|
2001
|
Horan Capital Management
Hunt Valley,
Maryland
|
$439M
|
+$52.4M
|
+14%
|
|
|
89
|
|
|
|
2002
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$439M
|
+$2.23M
|
+0.5%
|
|
|
161
|
|
|
|
2003
|
Essex Woodlands Management
The Woodlands,
Texas
|
$438M
|
-$221K
|
-0.1%
|
|
|
10
|
|
|
|
2004
|
Mangrove Partners
Greenwich,
Connecticut
|
$437M
|
-$101M
|
-19%
|
|
|
28
|
|
|
|
2005
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$437M
|
+$27.6M
|
+7%
|
|
|
151
|
|
|
|
2006
|
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
$437M
|
+$121M
|
+38%
|
|
|
279
|
|
|
|
2007
|
Adell Harriman & Carpenter
Houston,
Texas
|
$436M
|
+$34.2M
|
+9%
|
|
|
145
|
|
|
|
2008
|
Goodnow Investment Group
Darien,
Connecticut
|
$435M
|
-$13.4M
|
-3%
|
|
|
24
|
|
|
|
2009
|
Essex Financial Services
Essex,
Connecticut
|
$435M
|
-$31.2M
|
-7%
|
|
|
345
|
|
|
|
2010
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$434M
|
+$37.7M
|
+10%
|
|
|
162
|
|
|
|
2011
|
Pine Brook Road Advisors
Bedford,
New York
|
$434M
|
-$57.6M
|
-12%
|
|
|
3
|
|
|
|
2012
|
BBT Capital Management
Fort Worth,
Texas
|
$434M
|
+$71.6M
|
+20%
|
|
|
97
|
|
|
|
2013
|
Quinn Opportunity Partners
Charlottesville,
Virginia
|
$433M
|
+$102M
|
+31%
|
|
|
189
|
|
|
|
2014
|
Venturi Wealth Management
Austin,
Texas
|
$433M
|
+$77M
|
+22%
|
|
|
193
|
|
|
|
2015
|
Private Trust Company
Cleveland,
Ohio
|
$433M
|
+$14.9M
|
+4%
|
|
|
380
|
|
|
|
2016
|
Flippin Bruce & Porter
Lynchburg,
Virginia
|
$432M
|
+$21.6M
|
+5%
|
|
|
79
|
|
|
|
2017
|
Novare Capital Management
Charlotte,
North Carolina
|
$431M
|
+$24M
|
+6%
|
|
|
124
|
|
|
|
2018
|
Greylin Investment Management
Orange,
Virginia
|
$431M
|
+$14.5M
|
+3%
|
|
|
79
|
|
|
|
2019
|
V3 Capital Management
Dallas,
Texas
|
$431M
|
-$21.9M
|
-5%
|
|
|
17
|
|
|
|
2020
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$430M
|
+$41.8M
|
+11%
|
|
|
87
|
|
|
|
2021
|
KLS Professional Advisors Group
New York
|
$430M
|
+$24.4M
|
+6%
|
|
|
7
|
|
|
|
2022
|
Edinburgh Partners
Edinburgh,
United Kingdom
|
$430M
|
-$45.6M
|
-10%
|
|
|
40
|
|
|
|
2023
|
Chemung Canal Trust
Elmira,
New York
|
$430M
|
+$4.3M
|
+1%
|
|
|
120
|
|
|
|
2024
|
Ensemble Capital Management
San Francisco,
California
|
$430M
|
+$24.2M
|
+6%
|
|
|
45
|
|
|
|
2025
|
Equitec Specialists
Chicago,
Illinois
|
$428M
|
+$59.7M
|
+16%
|
|
|
104
|
|
|