|
2001
|
Pure Financial Advisors
San Diego,
California
|
$493M
|
+$35.8M
|
+8%
|
9.8%
|
47.2%
|
153
|
15.03%
|
|
|
2002
|
|
$493M
|
-$10.3M
|
-2%
|
10.5%
|
27%
|
37
|
2.7%
|
|
|
2003
|
One Capital Management
Westlake Village,
California
|
$493M
|
-$60.3M
|
-11%
|
10.2%
|
50.5%
|
185
|
16.22%
|
|
|
2004
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$492M
|
-$80.2M
|
-14%
|
14.3%
|
81.9%
|
960
|
69.48%
|
|
|
2005
|
First Nebraska Trust
Lincoln,
Nebraska
|
$492M
|
-$98.4M
|
-17%
|
11%
|
67.9%
|
145
|
10.34%
|
|
|
2006
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$491M
|
+$1.74M
|
+0.4%
|
11.5%
|
58.8%
|
62
|
8.06%
|
|
|
2007
|
Jag Capital Management
St Louis,
Missouri
|
$491M
|
-$120M
|
-20%
|
9.67%
|
230%
|
111
|
26.13%
|
|
|
2008
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$491M
|
-$796M
|
-62%
|
4.99%
|
336%
|
194
|
74.74%
|
|
|
2009
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$490M
|
-$219M
|
-31%
|
13.3%
|
99.4%
|
166
|
24.1%
|
|
|
2010
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$490M
|
-$104M
|
-18%
|
9.83%
|
87.2%
|
130
|
10%
|
|
|
2011
|
Legato Capital Management
San Francisco,
California
|
$489M
|
-$25.5M
|
-5%
|
1.25%
|
243%
|
179
|
35.2%
|
|
|
2012
|
Guinness Asset Management
London,
United Kingdom
|
$489M
|
-$63.8M
|
-12%
|
13.9%
|
73.9%
|
106
|
7.55%
|
|
|
2013
|
HoyleCohen
San Diego,
California
|
$489M
|
-$40.9M
|
-8%
|
12.4%
|
46.1%
|
176
|
13.07%
|
|
|
2014
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$489M
|
-$46.2M
|
-9%
|
7.87%
|
48.1%
|
53
|
22.64%
|
|
|
2015
|
361 Capital
Denver,
Colorado
|
$489M
|
+$28.7M
|
+6%
|
14%
|
118%
|
460
|
65.22%
|
|
|
2016
|
Freshford Capital Management
Rye Brook,
New York
|
$489M
|
-$135M
|
-22%
|
18.2%
|
97.3%
|
26
|
46.15%
|
|
|
2017
|
Bayesian Capital Management
Brooklyn,
New York
|
$488M
|
-$122M
|
-20%
|
13.6%
|
107%
|
885
|
64.52%
|
|
|
2018
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$488M
|
+$44.3M
|
+10%
|
9.25%
|
26.1%
|
191
|
17.8%
|
|
|
2019
|
Basso Capital Management
Stamford,
Connecticut
|
$488M
|
+$36.3M
|
+8%
|
0.46%
|
85.5%
|
215
|
38.6%
|
|
|
2020
|
Gratus Capital
Atlanta,
Georgia
|
$487M
|
-$242M
|
-33%
|
11%
|
51.4%
|
194
|
18.04%
|
|
|
2021
|
Thomasville National Bank
Thomasville,
Georgia
|
$487M
|
-$136M
|
-22%
|
8.79%
|
–
|
198
|
9.6%
|
|
|
2022
|
Stewart & Patten Company
Lafayette,
California
|
$487M
|
-$59M
|
-11%
|
10.1%
|
27.5%
|
94
|
7.45%
|
|
|
2023
|
Telemark Asset Management
Boston,
Massachusetts
|
$487M
|
-$316M
|
-39%
|
11.4%
|
329%
|
45
|
60%
|
|
|
2024
|
Bangor Savings Bank
Bangor,
Maine
|
$486M
|
-$53.3M
|
-10%
|
9.5%
|
49.6%
|
168
|
7.74%
|
|
|
2025
|
Transform Wealth
Greenwood Village,
Colorado
|
$486M
|
-$90.5M
|
-16%
|
12.8%
|
48.4%
|
210
|
20.95%
|
|