|
2001
|
Tiptree Advisors
New York
|
$332M
|
+$82.8M
|
+33%
|
|
|
28
|
|
|
|
2002
|
Quentec Asset Management
New York
|
$332M
|
+$60.2M
|
+22%
|
|
|
48
|
|
|
|
2003
|
Broadmark Asset Management
San Francisco,
California
|
$331M
|
+$143M
|
+76%
|
|
|
3
|
|
|
|
2004
|
OMT Capital Management
San Francisco,
California
|
$331M
|
+$28.5M
|
+9%
|
|
|
34
|
|
|
|
2005
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$331M
|
+$21.4M
|
+7%
|
|
|
322
|
|
|
|
2006
|
March Altus Capital Management
Greenwich,
Connecticut
|
$330M
|
–
|
–
|
|
|
28
|
|
|
|
2007
|
TD Ameritrade Trust
Denver,
Colorado
|
$330M
|
+$31.9M
|
+11%
|
|
|
46
|
|
|
|
2008
|
RRJ Capital II
Grand Cayman,
Cayman Islands
|
$330M
|
–
|
–
|
|
|
1
|
|
|
|
2009
|
Seneca Capital Investments
New York
|
$330M
|
+$116M
|
+55%
|
|
|
51
|
|
|
|
2010
|
Balestra Capital
New York
|
$329M
|
+$18.3M
|
+6%
|
|
|
20
|
|
|
|
2011
|
3D Asset Management
Hartford,
Connecticut
|
$328M
|
+$20.1M
|
+7%
|
|
|
40
|
|
|
|
2012
|
Planning Alternatives
Birmingham,
Michigan
|
$328M
|
+$113M
|
+52%
|
|
|
41
|
|
|
|
2013
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$328M
|
-$12.3M
|
-4%
|
|
|
203
|
|
|
|
2014
|
|
$328M
|
+$54.4M
|
+20%
|
|
|
23
|
|
|
|
2015
|
Parthenon LLC
Louisville,
Kentucky
|
$328M
|
+$25.8M
|
+9%
|
|
|
93
|
|
|
|
2016
|
Deccan Value Investors
Greenwich,
Connecticut
|
$327M
|
+$324K
|
+0.1%
|
|
|
8
|
|
|
|
2017
|
Gabalex Capital Management
New York
|
$327M
|
+$31.3M
|
+11%
|
|
|
15
|
|
|
|
2018
|
|
$326M
|
+$44.3M
|
+16%
|
|
|
176
|
|
|
|
2019
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$326M
|
–
|
–
|
|
|
135
|
|
|
|
2020
|
Calamos Wealth Management
Naperville,
Illinois
|
$326M
|
+$20.1M
|
+7%
|
|
|
244
|
|
|
|
2021
|
Hawkeye Capital Management
Miami Beach,
Florida
|
$326M
|
-$15.8M
|
-5%
|
|
|
16
|
|
|
|
2022
|
Eventide Asset Management
Boston,
Massachusetts
|
$325M
|
–
|
–
|
|
|
94
|
|
|
|
2023
|
CenturyLink Investment Management
Denver,
Colorado
|
$325M
|
-$4.01M
|
-1%
|
|
|
291
|
|
|
|
2024
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$324M
|
+$22M
|
+7%
|
|
|
140
|
|
|
|
2025
|
Russell Clark Investment Management
London,
United Kingdom
|
$323M
|
+$37.1M
|
+13%
|
|
|
25
|
|
|