|
2001
|
Parus Finance (UK)
London,
United Kingdom
|
$553M
|
-$17M
|
-3%
|
5.52%
|
199%
|
18
|
11.11%
|
|
|
2002
|
Nationwide Fund Advisors
Columbus,
Ohio
|
$552M
|
-$24.9B
|
-98%
|
4.47%
|
28.3%
|
3,198
|
99.87%
|
|
|
2003
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$552M
|
+$22.9M
|
+4%
|
3.56%
|
42.8%
|
26
|
7.69%
|
|
|
2004
|
Highland Associates
Birmingham,
Alabama
|
$551M
|
–
|
–
|
3.87%
|
–
|
2
|
–
|
|
|
2005
|
Hillcrest Asset Management
Plano,
Texas
|
$551M
|
-$1.01M
|
-0.2%
|
0.06%
|
97.2%
|
64
|
17.19%
|
|
|
2006
|
Ensemble Capital Management
San Francisco,
California
|
$550M
|
+$73.3M
|
+15%
|
8.33%
|
36.2%
|
40
|
25%
|
|
|
2007
|
Howe & Rusling
Rochester,
New York
|
$550M
|
+$9.63M
|
+2%
|
6.78%
|
82%
|
927
|
14.13%
|
|
|
2008
|
Harvey Investment Company
Louisville,
Kentucky
|
$550M
|
+$43.1M
|
+9%
|
8.16%
|
48.4%
|
87
|
8.05%
|
|
|
2009
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$550M
|
+$40.6M
|
+8%
|
7.4%
|
38.8%
|
98
|
5.1%
|
|
|
2010
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$549M
|
+$2.67M
|
+0.5%
|
7.65%
|
48.1%
|
47
|
14.89%
|
|
|
2011
|
Cortland Associates
St Louis,
Missouri
|
$549M
|
+$12.7M
|
+2%
|
5.41%
|
57.1%
|
55
|
18.18%
|
|
|
2012
|
Seminole Management
New York
|
$549M
|
+$82.3M
|
+18%
|
7.45%
|
95.4%
|
34
|
58.82%
|
|
|
2013
|
Autus Asset Management
Scottsdale,
Arizona
|
$548M
|
+$27.8M
|
+5%
|
6.12%
|
26.3%
|
155
|
7.74%
|
|
|
2014
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$548M
|
+$13M
|
+2%
|
6.6%
|
102%
|
201
|
10.95%
|
|
|
2015
|
Boxer Capital
San Diego,
California
|
$547M
|
+$108M
|
+25%
|
14.5%
|
262%
|
36
|
44.44%
|
|
|
2016
|
SeaCrest Wealth Management
Purchase,
New York
|
$547M
|
–
|
–
|
4.91%
|
142%
|
2,284
|
–
|
|
|
2017
|
Goodnow Investment Group
Darien,
Connecticut
|
$546M
|
+$61M
|
+13%
|
12.3%
|
131%
|
26
|
11.54%
|
|
|
2018
|
First Business Financial Services
Madison,
Wisconsin
|
$545M
|
+$42.5M
|
+8%
|
4.59%
|
74%
|
88
|
20.45%
|
|
|
2019
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$545M
|
+$93M
|
+21%
|
4.83%
|
73.4%
|
424
|
11.32%
|
|
|
2020
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$544M
|
+$18.9M
|
+4%
|
5.47%
|
123%
|
160
|
15.63%
|
|
|
2021
|
EnCap Energy Capital Fund VIII
Houston,
Texas
|
$543M
|
+$394M
|
+264%
|
6.56%
|
6.16%
|
3
|
66.67%
|
|
|
2022
|
Winslow Asset Management
Beachwood,
Ohio
|
$543M
|
+$27M
|
+5%
|
7.53%
|
89.9%
|
96
|
4.17%
|
|
|
2023
|
Graticule Asia Macro Advisors
New York
|
$543M
|
-$1.64B
|
-75%
|
7.35%
|
–
|
104
|
75%
|
|
|
2024
|
Finepoint Capital
Boston,
Massachusetts
|
$543M
|
+$93.9M
|
+21%
|
7.84%
|
27.4%
|
11
|
27.27%
|
|
|
2025
|
Transform Wealth
Greenwood Village,
Colorado
|
$543M
|
+$256M
|
+89%
|
7.54%
|
48.4%
|
259
|
22.78%
|
|