|
2001
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$471M
|
–
|
–
|
5.14%
|
58.6%
|
84
|
–
|
|
|
2002
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$471M
|
+$52.6M
|
+13%
|
4.23%
|
42.8%
|
27
|
25.93%
|
|
|
2003
|
XL Group Investments
Hamilton,
Bermuda
|
$471M
|
+$34.7M
|
+8%
|
4.15%
|
–
|
29
|
13.79%
|
|
|
2004
|
Perigon Wealth Management
San Francisco,
California
|
$471M
|
+$13.2M
|
+3%
|
6.55%
|
93.8%
|
757
|
25.89%
|
|
|
2005
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$471M
|
+$90.7M
|
+24%
|
6.63%
|
207%
|
119
|
22.69%
|
|
|
2006
|
InterWest Venture Management
San Francisco,
California
|
$470M
|
+$51M
|
+12%
|
15.9%
|
57.6%
|
14
|
14.29%
|
|
|
2007
|
G.F.W. Energy X
Dallas,
Texas
|
$470M
|
+$145M
|
+44%
|
11.3%
|
71.3%
|
4
|
50%
|
|
|
2008
|
Jacobs Asset Management
New York
|
$469M
|
-$3.9M
|
-0.8%
|
0.57%
|
114%
|
58
|
29.31%
|
|
|
2009
|
361 Capital
Denver,
Colorado
|
$467M
|
+$46.3M
|
+11%
|
8.63%
|
118%
|
212
|
66.98%
|
|
|
2010
|
Overlook Holdings
Tortola,
British Virgin Islands
|
$466M
|
+$63.9M
|
+16%
|
23.3%
|
–
|
2
|
0%
|
|
|
2011
|
Argyll Research
Wilmington,
Delaware
|
$465M
|
+$2.35M
|
+0.5%
|
2.23%
|
0.8%
|
5
|
0%
|
|
|
2012
|
Condor Capital Management
Martinsville,
New Jersey
|
$465M
|
+$15.7M
|
+3%
|
6.24%
|
58.2%
|
187
|
9.09%
|
|
|
2013
|
JHL Capital Group
Chicago,
Illinois
|
$464M
|
-$825M
|
-64%
|
15.1%
|
–
|
20
|
60%
|
|
|
2014
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$464M
|
+$42.7M
|
+10%
|
6.36%
|
57.2%
|
73
|
8.22%
|
|
|
2015
|
Vicus Capital
State College,
Pennsylvania
|
$463M
|
+$14.7M
|
+3%
|
3.68%
|
59.6%
|
245
|
15.92%
|
|
|
2016
|
Washington Trust Bank
Spokane,
Washington
|
$463M
|
+$19.7M
|
+4%
|
5.53%
|
80.5%
|
1,098
|
42.44%
|
|
|
2017
|
Motley Fool Asset Management
Alexandria,
Virginia
|
$463M
|
+$12.8M
|
+3%
|
8.81%
|
117%
|
83
|
26.51%
|
|
|
2018
|
TA Associates
Boston,
Massachusetts
|
$463M
|
-$194M
|
-30%
|
1.06%
|
–
|
4
|
75%
|
|
|
2019
|
Windham Capital Management
Boston,
Massachusetts
|
$462M
|
+$21.7M
|
+5%
|
4.9%
|
8.3%
|
34
|
26.47%
|
|
|
2020
|
|
$462M
|
-$117M
|
-20%
|
5.85%
|
63.4%
|
87
|
31.03%
|
|
|
2021
|
Grace & White Inc
Ny,
New York
|
$462M
|
-$2.82M
|
-0.6%
|
2.91%
|
61.5%
|
142
|
4.23%
|
|
|
2022
|
De Burlo Group
Boston,
Massachusetts
|
$461M
|
+$50M
|
+12%
|
11.8%
|
147%
|
112
|
24.11%
|
|
|
2023
|
Strategy Asset Managers
Pasadena,
California
|
$461M
|
+$3.48M
|
+0.8%
|
6.15%
|
108%
|
124
|
2.42%
|
|
|
2024
|
Vestor Capital
Chicago,
Illinois
|
$460M
|
+$83.9M
|
+22%
|
5.26%
|
186%
|
162
|
46.3%
|
|
|
2025
|
Signet Financial Management
Parsippany,
New Jersey
|
$460M
|
+$41.8M
|
+10%
|
4.68%
|
65.2%
|
214
|
22.9%
|
|