|
2001
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$445M
|
+$19.3M
|
+5%
|
1.75%
|
66.7%
|
150
|
6.67%
|
|
|
2002
|
Washington Trust Bank
Spokane,
Washington
|
$444M
|
+$27.9M
|
+7%
|
6.1%
|
80.5%
|
1,177
|
16.06%
|
|
|
2003
|
CPWM LLC
Seattle,
Washington
|
$443M
|
-$10.9M
|
-2%
|
3.34%
|
36.6%
|
296
|
20.95%
|
|
|
2004
|
3EDGE Asset Management
Naples,
Florida
|
$443M
|
–
|
–
|
2.14%
|
44.1%
|
21
|
–
|
|
|
2005
|
Middleton & Co
Boston,
Massachusetts
|
$443M
|
-$3.28M
|
-0.7%
|
2.22%
|
69.7%
|
161
|
6.83%
|
|
|
2006
|
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
$443M
|
-$9.72M
|
-2%
|
26.7%
|
209%
|
48
|
70.83%
|
|
|
2007
|
Western Asset Management Company
Pasadena,
California
|
$442M
|
-$90.2M
|
-17%
|
0.69%
|
2.29%
|
28
|
14.29%
|
|
|
2008
|
Crescent Park Management
East Palo Alto,
California
|
$442M
|
-$130M
|
-23%
|
5.94%
|
87%
|
31
|
38.71%
|
|
|
2009
|
Windham Capital Management
Boston,
Massachusetts
|
$441M
|
-$10.9M
|
-2%
|
1.59%
|
8.3%
|
31
|
25.81%
|
|
|
2010
|
L & S Advisors
Los Angeles,
California
|
$441M
|
+$78.7M
|
+22%
|
8.6%
|
231%
|
193
|
49.74%
|
|
|
2011
|
New Amsterdam Partners
New York
|
$440M
|
+$4.85M
|
+1%
|
11.2%
|
73.9%
|
142
|
32.39%
|
|
|
2012
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$439M
|
+$2.48M
|
+0.6%
|
3.47%
|
86%
|
316
|
12.66%
|
|
|
2013
|
Boothbay Fund Management
New York
|
$439M
|
-$21.9M
|
-5%
|
3.67%
|
328%
|
1,083
|
68.05%
|
|
|
2014
|
Essex Woodlands Management
The Woodlands,
Texas
|
$438M
|
-$42.1M
|
-9%
|
5.81%
|
55%
|
10
|
0%
|
|
|
2015
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$438M
|
+$49.5M
|
+13%
|
3.17%
|
70.9%
|
179
|
33.52%
|
|
|
2016
|
Piermont Capital Management
St. Louis,
Missouri
|
$438M
|
+$15.2M
|
+4%
|
11.4%
|
33.2%
|
292
|
32.19%
|
|
|
2017
|
Fidelity National Financial
Jacksonville,
Florida
|
$438M
|
+$5.49M
|
+1%
|
4.74%
|
2.54%
|
25
|
16%
|
|
|
2018
|
XL Group Investments
Hamilton,
Bermuda
|
$437M
|
–
|
–
|
1.41%
|
–
|
26
|
–
|
|
|
2019
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$437M
|
+$5.47M
|
+1%
|
1.22%
|
64.3%
|
158
|
10.13%
|
|
|
2020
|
Connable Office Inc
Kalamazoo,
Michigan
|
$436M
|
+$16.2M
|
+4%
|
4.58%
|
68.3%
|
224
|
12.95%
|
|
|
2021
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$435M
|
+$27.3M
|
+7%
|
1.85%
|
47.5%
|
81
|
16.05%
|
|
|
2022
|
SeaTown Holdings
Singapore
|
$435M
|
-$93.5M
|
-18%
|
1.08%
|
220%
|
55
|
78.18%
|
|
|
2023
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$434M
|
+$197M
|
+83%
|
0.15%
|
65.6%
|
86
|
26.74%
|
|
|
2024
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$433M
|
+$228M
|
+111%
|
0.78%
|
37.1%
|
372
|
42.2%
|
|
|
2025
|
Brandywine Managers
Hockessin,
Delaware
|
$433M
|
-$14M
|
-3%
|
5.42%
|
96.3%
|
21
|
85.71%
|
|