|
2001
|
First Nebraska Trust
Lincoln,
Nebraska
|
$762M
|
-$82M
|
-10%
|
8.91%
|
67.9%
|
180
|
11.11%
|
|
|
2002
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$762M
|
-$387M
|
-34%
|
13.5%
|
–
|
511
|
18.98%
|
|
|
2003
|
Bath Savings Trust
Bath,
Maine
|
$761M
|
-$115M
|
-13%
|
11.6%
|
47.3%
|
160
|
8.13%
|
|
|
2004
|
Y-Intercept (HK)
Hong Kong
|
$761M
|
+$324M
|
+74%
|
20.6%
|
34.4%
|
1,302
|
82.8%
|
|
|
2005
|
Indaba Capital Management
San Francisco,
California
|
$760M
|
-$123M
|
-14%
|
20.6%
|
66.7%
|
50
|
14%
|
|
|
2006
|
Maple Capital Management
Montpelier,
Vermont
|
$759M
|
-$92.8M
|
-11%
|
14%
|
100%
|
105
|
16.19%
|
|
|
2007
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$758M
|
-$237M
|
-24%
|
18%
|
59.5%
|
54
|
11.11%
|
|
|
2008
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$758M
|
+$88M
|
+13%
|
15.5%
|
52.3%
|
59
|
20.34%
|
|
|
2009
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$758M
|
-$216M
|
-22%
|
14.6%
|
118%
|
792
|
28.16%
|
|
|
2010
|
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
$758M
|
+$89.3M
|
+13%
|
16.7%
|
79.2%
|
9
|
44.44%
|
|
|
2011
|
Grassi Investment Management
Santa Clara,
California
|
$757M
|
-$199M
|
-21%
|
17.1%
|
170%
|
140
|
13.57%
|
|
|
2012
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$757M
|
-$102M
|
-12%
|
15.7%
|
62%
|
113
|
55.75%
|
|
|
2013
|
Criteria Caixa
Barcelona,
Spain
|
$756M
|
-$115M
|
-13%
|
13.2%
|
35.5%
|
52
|
34.62%
|
|
|
2014
|
Hilltop Holdings
Dallas,
Texas
|
$755M
|
-$133M
|
-15%
|
8.95%
|
96.7%
|
596
|
21.48%
|
|
|
2015
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$755M
|
-$107M
|
-12%
|
12%
|
65.9%
|
153
|
24.84%
|
|
|
2016
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$755M
|
-$225M
|
-23%
|
17.3%
|
198%
|
252
|
14.29%
|
|
|
2017
|
Strategic Value Partners
Greenwich,
Connecticut
|
$755M
|
-$544M
|
-42%
|
17.8%
|
–
|
5
|
0%
|
|
|
2018
|
Lutz Financial Services
Omaha,
Nebraska
|
$754M
|
-$57M
|
-7%
|
10.5%
|
35.3%
|
70
|
18.57%
|
|
|
2019
|
Inspire Investing
Meridian,
Idaho
|
$754M
|
-$110M
|
-13%
|
13.1%
|
108%
|
807
|
7.93%
|
|
|
2020
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$752M
|
-$85.3M
|
-10%
|
12.8%
|
76.6%
|
436
|
11.47%
|
|
|
2021
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$751M
|
-$128M
|
-15%
|
14.2%
|
98.6%
|
457
|
24.95%
|
|
|
2022
|
Callahan Advisors
Houston,
Texas
|
$751M
|
-$125M
|
-14%
|
12.2%
|
87.7%
|
152
|
9.21%
|
|
|
2023
|
RWWM Inc
Rocklin,
California
|
$751M
|
-$143M
|
-16%
|
5.96%
|
40.6%
|
14
|
0%
|
|
|
2024
|
Central Securities
New York
|
$750M
|
-$191M
|
-20%
|
15.7%
|
90.2%
|
30
|
3.33%
|
|
|
2025
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$750M
|
-$119M
|
-14%
|
11.6%
|
31.2%
|
985
|
8.32%
|
|