|
2001
|
Newtyn Management
New York
|
$368M
|
-$33.1M
|
-8%
|
11%
|
41.3%
|
18
|
|
|
2002
|
Windward Capital Management
Los Angeles,
California
|
$367M
|
-$4.81M
|
-1%
|
2.04%
|
65.7%
|
79
|
|
|
2003
|
Trinity Street Asset Management
London,
United Kingdom
|
$366M
|
-$172M
|
-32%
|
10.9%
|
72.7%
|
12
|
|
|
2004
|
Makena Capital Management
Menlo Park,
California
|
$366M
|
+$11.1M
|
+3%
|
3.74%
|
84.7%
|
20
|
|
|
2005
|
Parus Finance (UK)
London,
United Kingdom
|
$366M
|
-$70.4M
|
-16%
|
1.67%
|
186%
|
17
|
|
|
2006
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$366M
|
-$152M
|
-29%
|
20.6%
|
33%
|
497
|
|
|
2007
|
Emery Howard Portfolio Management
Burlingame,
California
|
$366M
|
-$23.3M
|
-6%
|
8.41%
|
66.5%
|
32
|
|
|
2008
|
Northstar Investment Advisors
Denver,
Colorado
|
$365M
|
-$21.9M
|
-6%
|
3.69%
|
85.7%
|
110
|
|
|
2009
|
Catawba Capital Management
Roanoke,
Virginia
|
$365M
|
-$54.1M
|
-13%
|
6.59%
|
33.1%
|
260
|
|
|
2010
|
Herring Creek Capital Management
Stamford,
Connecticut
|
$365M
|
-$22.1M
|
-6%
|
12.1%
|
–
|
35
|
|
|
2011
|
Dynamic Capital Management
St. Helier,
Jersey
|
$365M
|
-$28.3M
|
-7%
|
18.8%
|
49.7%
|
474
|
|
|
2012
|
Evensky & Katz
Coral Gables,
Florida
|
$364M
|
-$16.6M
|
-4%
|
6.76%
|
46.9%
|
48
|
|
|
2013
|
Verition Fund Management
Greenwich,
Connecticut
|
$364M
|
-$93.4M
|
-20%
|
4.53%
|
52.9%
|
886
|
|
|
2014
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$363M
|
-$28M
|
-7%
|
6.16%
|
62.5%
|
135
|
|
|
2015
|
Novare Capital Management
Charlotte,
North Carolina
|
$363M
|
-$42.1M
|
-10%
|
9.99%
|
69.1%
|
131
|
|
|
2016
|
M&R Capital Management
Summit,
New Jersey
|
$362M
|
-$60.7M
|
-14%
|
7.35%
|
52.6%
|
215
|
|
|
2017
|
|
$362M
|
-$192M
|
-35%
|
15.6%
|
10.3%
|
66
|
|
|
2018
|
Cabot Wealth Management
Salem,
Massachusetts
|
$362M
|
-$49.3M
|
-12%
|
6.03%
|
70.4%
|
159
|
|
|
2019
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$362M
|
-$27.6M
|
-7%
|
6.16%
|
67.1%
|
236
|
|
|
2020
|
Rail-Splitter Capital Management
Chicago,
Illinois
|
$362M
|
+$15M
|
+4%
|
5.1%
|
64.1%
|
53
|
|
|
2021
|
Stelac Advisory Services
New York
|
$362M
|
-$20.8M
|
-5%
|
9.1%
|
61.4%
|
50
|
|
|
2022
|
Birch Run Capital Advisors
Dallas,
Texas
|
$361M
|
-$94.5M
|
-21%
|
20.2%
|
8.1%
|
21
|
|
|
2023
|
Starwood Capital Group Management
Miami Beach,
Florida
|
$361M
|
-$18.8M
|
-5%
|
3.56%
|
26.6%
|
4
|
|
|
2024
|
Strategic Financial Services
Utica,
New York
|
$361M
|
+$4M
|
+1%
|
8.65%
|
42.4%
|
100
|
|
|
2025
|
Greylin Investment Management
Orange,
Virginia
|
$360M
|
-$34.3M
|
-9%
|
8.17%
|
52.1%
|
60
|
|
