|
2001
|
Criteria Caixa
Barcelona,
Spain
|
$701M
|
-$54.5M
|
-7%
|
7.48%
|
35.5%
|
56
|
30.36%
|
|
|
2002
|
James Investment Research
Alpha,
Ohio
|
$701M
|
-$46.1M
|
-6%
|
3.93%
|
107%
|
560
|
13.39%
|
|
|
2003
|
Stokes Family Office
New Orleans,
Louisiana
|
$701M
|
-$32.1M
|
-4%
|
5.51%
|
56.9%
|
296
|
16.55%
|
|
|
2004
|
First Business Financial Services
Madison,
Wisconsin
|
$700M
|
-$42.1M
|
-6%
|
5.54%
|
74%
|
171
|
12.87%
|
|
|
2005
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$700M
|
-$80.8M
|
-10%
|
4.5%
|
96.6%
|
158
|
10.13%
|
|
|
2006
|
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
|
$700M
|
-$10.3M
|
-1%
|
0.44%
|
89.9%
|
48
|
6.25%
|
|
|
2007
|
Ulysses Management
New York
|
$699M
|
+$56.8M
|
+9%
|
4.6%
|
48.7%
|
63
|
41.27%
|
|
|
2008
|
RWWM Inc
Rocklin,
California
|
$699M
|
-$51.8M
|
-7%
|
9.27%
|
37%
|
14
|
0%
|
|
|
2009
|
Hudson Executive Capital
New York
|
$698M
|
-$90M
|
-11%
|
10.7%
|
144%
|
9
|
11.11%
|
|
|
2010
|
First Nebraska Trust
Lincoln,
Nebraska
|
$698M
|
-$64.2M
|
-8%
|
6.56%
|
48%
|
167
|
6.59%
|
|
|
2011
|
Aigen Investment Management
New York
|
$697M
|
+$102M
|
+17%
|
5.18%
|
38.8%
|
823
|
70.96%
|
|
|
2012
|
Callahan Advisors
Houston,
Texas
|
$696M
|
-$54.9M
|
-7%
|
5.41%
|
75.6%
|
147
|
6.12%
|
|
|
2013
|
Weatherly Asset Management
Del Mar,
California
|
$696M
|
-$22.2M
|
-3%
|
1.88%
|
108%
|
182
|
4.95%
|
|
|
2014
|
Jacobs & Co
San Francisco,
California
|
$696M
|
-$51.1M
|
-7%
|
6.28%
|
92.2%
|
125
|
8%
|
|
|
2015
|
SNS Financial Group
Minneapolis,
Minnesota
|
$695M
|
-$72.2M
|
-9%
|
5.72%
|
41.8%
|
203
|
6.4%
|
|
|
2016
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$694M
|
-$34.8M
|
-5%
|
5.84%
|
54.1%
|
139
|
8.63%
|
|
|
2017
|
Perella Weinberg Partners Capital Management
New York
|
$694M
|
-$78.5M
|
-10%
|
5.34%
|
1.52%
|
30
|
30%
|
|
|
2018
|
Nottingham Advisors
Amherst,
New York
|
$694M
|
-$43.4M
|
-6%
|
5.77%
|
44.3%
|
135
|
9.63%
|
|
|
2019
|
WBH Advisory
Baltimore,
Maryland
|
$693M
|
-$56.4M
|
-8%
|
5.42%
|
47.2%
|
309
|
10.36%
|
|
|
2020
|
Fifth Third Securities
Cincinnati,
Ohio
|
$692M
|
-$36.7M
|
-5%
|
5.41%
|
58.9%
|
199
|
4.02%
|
|
|
2021
|
Campbell Wealth Management
Alexandria,
Virginia
|
$692M
|
-$22.1M
|
-3%
|
4.41%
|
11.2%
|
77
|
32.47%
|
|
|
2022
|
Private Capital Management (Florida)
Naples,
Florida
|
$692M
|
+$35.4M
|
+5%
|
13.9%
|
68.6%
|
163
|
51.53%
|
|
|
2023
|
Shellback Capital
Boston,
Massachusetts
|
$692M
|
+$116M
|
+20%
|
3.72%
|
174%
|
102
|
50.98%
|
|
|
2024
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$691M
|
-$42.5M
|
-6%
|
5.24%
|
105%
|
92
|
5.43%
|
|
|
2025
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$691M
|
-$42.8M
|
-6%
|
4.48%
|
54.9%
|
155
|
12.9%
|
|