|
2001
|
JMG Financial Group
Downers Grove,
Illinois
|
$433M
|
+$4.54M
|
+1%
|
1.33%
|
58.7%
|
58
|
5.17%
|
|
|
2002
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$433M
|
-$234M
|
-35%
|
0.73%
|
–
|
48
|
29.17%
|
|
|
2003
|
Burnham Asset Management
New York
|
$432M
|
-$3.71M
|
-0.9%
|
0.88%
|
39.5%
|
238
|
6.72%
|
|
|
2004
|
Junto Capital Management
New York
|
$432M
|
+$79.8M
|
+23%
|
4.98%
|
122%
|
28
|
67.86%
|
|
|
2005
|
|
$432M
|
-$7.3M
|
-2%
|
0.64%
|
92.9%
|
139
|
8.63%
|
|
|
2006
|
Efficient Market Advisors
San Diego,
California
|
$431M
|
-$3.26M
|
-0.8%
|
0.71%
|
5.97%
|
153
|
6.54%
|
|
|
2007
|
|
$431M
|
+$22.9M
|
+6%
|
6.12%
|
17.1%
|
3
|
0%
|
|
|
2008
|
Davidson & Garrard
Lynchburg,
Virginia
|
$431M
|
-$7.78M
|
-2%
|
0.98%
|
25.2%
|
196
|
4.59%
|
|
|
2009
|
Harvey Investment Company
Louisville,
Kentucky
|
$431M
|
+$10.1M
|
+2%
|
0.03%
|
48.4%
|
88
|
6.82%
|
|
|
2010
|
Empirical Wealth Management
Seattle,
Washington
|
$430M
|
+$13.3M
|
+3%
|
0.88%
|
78.8%
|
115
|
15.65%
|
|
|
2011
|
BTC Capital Management
Des Moines,
Iowa
|
$430M
|
-$4.43M
|
-1%
|
0.94%
|
–
|
176
|
22.16%
|
|
|
2012
|
Penn Davis McFarland
Dallas,
Texas
|
$429M
|
-$43.5M
|
-9%
|
2.96%
|
86.8%
|
35
|
14.29%
|
|
|
2013
|
|
$429M
|
-$8.49M
|
-2%
|
1.92%
|
80.2%
|
14
|
57.14%
|
|
|
2014
|
Gratus Capital
Atlanta,
Georgia
|
$429M
|
-$19.7M
|
-4%
|
1.7%
|
51.4%
|
102
|
15.69%
|
|
|
2015
|
RIT Capital Partners
London,
United Kingdom
|
$429M
|
+$221M
|
+106%
|
0.17%
|
71.4%
|
13
|
61.54%
|
|
|
2016
|
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
$429M
|
+$22.1M
|
+5%
|
2.73%
|
209%
|
45
|
57.78%
|
|
|
2017
|
Delphi Financial Group
Wilmington,
Delaware
|
$428M
|
-$6.76M
|
-2%
|
8.9%
|
66.3%
|
21
|
23.81%
|
|
|
2018
|
Patriot Financial Partners
Radnor,
Pennsylvania
|
$428M
|
+$13.4M
|
+3%
|
2.52%
|
16.6%
|
17
|
5.88%
|
|
|
2019
|
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
|
$428M
|
+$159M
|
+59%
|
3.9%
|
206%
|
31
|
38.71%
|
|
|
2020
|
Mizuho Asset Management
Tokyo,
Japan
|
$428M
|
+$48.5M
|
+13%
|
0.38%
|
41.7%
|
692
|
8.24%
|
|
|
2021
|
E. Ohman J:or Asset Management
Stockholm,
Sweden
|
$427M
|
-$4.11M
|
-1%
|
2.03%
|
110%
|
557
|
10.23%
|
|
|
2022
|
Energy Opportunities Capital Management
Austin,
Texas
|
$427M
|
+$2.48M
|
+0.6%
|
0.5%
|
211%
|
52
|
3.85%
|
|
|
2023
|
Manor Road Capital Partners
New York
|
$426M
|
+$26.5M
|
+7%
|
2.35%
|
78.3%
|
12
|
8.33%
|
|
|
2024
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$425M
|
+$11.5M
|
+3%
|
0.35%
|
93.9%
|
382
|
18.32%
|
|
|
2025
|
Bridges Investment Counsel
Omaha,
Nebraska
|
$425M
|
-$13M
|
-3%
|
0.17%
|
33.7%
|
159
|
6.92%
|
|