|
2001
|
W.R. Berkley Corp
Greenwich,
Connecticut
|
$584M
|
+$111M
|
+23%
|
6%
|
38.7%
|
146
|
58.9%
|
|
|
2002
|
CWA Asset Management Group
Naples,
Florida
|
$584M
|
+$65.3M
|
+13%
|
4.43%
|
–
|
251
|
18.33%
|
|
|
2003
|
Adams Natural Resources Fund
Baltimore,
Maryland
|
$583M
|
-$6.7M
|
-1%
|
0.34%
|
43%
|
63
|
9.52%
|
|
|
2004
|
Munro Partners
Melbourne,
Australia
|
$583M
|
-$86.7M
|
-13%
|
6%
|
350%
|
36
|
33.33%
|
|
|
2005
|
Salesforce Inc
San Francisco,
California
|
$582M
|
+$139M
|
+31%
|
20.8%
|
33.9%
|
6
|
33.33%
|
|
|
2006
|
Ally Financial
Detroit,
Michigan
|
$582M
|
+$57.3M
|
+11%
|
1.25%
|
9.35%
|
115
|
22.61%
|
|
|
2007
|
Randolph Company
Cincinnati,
Ohio
|
$582M
|
+$71.5M
|
+14%
|
5.95%
|
120%
|
52
|
36.54%
|
|
|
2008
|
Trek Financial
Scottsdale,
Arizona
|
$581M
|
+$27M
|
+5%
|
3.36%
|
144%
|
144
|
27.08%
|
|
|
2009
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$581M
|
+$14.7M
|
+3%
|
2.43%
|
198%
|
213
|
18.78%
|
|
|
2010
|
Brouwer & Janachowski
Mill Valley,
California
|
$581M
|
+$19M
|
+3%
|
3.03%
|
41.8%
|
50
|
4%
|
|
|
2011
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$580M
|
-$5.05M
|
-0.9%
|
4.09%
|
99.4%
|
175
|
20%
|
|
|
2012
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$579M
|
+$16.7M
|
+3%
|
3.09%
|
66.7%
|
153
|
7.19%
|
|
|
2013
|
Howe & Rusling
Rochester,
New York
|
$579M
|
+$1.24M
|
+0.2%
|
1.8%
|
82%
|
911
|
19.43%
|
|
|
2014
|
Jefferies Financial Group
New York
|
$578M
|
-$425M
|
-42%
|
4.4%
|
135%
|
51
|
82.35%
|
|
|
2015
|
Thomasville National Bank
Thomasville,
Georgia
|
$577M
|
+$35.4M
|
+7%
|
4.89%
|
–
|
198
|
8.08%
|
|
|
2016
|
Resource Management
Metairie,
Louisiana
|
$577M
|
+$21.2M
|
+4%
|
2.4%
|
82.7%
|
148
|
12.84%
|
|
|
2017
|
HoyleCohen
San Diego,
California
|
$576M
|
+$9.02M
|
+2%
|
3.76%
|
46.1%
|
186
|
5.91%
|
|
|
2018
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$576M
|
+$34.9M
|
+6%
|
2.09%
|
25.6%
|
162
|
8.02%
|
|
|
2019
|
First Business Financial Services
Madison,
Wisconsin
|
$576M
|
+$14.6M
|
+3%
|
3.25%
|
74%
|
120
|
15%
|
|
|
2020
|
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
$575M
|
+$50.9M
|
+10%
|
6.63%
|
80.4%
|
40
|
12.5%
|
|
|
2021
|
North Fourth Asset Management
Englewood Cliffs,
New Jersey
|
$574M
|
+$121M
|
+27%
|
7.85%
|
104%
|
90
|
83.33%
|
|
|
2022
|
Lenox Wealth Advisors
New York
|
$573M
|
+$40.2M
|
+8%
|
2.25%
|
35.7%
|
687
|
48.03%
|
|
|
2023
|
Woodstock Corp
Boston,
Massachusetts
|
$573M
|
+$14.6M
|
+3%
|
4.34%
|
96.1%
|
164
|
1.83%
|
|
|
2024
|
Efficient Advisors
Mason,
Ohio
|
$573M
|
+$639K
|
+0.1%
|
1.13%
|
30.6%
|
50
|
2%
|
|
|
2025
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$572M
|
+$33.6M
|
+6%
|
7.56%
|
129%
|
246
|
26.42%
|
|