|
2001
|
Fusion Family Wealth
Woodbury,
New York
|
$1.32B
|
-$15.4M
|
-1%
|
2.04%
|
58.2%
|
47
|
2.13%
|
|
|
2002
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.32B
|
+$79.8M
|
+6%
|
1.83%
|
55.2%
|
571
|
15.06%
|
|
|
2003
|
Ardmore Road Asset Management
New York
|
$1.32B
|
-$229M
|
-15%
|
5.66%
|
245%
|
103
|
59.22%
|
|
|
2004
|
|
$1.32B
|
+$123M
|
+10%
|
12.9%
|
156%
|
119
|
6.72%
|
|
|
2005
|
Edgar Lomax Company
Kingstowne,
Virginia
|
$1.32B
|
+$39.5M
|
+3%
|
4.92%
|
66.2%
|
64
|
9.38%
|
|
|
2006
|
Oriental Harbor Investment Fund
Hong Kong
|
$1.32B
|
+$23.8M
|
+2%
|
8.85%
|
–
|
17
|
41.18%
|
|
|
2007
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$1.31B
|
+$159M
|
+14%
|
5.31%
|
–
|
374
|
20.05%
|
|
|
2008
|
Fairmount Funds Management
West Conshohocken,
Pennsylvania
|
$1.31B
|
+$202M
|
+18%
|
73.9%
|
2,136%
|
17
|
23.53%
|
|
|
2009
|
Seven Grand Managers
Bronxville,
New York
|
$1.31B
|
+$81.9M
|
+7%
|
7.79%
|
281%
|
168
|
58.93%
|
|
|
2010
|
Stack Financial Management
Whitefish,
Montana
|
$1.31B
|
+$106M
|
+9%
|
1.46%
|
58.4%
|
59
|
13.56%
|
|
|
2011
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.31B
|
+$36.6M
|
+3%
|
1.76%
|
39.2%
|
212
|
6.6%
|
|
|
2012
|
DigitalBridge Group
Boca Raton,
Florida
|
$1.31B
|
+$56.4M
|
+4%
|
5.86%
|
161%
|
79
|
20.25%
|
|
|
2013
|
TCM Advisors
Martinsburg,
West Virginia
|
$1.31B
|
+$356M
|
+37%
|
1.79%
|
56.1%
|
65
|
0%
|
|
|
2014
|
Magnus Financial Group
New York
|
$1.31B
|
+$42.6M
|
+3%
|
2.27%
|
70.8%
|
443
|
13.32%
|
|
|
2015
|
RVW Wealth
Los Angeles,
California
|
$1.31B
|
+$28.4M
|
+2%
|
2.04%
|
59.3%
|
190
|
12.11%
|
|
|
2016
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.31B
|
-$5.39M
|
-0.4%
|
3.74%
|
87.6%
|
710
|
20.7%
|
|
|
2017
|
First Light Asset Management
Edina,
Minnesota
|
$1.31B
|
+$247M
|
+23%
|
43%
|
364%
|
47
|
42.55%
|
|
|
2018
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$1.31B
|
+$498K
|
+0%
|
4.82%
|
87.2%
|
130
|
6.15%
|
|
|
2019
|
Luxor Capital Group
New York
|
$1.31B
|
-$819M
|
-39%
|
5.01%
|
131%
|
63
|
33.33%
|
|
|
2020
|
American Securities
New York
|
$1.31B
|
+$227M
|
+21%
|
21.1%
|
–
|
1
|
0%
|
|
|
2021
|
Bain Capital Life Sciences Investors
Boston,
Massachusetts
|
$1.31B
|
-$201M
|
-13%
|
38.2%
|
507%
|
21
|
9.52%
|
|
|
2022
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$1.31B
|
+$308M
|
+31%
|
9.05%
|
131%
|
130
|
10.77%
|
|
|
2023
|
|
$1.31B
|
-$54.6M
|
-4%
|
10.9%
|
310%
|
18
|
55.56%
|
|
|
2024
|
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
$1.3B
|
+$79.1M
|
+6%
|
7.68%
|
33.9%
|
104
|
6.73%
|
|
|
2025
|
China Universal Asset Management Company
Shanghai,
China
|
$1.3B
|
+$92.1M
|
+8%
|
9.76%
|
264%
|
543
|
20.26%
|
|