|
2001
|
Lucas Capital Management
Red Bank,
New Jersey
|
$293M
|
-$51M
|
-15%
|
|
|
158
|
|
|
|
2002
|
Red Rocks Capital
Denver,
Colorado
|
$293M
|
+$44.5M
|
+18%
|
|
|
10
|
|
|
|
2003
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$292M
|
-$2.14M
|
-0.7%
|
|
|
798
|
|
|
|
2004
|
Aureus Asset Management
Boston,
Massachusetts
|
$292M
|
+$13M
|
+5%
|
|
|
119
|
|
|
|
2005
|
Rock Creek Group
Washington,
District of Columbia
|
$292M
|
+$15.6M
|
+6%
|
|
|
20
|
|
|
|
2006
|
Solus Alternative Asset Management
Summit,
New Jersey
|
$291M
|
+$31.1M
|
+12%
|
|
|
11
|
|
|
|
2007
|
Condor Capital Management
Martinsville,
New Jersey
|
$291M
|
+$25.8M
|
+10%
|
|
|
175
|
|
|
|
2008
|
White Pine Capital
Bloomington,
Minnesota
|
$290M
|
+$2.28M
|
+0.8%
|
|
|
241
|
|
|
|
2009
|
Denali Advisors
San Diego,
California
|
$290M
|
+$21.8M
|
+8%
|
|
|
244
|
|
|
|
2010
|
Flippin Bruce & Porter
Lynchburg,
Virginia
|
$290M
|
+$10.3M
|
+4%
|
|
|
91
|
|
|
|
2011
|
Braver Wealth Management
Needham,
Massachusetts
|
$290M
|
+$72.4M
|
+33%
|
|
|
80
|
|
|
|
2012
|
Summit Securities Group
New York
|
$290M
|
+$84.2M
|
+41%
|
|
|
893
|
|
|
|
2013
|
GW & Wade
Wellesley,
Massachusetts
|
$289M
|
+$12.3M
|
+4%
|
|
|
82
|
|
|
|
2014
|
Chapter IV Investors
Charlotte,
North Carolina
|
$289M
|
+$29M
|
+11%
|
|
|
12
|
|
|
|
2015
|
Oslo Asset Management AS
Oslo,
Norway
|
$289M
|
-$11.3M
|
-4%
|
|
|
10
|
|
|
|
2016
|
West Face Capital
Toronto,
Ontario, Canada
|
$289M
|
-$155M
|
-35%
|
|
|
9
|
|
|
|
2017
|
High Point Bank & Trust
High Point,
North Carolina
|
$288M
|
-$7.61M
|
-3%
|
|
|
455
|
|
|
|
2018
|
Jacobs & Co
San Francisco,
California
|
$288M
|
+$11.6M
|
+4%
|
|
|
122
|
|
|
|
2019
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$288M
|
+$24.7M
|
+9%
|
|
|
181
|
|
|
|
2020
|
Covalent Partners
Concord,
Massachusetts
|
$287M
|
+$1.38M
|
+0.5%
|
|
|
34
|
|
|
|
2021
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$286M
|
+$12.8M
|
+5%
|
|
|
262
|
|
|
|
2022
|
Bell Bank
Fargo,
North Dakota
|
$286M
|
+$854K
|
+0.3%
|
|
|
194
|
|
|
|
2023
|
Russell Clark Investment Management
London,
United Kingdom
|
$286M
|
+$49.9M
|
+21%
|
|
|
27
|
|
|
|
2024
|
Hollow Brook Wealth Management
Katonah,
New York
|
$286M
|
+$14.4M
|
+5%
|
|
|
74
|
|
|
|
2025
|
Chanos & Company
New York
|
$285M
|
-$33M
|
-10%
|
|
|
26
|
|
|