|
2001
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.23B
|
+$70.4M
|
+6%
|
5.98%
|
53.7%
|
210
|
10.95%
|
|
|
2002
|
XML Financial
Bethesda,
Maryland
|
$1.23B
|
+$72.7M
|
+6%
|
8.92%
|
69.5%
|
426
|
15.73%
|
|
|
2003
|
Kopernik Global Investors
Tampa,
Florida
|
$1.23B
|
+$316M
|
+35%
|
24.8%
|
152%
|
31
|
19.35%
|
|
|
2004
|
|
$1.23B
|
-$15.2M
|
-1%
|
0.59%
|
54.6%
|
38
|
15.79%
|
|
|
2005
|
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
$1.23B
|
-$54M
|
-4%
|
8.57%
|
33.9%
|
107
|
11.21%
|
|
|
2006
|
Shufro Rose & Co
New York
|
$1.22B
|
-$19.4M
|
-2%
|
6.57%
|
47.5%
|
319
|
3.45%
|
|
|
2007
|
Alphadyne Asset Management
New York
|
$1.22B
|
+$674M
|
+123%
|
8.15%
|
133%
|
351
|
67.81%
|
|
|
2008
|
Neumeier Poma Investment Counsel
Carmel,
California
|
$1.22B
|
+$148M
|
+14%
|
19.8%
|
178%
|
44
|
13.64%
|
|
|
2009
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.22B
|
+$44.5M
|
+4%
|
2.74%
|
–
|
1,372
|
12.39%
|
|
|
2010
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.22B
|
+$67M
|
+6%
|
6.36%
|
47.3%
|
198
|
11.62%
|
|
|
2011
|
Cavalier Investments
Alpharetta,
Georgia
|
$1.22B
|
+$889M
|
+270%
|
8%
|
154%
|
108
|
43.52%
|
|
|
2012
|
Liberty 77 Capital
Washington,
District of Columbia
|
$1.22B
|
+$106M
|
+10%
|
9.68%
|
–
|
4
|
0%
|
|
|
2013
|
Private Advisory Group
Redmond,
Washington
|
$1.22B
|
+$112M
|
+10%
|
10.5%
|
134%
|
245
|
28.16%
|
|
|
2014
|
CGN Advisors
Manhattan,
Kansas
|
$1.22B
|
+$96.3M
|
+9%
|
5.31%
|
44.2%
|
312
|
7.69%
|
|
|
2015
|
Central Securities
New York
|
$1.21B
|
+$81.3M
|
+7%
|
6.16%
|
84.7%
|
30
|
13.33%
|
|
|
2016
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.21B
|
+$102M
|
+9%
|
4.51%
|
36.5%
|
183
|
10.38%
|
|
|
2017
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.21B
|
+$143M
|
+13%
|
8.65%
|
68.2%
|
271
|
22.88%
|
|
|
2018
|
Weatherly Asset Management
Del Mar,
California
|
$1.21B
|
+$40.5M
|
+3%
|
5.08%
|
108%
|
187
|
5.35%
|
|
|
2019
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.21B
|
+$177M
|
+17%
|
9.99%
|
68.4%
|
522
|
16.67%
|
|
|
2020
|
Torno Capital
Cohasset,
Massachusetts
|
$1.21B
|
+$665M
|
+122%
|
35.7%
|
–
|
112
|
76.79%
|
|
|
2021
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.21B
|
-$7.97M
|
-0.7%
|
6.78%
|
50.9%
|
314
|
0.96%
|
|
|
2022
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.21B
|
+$87.6M
|
+8%
|
7.65%
|
90.8%
|
1,224
|
7.68%
|
|
|
2023
|
China Universal Asset Management Company
Shanghai,
China
|
$1.21B
|
+$148M
|
+14%
|
15.2%
|
264%
|
516
|
15.12%
|
|
|
2024
|
Goldentree Asset Management
New York
|
$1.21B
|
+$175M
|
+17%
|
10.1%
|
41.1%
|
35
|
51.43%
|
|
|
2025
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.21B
|
+$67.5M
|
+6%
|
6.83%
|
59.4%
|
1,084
|
5.17%
|
|