|
2001
|
Wintergreen Advisers
Mount Olive,
New Jersey
|
$384M
|
-$101M
|
-21%
|
|
|
12
|
|
|
|
2002
|
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
|
$384M
|
+$84.8M
|
+28%
|
|
|
19
|
|
|
|
2003
|
Sonora Investment Management
Tucson,
Arizona
|
$384M
|
+$53.2M
|
+16%
|
|
|
1,430
|
|
|
|
2004
|
McDaniel Terry & Co
Austin,
Texas
|
$384M
|
+$24.6M
|
+7%
|
|
|
46
|
|
|
|
2005
|
Alpha Cubed Investments
Irvine,
California
|
$383M
|
+$1.57M
|
+0.4%
|
|
|
198
|
|
|
|
2006
|
Jacobs Asset Management
New York
|
$383M
|
-$5.73M
|
-1%
|
|
|
45
|
|
|
|
2007
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$383M
|
+$74.7M
|
+24%
|
|
|
232
|
|
|
|
2008
|
Parthenon LLC
Louisville,
Kentucky
|
$383M
|
+$24.1M
|
+7%
|
|
|
108
|
|
|
|
2009
|
Nokomis Capital
Dallas,
Texas
|
$382M
|
+$58.9M
|
+18%
|
|
|
53
|
|
|
|
2010
|
Ferox Capital Management
London,
United Kingdom
|
$382M
|
+$100M
|
+36%
|
|
|
45
|
|
|
|
2011
|
Arbiter Partners Capital Management
New York
|
$381M
|
+$12.5M
|
+3%
|
|
|
129
|
|
|
|
2012
|
Ratan Capital Management
Miami Beach,
Florida
|
$381M
|
-$66.6M
|
-15%
|
|
|
13
|
|
|
|
2013
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$381M
|
-$23.7M
|
-6%
|
|
|
38
|
|
|
|
2014
|
Strategic Financial Services
Utica,
New York
|
$381M
|
+$20.3M
|
+6%
|
|
|
102
|
|
|
|
2015
|
Crosspoint Capital Strategies
Orinda,
California
|
$381M
|
+$295M
|
+345%
|
|
|
1,451
|
|
|
|
2016
|
Arrow Investment Advisors
Laurel,
Maryland
|
$381M
|
-$25.9M
|
-6%
|
|
|
86
|
|
|
|
2017
|
Red Mountain Capital Partners
Los Angeles,
California
|
$380M
|
+$1.98M
|
+0.5%
|
|
|
8
|
|
|
|
2018
|
K2 Principal Fund
Toronto,
Ontario, Canada
|
$380M
|
-$43.2M
|
-10%
|
|
|
228
|
|
|
|
2019
|
Agran Libbie
Santa Monica,
California
|
$380M
|
+$21.4M
|
+6%
|
|
|
124
|
|
|
|
2020
|
Zevin Asset Management
Boston,
Massachusetts
|
$380M
|
+$37.3M
|
+11%
|
|
|
144
|
|
|
|
2021
|
Dalal Street
West Lake Hills,
Texas
|
$379M
|
+$1.98M
|
+0.5%
|
|
|
8
|
|
|
|
2022
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$379M
|
+$22.8M
|
+6%
|
|
|
277
|
|
|
|
2023
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$379M
|
+$16.9M
|
+5%
|
|
|
219
|
|
|
|
2024
|
Lagoda Investment Management
New York
|
$377M
|
+$34.6M
|
+10%
|
|
|
33
|
|
|
|
2025
|
Ashburton (Jersey)
St Helier,
Jersey
|
$376M
|
–
|
–
|
|
|
71
|
|
|