|
2001
|
Agran Libbie
Santa Monica,
California
|
$392M
|
+$20.1M
|
+5%
|
5.68%
|
27.5%
|
113
|
5.31%
|
|
|
2002
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$391M
|
-$20.4M
|
-5%
|
5.89%
|
17.2%
|
333
|
14.41%
|
|
|
2003
|
Mast Capital Management
Boston,
Massachusetts
|
$389M
|
+$184M
|
+90%
|
9.02%
|
–
|
10
|
50%
|
|
|
2004
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$388M
|
+$21.1M
|
+6%
|
4.97%
|
65.9%
|
65
|
33.85%
|
|
|
2005
|
Tide Point Capital Management
Old Greenwich,
Connecticut
|
$388M
|
+$152M
|
+64%
|
15.1%
|
144%
|
57
|
64.91%
|
|
|
2006
|
Northstar Investment Advisors
Denver,
Colorado
|
$388M
|
+$11.8M
|
+3%
|
3.28%
|
85.8%
|
120
|
13.33%
|
|
|
2007
|
Neuberger Berman Canada
Toronto,
Ontario, Canada
|
$388M
|
-$52.5M
|
-12%
|
4.2%
|
15.7%
|
317
|
47%
|
|
|
2008
|
Connable Office Inc
Kalamazoo,
Michigan
|
$388M
|
+$19.9M
|
+5%
|
5.59%
|
54.5%
|
238
|
13.87%
|
|
|
2009
|
Braver Wealth Management
Needham,
Massachusetts
|
$387M
|
+$38.7M
|
+11%
|
3.86%
|
20.4%
|
91
|
19.78%
|
|
|
2010
|
Cohen Capital Management
Corte Madera,
California
|
$387M
|
+$16.4M
|
+4%
|
4.63%
|
83.9%
|
135
|
5.93%
|
|
|
2011
|
KDI Capital Partners
Raleigh,
North Carolina
|
$387M
|
-$33.8M
|
-8%
|
1.77%
|
77.1%
|
41
|
7.32%
|
|
|
2012
|
Sentinel Trust
Houston,
Texas
|
$386M
|
+$28.4M
|
+8%
|
6.31%
|
79.2%
|
158
|
18.99%
|
|
|
2013
|
Coastline Trust
Providence,
Rhode Island
|
$385M
|
+$9.22M
|
+2%
|
3.88%
|
79.1%
|
212
|
4.25%
|
|
|
2014
|
River Global Investors
London,
United Kingdom
|
$384M
|
-$43.3M
|
-10%
|
3.75%
|
49.7%
|
75
|
26.67%
|
|
|
2015
|
Quentec Asset Management
New York
|
$384M
|
+$54.7M
|
+17%
|
2.7%
|
43.5%
|
59
|
50.85%
|
|
|
2016
|
Alphabet Inc
Mountain View,
California
|
$383M
|
+$2.06M
|
+0.5%
|
12.6%
|
350%
|
4
|
25%
|
|
|
2017
|
Cypress Funds
Los Angeles,
California
|
$383M
|
-$31.7M
|
-8%
|
3.8%
|
114%
|
22
|
31.82%
|
|
|
2018
|
Bangor Savings Bank
Bangor,
Maine
|
$382M
|
+$46.4M
|
+14%
|
3.18%
|
49.6%
|
149
|
25.5%
|
|
|
2019
|
Newgate Capital Management
Greenwich,
Connecticut
|
$382M
|
-$67.5M
|
-15%
|
7.93%
|
7.69%
|
129
|
35.66%
|
|
|
2020
|
Grimes & Company
Westborough,
Massachusetts
|
$382M
|
+$25.6M
|
+7%
|
3.85%
|
66.2%
|
178
|
19.1%
|
|
|
2021
|
Monarch Partners Asset Management
Boston,
Massachusetts
|
$382M
|
+$107M
|
+39%
|
4.33%
|
136%
|
146
|
33.56%
|
|
|
2022
|
|
$382M
|
-$24.3M
|
-6%
|
3.72%
|
–
|
2
|
50%
|
|
|
2023
|
Argentus Capital Management
Dallas,
Texas
|
$381M
|
-$29.9M
|
-7%
|
5.12%
|
30.8%
|
254
|
38.19%
|
|
|
2024
|
Telemus Capital
Southfield,
Michigan
|
$381M
|
+$17.6M
|
+5%
|
2.88%
|
27.9%
|
140
|
12.86%
|
|
|
2025
|
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
$380M
|
-$56.7M
|
-13%
|
4.33%
|
174%
|
37
|
56.76%
|
|