|
2001
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$426M
|
+$53.3M
|
+14%
|
3.78%
|
31.3%
|
1,591
|
18.92%
|
|
|
2002
|
Parallel Advisors
San Francisco,
California
|
$426M
|
–
|
–
|
2.4%
|
82.3%
|
1,821
|
–
|
|
|
2003
|
Chemung Canal Trust
Elmira,
New York
|
$425M
|
+$3.17M
|
+0.8%
|
5.15%
|
80.9%
|
121
|
5.79%
|
|
|
2004
|
Cobiz Wealth
Denver,
Colorado
|
$425M
|
+$9.87M
|
+2%
|
4.59%
|
54%
|
139
|
4.32%
|
|
|
2005
|
Brouwer & Janachowski
Mill Valley,
California
|
$424M
|
+$25.4M
|
+6%
|
1.98%
|
41.8%
|
55
|
16.36%
|
|
|
2006
|
Ativo Capital Management
Chicago,
Illinois
|
$424M
|
-$8.66M
|
-2%
|
2.66%
|
57.9%
|
241
|
19.09%
|
|
|
2007
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$424M
|
+$4.68M
|
+1%
|
12.1%
|
59.8%
|
352
|
65.06%
|
|
|
2008
|
Emery Howard Portfolio Management
Burlingame,
California
|
$424M
|
+$5.49M
|
+1%
|
0.21%
|
66.5%
|
34
|
8.82%
|
|
|
2009
|
E-L Financial Corp
Toronto,
Ontario, Canada
|
$424M
|
–
|
–
|
2.2%
|
68.6%
|
2
|
–
|
|
|
2010
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$424M
|
+$41M
|
+11%
|
8.28%
|
58.7%
|
30
|
10%
|
|
|
2011
|
GAM Systematic
Cambridge,
United Kingdom
|
$424M
|
-$53.3M
|
-11%
|
7.37%
|
67.3%
|
710
|
30.14%
|
|
|
2012
|
Dragoneer Investment Group
San Francisco,
California
|
$423M
|
-$20M
|
-5%
|
2.56%
|
45.6%
|
23
|
34.78%
|
|
|
2013
|
Armistice Capital
New York
|
$423M
|
+$111M
|
+36%
|
2.35%
|
44.1%
|
67
|
64.18%
|
|
|
2014
|
Bangor Savings Bank
Bangor,
Maine
|
$423M
|
+$3.55M
|
+0.8%
|
1.77%
|
49.6%
|
142
|
6.34%
|
|
|
2015
|
Cypress Capital Group
Palm Beach,
Florida
|
$421M
|
+$2.12M
|
+0.5%
|
1.77%
|
83.9%
|
197
|
15.74%
|
|
|
2016
|
Private Wealth Partners
Mill Valley,
California
|
$421M
|
+$4.66M
|
+1%
|
4.75%
|
92.8%
|
127
|
18.11%
|
|
|
2017
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$421M
|
-$97M
|
-19%
|
1.89%
|
56.9%
|
78
|
14.1%
|
|
|
2018
|
Orbis World
Road Town, Tortola,
British Virgin Islands
|
$421M
|
-$58.8M
|
-12%
|
12.2%
|
–
|
3
|
0%
|
|
|
2019
|
Armstrong Shaw Associates
New Canaan,
Connecticut
|
$421M
|
+$18.1M
|
+4%
|
9.49%
|
51.2%
|
50
|
12%
|
|
|
2020
|
Chanos & Company
New York
|
$420M
|
+$111M
|
+36%
|
6.02%
|
–
|
58
|
48.28%
|
|
|
2021
|
Bardin Hill Management Partners
New York
|
$419M
|
+$57.5M
|
+16%
|
13.6%
|
214%
|
40
|
80%
|
|
|
2022
|
InterWest Venture Management
San Francisco,
California
|
$419M
|
–
|
–
|
15.9%
|
57.6%
|
14
|
–
|
|
|
2023
|
Equitec Specialists
Chicago,
Illinois
|
$419M
|
+$74.8M
|
+22%
|
8.89%
|
65.4%
|
147
|
49.66%
|
|
|
2024
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$419M
|
+$24.8M
|
+6%
|
0.3%
|
32.5%
|
29
|
31.03%
|
|
|
2025
|
Investment Management of Virginia
Richmond,
Virginia
|
$419M
|
+$10.9M
|
+3%
|
6.56%
|
93.4%
|
148
|
6.76%
|
|