|
2001
|
North Point Portfolio Managers
Orange Village,
Ohio
|
$527M
|
+$73.9M
|
+16%
|
|
|
78
|
|
|
|
2002
|
CDAM (UK)
London,
United Kingdom
|
$526M
|
+$69.7M
|
+15%
|
|
|
15
|
|
|
|
2003
|
Tompkins Financial
Ithaca,
New York
|
$526M
|
+$73.6M
|
+16%
|
|
|
441
|
|
|
|
2004
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$526M
|
+$76.4M
|
+17%
|
|
|
136
|
|
|
|
2005
|
Private Capital Group
West Hartford,
Connecticut
|
$526M
|
+$62.4M
|
+13%
|
|
|
2,492
|
|
|
|
2006
|
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
|
$525M
|
+$55.1M
|
+12%
|
|
|
1
|
|
|
|
2007
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$525M
|
-$42.2M
|
-7%
|
|
|
249
|
|
|
|
2008
|
Ally Financial
Detroit,
Michigan
|
$525M
|
-$241M
|
-32%
|
|
|
134
|
|
|
|
2009
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$525M
|
+$56.5M
|
+12%
|
|
|
81
|
|
|
|
2010
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$524M
|
+$51.1M
|
+11%
|
|
|
367
|
|
|
|
2011
|
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
$524M
|
+$137M
|
+35%
|
|
|
37
|
|
|
|
2012
|
Richard C. Young & Co
Newport,
Rhode Island
|
$524M
|
+$55.4M
|
+12%
|
|
|
76
|
|
|
|
2013
|
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
$523M
|
+$27.1M
|
+5%
|
|
|
59
|
|
|
|
2014
|
EnCap Energy Capital Fund IX
Houston,
Texas
|
$523M
|
+$135M
|
+35%
|
|
|
3
|
|
|
|
2015
|
Thompson Investment Management
Madison,
Wisconsin
|
$523M
|
+$96.6M
|
+23%
|
|
|
184
|
|
|
|
2016
|
Investure LLC
Charlottesville,
Virginia
|
$522M
|
+$28.9M
|
+6%
|
|
|
18
|
|
|
|
2017
|
|
$522M
|
+$182M
|
+54%
|
|
|
80
|
|
|
|
2018
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$522M
|
+$48.5M
|
+10%
|
|
|
321
|
|
|
|
2019
|
IFG Advisory
Atlanta,
Georgia
|
$522M
|
+$98.7M
|
+23%
|
|
|
351
|
|
|
|
2020
|
Freshford Capital Management
Rye Brook,
New York
|
$522M
|
+$39M
|
+8%
|
|
|
23
|
|
|
|
2021
|
Bayesian Capital Management
Brooklyn,
New York
|
$521M
|
+$32.6M
|
+7%
|
|
|
876
|
|
|
|
2022
|
BTR Capital Management
Oakland,
California
|
$520M
|
+$45.4M
|
+10%
|
|
|
172
|
|
|
|
2023
|
Granite Investment Advisors
Concord,
New Hampshire
|
$520M
|
+$43.9M
|
+9%
|
|
|
164
|
|
|
|
2024
|
Cobiz Wealth
Denver,
Colorado
|
$519M
|
+$63.8M
|
+14%
|
|
|
129
|
|
|
|
2025
|
CWA Asset Management Group
Naples,
Florida
|
$518M
|
+$89.1M
|
+21%
|
|
|
235
|
|
|