|
2001
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$550M
|
+$17.3M
|
+3%
|
6.38%
|
68.8%
|
59
|
11.86%
|
|
|
2002
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$550M
|
+$20.8M
|
+4%
|
0.19%
|
77.9%
|
140
|
20.71%
|
|
|
2003
|
Atlas Brown
Louisville,
Kentucky
|
$550M
|
-$10.5M
|
-2%
|
4.69%
|
102%
|
147
|
6.8%
|
|
|
2004
|
Griffin Asset Management
New York
|
$549M
|
-$12.5M
|
-2%
|
3.04%
|
80.7%
|
214
|
6.54%
|
|
|
2005
|
Elephas Investment Management
Hong Kong
|
$549M
|
+$171M
|
+45%
|
1.41%
|
422%
|
29
|
68.97%
|
|
|
2006
|
Alpha Wave Global
New York
|
$547M
|
+$111M
|
+25%
|
9.6%
|
226%
|
26
|
46.15%
|
|
|
2007
|
McDaniel Terry & Co
Austin,
Texas
|
$547M
|
-$18.1M
|
-3%
|
2.28%
|
57.9%
|
63
|
4.76%
|
|
|
2008
|
Serenity Capital
Palo Alto,
California
|
$547M
|
+$155M
|
+40%
|
10.4%
|
–
|
8
|
25%
|
|
|
2009
|
SeaCrest Wealth Management
Purchase,
New York
|
$545M
|
-$1.65M
|
-0.3%
|
0.85%
|
142%
|
2,379
|
7.9%
|
|
|
2010
|
Granite Investment Advisors
Concord,
New Hampshire
|
$545M
|
-$23.3M
|
-4%
|
2.19%
|
55.6%
|
192
|
18.23%
|
|
|
2011
|
Opus Investment Management
Worcester,
Massachusetts
|
$545M
|
-$16.6M
|
-3%
|
3.8%
|
52.8%
|
96
|
9.38%
|
|
|
2012
|
Crow Point Partners
Boston,
Massachusetts
|
$544M
|
-$91.1M
|
-14%
|
1.36%
|
56.9%
|
338
|
45.86%
|
|
|
2013
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$544M
|
+$1.65M
|
+0.3%
|
2.17%
|
86%
|
400
|
17.5%
|
|
|
2014
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$542M
|
+$86.7M
|
+19%
|
27.3%
|
80.3%
|
41
|
2.44%
|
|
|
2015
|
Corient Capital Partners
Newport Beach,
California
|
$542M
|
-$45.6M
|
-8%
|
2.08%
|
39.2%
|
291
|
18.21%
|
|
|
2016
|
Guardian Life Insurance
New York
|
$542M
|
+$84.6M
|
+19%
|
0.16%
|
–
|
529
|
1.51%
|
|
|
2017
|
Harvey Investment Company
Louisville,
Kentucky
|
$542M
|
-$7.98M
|
-1%
|
0.01%
|
48.4%
|
89
|
8.99%
|
|
|
2018
|
Jacobs & Co
San Francisco,
California
|
$541M
|
-$11.9M
|
-2%
|
0.8%
|
92.2%
|
126
|
7.14%
|
|
|
2019
|
Jag Capital Management
St Louis,
Missouri
|
$541M
|
+$7.87M
|
+1%
|
10.2%
|
230%
|
110
|
23.64%
|
|
|
2020
|
Basso Capital Management
Stamford,
Connecticut
|
$541M
|
-$71.6M
|
-12%
|
0.77%
|
85.5%
|
212
|
32.55%
|
|
|
2021
|
IBM Retirement Fund
Armonk,
New York
|
$541M
|
-$49.4M
|
-8%
|
0%
|
54.4%
|
528
|
28.6%
|
|
|
2022
|
Advisor Partners
Walnut Creek,
California
|
$540M
|
-$19.5M
|
-3%
|
0.35%
|
63.8%
|
614
|
16.61%
|
|
|
2023
|
Jacobs Asset Management
New York
|
$540M
|
+$11.6M
|
+2%
|
2.06%
|
114%
|
55
|
23.64%
|
|
|
2024
|
Estate Counselors
Thiensville,
Wisconsin
|
$539M
|
+$38.7M
|
+8%
|
1.03%
|
60%
|
76
|
28.95%
|
|
|
2025
|
Corsair Capital Management
New York
|
$539M
|
-$21.5M
|
-4%
|
1.99%
|
435%
|
61
|
8.2%
|
|