|
2001
|
Regal Investment Advisors
Kentwood,
Michigan
|
$405M
|
+$31.8M
|
+9%
|
|
|
1,097
|
|
|
|
2002
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$405M
|
+$41M
|
+11%
|
|
|
33
|
|
|
|
2003
|
Sagard Capital Partners Management
New York
|
$405M
|
+$19.9M
|
+5%
|
|
|
8
|
|
|
|
2004
|
Novare Capital Management
Charlotte,
North Carolina
|
$404M
|
+$1.76M
|
+0.4%
|
|
|
123
|
|
|
|
2005
|
Quantbot Technologies
New York
|
$404M
|
+$92.1M
|
+30%
|
|
|
1,608
|
|
|
|
2006
|
Lodge Hill Capital
New York
|
$404M
|
-$37.2M
|
-8%
|
|
|
50
|
|
|
|
2007
|
KDI Capital Partners
Raleigh,
North Carolina
|
$403M
|
-$3.19M
|
-0.8%
|
|
|
48
|
|
|
|
2008
|
MUFG Bank
Tokyo 100-8388,,
Japan
|
$402M
|
+$134M
|
+50%
|
|
|
2
|
|
|
|
2009
|
Deccan Value Investors
Greenwich,
Connecticut
|
$401M
|
+$238M
|
+145%
|
|
|
7
|
|
|
|
2010
|
Strategic Capital Alternatives
Gig Harbor,
United States
|
$401M
|
+$144M
|
+56%
|
|
|
289
|
|
|
|
2011
|
|
$401M
|
+$6.84M
|
+2%
|
|
|
3
|
|
|
|
2012
|
MCF Advisors
Covington,
Kentucky
|
$401M
|
+$38.5M
|
+11%
|
|
|
440
|
|
|
|
2013
|
Overlook Holdings
Tortola,
British Virgin Islands
|
$401M
|
+$27.8M
|
+7%
|
|
|
2
|
|
|
|
2014
|
|
$400M
|
-$20.9M
|
-5%
|
|
|
51
|
|
|
|
2015
|
Calamos Wealth Management
Naperville,
Illinois
|
$400M
|
+$51.8M
|
+15%
|
|
|
284
|
|
|
|
2016
|
Insight Capital Research & Management
Walnut Creek,
California
|
$400M
|
+$10.2M
|
+3%
|
|
|
152
|
|
|
|
2017
|
Manor Road Capital Partners
New York
|
$400M
|
+$68M
|
+20%
|
|
|
13
|
|
|
|
2018
|
Tompkins Financial
Ithaca,
New York
|
$399M
|
-$1.62M
|
-0.4%
|
|
|
555
|
|
|
|
2019
|
Brookmont Capital Management
Dallas,
Texas
|
$399M
|
+$53.3M
|
+15%
|
|
|
61
|
|
|
|
2020
|
Kopernik Global Investors
Tampa,
Florida
|
$399M
|
+$104M
|
+35%
|
|
|
24
|
|
|
|
2021
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$399M
|
-$39.7M
|
-9%
|
|
|
150
|
|
|
|
2022
|
Financial Partners Capital Management
New York
|
$398M
|
+$30.2M
|
+8%
|
|
|
117
|
|
|
|
2023
|
Kings Point Capital Management
Great Neck,
New York
|
$398M
|
+$28.1M
|
+8%
|
|
|
395
|
|
|
|
2024
|
Joel Isaacson & Co
New York
|
$397M
|
+$24.6M
|
+7%
|
|
|
759
|
|
|
|
2025
|
Lone Star Global Acquisitions
Hamilton,
Bermuda
|
$395M
|
-$3.65M
|
-0.9%
|
|
|
1
|
|
|