|
2001
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$394M
|
+$7.21M
|
+2%
|
|
|
24
|
|
|
|
2002
|
Financial Partners Capital Management
New York
|
$394M
|
+$20.1M
|
+5%
|
|
|
109
|
|
|
|
2003
|
Cornerstone Advisors
Asheville,
North Carolina
|
$394M
|
-$10.2M
|
-3%
|
|
|
248
|
|
|
|
2004
|
Oak Hill Capital Management
New York
|
$393M
|
-$94.2M
|
-19%
|
|
|
4
|
|
|
|
2005
|
Arrow Financial
Glens Falls,
New York
|
$393M
|
+$9.82M
|
+3%
|
|
|
363
|
|
|
|
2006
|
Bienville Capital Management
New York
|
$393M
|
+$20.5M
|
+6%
|
|
|
151
|
|
|
|
2007
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$392M
|
+$28M
|
+8%
|
|
|
18
|
|
|
|
2008
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$391M
|
+$14.6M
|
+4%
|
|
|
149
|
|
|
|
2009
|
Land & Buildings Investment Management
Stamford,
Connecticut
|
$391M
|
+$206M
|
+112%
|
|
|
26
|
|
|
|
2010
|
FundX Investment Group
San Francisco,
California
|
$391M
|
-$9.11M
|
-2%
|
|
|
59
|
|
|
|
2011
|
Penn Davis McFarland
Dallas,
Texas
|
$390M
|
+$14.2M
|
+4%
|
|
|
42
|
|
|
|
2012
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$390M
|
+$21.5M
|
+6%
|
|
|
75
|
|
|
|
2013
|
USA Financial Formulas
Ada,
Michigan
|
$390M
|
+$25.3M
|
+7%
|
|
|
329
|
|
|
|
2014
|
Perigon Wealth Management
San Francisco,
California
|
$389M
|
+$13.1M
|
+3%
|
|
|
656
|
|
|
|
2015
|
Oakwood Capital Management
Los Angeles,
California
|
$389M
|
+$6.4M
|
+2%
|
|
|
77
|
|
|
|
2016
|
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
|
$389M
|
+$15.9M
|
+4%
|
|
|
19
|
|
|
|
2017
|
Cabot Wealth Management
Salem,
Massachusetts
|
$389M
|
+$9.19M
|
+2%
|
|
|
157
|
|
|
|
2018
|
|
$389M
|
+$170M
|
+78%
|
|
|
54
|
|
|
|
2019
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$388M
|
+$90.5M
|
+30%
|
|
|
186
|
|
|
|
2020
|
Daiwa SB Investments
Tokyo,
Japan
|
$387M
|
+$41.7M
|
+12%
|
|
|
226
|
|
|
|
2021
|
Senzar Asset Management
New York
|
$387M
|
-$72.2M
|
-16%
|
|
|
49
|
|
|
|
2022
|
|
$387M
|
+$78.3M
|
+25%
|
|
|
37
|
|
|
|
2023
|
Ecofin Advisors
London,
United Kingdom
|
$386M
|
-$124M
|
-24%
|
|
|
39
|
|
|
|
2024
|
Starwood Capital Group Management
Miami Beach,
Florida
|
$384M
|
+$33.1M
|
+9%
|
|
|
5
|
|
|
|
2025
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$384M
|
+$15.3M
|
+4%
|
|
|
119
|
|
|