|
2001
|
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
|
$1.2B
|
-$189M
|
-14%
|
|
|
2
|
|
|
|
2002
|
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
$1.2B
|
+$223M
|
+23%
|
|
|
104
|
|
|
|
2003
|
Guardian Partners
Toronto,
Canada
|
$1.2B
|
-$47.9M
|
-4%
|
|
|
217
|
|
|
|
2004
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.2B
|
+$7.79M
|
+0.7%
|
|
|
187
|
|
|
|
2005
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.2B
|
-$32M
|
-3%
|
|
|
1,099
|
|
|
|
2006
|
Callahan Advisors
Houston,
Texas
|
$1.2B
|
-$18.5M
|
-2%
|
|
|
187
|
|
|
|
2007
|
KWMG LLC
Overland Park,
Kansas
|
$1.2B
|
+$37.7M
|
+3%
|
|
|
153
|
|
|
|
2008
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.2B
|
-$38.4M
|
-3%
|
|
|
188
|
|
|
|
2009
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$1.2B
|
-$276M
|
-19%
|
|
|
321
|
|
|
|
2010
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.19B
|
-$45.3M
|
-4%
|
|
|
232
|
|
|
|
2011
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.19B
|
-$97.7M
|
-8%
|
|
|
291
|
|
|
|
2012
|
Maplelane Capital
New York
|
$1.19B
|
-$567M
|
-32%
|
|
|
67
|
|
|
|
2013
|
Sone Capital Management
New York
|
$1.19B
|
-$41.4M
|
-3%
|
|
|
129
|
|
|
|
2014
|
Main Management Fund Advisors
San Francisco,
California
|
$1.19B
|
+$93.9M
|
+9%
|
|
|
8
|
|
|
|
2015
|
Talbot Financial
Bellevue,
Washington
|
$1.19B
|
-$24.9M
|
-2%
|
|
|
70
|
|
|
|
2016
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.19B
|
-$1.99M
|
-0.2%
|
|
|
241
|
|
|
|
2017
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$1.19B
|
-$65M
|
-5%
|
|
|
234
|
|
|
|
2018
|
Parvus Asset Management Jersey
St. Helier,
Jersey
|
$1.18B
|
-$750M
|
-39%
|
|
|
1
|
|
|
|
2019
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$1.18B
|
+$75M
|
+7%
|
|
|
209
|
|
|
|
2020
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.18B
|
-$52.7M
|
-4%
|
|
|
153
|
|
|
|
2021
|
Chai Trust Company
Chicago,
Illinois
|
$1.18B
|
+$21.1M
|
+2%
|
|
|
11
|
|
|
|
2022
|
NAYA Capital Management (UK)
London,
United Kingdom
|
$1.18B
|
-$147M
|
-11%
|
|
|
5
|
|
|
|
2023
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
|
$1.18B
|
+$52.4M
|
+5%
|
|
|
56
|
|
|
|
2024
|
McDaniel Terry & Co
Austin,
Texas
|
$1.18B
|
+$28.7M
|
+2%
|
|
|
81
|
|
|
|
2025
|
Oxbow Advisors
Austin,
Texas
|
$1.18B
|
+$39.8M
|
+3%
|
|
|
278
|
|
|