U.S. domestic equity

Ranked by third-quarter returns

Nov 11, 2012 @ 12:01 am

  

U.S. large-cap equity

Product 3Q return 1-year return 3-year return 5-year return 5-year std dev 5-year Sharpe ratio Assets ($M) Manager Location
Horizon Asset Management LLC - Large Cap Core 9.63% 29.28% 10.82% -1.38% 27.09% -0.08 $315.7 Murray Stahl New York
John Hancock Asset Management - Fundamental Large Cap Value (Non-Wrap)* 9.33% 37.26% 13.53% 2.18% 24.28% 0.06 $1,562.5 Team Boston
AllianceBernstein LP - Strategic Research 9.12% 27.79% 10.42% 0.61% 27.06% 0.00 $3,291.8 Catherine Wood New York
Ashfield Capital Partners LLC - SMA Large Cap Growth* 9.09% 30.48% 13.72% 2.72% 23.37% 0.09 $1,397.8 Team San Francisco
Cornerstone Investment Partners LLC - Sector Neutral Value 9.05% 23.94% 8.15% 0.05% 21.39% -0.03 $24,760.3 Team Atlanta
Suffolk Capital Management LLC - Core 8.95% 25.74% 8.31% -1.03% 25.36% -0.07 $860.9 Team New York
Cornerstone Investment Partners LLC - Concentrated Equity 8.92% 26.84% 11.42% 3.79% 19.96% 0.15 $4,365.9 Team Atlanta
Wedgewood Partners Inc. - Large Cap Focused Growth* 8.80% 36.29% 16.92% 9.68% 23.89% 0.38 $2,281.2 Team St. Louis
John Hancock Asset Management - Fundamental Large Cap Core (Non-Wrap) 8.79% 34.92% 15.51% 5.32% 23.33% 0.20 $3,179.6 Team Boston
Oak Associates Ltd. - Growth 8.73% 23.37% 11.24% 3.19% 23.50% 0.11 $642.7 Team Akron, Ohio
S&P 500 6.35% 30.20% 13.20% 1.05% 21.89% 0.02      

 

U.S. midcap equity

Product 3Q return 1-year return 3-year return 5-year return 5-year std dev 5-year Sharpe ratio Assets ($M) Manager Location
Seizert Capital Partners LLC - Mid Cap Core 11.09% 28.43% 13.01% 4.92% 26.29% 0.16 $1,451.3 Team Birmingham, Mich.
Neuberger Berman Group LLC- Rachlin MLP Portfolio 10.28% 30.07% 26.63% 12.97% 23.70% 0.52 $3,358.0 Douglas Rachlin New York
Advisory Research - Famco MLP Master Limited Partnerships 9.90% 24.85% 25.91% 13.53% 22.60% 0.57 $2,928.0 Quinn Kiley Chicago
TCW Investment Management Co. - TCW SMid Cap Growth 9.39% 22.02% 12.58% 4.19% 30.26% 0.11 $850.4 Husam Nazer Los Angeles
Third Avenue Management LLC - Value 9.30% 22.75% 6.32% -5.25% 28.20% -0.21 $4,584.3 Michael Lehmann New York
TCW Investment Management Co. - TCW Value Opportunities (Mid-Cap Value) 8.82% 36.53% 12.37% 1.50% 26.58% 0.03 $182.7 Diane Jaffee Los Angeles
Tradewinds Global Investors LLC - Small to Mid Cap Value* 7.99% 7.06% 8.29% 4.60% 24.65% 0.16 $1,022.8 Andrew Thelen Los Angeles
Pinnacle Associates Ltd. - Small Mid Cap Equity 7.92% 33.67% 15.71% 3.98% 30.80% 0.11 $2,396.0 Team New York
The Boston Co. Asset Management LLC - Smid Cap Opportunistic Value 7.92% 36.60% 14.22% 8.63% 29.17% 0.27 $377.8 David A. Daglio Jr. Boston
O'Shaughnessy Asset Management - Small-Mid Cap Growth 7.68% 28.88% 12.46% -3.50% 28.99% -0.15 $174.6 Team Stamford, Conn.
Russell Midcap 5.59% 28.03% 14.26% 2.24% 26.24% 0.06      

 

U.S. small-cap equity

Product 3Q return 1-year return 3-year return 5-year return 5-year std dev 5-year Sharpe ratio Assets ($M) Manager Location
TCW Investment Management Co. - TCW Small Cap Growth 10.79% 22.54% 9.75% 4.60% 29.44% 0.13 $1,985.6 Husam Nazer Los Angeles
O'Shaughnessy Asset Management - Small Cap Growth 9.32% 39.05% 10.20% -4.32% 28.28% -0.18 $166.0 Team St. Petersburg, Fla.
Penn Capital Management - Penn Small Cap Opportunistic Equity 8.95% 39.43% 15.26% 1.63% 37.56% 0.02 $675.4 Team Philadelphia
Keeley Asset Management Corp. - Institutional Corporate Restructuring - (Small Cap)* 8.54% 35.56% 14.93% 1.57% 31.49% 0.03 $3,662.1 John Keeley Jr. Chicago
Ironwood Investment Management LLC - Ironwood Small Cap Core 8.38% 26.95% 11.63% 1.28% 31.69% 0.02 $482.7 Donald Collins Boston
Eagle Asset Management - Small Cap Growth - (Retail) 8.14% 26.51% 17.60% 6.52% 26.70% 0.22 $5,507.9 Team St. Petersburg, Fla.
McKinley Capital Management - Small Cap Growth* 7.89% 34.79% 14.68% -1.61% 27.44% -0.08 $256.4 Team Anchorage, Alaska
Tamro Capital Management - Small Cap Equity 7.83% 37.24% 17.44% 7.17% 25.48% 0.25 $1,807.0 Philip D. Tasho Alexandria, Va.
Eagle Boston Investment Management Inc. - Small Cap Equity - (Institutional) 7.29% 31.18% 14.55% 4.68% 26.92% 0.15 $1,195.1 Team St. Petersburg, Fla.
Earnest Partners - Small Cap Core 7.27% 30.78% 11.76% 1.68% 26.74% 0.04 $404.0 Paul Viera Atlanta
Russell 2000 5.25% 31.91% 12.99% 2.21% 26.54% 0.06      
*Preliminary. The separately managed account products listed in these tables generated the highest performance for the quarter ended Sept. 30. Rankings are based on performance reported to Envestnet I Prima by Oct. 26. In case of ties, products are listed alphabetically. Past performance is not a guarantee of future results, and advisers should rely on additional factors when determining whether to include SMAs in their client portfolios. Envestnet I Prima's SMA universe isn't intended to be all-inclusive but rather represents a diversified group of products that are available to, and suitable for, the affluent retail investor. Source: Envestnet l Prima

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