|
2001
|
Naples Global Advisors
Naples,
Florida
|
$825M
|
-$27.3M
|
-3%
|
3.79%
|
103%
|
416
|
9.38%
|
|
|
2002
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$825M
|
-$54.2M
|
-6%
|
3.01%
|
58%
|
473
|
2.75%
|
|
|
2003
|
Taurus Asset Management
New York
|
$824M
|
-$36.2M
|
-4%
|
3.41%
|
26.9%
|
92
|
3.26%
|
|
|
2004
|
Silicon Valley Community Foundation
Mountain View,
California
|
$824M
|
-$7.51M
|
-0.9%
|
0.26%
|
309%
|
19
|
10.53%
|
|
|
2005
|
Smith Anglin Financial
Dallas,
Texas
|
$823M
|
-$1.22M
|
-0.1%
|
4.07%
|
52.8%
|
183
|
11.48%
|
|
|
2006
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$823M
|
-$39.7M
|
-5%
|
4%
|
61.8%
|
182
|
2.2%
|
|
|
2007
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$822M
|
+$10.1M
|
+1%
|
0.88%
|
70.3%
|
209
|
17.7%
|
|
|
2008
|
Campbell Wealth Management
Alexandria,
Virginia
|
$821M
|
+$43.4M
|
+6%
|
3%
|
11.2%
|
81
|
13.58%
|
|
|
2009
|
Deer Management Company
Larchmont,
New York
|
$821M
|
-$290M
|
-26%
|
8.28%
|
71.6%
|
15
|
6.67%
|
|
|
2010
|
SoFi Wealth
San Francisco,
California
|
$820M
|
+$9.98M
|
+1%
|
3.23%
|
48%
|
11
|
0%
|
|
|
2011
|
Narwhal Capital Management
Marietta,
Georgia
|
$819M
|
-$31.4M
|
-4%
|
3.1%
|
93.8%
|
177
|
11.3%
|
|
|
2012
|
Helikon Investments
London,
United Kingdom
|
$819M
|
-$121K
|
-0%
|
0.7%
|
330%
|
15
|
0%
|
|
|
2013
|
Central Securities
New York
|
$819M
|
-$21.8M
|
-3%
|
3.16%
|
84.7%
|
28
|
7.14%
|
|
|
2014
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$817M
|
-$27.7M
|
-3%
|
3.38%
|
54.1%
|
136
|
8.09%
|
|
|
2015
|
Freedom Investment Management
Hartford,
Connecticut
|
$817M
|
-$74.1M
|
-8%
|
2.69%
|
58.5%
|
775
|
22.97%
|
|
|
2016
|
Wealthcare Capital Management
Richmond,
Virginia
|
$816M
|
-$37.5M
|
-4%
|
4.07%
|
41.4%
|
81
|
14.81%
|
|
|
2017
|
TD Capital Management
Memphis,
Tennessee
|
$816M
|
-$20.8M
|
-2%
|
2.72%
|
33.9%
|
447
|
15.66%
|
|
|
2018
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$816M
|
-$23.4M
|
-3%
|
3.33%
|
35%
|
153
|
10.46%
|
|
|
2019
|
Condor Capital Management
Martinsville,
New Jersey
|
$816M
|
-$18.1M
|
-2%
|
3.23%
|
47.3%
|
202
|
18.81%
|
|
|
2020
|
Bouchey Financial Group
Troy,
New York
|
$816M
|
-$10.7M
|
-1%
|
3.77%
|
66.7%
|
135
|
24.44%
|
|
|
2021
|
MHR Fund Management
New York
|
$816M
|
+$104M
|
+15%
|
14.3%
|
195%
|
10
|
0%
|
|
|
2022
|
Broad Peak Investment Holdings
Singapore
|
$815M
|
+$77.9M
|
+11%
|
7.05%
|
52.2%
|
23
|
21.74%
|
|
|
2023
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$815M
|
-$66.2M
|
-8%
|
4.16%
|
78.9%
|
382
|
17.28%
|
|
|
2024
|
WBH Advisory
Baltimore,
Maryland
|
$815M
|
-$29.1M
|
-3%
|
3.62%
|
47.2%
|
305
|
7.21%
|
|
|
2025
|
Wealthquest
Cincinnati,
Ohio
|
$815M
|
-$22.1M
|
-3%
|
3.17%
|
52.1%
|
132
|
12.88%
|
|