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 |
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
