|
2001
|
Emery Howard Portfolio Management
Burlingame,
California
|
$366M
|
-$23.3M
|
-6%
|
|
|
32
|
|
|
|
2002
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$366M
|
-$152M
|
-29%
|
|
|
497
|
|
|
|
2003
|
Northstar Investment Advisors
Denver,
Colorado
|
$365M
|
-$21.9M
|
-6%
|
|
|
110
|
|
|
|
2004
|
Catawba Capital Management
Roanoke,
Virginia
|
$365M
|
-$54.1M
|
-13%
|
|
|
260
|
|
|
|
2005
|
Herring Creek Capital Management
Stamford,
Connecticut
|
$365M
|
-$22.1M
|
-6%
|
|
|
35
|
|
|
|
2006
|
Dynamic Capital Management
St. Helier,
Jersey
|
$365M
|
-$28.3M
|
-7%
|
|
|
474
|
|
|
|
2007
|
Evensky & Katz
Coral Gables,
Florida
|
$364M
|
-$16.6M
|
-4%
|
|
|
48
|
|
|
|
2008
|
Verition Fund Management
Greenwich,
Connecticut
|
$364M
|
-$93.4M
|
-20%
|
|
|
886
|
|
|
|
2009
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$363M
|
-$28M
|
-7%
|
|
|
135
|
|
|
|
2010
|
Novare Capital Management
Charlotte,
North Carolina
|
$363M
|
-$42.1M
|
-10%
|
|
|
131
|
|
|
|
2011
|
M&R Capital Management
Summit,
New Jersey
|
$362M
|
-$60.7M
|
-14%
|
|
|
215
|
|
|
|
2012
|
|
$362M
|
-$192M
|
-35%
|
|
|
67
|
|
|
|
2013
|
Cabot Wealth Management
Salem,
Massachusetts
|
$362M
|
-$49.3M
|
-12%
|
|
|
159
|
|
|
|
2014
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$362M
|
-$27.6M
|
-7%
|
|
|
236
|
|
|
|
2015
|
Rail-Splitter Capital Management
Chicago,
Illinois
|
$362M
|
+$15M
|
+4%
|
|
|
53
|
|
|
|
2016
|
Stelac Advisory Services
New York
|
$362M
|
-$20.8M
|
-5%
|
|
|
50
|
|
|
|
2017
|
Birch Run Capital Advisors
Dallas,
Texas
|
$361M
|
-$94.5M
|
-21%
|
|
|
21
|
|
|
|
2018
|
Starwood Capital Group Management
Miami Beach,
Florida
|
$361M
|
-$18.8M
|
-5%
|
|
|
4
|
|
|
|
2019
|
Strategic Financial Services
Utica,
New York
|
$361M
|
+$4M
|
+1%
|
|
|
100
|
|
|
|
2020
|
Greylin Investment Management
Orange,
Virginia
|
$360M
|
-$34.3M
|
-9%
|
|
|
60
|
|
|
|
2021
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$360M
|
+$80.5M
|
+29%
|
|
|
94
|
|
|
|
2022
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$359M
|
+$31.7M
|
+10%
|
|
|
536
|
|
|
|
2023
|
Financial & Investment Management Group
Traverse City,
Michigan
|
$359M
|
-$29M
|
-7%
|
|
|
141
|
|
|
|
2024
|
McDaniel Terry & Co
Austin,
Texas
|
$359M
|
-$38.1M
|
-10%
|
|
|
49
|
|
|
|
2025
|
Oakwood Capital Management
Los Angeles,
California
|
$358M
|
-$25.9M
|
-7%
|
|
|
102
|
|
|
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
