|
2001
|
Adero Partners
Pleasanton,
California
|
$705M
|
+$25.1M
|
+4%
|
|
|
174
|
|
|
|
2002
|
Simcoe Capital Management
New York
|
$705M
|
-$96.7M
|
-12%
|
|
|
19
|
|
|
|
2003
|
Oxbow Advisors
Austin,
Texas
|
$704M
|
-$291M
|
-29%
|
|
|
280
|
|
|
|
2004
|
Leuthold Group
Minneapolis,
Minnesota
|
$704M
|
-$76.5M
|
-10%
|
|
|
213
|
|
|
|
2005
|
Ashford Capital Management
Wilmington,
Delaware
|
$704M
|
-$225M
|
-24%
|
|
|
105
|
|
|
|
2006
|
|
$704M
|
-$43.4M
|
-6%
|
|
|
215
|
|
|
|
2007
|
Citizens Business Bank
Ontario,
California
|
$704M
|
-$124M
|
-15%
|
|
|
256
|
|
|
|
2008
|
Bain Capital Venture Investors
Boston,
Massachusetts
|
$702M
|
-$392M
|
-36%
|
|
|
8
|
|
|
|
2009
|
Cypress Capital
Franklin,
Tennessee
|
$702M
|
-$114M
|
-14%
|
|
|
211
|
|
|
|
2010
|
Vancity Investment Management
Vancouver,
British Columbia, Canada
|
$702M
|
-$143M
|
-17%
|
|
|
65
|
|
|
|
2011
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$701M
|
-$27.7M
|
-4%
|
|
|
142
|
|
|
|
2012
|
Petrus Trust Company
Dallas,
Texas
|
$701M
|
-$81.4M
|
-10%
|
|
|
166
|
|
|
|
2013
|
Fidelity National Financial
Jacksonville,
Florida
|
$700M
|
-$303M
|
-30%
|
|
|
36
|
|
|
|
2014
|
Distillate Capital Partners
Chicago,
Illinois
|
$700M
|
-$3.54M
|
-0.5%
|
|
|
134
|
|
|
|
2015
|
Wesleyan Assurance Society
Birmingham,
United Kingdom
|
$699M
|
-$122M
|
-15%
|
|
|
99
|
|
|
|
2016
|
NEPC LLC
Boston,
Massachusetts
|
$699M
|
+$551M
|
+373%
|
|
|
33
|
|
|
|
2017
|
Community Bank
Dewitt,
New York
|
$699M
|
-$112M
|
-14%
|
|
|
457
|
|
|
|
2018
|
DigitalBridge Group
Boca Raton,
Florida
|
$698M
|
-$48.1M
|
-6%
|
|
|
52
|
|
|
|
2019
|
Fusion Family Wealth
Woodbury,
New York
|
$698M
|
-$42.7M
|
-6%
|
|
|
39
|
|
|
|
2020
|
Verus Financial Partners
Richmond,
Virginia
|
$698M
|
-$7.06M
|
-1%
|
|
|
109
|
|
|
|
2021
|
|
$697M
|
-$73.5M
|
-10%
|
|
|
17
|
|
|
|
2022
|
Hartline Investment Corp
Winnetka,
Illinois
|
$697M
|
-$94.1M
|
-12%
|
|
|
126
|
|
|
|
2023
|
Oldfield Partners
London,
United Kingdom
|
$697M
|
-$224M
|
-24%
|
|
|
25
|
|
|
|
2024
|
BTR Capital Management
Oakland,
California
|
$696M
|
-$116M
|
-14%
|
|
|
171
|
|
|
|
2025
|
Matthews International Capital Management
San Francisco,
California
|
$696M
|
-$25.4M
|
-4%
|
|
|
44
|
|
|