|
2001
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$559M
|
+$30.7M
|
+6%
|
7.39%
|
96.1%
|
17
|
11.76%
|
|
|
2002
|
CapWealth Advisors
Franklin,
Tennessee
|
$558M
|
+$41.1M
|
+8%
|
2.56%
|
143%
|
111
|
10.81%
|
|
|
2003
|
First Business Financial Services
Madison,
Wisconsin
|
$558M
|
+$19.8M
|
+4%
|
1.58%
|
74%
|
89
|
11.24%
|
|
|
2004
|
Legato Capital Management
San Francisco,
California
|
$558M
|
-$29.3M
|
-5%
|
0.77%
|
243%
|
130
|
11.54%
|
|
|
2005
|
Merit Financial Group
Alpharetta,
Georgia
|
$558M
|
+$49.2M
|
+10%
|
1.56%
|
67.3%
|
122
|
17.21%
|
|
|
2006
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$557M
|
+$6.99M
|
+1%
|
12.7%
|
68.8%
|
58
|
8.62%
|
|
|
2007
|
Newport Asia
San Francisco,
California
|
$557M
|
-$89.9M
|
-14%
|
2.79%
|
–
|
6
|
16.67%
|
|
|
2008
|
Jacobs Asset Management
New York
|
$557M
|
+$16.8M
|
+3%
|
3.2%
|
114%
|
61
|
27.87%
|
|
|
2009
|
SeaCrest Wealth Management
Purchase,
New York
|
$555M
|
+$9.8M
|
+2%
|
3.58%
|
142%
|
2,389
|
8.87%
|
|
|
2010
|
Transform Wealth
Greenwood Village,
Colorado
|
$553M
|
+$26.7M
|
+5%
|
4.54%
|
48.4%
|
243
|
14.4%
|
|
|
2011
|
|
$553M
|
+$19.1M
|
+4%
|
8.91%
|
72.2%
|
91
|
19.78%
|
|
|
2012
|
Howe & Rusling
Rochester,
New York
|
$552M
|
+$77K
|
+0%
|
1.49%
|
82%
|
1,017
|
25.66%
|
|
|
2013
|
Jacobs & Co
San Francisco,
California
|
$552M
|
+$10.8M
|
+2%
|
3.78%
|
92.2%
|
126
|
6.35%
|
|
|
2014
|
First Reserve GP XI
Stamford,
Connecticut
|
$552M
|
+$107M
|
+24%
|
24%
|
26.4%
|
1
|
0%
|
|
|
2015
|
Opus Investment Management
Worcester,
Massachusetts
|
$552M
|
+$7.19M
|
+1%
|
1.11%
|
52.8%
|
95
|
5.26%
|
|
|
2016
|
Griffin Asset Management
New York
|
$551M
|
+$1.67M
|
+0.3%
|
2.95%
|
80.7%
|
213
|
7.51%
|
|
|
2017
|
PM Capital
Sydney,
Australia
|
$551M
|
-$3.69M
|
-0.7%
|
2.02%
|
105%
|
25
|
4%
|
|
|
2018
|
|
$551M
|
-$3.42M
|
-0.6%
|
0.42%
|
135%
|
10
|
0%
|
|
|
2019
|
Granite Investment Advisors
Concord,
New Hampshire
|
$549M
|
+$3.96M
|
+0.7%
|
1.48%
|
55.6%
|
175
|
9.14%
|
|
|
2020
|
Thompson Investment Management
Madison,
Wisconsin
|
$548M
|
+$11.1M
|
+2%
|
3.29%
|
83.5%
|
192
|
11.98%
|
|
|
2021
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$546M
|
-$21.2M
|
-4%
|
6.95%
|
129%
|
278
|
28.42%
|
|
|
2022
|
Cadinha & Co
Honolulu,
Hawaii
|
$546M
|
+$50.8M
|
+10%
|
1.33%
|
123%
|
136
|
12.5%
|
|
|
2023
|
Peconic Partners
New York
|
$545M
|
+$27.7M
|
+5%
|
3.32%
|
300%
|
55
|
34.55%
|
|
|
2024
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$545M
|
+$74.3M
|
+16%
|
4.28%
|
133%
|
883
|
62.17%
|
|
|
2025
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$545M
|
+$8.06M
|
+2%
|
5.25%
|
38.8%
|
99
|
6.06%
|
|