|
2001
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$939M
|
+$126M
|
+16%
|
7.31%
|
62%
|
77
|
9.09%
|
|
|
2002
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$939M
|
+$44.6M
|
+5%
|
9.42%
|
140%
|
32
|
9.38%
|
|
|
2003
|
Glynn Capital Management
Menlo Park,
California
|
$939M
|
-$201M
|
-18%
|
9.84%
|
126%
|
52
|
15.38%
|
|
|
2004
|
Cornerstone Capital
Palo Alto,
California
|
$938M
|
+$70.7M
|
+8%
|
8.49%
|
74.7%
|
94
|
8.51%
|
|
|
2005
|
SNS Financial Group
Minneapolis,
Minnesota
|
$937M
|
+$103M
|
+12%
|
6.32%
|
41.8%
|
261
|
18.77%
|
|
|
2006
|
Meridian Wealth Management
Lexington,
Kentucky
|
$936M
|
+$126M
|
+16%
|
11.5%
|
91%
|
426
|
14.32%
|
|
|
2007
|
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
$936M
|
+$223M
|
+31%
|
0.51%
|
323%
|
31
|
48.39%
|
|
|
2008
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$936M
|
+$129M
|
+16%
|
13.9%
|
107%
|
99
|
9.09%
|
|
|
2009
|
PSquared Asset Management
Zurich,
Switzerland
|
$935M
|
+$73.2M
|
+8%
|
8.57%
|
158%
|
10
|
30%
|
|
|
2010
|
Condor Capital Management
Martinsville,
New Jersey
|
$934M
|
-$5.41M
|
-0.6%
|
7.61%
|
47.3%
|
439
|
30.52%
|
|
|
2011
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$933M
|
+$46M
|
+5%
|
7.47%
|
58.6%
|
93
|
15.05%
|
|
|
2012
|
Indaba Capital Management
San Francisco,
California
|
$933M
|
-$11.4M
|
-1%
|
3.33%
|
66.7%
|
64
|
32.81%
|
|
|
2013
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$932M
|
+$175M
|
+23%
|
9.03%
|
83.6%
|
551
|
13.61%
|
|
|
2014
|
Murphy Capital Management
Bedminster,
New Jersey
|
$931M
|
+$75.9M
|
+9%
|
10.3%
|
41.6%
|
236
|
7.63%
|
|
|
2015
|
First Quadrant
Glendale,
California
|
$930M
|
+$72.8M
|
+8%
|
11.3%
|
90.6%
|
562
|
19.22%
|
|
|
2016
|
Endurance Wealth Management
Providence,
Rhode Island
|
$930M
|
+$30.5M
|
+3%
|
12.5%
|
59%
|
659
|
5.16%
|
|
|
2017
|
American Assets Investment Management
San Diego,
California
|
$928M
|
+$122M
|
+15%
|
6.78%
|
413%
|
182
|
14.84%
|
|
|
2018
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$928M
|
+$51.2M
|
+6%
|
9.3%
|
47.8%
|
346
|
10.69%
|
|
|
2019
|
Technology Crossover Management X
Menlo Park,
California
|
$928M
|
+$595M
|
+179%
|
15.6%
|
163%
|
7
|
42.86%
|
|
|
2020
|
L & S Advisors
Los Angeles,
California
|
$927M
|
+$1.35M
|
+0.1%
|
12.9%
|
187%
|
380
|
34.21%
|
|
|
2021
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$926M
|
-$26.5M
|
-3%
|
7.23%
|
45.2%
|
33
|
21.21%
|
|
|
2022
|
Duality Advisers
Miami,
Florida
|
$924M
|
-$381M
|
-29%
|
0.61%
|
18.3%
|
737
|
69.06%
|
|
|
2023
|
|
$923M
|
+$45M
|
+5%
|
7.75%
|
23.6%
|
232
|
15.95%
|
|
|
2024
|
Myriad Asset Management
North Point,
Hong Kong
|
$923M
|
-$48.9M
|
-5%
|
5.43%
|
149%
|
188
|
37.23%
|
|
|
2025
|
North Peak Capital Management
New York
|
$921M
|
+$143M
|
+18%
|
15.2%
|
21.6%
|
11
|
72.73%
|
|