|
2001
|
Merit Financial Group
Alpharetta,
Georgia
|
$509M
|
+$39.2M
|
+8%
|
|
|
125
|
|
|
|
2002
|
Connable Office Inc
Kalamazoo,
Michigan
|
$509M
|
-$5.18M
|
-1%
|
|
|
183
|
|
|
|
2003
|
MCF Advisors
Covington,
Kentucky
|
$509M
|
-$30.8M
|
-6%
|
|
|
526
|
|
|
|
2004
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$507M
|
-$92.2M
|
-15%
|
|
|
472
|
|
|
|
2005
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$507M
|
-$12.3M
|
-2%
|
|
|
132
|
|
|
|
2006
|
Tyvor Capital
Oak Brook,
Illinois
|
$506M
|
+$188M
|
+59%
|
|
|
57
|
|
|
|
2007
|
Bangor Savings Bank
Bangor,
Maine
|
$506M
|
-$5.04M
|
-1%
|
|
|
166
|
|
|
|
2008
|
Empirical Wealth Management
Seattle,
Washington
|
$506M
|
+$39.7M
|
+9%
|
|
|
176
|
|
|
|
2009
|
Brouwer & Janachowski
Mill Valley,
California
|
$506M
|
-$26.9M
|
-5%
|
|
|
57
|
|
|
|
2010
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$506M
|
-$8.63M
|
-2%
|
|
|
161
|
|
|
|
2011
|
Cedar Hill Associates
Chicago,
Illinois
|
$504M
|
-$71M
|
-12%
|
|
|
158
|
|
|
|
2012
|
|
$503M
|
-$85.2M
|
-14%
|
|
|
49
|
|
|
|
2013
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$503M
|
-$46.1M
|
-8%
|
|
|
50
|
|
|
|
2014
|
Standard Investments
New York
|
$503M
|
+$142M
|
+39%
|
|
|
8
|
|
|
|
2015
|
Richard C. Young & Co
Newport,
Rhode Island
|
$503M
|
-$28.2M
|
-5%
|
|
|
63
|
|
|
|
2016
|
IberiaBank
Lafayette,
Louisiana
|
$502M
|
-$138M
|
-22%
|
|
|
258
|
|
|
|
2017
|
Miura Global Management
New York
|
$502M
|
+$157M
|
+46%
|
|
|
24
|
|
|
|
2018
|
Russell Clark Investment Management
London,
United Kingdom
|
$501M
|
+$26.3M
|
+6%
|
|
|
79
|
|
|
|
2019
|
Deltec Asset Management
New York
|
$501M
|
+$9.47M
|
+2%
|
|
|
213
|
|
|
|
2020
|
Ancient Art
Austin,
Texas
|
$500M
|
-$15.2M
|
-3%
|
|
|
16
|
|
|
|
2021
|
Falcon Point Capital
San Francisco,
California
|
$500M
|
-$92.9M
|
-16%
|
|
|
132
|
|
|
|
2022
|
BTR Capital Management
Oakland,
California
|
$500M
|
-$10.9M
|
-2%
|
|
|
153
|
|
|
|
2023
|
Auxier Asset Management
Aurora,
Oregon
|
$499M
|
-$21.7M
|
-4%
|
|
|
153
|
|
|
|
2024
|
Bell Asset Management
Melbourne,
Australia
|
$499M
|
+$81M
|
+19%
|
|
|
67
|
|
|
|
2025
|
Black-and-white Capital
Los Angeles,
California
|
$499M
|
+$91.1M
|
+22%
|
|
|
34
|
|
|