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 |
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
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.
