|
2001
|
West Family Investments
Carlsbad,
California
|
$452M
|
-$65.7M
|
-13%
|
|
|
101
|
|
|
|
2002
|
Okumus Fund Management
Grand Cayman,
Cayman Islands
|
$452M
|
+$86.1M
|
+24%
|
|
|
12
|
|
|
|
2003
|
Cypress Capital Group
Palm Beach,
Florida
|
$452M
|
+$23.6M
|
+6%
|
|
|
215
|
|
|
|
2004
|
KLS Professional Advisors Group
New York
|
$452M
|
+$21.5M
|
+5%
|
|
|
8
|
|
|
|
2005
|
Hussman Strategic Advisors
Ellicott City,
Maryland
|
$451M
|
-$951K
|
-0.2%
|
|
|
221
|
|
|
|
2006
|
Bangor Savings Bank
Bangor,
Maine
|
$451M
|
+$2.22M
|
+0.5%
|
|
|
147
|
|
|
|
2007
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$450M
|
+$47.9M
|
+12%
|
|
|
134
|
|
|
|
2008
|
Caprock Group
Boise,
Idaho
|
$450M
|
+$24.5M
|
+6%
|
|
|
492
|
|
|
|
2009
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$450M
|
+$15.5M
|
+4%
|
|
|
139
|
|
|
|
2010
|
Summit Partners Public Asset Management
Boston,
Massachusetts
|
$450M
|
+$90.5M
|
+25%
|
|
|
96
|
|
|
|
2011
|
North Tide Capital
Boston,
Massachusetts
|
$449M
|
-$74.8M
|
-14%
|
|
|
17
|
|
|
|
2012
|
Sunriver Management
Greenwich,
Connecticut
|
$449M
|
+$28.3M
|
+7%
|
|
|
22
|
|
|
|
2013
|
Kirr Marbach & Co
Columbus,
Indiana
|
$449M
|
+$19K
|
+0%
|
|
|
88
|
|
|
|
2014
|
Cobiz Wealth
Denver,
Colorado
|
$449M
|
+$1.65M
|
+0.4%
|
|
|
137
|
|
|
|
2015
|
Chicago Capital Management
Chicago,
Illinois
|
$448M
|
+$103M
|
+30%
|
|
|
66
|
|
|
|
2016
|
HSG Holding
Na,
Hong Kong
|
$448M
|
-$180M
|
-29%
|
|
|
9
|
|
|
|
2017
|
De Burlo Group
Boston,
Massachusetts
|
$448M
|
-$12.7M
|
-3%
|
|
|
118
|
|
|
|
2018
|
Precocity Capital
Stamford,
Connecticut
|
$447M
|
+$30.1M
|
+7%
|
|
|
69
|
|
|
|
2019
|
King Street Capital Management
New York
|
$447M
|
+$50.6M
|
+13%
|
|
|
15
|
|
|
|
2020
|
WFM Asia
Road Town, Tortola,
British Virgin Islands
|
$446M
|
+$92.8M
|
+26%
|
|
|
6
|
|
|
|
2021
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$446M
|
+$41.5M
|
+10%
|
|
|
405
|
|
|
|
2022
|
Argyll Research
Wilmington,
Delaware
|
$446M
|
-$19.5M
|
-4%
|
|
|
5
|
|
|
|
2023
|
Novare Capital Management
Charlotte,
North Carolina
|
$444M
|
+$12.6M
|
+3%
|
|
|
131
|
|
|
|
2024
|
Indaba Capital Management
San Francisco,
California
|
$444M
|
+$139M
|
+46%
|
|
|
22
|
|
|
|
2025
|
Flippin Bruce & Porter
Lynchburg,
Virginia
|
$444M
|
+$11.2M
|
+3%
|
|
|
76
|
|
|