|
2001
|
British Steel Pension Fund
London,
United Kingdom
|
$556M
|
-$106M
|
-16%
|
4.47%
|
29.7%
|
173
|
0.58%
|
|
|
2002
|
Prana Capital Management
Greenwich,
Connecticut
|
$555M
|
-$1.72M
|
-0.3%
|
0.88%
|
32.3%
|
73
|
57.53%
|
|
|
2003
|
|
$555M
|
-$634M
|
-53%
|
19.6%
|
139%
|
61
|
50.82%
|
|
|
2004
|
Connable Office Inc
Kalamazoo,
Michigan
|
$555M
|
+$10.6M
|
+2%
|
0.1%
|
54.5%
|
192
|
14.06%
|
|
|
2005
|
V3 Capital Management
Dallas,
Texas
|
$554M
|
+$87.8M
|
+19%
|
7.42%
|
20.5%
|
19
|
36.84%
|
|
|
2006
|
Randolph Company
Cincinnati,
Ohio
|
$554M
|
-$27.9M
|
-5%
|
3.37%
|
120%
|
51
|
35.29%
|
|
|
2007
|
J.V. Bruni & Co
Colorado Springs,
Colorado
|
$554M
|
-$12.6M
|
-2%
|
1.15%
|
70.5%
|
27
|
7.41%
|
|
|
2008
|
Krilogy Financial
St. Louis,
Missouri
|
$553M
|
+$31.9M
|
+6%
|
1.07%
|
71.9%
|
193
|
14.51%
|
|
|
2009
|
Grosvenor Holdings
Chicago,
Illinois
|
$553M
|
+$127M
|
+30%
|
3.84%
|
54.3%
|
23
|
47.83%
|
|
|
2010
|
Pure Financial Advisors
San Diego,
California
|
$553M
|
-$4.38M
|
-0.8%
|
0.78%
|
37.2%
|
140
|
10.71%
|
|
|
2011
|
Ellington Management Group
Old Greenwich,
Connecticut
|
$553M
|
-$32.5M
|
-6%
|
1.77%
|
16.1%
|
894
|
74.61%
|
|
|
2012
|
Adams Natural Resources Fund
Baltimore,
Maryland
|
$553M
|
-$30.8M
|
-5%
|
4.95%
|
43%
|
65
|
7.69%
|
|
|
2013
|
Adell Harriman & Carpenter
Houston,
Texas
|
$552M
|
+$16.8M
|
+3%
|
2.23%
|
128%
|
148
|
16.22%
|
|
|
2014
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$552M
|
+$4.2M
|
+0.8%
|
1.28%
|
56.3%
|
382
|
31.15%
|
|
|
2015
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$552M
|
+$24.3M
|
+5%
|
3.45%
|
16%
|
65
|
6.15%
|
|
|
2016
|
FAS Wealth Partners
Leawood,
Kansas
|
$552M
|
+$14.7M
|
+3%
|
0.77%
|
58%
|
194
|
3.61%
|
|
|
2017
|
John G. Ullman & Associates
Corning,
New York
|
$551M
|
-$18M
|
-3%
|
1.45%
|
108%
|
161
|
18.63%
|
|
|
2018
|
HGC Investment Management
Toronto,
Ontario, Canada
|
$550M
|
+$40.2M
|
+8%
|
1.47%
|
34.4%
|
160
|
32.5%
|
|
|
2019
|
Sather Financial Group
Victoria,
Texas
|
$550M
|
+$23.4M
|
+4%
|
3.33%
|
61.5%
|
64
|
23.44%
|
|
|
2020
|
Centerbridge Partners
New York
|
$550M
|
-$265M
|
-32%
|
11.5%
|
16.1%
|
12
|
25%
|
|
|
2021
|
Stieven Capital Advisors
St. Louis,
Missouri
|
$550M
|
-$9.21M
|
-2%
|
0.91%
|
82.8%
|
63
|
22.22%
|
|
|
2022
|
Arbiter Partners Capital Management
New York
|
$549M
|
+$33.6M
|
+7%
|
0.54%
|
329%
|
57
|
19.3%
|
|
|
2023
|
Thomas White International
Chicago,
Illinois
|
$548M
|
-$19.8M
|
-3%
|
0.33%
|
34.9%
|
270
|
17.04%
|
|
|
2024
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$547M
|
+$1.67M
|
+0.3%
|
1.43%
|
55%
|
80
|
11.25%
|
|
|
2025
|
Freshford Capital Management
Rye Brook,
New York
|
$547M
|
-$47.2M
|
-8%
|
4.96%
|
62.2%
|
21
|
28.57%
|
|