|
2001
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$362M
|
+$30.4M
|
+9%
|
|
|
167
|
|
|
|
2002
|
BTR Capital Management
Oakland,
California
|
$362M
|
-$2.14M
|
-0.6%
|
|
|
139
|
|
|
|
2003
|
Callan Capital
La Jolla,
California
|
$361M
|
-$12.5M
|
-3%
|
|
|
81
|
|
|
|
2004
|
Archon Partners
Princeton Junction,
New Jersey
|
$361M
|
-$10.8M
|
-3%
|
|
|
64
|
|
|
|
2005
|
Cornerstone Capital
Palo Alto,
California
|
$361M
|
-$10.5M
|
-3%
|
|
|
70
|
|
|
|
2006
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$361M
|
-$76.4M
|
-17%
|
|
|
156
|
|
|
|
2007
|
Arrow Financial
Glens Falls,
New York
|
$360M
|
-$9.48M
|
-3%
|
|
|
436
|
|
|
|
2008
|
JMG Financial Group
Downers Grove,
Illinois
|
$360M
|
+$5.18M
|
+1%
|
|
|
56
|
|
|
|
2009
|
Condor Capital Management
Martinsville,
New Jersey
|
$359M
|
+$4.17M
|
+1%
|
|
|
178
|
|
|
|
2010
|
Bruce & Co
Chicago,
Illinois
|
$359M
|
-$74.8M
|
-17%
|
|
|
58
|
|
|
|
2011
|
Jamison Eaton & Wood
Bedminster,
New Jersey
|
$359M
|
-$4.55M
|
-1%
|
|
|
117
|
|
|
|
2012
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$359M
|
+$4.46M
|
+1%
|
|
|
452
|
|
|
|
2013
|
Sagard Capital Partners Management
New York
|
$358M
|
+$68.6M
|
+24%
|
|
|
10
|
|
|
|
2014
|
Strategic Financial Services
Utica,
New York
|
$358M
|
-$2.89M
|
-0.8%
|
|
|
100
|
|
|
|
2015
|
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
$358M
|
-$35.1M
|
-9%
|
|
|
27
|
|
|
|
2016
|
TD Ameritrade Trust
Denver,
Colorado
|
$358M
|
+$12.4M
|
+4%
|
|
|
50
|
|
|
|
2017
|
Gruber & McBaine Capital Management
San Francisco,
California
|
$355M
|
-$16.9M
|
-5%
|
|
|
235
|
|
|
|
2018
|
Quentec Asset Management
New York
|
$355M
|
+$7.15M
|
+2%
|
|
|
54
|
|
|
|
2019
|
Trust Company of the Ozarks
Springfield,
Missouri
|
$355M
|
-$14.8M
|
-4%
|
|
|
170
|
|
|
|
2020
|
Golden Gate Private Equity
San Francisco,
California
|
$355M
|
-$140M
|
-28%
|
|
|
23
|
|
|
|
2021
|
Red Rocks Capital
Denver,
Colorado
|
$355M
|
-$7.81M
|
-2%
|
|
|
8
|
|
|
|
2022
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$355M
|
+$3.89M
|
+1%
|
|
|
178
|
|
|
|
2023
|
Meritech Capital Associates III
Palo Alto,
California
|
$354M
|
-$14.5M
|
-4%
|
|
|
7
|
|
|
|
2024
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$354M
|
-$2.88M
|
-0.8%
|
|
|
173
|
|
|
|
2025
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$354M
|
-$60.5M
|
-15%
|
|
|
746
|
|
|
Warren Buffett
Berkshire Hathaway
13.76%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
24.65%
1-Year Est. Return
Michael Burry
Scion Asset Management
43.96%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
31.63%
1-Year Est. Return
Ken Griffin
Citadel Advisors
27.65%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
28.33%
1-Year Est. Return
Cathie Wood
ARK Investment Management
59.91%
1-Year Est. Return
Jim Simons
Renaissance Technologies
42.74%
1-Year Est. Return
David Tepper
Appaloosa LP
58.13%
1-Year Est. Return
