|
2001
|
First Business Financial Services
Madison,
Wisconsin
|
$503M
|
+$15.6M
|
+3%
|
3.67%
|
74%
|
89
|
24.72%
|
|
|
2002
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$503M
|
+$1.11M
|
+0.2%
|
3.68%
|
68.3%
|
376
|
16.76%
|
|
|
2003
|
Estate Counselors
Thiensville,
Wisconsin
|
$502M
|
+$61.1M
|
+14%
|
3.45%
|
52.1%
|
61
|
8.2%
|
|
|
2004
|
BB&T Investment Services
Charlotte,
North Carolina
|
$501M
|
+$103M
|
+26%
|
3.33%
|
–
|
1,387
|
20.69%
|
|
|
2005
|
Matrix VIII US Management
Cambridge,
Massachusetts
|
$501M
|
+$59.9M
|
+14%
|
13.6%
|
–
|
1
|
0%
|
|
|
2006
|
|
$501M
|
+$11.3M
|
+2%
|
4.78%
|
62.7%
|
111
|
11.71%
|
|
|
2007
|
Cardan Capital Partners
Denver,
Colorado
|
$501M
|
-$12.4M
|
-2%
|
2.91%
|
64%
|
127
|
9.45%
|
|
|
2008
|
American Assets Investment Management
San Diego,
California
|
$501M
|
+$17.1M
|
+4%
|
3.07%
|
413%
|
160
|
9.38%
|
|
|
2009
|
Tygh Capital Management
Portland,
Oregon
|
$500M
|
+$59.4M
|
+13%
|
9.1%
|
251%
|
102
|
28.43%
|
|
|
2010
|
CNO Financial Group
Carmel,
Indiana
|
$500M
|
+$113M
|
+29%
|
0.67%
|
–
|
22
|
27.27%
|
|
|
2011
|
Lomas Capital Management
New York
|
$500M
|
+$35.5M
|
+8%
|
8.68%
|
66.3%
|
38
|
47.37%
|
|
|
2012
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$500M
|
+$7.17M
|
+1%
|
3.79%
|
86.5%
|
139
|
12.95%
|
|
|
2013
|
Motley Fool Asset Management
Alexandria,
Virginia
|
$499M
|
+$16.4M
|
+3%
|
5.89%
|
95.5%
|
69
|
8.7%
|
|
|
2014
|
|
$498M
|
+$144M
|
+41%
|
5.8%
|
10.2%
|
67
|
41.79%
|
|
|
2015
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$498M
|
+$89.2M
|
+22%
|
2.48%
|
19%
|
177
|
28.81%
|
|
|
2016
|
Condor Capital Management
Martinsville,
New Jersey
|
$498M
|
+$23M
|
+5%
|
4.43%
|
47.3%
|
180
|
3.89%
|
|
|
2017
|
Private Wealth Partners
Mill Valley,
California
|
$497M
|
+$36.9M
|
+8%
|
5.69%
|
92.8%
|
130
|
19.23%
|
|
|
2018
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$497M
|
+$32.1M
|
+7%
|
6.49%
|
58.7%
|
32
|
6.25%
|
|
|
2019
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$496M
|
+$21.4M
|
+5%
|
5.32%
|
111%
|
16
|
0%
|
|
|
2020
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$496M
|
+$124M
|
+33%
|
3.86%
|
69.8%
|
103
|
37.86%
|
|
|
2021
|
Charles-Lim Capital
Central,
Hong Kong
|
$495M
|
+$96.2M
|
+24%
|
12.4%
|
21.5%
|
7
|
28.57%
|
|
|
2022
|
Vivo Capital
Palo Alto,
California
|
$495M
|
+$97.7M
|
+25%
|
18.2%
|
7,374%
|
33
|
33.33%
|
|
|
2023
|
Regal Partners
Sydney, NSW,
Australia
|
$494M
|
+$36.2M
|
+8%
|
4.65%
|
133%
|
12
|
25%
|
|
|
2024
|
Tekne Capital Management
New York
|
$494M
|
+$31.2M
|
+7%
|
11.4%
|
258%
|
17
|
11.76%
|
|
|
2025
|
Deltec Asset Management
New York
|
$493M
|
+$5.54M
|
+1%
|
2.91%
|
128%
|
189
|
25.4%
|
|