|
2001
|
Thunderbird Partners
London,
United Kingdom
|
$834M
|
-$280M
|
-25%
|
|
|
16
|
|
|
|
2002
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$833M
|
+$35.4M
|
+4%
|
|
|
107
|
|
|
|
2003
|
RVW Wealth
Los Angeles,
California
|
$832M
|
+$32M
|
+4%
|
|
|
132
|
|
|
|
2004
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$832M
|
-$31.7M
|
-4%
|
|
|
161
|
|
|
|
2005
|
Stieven Capital Advisors
St. Louis,
Missouri
|
$831M
|
+$20.5M
|
+3%
|
|
|
50
|
|
|
|
2006
|
Fine Capital Partners
New York
|
$830M
|
+$39.3M
|
+5%
|
|
|
3
|
|
|
|
2007
|
Montanaro Asset Management
London,
United Kingdom
|
$829M
|
+$34.6M
|
+4%
|
|
|
56
|
|
|
|
2008
|
SeaCrest Wealth Management
Purchase,
New York
|
$829M
|
-$279K
|
-0%
|
|
|
734
|
|
|
|
2009
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$827M
|
-$38.9M
|
-4%
|
|
|
602
|
|
|
|
2010
|
MWG Management
Road Town, Tortola,
British Virgin Islands
|
$825M
|
-$193M
|
-19%
|
|
|
5
|
|
|
|
2011
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$823M
|
-$759M
|
-48%
|
|
|
1,170
|
|
|
|
2012
|
Lone Star Global Acquisitions
Hamilton,
Bermuda
|
$823M
|
+$2M
|
+0.2%
|
|
|
1
|
|
|
|
2013
|
E-L Financial Corp
Toronto,
Ontario, Canada
|
$822M
|
+$14.9M
|
+2%
|
|
|
1
|
|
|
|
2014
|
Lyell Wealth Management
Menlo Park,
California
|
$822M
|
+$14.3M
|
+2%
|
|
|
192
|
|
|
|
2015
|
Weatherly Asset Management
Del Mar,
California
|
$822M
|
+$28.8M
|
+4%
|
|
|
206
|
|
|
|
2016
|
Fernbridge Capital Management
Los Angeles,
California
|
$821M
|
+$1.94M
|
+0.2%
|
|
|
18
|
|
|
|
2017
|
Private Ocean
San Rafael,
California
|
$821M
|
+$57.8M
|
+8%
|
|
|
672
|
|
|
|
2018
|
Community Bank
Dewitt,
New York
|
$821M
|
-$26.2M
|
-3%
|
|
|
514
|
|
|
|
2019
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$820M
|
-$30M
|
-4%
|
|
|
185
|
|
|
|
2020
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$820M
|
-$7.29M
|
-0.9%
|
|
|
534
|
|
|
|
2021
|
Sasco Capital
Fairfield,
Connecticut
|
$819M
|
-$28.7M
|
-3%
|
|
|
48
|
|
|
|
2022
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$819M
|
-$5.74M
|
-0.7%
|
|
|
34
|
|
|
|
2023
|
RiverPark Advisors
New York
|
$818M
|
+$34.3M
|
+4%
|
|
|
210
|
|
|
|
2024
|
TD Capital Management
Memphis,
Tennessee
|
$818M
|
+$16.3M
|
+2%
|
|
|
380
|
|
|
|
2025
|
Ithaka Group
Arlington,
Virginia
|
$818M
|
-$7.27M
|
-0.9%
|
|
|
50
|
|
|