|
2001
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$412M
|
+$27.4M
|
+7%
|
|
|
119
|
|
|
|
2002
|
683 Capital Management
New York
|
$412M
|
+$121M
|
+42%
|
|
|
100
|
|
|
|
2003
|
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
|
$412M
|
+$22.5M
|
+6%
|
|
|
18
|
|
|
|
2004
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$411M
|
-$273M
|
-40%
|
|
|
1,731
|
|
|
|
2005
|
Bridges Investment Counsel
Omaha,
Nebraska
|
$411M
|
-$63.6M
|
-13%
|
|
|
145
|
|
|
|
2006
|
Symons Capital Management
Pittsburgh,
Pennsylvania
|
$411M
|
+$2.55M
|
+0.6%
|
|
|
74
|
|
|
|
2007
|
Lion Point Capital
New York
|
$411M
|
+$27.5M
|
+7%
|
|
|
17
|
|
|
|
2008
|
Flippin Bruce & Porter
Lynchburg,
Virginia
|
$411M
|
+$50.4M
|
+14%
|
|
|
80
|
|
|
|
2009
|
De Burlo Group
Boston,
Massachusetts
|
$411M
|
+$50.3M
|
+14%
|
|
|
110
|
|
|
|
2010
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$409M
|
+$97.6M
|
+31%
|
|
|
160
|
|
|
|
2011
|
Kylin Management
New York
|
$409M
|
-$105M
|
-20%
|
|
|
5
|
|
|
|
2012
|
Tekne Capital Management
New York
|
$409M
|
-$1.69M
|
-0.4%
|
|
|
21
|
|
|
|
2013
|
WFG Advisors
Dallas,
Texas
|
$408M
|
+$6.65M
|
+2%
|
|
|
1,873
|
|
|
|
2014
|
VCU Investment Management
Richmond,
Virginia
|
$408M
|
–
|
–
|
|
|
6
|
|
|
|
2015
|
Zuckerman Investment Group
Chicago,
Illinois
|
$408M
|
+$31.1M
|
+8%
|
|
|
60
|
|
|
|
2016
|
Novare Capital Management
Charlotte,
North Carolina
|
$407M
|
+$25.3M
|
+7%
|
|
|
114
|
|
|
|
2017
|
Land & Buildings Investment Management
Stamford,
Connecticut
|
$407M
|
+$16.3M
|
+4%
|
|
|
22
|
|
|
|
2018
|
Empirical Wealth Management
Seattle,
Washington
|
$407M
|
+$24.5M
|
+6%
|
|
|
130
|
|
|
|
2019
|
Petrus Trust Company
Dallas,
Texas
|
$407M
|
-$31.1M
|
-7%
|
|
|
262
|
|
|
|
2020
|
|
$407M
|
+$3.9M
|
+1%
|
|
|
6
|
|
|
|
2021
|
Parthenon LLC
Louisville,
Kentucky
|
$407M
|
+$4.15M
|
+1%
|
|
|
113
|
|
|
|
2022
|
|
$407M
|
–
|
–
|
|
|
82
|
|
|
|
2023
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$407M
|
+$24.7M
|
+6%
|
|
|
44
|
|
|
|
2024
|
KLS Professional Advisors Group
New York
|
$406M
|
+$4.21M
|
+1%
|
|
|
6
|
|
|
|
2025
|
Lido Advisors
Los Angeles,
California
|
$405M
|
+$78.4M
|
+24%
|
|
|
241
|
|
|
Warren Buffett
Berkshire Hathaway
16.68%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
13.45%
1-Year Est. Return
Michael Burry
Scion Asset Management
43.96%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
34.48%
1-Year Est. Return
Ken Griffin
Citadel Advisors
30.7%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
32.61%
1-Year Est. Return
Cathie Wood
ARK Investment Management
64.92%
1-Year Est. Return
Jim Simons
Renaissance Technologies
45.56%
1-Year Est. Return
David Tepper
Appaloosa LP
44.55%
1-Year Est. Return
