|
2001
|
Zuckerman Investment Group
Chicago,
Illinois
|
$408M
|
+$31.1M
|
+8%
|
10.6%
|
126%
|
60
|
|
|
2002
|
YT Extraction Co Investment Partners
New York
|
$408M
|
–
|
–
|
11.9%
|
–
|
1
|
|
|
2003
|
Novare Capital Management
Charlotte,
North Carolina
|
$407M
|
+$25.3M
|
+7%
|
3.11%
|
69.1%
|
114
|
|
|
2004
|
Land & Buildings Investment Management
Stamford,
Connecticut
|
$407M
|
+$16.3M
|
+4%
|
2.31%
|
33%
|
22
|
|
|
2005
|
Empirical Wealth Management
Seattle,
Washington
|
$407M
|
+$24.5M
|
+6%
|
1.26%
|
52.9%
|
130
|
|
|
2006
|
Petrus Trust Company
Dallas,
Texas
|
$407M
|
-$31.1M
|
-7%
|
0.49%
|
46.1%
|
262
|
|
|
2007
|
|
$407M
|
+$3.9M
|
+1%
|
7.35%
|
8.68%
|
6
|
|
|
2008
|
Parthenon LLC
Louisville,
Kentucky
|
$407M
|
+$4.15M
|
+1%
|
2.41%
|
71.4%
|
113
|
|
|
2009
|
|
$407M
|
–
|
–
|
1.39%
|
41.7%
|
82
|
|
|
2010
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$407M
|
+$24.7M
|
+6%
|
2.67%
|
86.7%
|
44
|
|
|
2011
|
KLS Professional Advisors Group
New York
|
$406M
|
+$4.21M
|
+1%
|
4.74%
|
38%
|
6
|
|
|
2012
|
Lido Advisors
Los Angeles,
California
|
$405M
|
+$78.4M
|
+24%
|
6.94%
|
39.6%
|
241
|
|
|
2013
|
Ensemble Capital Management
San Francisco,
California
|
$405M
|
+$23.5M
|
+6%
|
2.63%
|
36.2%
|
41
|
|
|
2014
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$405M
|
-$310K
|
-0.1%
|
3.71%
|
102%
|
96
|
|
|
2015
|
Meditor Group
Hamilton,
Bermuda
|
$405M
|
+$44M
|
+12%
|
15.2%
|
41.1%
|
5
|
|
|
2016
|
Kings Point Capital Management
Great Neck,
New York
|
$405M
|
+$26.2M
|
+7%
|
1.75%
|
79.9%
|
322
|
|
|
2017
|
Oak Hill Capital Management
New York
|
$405M
|
+$11.6M
|
+3%
|
7.01%
|
1.19%
|
5
|
|
|
2018
|
|
$404M
|
-$20.2M
|
-5%
|
5.98%
|
247%
|
35
|
|
|
2019
|
|
$404M
|
-$13.6M
|
-3%
|
0.71%
|
73.3%
|
90
|
|
|
2020
|
Hourglass Capital
Houston,
Texas
|
$403M
|
+$1.28M
|
+0.3%
|
8.34%
|
64.7%
|
111
|
|
|
2021
|
Arrow Financial
Glens Falls,
New York
|
$403M
|
+$10.1M
|
+3%
|
6.43%
|
52.9%
|
358
|
|
|
2022
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$403M
|
+$11.8M
|
+3%
|
2.87%
|
26.3%
|
147
|
|
|
2023
|
Summit Equities
Parsippany,
New Jersey
|
$403M
|
+$20M
|
+5%
|
2.7%
|
40.7%
|
25
|
|
|
2024
|
Bayesian Capital Management
Brooklyn,
New York
|
$403M
|
+$250M
|
+164%
|
9.1%
|
146%
|
793
|
|
|
2025
|
Davidson & Garrard
Lynchburg,
Virginia
|
$402M
|
-$345K
|
-0.1%
|
2.57%
|
25.2%
|
188
|
|
