|
2001
|
CenturyLink Investment Management
Denver,
Colorado
|
$325M
|
-$4.01M
|
-1%
|
|
|
291
|
|
|
|
2002
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$324M
|
+$22M
|
+7%
|
|
|
140
|
|
|
|
2003
|
Russell Clark Investment Management
London,
United Kingdom
|
$323M
|
+$37.1M
|
+13%
|
|
|
25
|
|
|
|
2004
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$322M
|
+$38.4M
|
+14%
|
|
|
117
|
|
|
|
2005
|
Adell Harriman & Carpenter
Houston,
Texas
|
$322M
|
-$33.5M
|
-9%
|
|
|
136
|
|
|
|
2006
|
Abu Dhabi Investment Council
Abu Dhabi,
United Arab Emirates
|
$321M
|
–
|
–
|
|
|
4
|
|
|
|
2007
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$321M
|
+$33.5M
|
+12%
|
|
|
181
|
|
|
|
2008
|
Schooner Investment Group
Wayne,
Pennsylvania
|
$321M
|
+$46.6M
|
+17%
|
|
|
131
|
|
|
|
2009
|
Red Rocks Capital
Denver,
Colorado
|
$321M
|
+$28.3M
|
+10%
|
|
|
12
|
|
|
|
2010
|
Chanos & Company
New York
|
$320M
|
+$34.6M
|
+12%
|
|
|
29
|
|
|
|
2011
|
SPC Financial Inc
Rockville,
Maryland
|
$320M
|
+$38.1M
|
+14%
|
|
|
106
|
|
|
|
2012
|
Cubic Asset Management
Boston,
Massachusetts
|
$319M
|
+$11.3M
|
+4%
|
|
|
168
|
|
|
|
2013
|
Monarch Alternative Capital
New York
|
$319M
|
+$41.9M
|
+15%
|
|
|
8
|
|
|
|
2014
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$318M
|
+$57.5M
|
+22%
|
|
|
125
|
|
|
|
2015
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$318M
|
+$23M
|
+8%
|
|
|
115
|
|
|
|
2016
|
Denali Advisors
San Diego,
California
|
$318M
|
+$28.2M
|
+10%
|
|
|
288
|
|
|
|
2017
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$318M
|
+$15.3M
|
+5%
|
|
|
168
|
|
|
|
2018
|
Dalton Investments
Las Vegas,
Nevada
|
$318M
|
-$35.6M
|
-10%
|
|
|
71
|
|
|
|
2019
|
Twele Capital Management
Minnetonka,
Minnesota
|
$318M
|
+$12.3M
|
+4%
|
|
|
67
|
|
|
|
2020
|
Gramercy Funds Management
Greenwich,
Connecticut
|
$318M
|
-$113M
|
-26%
|
|
|
80
|
|
|
|
2021
|
|
$317M
|
+$87.4M
|
+38%
|
|
|
8
|
|
|
|
2022
|
Condor Capital Management
Martinsville,
New Jersey
|
$316M
|
+$25.5M
|
+9%
|
|
|
169
|
|
|
|
2023
|
Personal Capital Advisors
Redwood City,
California
|
$315M
|
–
|
–
|
|
|
82
|
|
|
|
2024
|
Strategic Financial Services
Utica,
New York
|
$315M
|
+$18.3M
|
+6%
|
|
|
101
|
|
|
|
2025
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$315M
|
+$14.7M
|
+5%
|
|
|
78
|
|
|