|
2001
|
Callodine Capital Management
Boston,
Massachusetts
|
$1.25B
|
+$104M
|
+9%
|
|
|
62
|
|
|
|
2002
|
Central Securities
New York
|
$1.24B
|
+$29.1M
|
+2%
|
|
|
29
|
|
|
|
2003
|
Bangor Savings Bank
Bangor,
Maine
|
$1.24B
|
+$42.8M
|
+4%
|
|
|
629
|
|
|
|
2004
|
Advisor OS
Chicago,
Illinois
|
$1.24B
|
+$83.1M
|
+7%
|
|
|
525
|
|
|
|
2005
|
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
|
$1.24B
|
+$112M
|
+10%
|
|
|
27
|
|
|
|
2006
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$1.24B
|
+$37.9M
|
+3%
|
|
|
73
|
|
|
|
2007
|
Tweedy, Browne Co
Stamford,
Connecticut
|
$1.24B
|
+$87.1M
|
+8%
|
|
|
101
|
|
|
|
2008
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.24B
|
+$44.2M
|
+4%
|
|
|
234
|
|
|
|
2009
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.24B
|
+$16.4M
|
+1%
|
|
|
1,424
|
|
|
|
2010
|
Titleist Asset Management
San Antonio,
Texas
|
$1.24B
|
+$99.1M
|
+9%
|
|
|
393
|
|
|
|
2011
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.24B
|
+$15.3M
|
+1%
|
|
|
192
|
|
|
|
2012
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.24B
|
+$31.7M
|
+3%
|
|
|
144
|
|
|
|
2013
|
Quent Long Short Global Small Cap Fund
New York
|
$1.23B
|
–
|
–
|
|
|
298
|
|
|
|
2014
|
Stadion Money Management
Watkinsville,
Georgia
|
$1.23B
|
-$18.6M
|
-1%
|
|
|
28
|
|
|
|
2015
|
Sone Capital Management
New York
|
$1.23B
|
+$37.6M
|
+3%
|
|
|
128
|
|
|
|
2016
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$1.23B
|
+$67.7M
|
+6%
|
|
|
28
|
|
|
|
2017
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.23B
|
+$23.4M
|
+2%
|
|
|
1,088
|
|
|
|
2018
|
49 Wealth Management
Austin,
Texas
|
$1.23B
|
+$168M
|
+16%
|
|
|
224
|
|
|
|
2019
|
Park Presidio Capital
San Francisco,
California
|
$1.23B
|
+$79.5M
|
+7%
|
|
|
15
|
|
|
|
2020
|
Aquamarine Financial
George Town,
|
$1.23B
|
+$254M
|
+26%
|
|
|
13
|
|
|
|
2021
|
Mangrove Partners
Greenwich,
Connecticut
|
$1.23B
|
-$126M
|
-9%
|
|
|
461
|
|
|
|
2022
|
XML Financial
Bethesda,
Maryland
|
$1.23B
|
-$2.79M
|
-0.2%
|
|
|
460
|
|
|
|
2023
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.23B
|
+$71M
|
+6%
|
|
|
620
|
|
|
|
2024
|
Waycross Partners
Louisville,
Kentucky
|
$1.22B
|
+$59.6M
|
+5%
|
|
|
99
|
|
|
|
2025
|
QV Investors
Calgary,
Alberta, Canada
|
$1.22B
|
+$66.7M
|
+6%
|
|
|
68
|
|
|