|
2001
|
Coastline Trust
Providence,
Rhode Island
|
$776M
|
+$25.3M
|
+3%
|
|
|
329
|
|
|
|
2002
|
Kayak Investment Partners
San Francisco,
California
|
$775M
|
-$22.8M
|
-3%
|
|
|
33
|
|
|
|
2003
|
Principal Street Partners
Memphis,
Tennessee
|
$775M
|
+$448M
|
+137%
|
|
|
198
|
|
|
|
2004
|
Hilltop Holdings
Dallas,
Texas
|
$775M
|
+$60.2M
|
+8%
|
|
|
572
|
|
|
|
2005
|
Technology Crossover Management VII
Menlo Park,
California
|
$774M
|
-$567M
|
-42%
|
|
|
3
|
|
|
|
2006
|
PFG Advisors
Phoenix,
Arizona
|
$773M
|
+$188M
|
+32%
|
|
|
466
|
|
|
|
2007
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$773M
|
+$104M
|
+16%
|
|
|
94
|
|
|
|
2008
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$773M
|
+$22.7M
|
+3%
|
|
|
514
|
|
|
|
2009
|
Kontiki Capital Management (HK)
Hong Kong
|
$773M
|
+$985K
|
+0.1%
|
|
|
5
|
|
|
|
2010
|
Growth Interface Management
Orlando,
Florida
|
$773M
|
+$179M
|
+30%
|
|
|
14
|
|
|
|
2011
|
Johnson & Johnson Innovation - JJDC
New Brunswick,
New Jersey
|
$772M
|
-$3.34M
|
-0.4%
|
|
|
17
|
|
|
|
2012
|
Proficio Capital Partners
Newton,
Massachusetts
|
$772M
|
+$133M
|
+21%
|
|
|
285
|
|
|
|
2013
|
Capital One Financial
Mclean,
Virginia
|
$771M
|
+$20.6M
|
+3%
|
|
|
203
|
|
|
|
2014
|
Optimal Asset Management
Los Altos,
California
|
$771M
|
+$66M
|
+9%
|
|
|
443
|
|
|
|
2015
|
Azora Capital LP
Miami,
Florida
|
$771M
|
-$319M
|
-29%
|
|
|
64
|
|
|
|
2016
|
American Assets Capital Advisers
San Diego,
California
|
$770M
|
+$61.1M
|
+9%
|
|
|
36
|
|
|
|
2017
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$769M
|
+$75M
|
+11%
|
|
|
691
|
|
|
|
2018
|
Magnolia Group
Omaha,
Nebraska
|
$769M
|
-$184M
|
-19%
|
|
|
11
|
|
|
|
2019
|
Regents of the University of California
Oakland,
California
|
$767M
|
+$74.8M
|
+11%
|
|
|
35
|
|
|
|
2020
|
Marco Investment Management
Atlanta,
Georgia
|
$766M
|
+$69.7M
|
+10%
|
|
|
201
|
|
|
|
2021
|
RVW Wealth
Los Angeles,
California
|
$766M
|
+$84M
|
+12%
|
|
|
105
|
|
|
|
2022
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$765M
|
+$69M
|
+10%
|
|
|
376
|
|
|
|
2023
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$765M
|
+$53M
|
+7%
|
|
|
459
|
|
|
|
2024
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$763M
|
+$48.8M
|
+7%
|
|
|
387
|
|
|
|
2025
|
Wallace Capital Management
Dallas,
Texas
|
$763M
|
+$104M
|
+16%
|
|
|
70
|
|
|