|
2001
|
Headlands Technologies
Chicago,
Illinois
|
$1.25B
|
+$417M
|
+50%
|
15%
|
158%
|
1,358
|
72.16%
|
|
|
2002
|
Stadion Money Management
Watkinsville,
Georgia
|
$1.25B
|
+$33.7M
|
+3%
|
6.43%
|
55.3%
|
26
|
7.69%
|
|
|
2003
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.25B
|
+$115M
|
+10%
|
5.83%
|
48.9%
|
115
|
13.91%
|
|
|
2004
|
Verity & Verity
Beaufort,
South Carolina
|
$1.25B
|
+$86.1M
|
+7%
|
6.93%
|
76.4%
|
139
|
7.91%
|
|
|
2005
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$1.25B
|
+$105M
|
+9%
|
9.86%
|
144%
|
113
|
8.85%
|
|
|
2006
|
United Asset Strategies
Garden City,
New York
|
$1.25B
|
+$75.7M
|
+6%
|
7.69%
|
94.6%
|
252
|
5.95%
|
|
|
2007
|
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
$1.25B
|
+$8.19M
|
+0.7%
|
5.41%
|
45.5%
|
43
|
4.65%
|
|
|
2008
|
Vivo Capital
Palo Alto,
California
|
$1.24B
|
+$266M
|
+27%
|
75%
|
7,491%
|
50
|
22%
|
|
|
2009
|
Hikari Power
Tokyo,
Japan
|
$1.24B
|
+$40.7M
|
+3%
|
4.3%
|
53.5%
|
64
|
3.13%
|
|
|
2010
|
McDaniel Terry & Co
Austin,
Texas
|
$1.24B
|
+$20.8M
|
+2%
|
4.6%
|
57.9%
|
92
|
3.26%
|
|
|
2011
|
International Assets Investment Management
Orlando,
Florida
|
$1.24B
|
+$2.48M
|
+0.2%
|
8.07%
|
88.5%
|
866
|
6.12%
|
|
|
2012
|
Atika Capital Management
New York
|
$1.24B
|
+$242M
|
+24%
|
24.6%
|
811%
|
98
|
47.96%
|
|
|
2013
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.24B
|
+$114M
|
+10%
|
8.56%
|
90.5%
|
177
|
11.3%
|
|
|
2014
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.24B
|
+$115M
|
+10%
|
6.21%
|
55.2%
|
549
|
13.11%
|
|
|
2015
|
Lynrock Lake LP
Rye Brook,
New York
|
$1.24B
|
+$106M
|
+9%
|
12.3%
|
21.2%
|
29
|
3.45%
|
|
|
2016
|
Fairholme Capital Management
South Miami,
Florida
|
$1.24B
|
+$11.9M
|
+1%
|
3.53%
|
36.2%
|
12
|
0%
|
|
|
2017
|
Trust Point Inc
La Crosse,
Wisconsin
|
$1.24B
|
+$178M
|
+17%
|
7.29%
|
–
|
489
|
22.9%
|
|
|
2018
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$1.24B
|
+$93M
|
+8%
|
7.66%
|
121%
|
249
|
12.85%
|
|
|
2019
|
Hilton Capital Management
Garden City,
New York
|
$1.24B
|
-$17.6M
|
-1%
|
6.02%
|
58.2%
|
183
|
13.11%
|
|
|
2020
|
K2 Principal Fund
Toronto,
Ontario, Canada
|
$1.23B
|
+$506M
|
+70%
|
17.7%
|
76.5%
|
438
|
45.21%
|
|
|
2021
|
Seven Grand Managers
Bronxville,
New York
|
$1.23B
|
+$397M
|
+48%
|
16.6%
|
281%
|
113
|
57.52%
|
|
|
2022
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.23B
|
+$70.4M
|
+6%
|
5.98%
|
53.7%
|
210
|
10.95%
|
|
|
2023
|
XML Financial
Bethesda,
Maryland
|
$1.23B
|
+$72.7M
|
+6%
|
8.92%
|
69.5%
|
426
|
15.73%
|
|
|
2024
|
Kopernik Global Investors
Tampa,
Florida
|
$1.23B
|
+$316M
|
+35%
|
24.8%
|
128%
|
31
|
19.35%
|
|
|
2025
|
|
$1.23B
|
-$15.2M
|
-1%
|
0.59%
|
80.1%
|
38
|
15.79%
|
|