|
2001
|
Empirical Wealth Management
Seattle,
Washington
|
$403M
|
+$23.7M
|
+6%
|
2.36%
|
78.8%
|
107
|
14.02%
|
|
|
2002
|
Lingohr Asset Management
Duesseldorf,
Germany
|
$403M
|
-$85.9M
|
-18%
|
4.67%
|
141%
|
130
|
25.38%
|
|
|
2003
|
Bocage Capital
San Francisco,
California
|
$403M
|
+$143M
|
+55%
|
11.1%
|
25.3%
|
27
|
40.74%
|
|
|
2004
|
Harvey Investment Company
Louisville,
Kentucky
|
$402M
|
+$14.3M
|
+4%
|
4.47%
|
48.4%
|
91
|
7.69%
|
|
|
2005
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$402M
|
+$17.3M
|
+4%
|
4.64%
|
95.1%
|
92
|
5.43%
|
|
|
2006
|
Dalton Investments
Las Vegas,
Nevada
|
$401M
|
+$34M
|
+9%
|
10.7%
|
95.1%
|
62
|
24.19%
|
|
|
2007
|
Bainco International Investors
Boston,
Massachusetts
|
$401M
|
+$11.3M
|
+3%
|
6.15%
|
69.4%
|
93
|
16.13%
|
|
|
2008
|
Archipel Asset Management
Stockholm,
Sweden
|
$400M
|
+$13.1M
|
+3%
|
1.11%
|
–
|
110
|
86.36%
|
|
|
2009
|
Aureus Asset Management
Boston,
Massachusetts
|
$400M
|
+$10.7M
|
+3%
|
6.03%
|
93.9%
|
172
|
30.81%
|
|
|
2010
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$399M
|
+$20.1M
|
+5%
|
7.82%
|
96.1%
|
22
|
9.09%
|
|
|
2011
|
Cabot Wealth Management
Salem,
Massachusetts
|
$398M
|
+$17.8M
|
+5%
|
3.26%
|
69.3%
|
160
|
21.25%
|
|
|
2012
|
Cambrian Capital
San Francisco,
California
|
$397M
|
+$2.1M
|
+0.5%
|
15.2%
|
17.3%
|
57
|
19.3%
|
|
|
2013
|
Payden & Rygel
Los Angeles,
California
|
$396M
|
+$139M
|
+54%
|
7.34%
|
103%
|
227
|
6.17%
|
|
|
2014
|
Scepter Holdings
Fort Worth,
Texas
|
$396M
|
-$70.7M
|
-15%
|
0.56%
|
–
|
121
|
51.24%
|
|
|
2015
|
Patriot Wealth Management
Houston,
Texas
|
$395M
|
+$20.2M
|
+5%
|
3.65%
|
24.3%
|
62
|
9.68%
|
|
|
2016
|
Tensile Capital Management
Larkspur,
California
|
$395M
|
+$12.7M
|
+3%
|
4.29%
|
47.7%
|
18
|
5.56%
|
|
|
2017
|
Premier Asset Management
Chicago,
Illinois
|
$395M
|
+$33.7M
|
+9%
|
5.01%
|
104%
|
103
|
15.53%
|
|
|
2018
|
Efficient Market Advisors
San Diego,
California
|
$394M
|
+$18.2M
|
+5%
|
2.34%
|
5.97%
|
143
|
7.69%
|
|
|
2019
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$394M
|
+$28.9M
|
+8%
|
4.35%
|
19.7%
|
984
|
13.11%
|
|
|
2020
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$393M
|
+$31.9M
|
+9%
|
7.02%
|
58.7%
|
25
|
4%
|
|
|
2021
|
Speece Thorson Capital Group
Minnetonka,
Minnesota
|
$393M
|
+$13.3M
|
+4%
|
4.23%
|
34.2%
|
39
|
0%
|
|
|
2022
|
Covalent Partners
Concord,
Massachusetts
|
$392M
|
+$51.8M
|
+15%
|
3.73%
|
36.6%
|
39
|
41.03%
|
|
|
2023
|
Ancient Art
Austin,
Texas
|
$392M
|
+$5.96M
|
+2%
|
7.81%
|
168%
|
21
|
28.57%
|
|
|
2024
|
Agran Libbie
Santa Monica,
California
|
$392M
|
+$20.1M
|
+5%
|
5.68%
|
27.5%
|
113
|
5.31%
|
|
|
2025
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$391M
|
-$20.4M
|
-5%
|
5.89%
|
17.2%
|
333
|
14.41%
|
|