|
2001
|
Dalton Investments
Las Vegas,
Nevada
|
$367M
|
+$31M
|
+9%
|
4.08%
|
94.7%
|
61
|
21.31%
|
|
|
2002
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$367M
|
-$78.6M
|
-18%
|
0%
|
65.9%
|
60
|
10%
|
|
|
2003
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$366M
|
+$40.1M
|
+12%
|
2.41%
|
58.6%
|
161
|
21.74%
|
|
|
2004
|
Parus Finance (UK)
London,
United Kingdom
|
$366M
|
-$112M
|
-23%
|
1.38%
|
199%
|
27
|
14.81%
|
|
|
2005
|
EP Wealth Advisors
Torrance,
California
|
$366M
|
-$19.9M
|
-5%
|
0.72%
|
–
|
141
|
29.79%
|
|
|
2006
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$365M
|
+$68.1M
|
+23%
|
2.71%
|
19.7%
|
1,041
|
21.42%
|
|
|
2007
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$364M
|
-$14.1M
|
-4%
|
1.14%
|
46.6%
|
49
|
0%
|
|
|
2008
|
Brookmont Capital Management
Dallas,
Texas
|
$364M
|
+$1.37M
|
+0.4%
|
1.22%
|
36.6%
|
43
|
0%
|
|
|
2009
|
Beddow Capital Management
Jackson,
Wyoming
|
$364M
|
+$6.68M
|
+2%
|
2.09%
|
50.7%
|
47
|
4.26%
|
|
|
2010
|
Telemus Capital
Southfield,
Michigan
|
$364M
|
+$16.7M
|
+5%
|
0.72%
|
27.9%
|
141
|
15.6%
|
|
|
2011
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$362M
|
-$700K
|
-0.2%
|
0.89%
|
85.2%
|
74
|
5.41%
|
|
|
2012
|
Knightsbridge Asset Management
Newport Beach,
California
|
$362M
|
-$11.3M
|
-3%
|
0.27%
|
105%
|
49
|
18.37%
|
|
|
2013
|
Chou Associates Management
Toronto,
Ontario, Canada
|
$362M
|
+$9.47M
|
+3%
|
6.39%
|
71.7%
|
23
|
4.35%
|
|
|
2014
|
Indaba Capital Management
San Francisco,
California
|
$362M
|
+$92.2M
|
+34%
|
3.15%
|
66.7%
|
20
|
30%
|
|
|
2015
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$361M
|
+$19.4M
|
+6%
|
2.12%
|
54.8%
|
27
|
11.11%
|
|
|
2016
|
Premier Asset Management
Chicago,
Illinois
|
$361M
|
-$14.8M
|
-4%
|
0.21%
|
104%
|
104
|
21.15%
|
|
|
2017
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$361M
|
+$17.1M
|
+5%
|
2.13%
|
65.3%
|
221
|
18.55%
|
|
|
2018
|
Jamison Eaton & Wood
Bedminster,
New Jersey
|
$361M
|
-$24.3M
|
-6%
|
2.28%
|
–
|
117
|
11.97%
|
|
|
2019
|
Nevsky Capital
London,
United Kingdom
|
$360M
|
-$143M
|
-28%
|
1.93%
|
–
|
11
|
45.45%
|
|
|
2020
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$357M
|
-$5.15M
|
-1%
|
3.82%
|
75.8%
|
294
|
27.89%
|
|
|
2021
|
Sentinel Trust
Houston,
Texas
|
$357M
|
-$4.13M
|
-1%
|
2.81%
|
79.2%
|
179
|
24.02%
|
|
|
2022
|
Hawkeye Capital Management
Miami Beach,
Florida
|
$357M
|
+$31.3M
|
+10%
|
4.83%
|
–
|
16
|
43.75%
|
|
|
2023
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$357M
|
+$14.9M
|
+4%
|
6.3%
|
226%
|
632
|
31.65%
|
|
|
2024
|
Westport Resources Management
Westport,
Connecticut
|
$356M
|
+$13.6M
|
+4%
|
1.6%
|
30.6%
|
1,204
|
15.12%
|
|
|
2025
|
Grimes & Company
Westborough,
Massachusetts
|
$356M
|
+$21.4M
|
+6%
|
2.42%
|
66.2%
|
167
|
18.56%
|
|