|
2001
|
Levin Capital Strategies
New York
|
$744M
|
+$5.93M
|
+0.8%
|
13.4%
|
79.3%
|
303
|
40.59%
|
|
|
2002
|
First Business Financial Services
Madison,
Wisconsin
|
$744M
|
+$43.9M
|
+6%
|
9.19%
|
74%
|
172
|
11.63%
|
|
|
2003
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$744M
|
+$334M
|
+81%
|
9.79%
|
87%
|
454
|
16.3%
|
|
|
2004
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$743M
|
-$230M
|
-24%
|
24.2%
|
33.7%
|
5
|
0%
|
|
|
2005
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$743M
|
+$87.4M
|
+13%
|
12.2%
|
55.1%
|
190
|
12.63%
|
|
|
2006
|
Longbow Finance
Lutry,
Switzerland
|
$742M
|
–
|
–
|
11%
|
133%
|
57
|
–
|
|
|
2007
|
Westwood Management Corporation
Chicago,
Illinois
|
$742M
|
-$19.4M
|
-3%
|
3.15%
|
44.3%
|
75
|
10.67%
|
|
|
2008
|
Leuthold Group
Minneapolis,
Minnesota
|
$742M
|
+$78.4M
|
+12%
|
11.1%
|
106%
|
213
|
25.35%
|
|
|
2009
|
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$742M
|
+$34.6M
|
+5%
|
8.57%
|
67.3%
|
17
|
23.53%
|
|
|
2010
|
Grassi Investment Management
Santa Clara,
California
|
$741M
|
+$55M
|
+8%
|
13.4%
|
170%
|
128
|
12.5%
|
|
|
2011
|
SNS Financial Group
Minneapolis,
Minnesota
|
$741M
|
+$45.4M
|
+7%
|
7.35%
|
41.8%
|
210
|
10.95%
|
|
|
2012
|
Webster Bank
Waterbury,
Connecticut
|
$740M
|
+$49.8M
|
+7%
|
9.15%
|
77.5%
|
553
|
5.97%
|
|
|
2013
|
Ion Asset Management
Herzliya,
Israel
|
$739M
|
+$103M
|
+16%
|
10.3%
|
125%
|
44
|
34.09%
|
|
|
2014
|
FengHe Fund Management
Singapore
|
$739M
|
+$345M
|
+88%
|
18.1%
|
564%
|
19
|
57.89%
|
|
|
2015
|
True Link Financial Advisors
San Francisco,
California
|
$738M
|
+$47.5M
|
+7%
|
4.32%
|
22.2%
|
131
|
15.27%
|
|
|
2016
|
Nottingham Advisors
Amherst,
New York
|
$738M
|
+$43.9M
|
+6%
|
7.26%
|
44.3%
|
150
|
16.67%
|
|
|
2017
|
Arrow Financial
Glens Falls,
New York
|
$737M
|
+$51.5M
|
+8%
|
9.2%
|
53.2%
|
341
|
2.93%
|
|
|
2018
|
Private Capital Management (Florida)
Naples,
Florida
|
$737M
|
+$45.3M
|
+7%
|
13.9%
|
68.6%
|
160
|
38.75%
|
|
|
2019
|
Bayview Asset Management
Coral Gables,
Florida
|
$736M
|
-$118M
|
-14%
|
9.2%
|
57.6%
|
11
|
63.64%
|
|
|
2020
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$735M
|
+$45.3M
|
+7%
|
9.96%
|
37.1%
|
737
|
22.12%
|
|
|
2021
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$735M
|
+$8.68M
|
+1%
|
4.53%
|
47.8%
|
74
|
10.81%
|
|
|
2022
|
Hitchwood Capital Management
New York
|
$733M
|
+$252M
|
+52%
|
4.24%
|
275%
|
22
|
27.27%
|
|
|
2023
|
Magnolia Group
Omaha,
Nebraska
|
$733M
|
+$71.4M
|
+11%
|
7.94%
|
8.9%
|
12
|
16.67%
|
|
|
2024
|
Beacon Financial Group
Dallas,
Texas
|
$733M
|
+$89.4M
|
+14%
|
8.84%
|
60.3%
|
242
|
14.46%
|
|
|
2025
|
Weatherly Asset Management
Del Mar,
California
|
$733M
|
+$36.8M
|
+5%
|
7.99%
|
108%
|
176
|
3.41%
|
|