|
2001
|
Denali Advisors
San Diego,
California
|
$347M
|
+$28.3M
|
+9%
|
|
|
304
|
|
|
|
2002
|
Five Oceans Asset Management
Sydney,
Australia
|
$346M
|
+$210K
|
+0.1%
|
|
|
49
|
|
|
|
2003
|
Archon Capital Management
Seattle,
Washington
|
$346M
|
+$76.6M
|
+28%
|
|
|
33
|
|
|
|
2004
|
Clarus Ventures
Cambridge,
Massachusetts
|
$346M
|
-$8.27M
|
-2%
|
|
|
6
|
|
|
|
2005
|
Abu Dhabi Investment Council
Abu Dhabi,
United Arab Emirates
|
$345M
|
+$23.8M
|
+7%
|
|
|
4
|
|
|
|
2006
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$344M
|
+$16.5M
|
+5%
|
|
|
108
|
|
|
|
2007
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$344M
|
+$11.2M
|
+3%
|
|
|
204
|
|
|
|
2008
|
Deccan Value Investors
Greenwich,
Connecticut
|
$344M
|
+$16.7M
|
+5%
|
|
|
7
|
|
|
|
2009
|
Balestra Capital
New York
|
$343M
|
+$14.2M
|
+4%
|
|
|
22
|
|
|
|
2010
|
BTR Capital Management
Oakland,
California
|
$343M
|
-$7.39M
|
-2%
|
|
|
148
|
|
|
|
2011
|
Weatherstone Capital Management
Denver,
Colorado
|
$343M
|
-$102M
|
-23%
|
|
|
92
|
|
|
|
2012
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$343M
|
-$79.8M
|
-19%
|
|
|
117
|
|
|
|
2013
|
Seven Locks Capital Management
New York
|
$343M
|
+$160M
|
+88%
|
|
|
41
|
|
|
|
2014
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$342M
|
+$24M
|
+8%
|
|
|
130
|
|
|
|
2015
|
Coe Capital Management
Highland Park,
Illinois
|
$342M
|
+$56.1M
|
+20%
|
|
|
290
|
|
|
|
2016
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$342M
|
-$3.4M
|
-1%
|
|
|
746
|
|
|
|
2017
|
Regal Partners
Sydney, NSW,
Australia
|
$342M
|
+$29.8M
|
+10%
|
|
|
12
|
|
|
|
2018
|
Ellington Management Group
Old Greenwich,
Connecticut
|
$342M
|
+$61.3M
|
+22%
|
|
|
935
|
|
|
|
2019
|
Strategic Financial Services
Utica,
New York
|
$342M
|
+$26.1M
|
+8%
|
|
|
100
|
|
|
|
2020
|
Planning Alternatives
Birmingham,
Michigan
|
$342M
|
+$13.5M
|
+4%
|
|
|
46
|
|
|
|
2021
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$341M
|
+$777K
|
+0.2%
|
|
|
161
|
|
|
|
2022
|
Choreo LLC
Rockford,
Illinois
|
$341M
|
–
|
–
|
|
|
139
|
|
|
|
2023
|
Quadrangle GP Investors
New York
|
$339M
|
-$61M
|
-15%
|
|
|
5
|
|
|
|
2024
|
Adell Harriman & Carpenter
Houston,
Texas
|
$339M
|
+$16.9M
|
+5%
|
|
|
136
|
|
|
|
2025
|
Covalent Partners
Concord,
Massachusetts
|
$339M
|
+$37.2M
|
+12%
|
|
|
34
|
|
|