|
2001
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$569M
|
+$22.7M
|
+4%
|
0.89%
|
41.8%
|
79
|
7.59%
|
|
|
2002
|
Miura Global Management
New York
|
$568M
|
-$49.8M
|
-8%
|
2.82%
|
375%
|
35
|
48.57%
|
|
|
2003
|
Northcape Capital
Sydney,
Australia
|
$567M
|
+$16M
|
+3%
|
0.81%
|
–
|
19
|
21.05%
|
|
|
2004
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$567M
|
+$10.1M
|
+2%
|
1.86%
|
69.8%
|
379
|
14.25%
|
|
|
2005
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$567M
|
+$23.7M
|
+4%
|
2.23%
|
–
|
298
|
10.74%
|
|
|
2006
|
PM Capital
Sydney,
Australia
|
$567M
|
-$28.3M
|
-5%
|
3.28%
|
105%
|
25
|
4%
|
|
|
2007
|
|
$566M
|
-$86.8M
|
-13%
|
5.71%
|
80.2%
|
13
|
23.08%
|
|
|
2008
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$566M
|
+$18.5M
|
+3%
|
0.99%
|
26.1%
|
190
|
15.79%
|
|
|
2009
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$566M
|
+$15.4M
|
+3%
|
0.3%
|
44.7%
|
185
|
7.03%
|
|
|
2010
|
Petrus Trust Company
Dallas,
Texas
|
$565M
|
+$1.11M
|
+0.2%
|
0.01%
|
36.9%
|
391
|
62.15%
|
|
|
2011
|
Matrix Asset Advisors
White Plains,
New York
|
$565M
|
+$1.17M
|
+0.2%
|
2.1%
|
76.9%
|
76
|
11.84%
|
|
|
2012
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$565M
|
+$12.9M
|
+2%
|
2.6%
|
80%
|
164
|
7.32%
|
|
|
2013
|
Cortland Associates
St Louis,
Missouri
|
$565M
|
-$67M
|
-11%
|
0.13%
|
57.1%
|
57
|
12.28%
|
|
|
2014
|
Private Capital Group
West Hartford,
Connecticut
|
$564M
|
+$126M
|
+29%
|
1.05%
|
30.1%
|
2,782
|
30.84%
|
|
|
2015
|
Transform Wealth
Greenwood Village,
Colorado
|
$563M
|
-$117M
|
-17%
|
1.72%
|
48.4%
|
240
|
16.67%
|
|
|
2016
|
Tygh Capital Management
Portland,
Oregon
|
$563M
|
-$25.4M
|
-4%
|
2.73%
|
251%
|
96
|
37.5%
|
|
|
2017
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$563M
|
-$15.6M
|
-3%
|
1.94%
|
66.7%
|
153
|
7.84%
|
|
|
2018
|
Flippin Bruce & Porter
Lynchburg,
Virginia
|
$562M
|
-$7.02M
|
-1%
|
1.82%
|
44.4%
|
80
|
3.75%
|
|
|
2019
|
Ally Financial
Detroit,
Michigan
|
$562M
|
-$19.6M
|
-3%
|
0.68%
|
9.35%
|
115
|
24.35%
|
|
|
2020
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$562M
|
+$5.99M
|
+1%
|
1.76%
|
–
|
246
|
7.32%
|
|
|
2021
|
CDAM (UK)
London,
United Kingdom
|
$561M
|
+$47.9M
|
+9%
|
1.54%
|
7.89%
|
17
|
23.53%
|
|
|
2022
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$561M
|
-$553M
|
-50%
|
0.51%
|
143%
|
269
|
51.67%
|
|
|
2023
|
Arosa Capital Management
Miami Beach,
Florida
|
$561M
|
-$72.4M
|
-11%
|
8.1%
|
536%
|
75
|
54.67%
|
|
|
2024
|
TFG Asset Management
Grand Cayman,
Cayman Islands
|
$561M
|
-$128M
|
-19%
|
1.3%
|
72.1%
|
62
|
43.55%
|
|
|
2025
|
JBF Capital
Aspen,
Colorado
|
$561M
|
+$10.3M
|
+2%
|
0.76%
|
93.6%
|
96
|
36.46%
|
|