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Name Funds
holding
Growth Growth % Return since
31 Mar ‘18
OPY icon
2001
Oppenheimer Holdings
OPY
$1.17B
84 +2 +2% 326%
FOF icon
2002
Cohen & Steers Closed End Opportunity Fund
FOF
$374M
42 +1 +2% 9.17%
PFL
2003
PIMCO Income Strategy Fund
PFL
$381M
42 +1 +2% 34.4%
VEU icon
2004
Vanguard FTSE All-World ex-US ETF
VEU
$65.7B
760 +18 +2% 50.2%
PLAB icon
2005
Photronics
PLAB
$1.73B
169 +4 +2% 255%
TPC
2006
Tutor Perini Cor
TPC
$4.44B
169 +4 +2% 282%
GTE icon
2007
Gran Tierra Energy
GTE
$240M
127 +3 +2% 75.7%
VLGEA icon
2008
Village Super Market
VLGEA
$637M
85 +2 +2% 63.1%
W icon
2009
Wayfair
W
$12.2B
213 +5 +2% 37.3%
RLI icon
2010
RLI Corp
RLI
$5.87B
213 +5 +2% 102%
XYL icon
2011
Xylem
XYL
$28.6B
640 +15 +2% 56.5%
DEI icon
2012
Douglas Emmett
DEI
$2.05B
256 +6 +2% 66.7%
JQC icon
2013
Nuveen Credit Strategies Income Fund
JQC
$704M
128 +3 +2% 40.1%
XLB icon
2014
State Street Materials Select Sector SPDR ETF
XLB
$8.64B
473 +11 +2% 79.9%
NBH
2015
Neuberger Municipal Fund Inc
NBH
$304M
43 +1 +2% 25.5%
FMAO icon
2016
Farmers & Merchants Bancorp
FMAO
$428M
43 +1 +2% 22.9%
VMBS icon
2017
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
216 +5 +2% 10.4%
CZR icon
2018
Caesars Entertainment
CZR
$6.1B
173 +4 +2% 9.21%
FWONK icon
2019
Liberty Media Series C
FWONK
$24.6B
303 +7 +2% 229%
EBF icon
2020
Ennis
EBF
$550M
130 +3 +2% 10.5%
PXH icon
2021
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
87 +2 +2% 20.7%
CYD icon
2022
China Yuchai International
CYD
$1.75B
87 +2 +2% 120%
ATI icon
2023
ATI
ATI
$25.9B
305 +7 +2% 702%
MUR icon
2024
Murphy Oil
MUR
$5.41B
349 +8 +2% 46%
PRF icon
2025
Invesco FTSE RAFI US 1000 ETF
PRF
$9.75B
262 +6 +2% 147%