|
2001
|
Tompkins Financial
Ithaca,
New York
|
$401M
|
+$19.2M
|
+5%
|
4.38%
|
74.1%
|
525
|
16%
|
|
|
2002
|
Spruce House Investment Management
New York
|
$401M
|
–
|
–
|
14.3%
|
1,495%
|
9
|
–
|
|
|
2003
|
Quadrangle GP Investors
New York
|
$400M
|
+$15.5M
|
+4%
|
9.45%
|
17.1%
|
4
|
0%
|
|
|
2004
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$400M
|
+$502K
|
+0.1%
|
3.23%
|
45.9%
|
54
|
38.89%
|
|
|
2005
|
Northstar Investment Advisors
Denver,
Colorado
|
$400M
|
+$14.5M
|
+4%
|
3.42%
|
85.8%
|
112
|
8.04%
|
|
|
2006
|
Longfellow Investment Management
Boston,
Massachusetts
|
$399M
|
-$8.34M
|
-2%
|
17.2%
|
49.9%
|
75
|
65.33%
|
|
|
2007
|
Stadium Capital Management
New Canaan,
Connecticut
|
$399M
|
+$83.5M
|
+26%
|
15.2%
|
11%
|
14
|
28.57%
|
|
|
2008
|
Lone Star Global Acquisitions
Hamilton,
Bermuda
|
$399M
|
-$47.1M
|
-11%
|
21.4%
|
380%
|
1
|
0%
|
|
|
2009
|
Dalton Investments
Las Vegas,
Nevada
|
$398M
|
-$87.1M
|
-18%
|
3.4%
|
94.7%
|
64
|
40.63%
|
|
|
2010
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$398M
|
+$38.9M
|
+11%
|
2.55%
|
–
|
476
|
14.08%
|
|
|
2011
|
Bangor Savings Bank
Bangor,
Maine
|
$397M
|
+$23.1M
|
+6%
|
3%
|
49.6%
|
158
|
10.13%
|
|
|
2012
|
Simmons First Trust
Pine Bluff,
Arkansas
|
$396M
|
+$88.4M
|
+29%
|
2.17%
|
–
|
172
|
33.14%
|
|
|
2013
|
Nottingham Advisors
Amherst,
New York
|
$396M
|
+$108M
|
+37%
|
0.95%
|
44.3%
|
91
|
43.96%
|
|
|
2014
|
Tensile Capital Management
Larkspur,
California
|
$396M
|
-$13.8M
|
-3%
|
5.61%
|
33.8%
|
22
|
31.82%
|
|
|
2015
|
Insight Equity Management Company
Southlake,
Texas
|
$395M
|
-$448M
|
-53%
|
53.2%
|
–
|
1
|
0%
|
|
|
2016
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$395M
|
+$36.6M
|
+10%
|
4.45%
|
54.8%
|
26
|
11.54%
|
|
|
2017
|
|
$394M
|
–
|
–
|
17.6%
|
–
|
3
|
–
|
|
|
2018
|
Spirit of America Management Corp
Syosset,
New York
|
$394M
|
+$64.9M
|
+20%
|
0.82%
|
110%
|
361
|
13.02%
|
|
|
2019
|
LGT Capital Partners
Pfaeffikon,
Switzerland
|
$392M
|
+$4.94M
|
+1%
|
2.66%
|
55.1%
|
73
|
30.14%
|
|
|
2020
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$392M
|
+$21.4M
|
+6%
|
2.67%
|
99.4%
|
168
|
23.81%
|
|
|
2021
|
|
$391M
|
-$40.1M
|
-9%
|
8.18%
|
25.7%
|
69
|
65.22%
|
|
|
2022
|
Alistair Capital Management
Dallas,
Texas
|
$391M
|
+$204M
|
+109%
|
0%
|
–
|
17
|
94.12%
|
|
|
2023
|
Insight Capital Research & Management
Walnut Creek,
California
|
$390M
|
+$6.01M
|
+2%
|
14.9%
|
287%
|
164
|
56.1%
|
|
|
2024
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$388M
|
+$17.9M
|
+5%
|
5.53%
|
68.3%
|
288
|
18.75%
|
|
|
2025
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$388M
|
+$73.3M
|
+23%
|
5.14%
|
226%
|
637
|
30.3%
|
|