U.S. domestic equity
U.S. large-cap equity Product 3Q return 1-year return 3-year…
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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