|
2001
|
BIT Capital
Berlin,
Germany
|
$735M
|
-$397M
|
-35%
|
19.9%
|
782%
|
186
|
55.38%
|
|
|
2002
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$734M
|
-$174M
|
-19%
|
17.4%
|
107%
|
98
|
14.29%
|
|
|
2003
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$734M
|
-$158M
|
-18%
|
15.7%
|
54.9%
|
157
|
14.65%
|
|
|
2004
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$734M
|
-$84.2M
|
-10%
|
12.2%
|
39.2%
|
1,062
|
9.89%
|
|
|
2005
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$733M
|
-$163M
|
-18%
|
13%
|
58.7%
|
91
|
3.3%
|
|
|
2006
|
Arrow Financial
Glens Falls,
New York
|
$733M
|
-$102M
|
-12%
|
12.5%
|
53.2%
|
381
|
14.7%
|
|
|
2007
|
Ally Financial
Detroit,
Michigan
|
$733M
|
-$135M
|
-16%
|
15.7%
|
8.82%
|
126
|
13.49%
|
|
|
2008
|
Stokes Family Office
New Orleans,
Louisiana
|
$733M
|
-$20.6M
|
-3%
|
12.4%
|
56.9%
|
296
|
20.95%
|
|
|
2009
|
Webster Bank
Waterbury,
Connecticut
|
$733M
|
-$130M
|
-15%
|
13.6%
|
77.5%
|
555
|
6.31%
|
|
|
2010
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$732M
|
-$75.8M
|
-9%
|
13%
|
33.4%
|
34
|
11.76%
|
|
|
2011
|
140 Summer Partners
New York
|
$732M
|
-$532M
|
-42%
|
8.84%
|
134%
|
20
|
45%
|
|
|
2012
|
Freshford Capital Management
Rye Brook,
New York
|
$732M
|
-$2.37M
|
-0.3%
|
9.82%
|
62.2%
|
29
|
34.48%
|
|
|
2013
|
ARS Investment Partners
New York
|
$732M
|
-$305M
|
-29%
|
19.9%
|
260%
|
182
|
21.98%
|
|
|
2014
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$732M
|
-$141M
|
-16%
|
11.4%
|
35%
|
171
|
12.87%
|
|
|
2015
|
Sasco Capital
Fairfield,
Connecticut
|
$730M
|
-$72.7M
|
-9%
|
9.8%
|
15.5%
|
51
|
15.69%
|
|
|
2016
|
Narwhal Capital Management
Marietta,
Georgia
|
$730M
|
-$125M
|
-15%
|
14.4%
|
93.8%
|
168
|
14.29%
|
|
|
2017
|
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
$729M
|
-$841M
|
-54%
|
12.9%
|
90.7%
|
102
|
58.82%
|
|
|
2018
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$729M
|
-$104M
|
-12%
|
13.9%
|
54.1%
|
149
|
12.75%
|
|
|
2019
|
SIR Capital Management
New York
|
$729M
|
+$160M
|
+28%
|
7.77%
|
80%
|
98
|
43.88%
|
|
|
2020
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$728M
|
+$155M
|
+27%
|
10.7%
|
77.1%
|
164
|
28.05%
|
|
|
2021
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$727M
|
-$56M
|
-7%
|
13.2%
|
37.2%
|
248
|
15.32%
|
|
|
2022
|
Caldwell Trust
Venice,
Florida
|
$727M
|
-$113M
|
-13%
|
11.6%
|
74.1%
|
768
|
6.77%
|
|
|
2023
|
Simcoe Capital Management
New York
|
$726M
|
-$108M
|
-13%
|
15.3%
|
45.9%
|
20
|
35%
|
|
|
2024
|
Sandia Investment Management
Boston,
Massachusetts
|
$726M
|
+$20.8M
|
+3%
|
0.95%
|
20.5%
|
330
|
20.91%
|
|
|
2025
|
MGO One Seven
Beachwood,
Ohio
|
$725M
|
-$205M
|
-22%
|
13.3%
|
73.8%
|
730
|
19.45%
|
|