|
2001
|
Jacobs Asset Management
New York
|
$418M
|
-$23.9M
|
-5%
|
1.43%
|
79.5%
|
46
|
21.74%
|
|
|
2002
|
Professional Advisory Services
Vero Beach,
Florida
|
$417M
|
+$970K
|
+0.2%
|
1.22%
|
61.8%
|
59
|
6.78%
|
|
|
2003
|
Newtyn Management
New York
|
$417M
|
+$15.3M
|
+4%
|
1.33%
|
52%
|
16
|
18.75%
|
|
|
2004
|
Condor Capital Management
Martinsville,
New Jersey
|
$417M
|
-$4.71M
|
-1%
|
0.8%
|
47.3%
|
200
|
5.5%
|
|
|
2005
|
Destrier Capital Management
New York
|
$416M
|
+$27.5M
|
+7%
|
4.61%
|
5.28%
|
28
|
42.86%
|
|
|
2006
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$416M
|
+$5.21M
|
+1%
|
0.97%
|
–
|
521
|
14.2%
|
|
|
2007
|
Speece Thorson Capital Group
Minnetonka,
Minnesota
|
$416M
|
-$10.4M
|
-2%
|
1.95%
|
26.4%
|
42
|
9.52%
|
|
|
2008
|
Strategic Capital Alternatives
Gig Harbor,
United States
|
$416M
|
+$14.7M
|
+4%
|
0.11%
|
–
|
468
|
39.74%
|
|
|
2009
|
Bangor Savings Bank
Bangor,
Maine
|
$415M
|
-$506K
|
-0.1%
|
0.95%
|
49.6%
|
156
|
12.82%
|
|
|
2010
|
|
$415M
|
+$14.5M
|
+4%
|
1.73%
|
–
|
47
|
12.77%
|
|
|
2011
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$413M
|
-$39.8M
|
-9%
|
2.08%
|
49.3%
|
39
|
0%
|
|
|
2012
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$413M
|
+$363M
|
+716%
|
1.19%
|
54.9%
|
146
|
72.6%
|
|
|
2013
|
Kings Point Capital Management
Great Neck,
New York
|
$413M
|
+$14.5M
|
+4%
|
0.82%
|
80.1%
|
383
|
14.1%
|
|
|
2014
|
Chautauqua Capital Management
Boulder,
Colorado
|
$413M
|
+$18.8M
|
+5%
|
3.56%
|
–
|
25
|
12%
|
|
|
2015
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$412M
|
-$302M
|
-42%
|
1.5%
|
96.5%
|
285
|
52.28%
|
|
|
2016
|
Blum Capital Partners
San Francisco,
California
|
$412M
|
-$160M
|
-28%
|
6.61%
|
47.9%
|
5
|
40%
|
|
|
2017
|
Cabot Wealth Management
Salem,
Massachusetts
|
$411M
|
+$292K
|
+0.1%
|
1.72%
|
55.6%
|
156
|
10.26%
|
|
|
2018
|
Braver Wealth Management
Needham,
Massachusetts
|
$411M
|
-$76.2M
|
-16%
|
0.15%
|
20.4%
|
97
|
26.8%
|
|
|
2019
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$411M
|
+$99.7M
|
+32%
|
0.95%
|
60.8%
|
190
|
12.63%
|
|
|
2020
|
Washington Trust Bank
Spokane,
Washington
|
$410M
|
-$5.1M
|
-1%
|
0.36%
|
69.3%
|
844
|
10.9%
|
|
|
2021
|
Ellington Management Group
Old Greenwich,
Connecticut
|
$409M
|
-$74.1M
|
-15%
|
3.09%
|
16.1%
|
1,076
|
77.7%
|
|
|
2022
|
Simmons First Trust
Pine Bluff,
Arkansas
|
$409M
|
+$2.19M
|
+0.5%
|
0.19%
|
–
|
176
|
9.09%
|
|
|
2023
|
Financial Partners Capital Management
New York
|
$408M
|
+$9.52M
|
+2%
|
0.24%
|
34.2%
|
121
|
11.57%
|
|
|
2024
|
Evergreen Capital Management
Bellevue,
Washington
|
$408M
|
-$46.3M
|
-10%
|
2.07%
|
77.2%
|
111
|
24.32%
|
|
|
2025
|
Park Avenue Securities
New York
|
$408M
|
+$25.6M
|
+7%
|
0.65%
|
71%
|
25
|
36%
|
|