|
2001
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$1.14B
|
+$185M
|
+19%
|
15.7%
|
144%
|
108
|
12.04%
|
|
|
2002
|
Magnus Financial Group
New York
|
$1.14B
|
+$107M
|
+10%
|
8.98%
|
70.8%
|
398
|
11.31%
|
|
|
2003
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.14B
|
+$67.6M
|
+6%
|
7.19%
|
59.4%
|
1,076
|
6.23%
|
|
|
2004
|
Morningstar Investment Management
Chicago,
Illinois
|
$1.14B
|
-$35.1M
|
-3%
|
8.75%
|
48.2%
|
211
|
69.19%
|
|
|
2005
|
AltraVue Capital
Bellevue,
Washington
|
$1.14B
|
+$141M
|
+14%
|
19.5%
|
175%
|
27
|
3.7%
|
|
|
2006
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.14B
|
+$106M
|
+10%
|
7.95%
|
62.6%
|
214
|
7.94%
|
|
|
2007
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1.14B
|
+$76.4M
|
+7%
|
9.04%
|
54.1%
|
180
|
8.33%
|
|
|
2008
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.14B
|
+$155M
|
+16%
|
7.72%
|
48.9%
|
109
|
13.76%
|
|
|
2009
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.13B
|
+$98.7M
|
+10%
|
10.4%
|
–
|
3,013
|
14.97%
|
|
|
2010
|
Central Securities
New York
|
$1.13B
|
+$82.6M
|
+8%
|
9.54%
|
84.7%
|
27
|
0%
|
|
|
2011
|
Lynrock Lake LP
Rye Brook,
New York
|
$1.13B
|
+$93.2M
|
+9%
|
5.92%
|
17.7%
|
30
|
10%
|
|
|
2012
|
Sunbelt Securities
Houston,
Texas
|
$1.13B
|
+$12.9M
|
+1%
|
8.72%
|
83.5%
|
1,921
|
12.75%
|
|
|
2013
|
Benchstone Capital Management
New York
|
$1.13B
|
+$192M
|
+20%
|
17.1%
|
–
|
50
|
60%
|
|
|
2014
|
Stack Financial Management
Whitefish,
Montana
|
$1.13B
|
-$68.5M
|
-6%
|
6.73%
|
68.6%
|
55
|
14.55%
|
|
|
2015
|
Counterpoint Mutual Funds
San Diego,
California
|
$1.13B
|
+$432M
|
+62%
|
6%
|
66.2%
|
458
|
73.8%
|
|
|
2016
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$1.13B
|
+$122M
|
+12%
|
17.8%
|
116%
|
172
|
17.44%
|
|
|
2017
|
Atom Investors
Austin,
Texas
|
$1.13B
|
+$316M
|
+39%
|
6.11%
|
63.4%
|
808
|
66.96%
|
|
|
2018
|
Tributary Capital Management
Omaha,
Nebraska
|
$1.13B
|
-$16M
|
-1%
|
5.58%
|
82.3%
|
168
|
4.76%
|
|
|
2019
|
Intrust Bank
Wichita,
Kansas
|
$1.13B
|
+$117M
|
+12%
|
11.8%
|
79.5%
|
416
|
12.74%
|
|
|
2020
|
Oriental Harbor Investment Fund
Hong Kong
|
$1.13B
|
+$259M
|
+30%
|
39.4%
|
–
|
14
|
35.71%
|
|
|
2021
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.13B
|
+$125M
|
+12%
|
10.7%
|
90.5%
|
170
|
11.18%
|
|
|
2022
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$1.12B
|
+$275M
|
+32%
|
19.7%
|
68.8%
|
326
|
11.96%
|
|
|
2023
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.12B
|
+$155M
|
+16%
|
8.55%
|
55.2%
|
525
|
20.57%
|
|
|
2024
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.12B
|
+$94.8M
|
+9%
|
10.1%
|
90.8%
|
1,222
|
7.69%
|
|
|
2025
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.12B
|
+$120M
|
+12%
|
13.8%
|
83%
|
420
|
20.95%
|
|