|
2001
|
Horan Capital Management
Hunt Valley,
Maryland
|
$481M
|
+$24M
|
+5%
|
|
|
81
|
|
|
|
2002
|
Grace & White Inc
Ny,
New York
|
$481M
|
+$23.7M
|
+5%
|
|
|
144
|
|
|
|
2003
|
One Capital Management
Westlake Village,
California
|
$481M
|
+$140M
|
+41%
|
|
|
157
|
|
|
|
2004
|
Speece Thorson Capital Group
Minnetonka,
Minnesota
|
$480M
|
+$933K
|
+0.2%
|
|
|
41
|
|
|
|
2005
|
Caprock Group
Boise,
Idaho
|
$480M
|
+$29.7M
|
+7%
|
|
|
488
|
|
|
|
2006
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$479M
|
+$29.3M
|
+7%
|
|
|
134
|
|
|
|
2007
|
New Amsterdam Partners
New York
|
$479M
|
+$8.17M
|
+2%
|
|
|
136
|
|
|
|
2008
|
Windham Capital Management
Boston,
Massachusetts
|
$478M
|
+$21M
|
+5%
|
|
|
22
|
|
|
|
2009
|
Guinness Asset Management
London,
United Kingdom
|
$477M
|
+$4.96M
|
+1%
|
|
|
105
|
|
|
|
2010
|
Ensemble Capital Management
San Francisco,
California
|
$477M
|
+$19.7M
|
+4%
|
|
|
38
|
|
|
|
2011
|
Boothbay Fund Management
New York
|
$477M
|
+$90.6M
|
+23%
|
|
|
822
|
|
|
|
2012
|
|
$476M
|
+$159M
|
+50%
|
|
|
18
|
|
|
|
2013
|
Callahan Advisors
Houston,
Texas
|
$476M
|
+$16.1M
|
+4%
|
|
|
131
|
|
|
|
2014
|
Chiron Investment Management
New York
|
$476M
|
+$139M
|
+41%
|
|
|
43
|
|
|
|
2015
|
Standard Investments
New York
|
$474M
|
-$223M
|
-32%
|
|
|
13
|
|
|
|
2016
|
First Personal Financial Services
Charlotte,
North Carolina
|
$474M
|
+$18M
|
+4%
|
|
|
904
|
|
|
|
2017
|
AO Asset Management
New York
|
$474M
|
+$67.5M
|
+17%
|
|
|
33
|
|
|
|
2018
|
Venturi Wealth Management
Austin,
Texas
|
$473M
|
+$33.3M
|
+8%
|
|
|
202
|
|
|
|
2019
|
HSG Holding
Na,
Hong Kong
|
$473M
|
+$24.5M
|
+5%
|
|
|
7
|
|
|
|
2020
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$472M
|
+$53.7M
|
+13%
|
|
|
137
|
|
|
|
2021
|
Atlas Brown
Louisville,
Kentucky
|
$471M
|
+$357M
|
+312%
|
|
|
136
|
|
|
|
2022
|
G.F.W. Energy X
Dallas,
Texas
|
$470M
|
+$42.6M
|
+10%
|
|
|
2
|
|
|
|
2023
|
|
$470M
|
-$852K
|
-0.2%
|
|
|
77
|
|
|
|
2024
|
Professional Advisory Services
Vero Beach,
Florida
|
$469M
|
+$8.46M
|
+2%
|
|
|
62
|
|
|
|
2025
|
Cypress Capital Group
Palm Beach,
Florida
|
$469M
|
+$17.7M
|
+4%
|
|
|
212
|
|
|