SMA rankings: U.S. large-, mid- and small-cap equity
U.S. large-cap equity Product Name 1-year return 3-year return 5…
U.S. large-cap equity
| Product Name | 1-year return | 3-year return | 5 year-return | 5-year std dev | 5-year Sharpe ratio | Product | Manager | Location | |
|---|---|---|---|---|---|---|---|---|---|
| AllianceBernstein – Strategic Research | 17.03% | 25.30% | -0.20% | 3.44% | 22.33% | 0.05% | $2,424 | Catherine Wood | New York |
| Sands Capital Management LLC – Large Capitalization Growth | 15.71% | 27.23% | 4.19% | 5.11% | 26.23% | 0.10% | $14,342 | Frank M. Sands Jr. | Arlington, Va. |
| Mastrapasqua Asset Management – Mastrapasqua Growth* | 15.05% | 23.20% | 0.24% | 5.33% | 20.61% | 0.14% | $313 | Team | Nashville, Tenn. |
| Matrix Asset Advisors,Inc. – Large Cap Relative Value | 15.04% | 13.32% | -1.21% | 3.15% | 23.69% | 0.03% | $779 | Team | New York |
| Wentworth, Hauser & Violich – Large Cap Core Equity* | 14.73% | 13.76% | 0.03% | 2.71% | 20.44% | 0.01% | $519 | Team | San Francisco |
| Turner Investment Partners – Select Large Cap Growth | 14.50% | 19.55% | -6.17% | 0.43% | 21.83% | -0.09% | $494 | Robert E. Turner | Berwyn, Pa. |
| Aletheia Research – Aletheia Value | 14.28% | 19.08% | -0.16% | 5.31% | 23.54% | 0.12% | $582 | Peter J. Eichler, Jr. | Santa Monica, Calif. |
| TCW Investment Management Company – TCW Relative Value Large Cap | 14.27% | 17.69% | -2.79% | 1.39% | 23.00% | -0.05% | $4,606 | Diane Jaffee | Los Angeles |
| Transamerica Investment Management LLC – Large Cap Growth | 14.21% | 25.00% | -3.41% | 3.06% | 22.87% | 0.03% | $1,056 | Team | Los Angeles |
| JAG Advisors – Large Cap Growth Equity | 14.11% | 25.75% | -3.24% | 5.43% | 24.21% | 0.12% | $226 | Team | St. Louis |
| S&P 500 | 10.76% | 15.06% | -2.86% | 2.29% | 19.66% | -0.01% | |||
| *Preliminary results. The separately managed account products listed in these tables generated the highest performance for the quarter ended Dec. 31. Ranking are based on those managers reporting performance to Prima by Jan. 28. Past performances are not a guarantee of future results, and advisers should rely on additional factors when determining whether to include SMAs in their client portfolios. Prima’s SMA universe isn’t intended to be all-inclusive but rather represents diversified group of products that are available to, and suitable for, the affluent retail investor. Source: Prima Capital (SMA ranking presentation prepared by InvestmentNews) | View top SMAs special report for commentary |
|||||||||
U.S. mid-cap equity
| Product Name | 1-year return | 3-year return | 5 year-return | 5-year std dev | 5-year Sharpe ratio | Product | Manager | Location | |
|---|---|---|---|---|---|---|---|---|---|
| Transamerica Investment Management LLC – Small/Mid Value | 21.18% | 31.27% | 4.95% | 10.98% | 27.50% | 0.31% | $949 | Team | Los Angeles |
| Pinnacle Associates Ltd. – Small Mid Cap Equity | 20.98% | 38.66% | 5.39% | 8.84% | 27.46% | 0.23% | $2,416 | Team | New York |
| Transamerica Investment Management, LLC – Mid Cap Growth | 19.88% | 36.35% | 3.71% | 7.90% | 24.10% | 0.23% | $904 | Team | Los Angeles |
| Bennett Lawrence Management LLC – Mid Cap Growth Equity | 19.63% | 30.51% | -1.84% | 4.31% | 22.76% | 0.08% | $224 | Team | New York |
| Messner & Smith Investment Mgmt. – Mid Cap Equity | 19.21% | 31.80% | 4.65% | 9.62% | 25.34% | 0.28% | $103 | Team | San Diego |
| Eagle Asset Management – Mid Cap Growth – Retail | 18.67% | 31.16% | 3.80% | 8.39% | 22.76% | 0.26% | $735 | Team | St. Petersburg, Fla. |
| Geneva Capital Management – Smallcap | 18.60% | 38.03% | 4.51% | 6.73% | 21.23% | 0.20% | $147 | Team | Milwaukee |
| New Amsterdam Partners LLC – Mid Cap | 18.42% | 35.52% | 3.03% | 5.01% | 21.61% | 0.12% | $654 | Team | New York |
| PENN Capital Management – PENN Small to Mid Cap Core Equity | 18.34% | 35.77% | 1.31% | 5.64% | 30.52% | 0.11% | $1,465 | Team | Philadelphia |
| Turner Investment Partners – Select Mid Cap Growth | 18.24% | 27.35% | -1.26% | 5.42% | 26.85% | 0.11% | $3,220 | Christopher K. McHugh | Berwyn, Pa. |
| Russell Midcap | 13.07% | 25.47% | 1.05% | 4.66% | 23.54% | 0.10% | |||
| *Preliminary results. The separately managed account products listed in these tables generated the highest performance for the quarter ended Dec. 31. Ranking are based on those managers reporting performance to Prima by Jan. 28. Past performances are not a guarantee of future results, and advisers should rely on additional factors when determining whether to include SMAs in their client portfolios. Prima’s SMA universe isn’t intended to be all-inclusive but rather represents diversified group of products that are available to, and suitable for, the affluent retail investor. Source: Prima Capital (SMA ranking presentation prepared by InvestmentNews) | View top SMAs special report for commentary |
|||||||||
U.S. small-cap equity
| Product Name | 1-year return | 3-year return | 5 year-return | 5-year std dev | 5-year Sharpe ratio | Product | Manager | Location | |
|---|---|---|---|---|---|---|---|---|---|
| NorthPointe Capital LLC – Small Cap Growth | 27.00% | 33.21% | -3.91% | 1.77% | 29.41% | -0.02% | $539 | Team | Troy, Mich. |
| PENN Capital Management – PENN Small Cap Opportunistic Equity | 24.26% | 43.43% | 3.42% | 4.88% | 33.81% | 0.07% | $717 | Team | Philadelphia |
| Rice Hall James & Associates LLC – Small Cap Equity | 22.63% | 30.10% | 3.92% | 6.69% | 22.65% | 0.19% | $599 | Team | San Diego |
| Kopp Investment Advisors – Emerging Growth | 20.85% | 30.62% | -7.01% | -2.54% | 33.55% | -0.15% | $111 | Team | Bloomington, Minn. |
| Wentworth, Hauser & Violich – Small Cap* | 20.73% | 26.42% | 3.21% | 7.71% | 29.90% | 0.18% | $1,651 | Team | San Francisco |
| Heartland Advisors Inc. – Small Cap Value | 20.72% | 24.51% | 6.91% | 5.92% | 35.07% | 0.10% | $1,393 | Bill Nasgovitz | Milwaukee |
| Eagle Asset Management – Small Cap Growth – Retail | 19.41% | 35.36% | 6.94% | 9.31% | 23.36% | 0.29% | $2,511 | Team | St. Petersburg, Fla. |
| Glenmede Investment Management LP – Glenmede Small Cap Equity | 18.83% | 28.55% | 2.87% | 6.03% | 24.38% | 0.15% | $300 | Team | Philadelphia |
| GW Capital Inc. – Small Cap Equity | 18.63% | 27.11% | 2.23% | 7.31% | 25.56% | 0.19% | $882 | Team | Bellevue, Wash. |
| McKinley Capital Management – Small Cap Growth* | 18.62% | 28.21% | -6.10% | 1.91% | 25.10% | -0.02% | $324 | Team | Anchorage, Ala. |
| Russell 2000 | 16.25% | 26.85% | 2.22% | 4.47% | 23.74% | 0.09% | |||
| *Preliminary results. The separately managed account products listed in these tables generated the highest performance for the quarter ended Dec. 31. Ranking are based on those managers reporting performance to Prima by Jan. 28. Past performances are not a guarantee of future results, and advisers should rely on additional factors when determining whether to include SMAs in their client portfolios. Prima’s SMA universe isn’t intended to be all-inclusive but rather represents diversified group of products that are available to, and suitable for, the affluent retail investor. Source: Prima Capital (SMA ranking presentation prepared by InvestmentNews) | View top SMAs special report for commentary |
|||||||||
Other SMA rankings:
Learn more about reprints and licensing for this article.
