|
2001
|
Ratan Capital Management
Miami Beach,
Florida
|
$381M
|
-$66.6M
|
-15%
|
|
|
13
|
|
|
|
2002
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$381M
|
-$23.7M
|
-6%
|
|
|
38
|
|
|
|
2003
|
Strategic Financial Services
Utica,
New York
|
$381M
|
+$20.3M
|
+6%
|
|
|
102
|
|
|
|
2004
|
Crosspoint Capital Strategies
Orinda,
California
|
$381M
|
+$295M
|
+345%
|
|
|
1,451
|
|
|
|
2005
|
Arrow Investment Advisors
Laurel,
Maryland
|
$381M
|
-$25.9M
|
-6%
|
|
|
86
|
|
|
|
2006
|
Red Mountain Capital Partners
Los Angeles,
California
|
$380M
|
+$1.98M
|
+0.5%
|
|
|
8
|
|
|
|
2007
|
K2 Principal Fund
Toronto,
Ontario, Canada
|
$380M
|
-$43.2M
|
-10%
|
|
|
228
|
|
|
|
2008
|
Agran Libbie
Santa Monica,
California
|
$380M
|
+$21.4M
|
+6%
|
|
|
124
|
|
|
|
2009
|
Zevin Asset Management
Boston,
Massachusetts
|
$380M
|
+$37.3M
|
+11%
|
|
|
144
|
|
|
|
2010
|
Dalal Street
West Lake Hills,
Texas
|
$379M
|
+$1.98M
|
+0.5%
|
|
|
8
|
|
|
|
2011
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$379M
|
+$22.8M
|
+6%
|
|
|
277
|
|
|
|
2012
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$379M
|
+$16.9M
|
+5%
|
|
|
219
|
|
|
|
2013
|
Lagoda Investment Management
New York
|
$377M
|
+$34.6M
|
+10%
|
|
|
33
|
|
|
|
2014
|
Ashburton (Jersey)
St Helier,
Jersey
|
$376M
|
–
|
–
|
|
|
71
|
|
|
|
2015
|
Investment Management of Virginia
Richmond,
Virginia
|
$376M
|
-$1.8M
|
-0.5%
|
|
|
160
|
|
|
|
2016
|
Mark Asset Management
New York
|
$376M
|
+$33M
|
+10%
|
|
|
63
|
|
|
|
2017
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$376M
|
-$49.9M
|
-12%
|
|
|
247
|
|
|
|
2018
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$376M
|
+$12M
|
+3%
|
|
|
136
|
|
|
|
2019
|
Lodge Hill Capital
New York
|
$375M
|
-$53.5M
|
-12%
|
|
|
38
|
|
|
|
2020
|
Globeflex Capital
San Diego,
California
|
$375M
|
-$91.9M
|
-20%
|
|
|
582
|
|
|
|
2021
|
CNA Financial
Chicago,
Illinois
|
$374M
|
-$28.8M
|
-7%
|
|
|
196
|
|
|
|
2022
|
Arrow Financial
Glens Falls,
New York
|
$374M
|
+$22.5M
|
+6%
|
|
|
537
|
|
|
|
2023
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$374M
|
+$16.6M
|
+5%
|
|
|
179
|
|
|
|
2024
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$374M
|
+$22.4M
|
+6%
|
|
|
104
|
|
|
|
2025
|
Greylin Investment Management
Orange,
Virginia
|
$372M
|
+$12M
|
+3%
|
|
|
78
|
|
|