management
Corte Madera,
California
|
$371M
|
+$16.3M
|
+5%
|
3.34%
|
83.9%
|
133
|
5.26%
|
|
|
2024
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$370M
|
+$39.4M
|
+12%
|
1.56%
|
64.6%
|
354
|
22.6%
|
|
|
2025
|
Mizuho Securities USA
New York
|
$370M
|
-$842M
|
-69%
|
6.5%
|
99%
|
145
|
93.1%
|
|