|
2001
|
|
$552M
|
+$329M
|
+148%
|
3.18%
|
28.6%
|
25
|
24%
|
|
|
2002
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$552M
|
+$17.3M
|
+3%
|
6.23%
|
60%
|
48
|
14.58%
|
|
|
2003
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$551M
|
-$150M
|
-21%
|
5.79%
|
51.8%
|
649
|
7.55%
|
|
|
2004
|
Magnolia Group
Omaha,
Nebraska
|
$550M
|
+$72.6M
|
+15%
|
18.1%
|
8.9%
|
10
|
30%
|
|
|
2005
|
John G. Ullman & Associates
Corning,
New York
|
$550M
|
+$21.3M
|
+4%
|
6.29%
|
108%
|
133
|
17.29%
|
|
|
2006
|
New Leaf Venture Partners
New York
|
$550M
|
+$135M
|
+33%
|
5.87%
|
17.1%
|
21
|
33.33%
|
|
|
2007
|
Winslow Asset Management
Beachwood,
Ohio
|
$549M
|
+$10.2M
|
+2%
|
5.11%
|
83.3%
|
94
|
2.13%
|
|
|
2008
|
Tiger Eye Capital
Nashville,
Tennessee
|
$549M
|
+$53.4M
|
+11%
|
15.3%
|
116%
|
49
|
18.37%
|
|
|
2009
|
Dorsey Wright & Associates
Pasadena,
California
|
$549M
|
-$132M
|
-19%
|
9.02%
|
246%
|
324
|
75%
|
|
|
2010
|
Resources Management Corp
West Hartford,
Connecticut
|
$548M
|
–
|
–
|
6.85%
|
65.2%
|
463
|
–
|
|
|
2011
|
Condor Capital Management
Martinsville,
New Jersey
|
$548M
|
+$28.4M
|
+5%
|
6.41%
|
47.3%
|
169
|
3.55%
|
|
|
2012
|
WealthPLAN Partners
Omaha,
Nebraska
|
$548M
|
+$60M
|
+12%
|
6.97%
|
51.8%
|
297
|
27.27%
|
|
|
2013
|
Resource Management
Metairie,
Louisiana
|
$547M
|
+$33.7M
|
+7%
|
5.46%
|
82.7%
|
142
|
9.86%
|
|
|
2014
|
Sageview Capital
Greenwich,
Connecticut
|
$547M
|
-$285M
|
-34%
|
33.9%
|
335%
|
2
|
0%
|
|
|
2015
|
Solus Alternative Asset Management
Summit,
New Jersey
|
$547M
|
+$132M
|
+32%
|
8.19%
|
107%
|
14
|
35.71%
|
|
|
2016
|
Frazier Management
Seattle,
Washington
|
$546M
|
+$63.4M
|
+13%
|
15.4%
|
408%
|
17
|
29.41%
|
|
|
2017
|
Stewart & Patten Company
Lafayette,
California
|
$546M
|
+$22M
|
+4%
|
6.82%
|
27.5%
|
97
|
7.22%
|
|
|
2018
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$545M
|
+$34.5M
|
+7%
|
4%
|
60.4%
|
1,357
|
10.32%
|
|
|
2019
|
La Financiere de L'Echiquier
Paris,
France
|
$544M
|
+$135M
|
+33%
|
15.5%
|
27.9%
|
43
|
23.26%
|
|
|
2020
|
Bain Capital Venture Investors
Boston,
Massachusetts
|
$544M
|
+$94.8M
|
+21%
|
13.7%
|
82.1%
|
7
|
28.57%
|
|
|
2021
|
Horan Capital Management
Hunt Valley,
Maryland
|
$543M
|
+$32.2M
|
+6%
|
8.9%
|
69.2%
|
68
|
7.35%
|
|
|
2022
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$543M
|
+$56.9M
|
+12%
|
3.97%
|
186%
|
77
|
5.19%
|
|
|
2023
|
Miura Global Management
New York
|
$543M
|
+$119M
|
+28%
|
10.4%
|
375%
|
25
|
36%
|
|
|
2024
|
Jacobs Asset Management
New York
|
$543M
|
-$14M
|
-3%
|
0.75%
|
79.5%
|
60
|
25%
|
|
|
2025
|
CCM Investment Advisers
Columbia,
South Carolina
|
$542M
|
+$17.6M
|
+3%
|
7.06%
|
118%
|
93
|
10.75%
|
|