U.S. large-cap equity

FEB 14, 2010
By  mlanche

U.S. large-cap equity

Click column headers to sort fields

Product Name Quarterly return 1-year return 3-year return 5-year return 5-year std dev 5 Yr Sharpe Product Assets ($M) Manager Location
JAG Advisors - Large Cap Growth Equity 9.79 43.32 -1.48 3.00 23.05 0.00 334 Team St. Louis
Groesbeck Investment Management Corp. - Wrap Growth of Income 9.13 11.16 -8.71 -1.78 17.27 -0.28 144 Team Paramus, N.J.
TCW Investment Mgmt Co. - TCW Concentrated Core 9.00 43.81 1.64 1.06 18.00 -0.11 4,100 Craig Blum Los Angeles
Seizert Capital Partners LLC - Large Cap Core 8.70 34.70 -3.62 2.83 17.96 -0.01 833 Team Birminhgam, Mich.
Cambridge Financial Group - Core Equity 8.60 21.93 -6.07 2.21 17.53 -0.05 665 Team Cincinnati
Wells Fargo - Large Cap Growth 8.26 36.34 -0.10 2.10 17.94 -0.05 308 Team San Francisco
WCM Investment Management - Focused Growth 8.24 38.69 -4.94 -4.07 17.32 -0.41 676 Team Laguna Beach, Calif.
Victory Capital Management Inc. - Large Cap Growth 8.05 44.80 0.83 4.72 20.16 0.08 1,136 Team Cleveland
Mastrapasqua Asset Management - Mastrapasqua Growth 7.95 31.06 0.85 2.85 18.42 -0.01 301 Team Nashville, Tenn.
Eagle Capital Management LLC - Eagle Equity 7.82 34.73 -1.02 3.42 17.59 0.02 5,889 Ravenel B. Curry III New York
S&P 500 6.04 26.46 -5.63 0.42 17.62 -0.15      

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.