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LIPPER TOP 20 Money Managers - 40 Quarters Returns
Product/Style Category:
U.S. Diversified/Multi-cap Growth &
Value Equity
Performance Measurement Period:
40 Quarters Ending 12/31/2013
Mean Return for the Category and Period:
8.0816%
Universe Size:
49
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
40 Quarters
ROR
Assets in
Composite
1
Federated Investors, Inc. - MDT All Cap Core
14.26%
$218.0M
2
John Hancock Advisers, LLC - John Hancock Disciplined Value Mid Cap Fund;Inst
12.39%
$3419.3M
3
Fidelity Management & Research Company - Fidelity Advisor Leveraged Company Stock
Fund;Inst
11.61%
$1116.7M
4
Night Owl Capital Management, LLC - All-Cap
10.96%
$114.7M
5
Westport Asset Management, Inc. - Westport Fund;I
10.84%
$157.0M
6
TIAA-CREF - TIAA-CREF Mid-Cap Value Fund;Institutional
10.38%
$2269.6M
7
Massachusetts Mutual Life Insurance Co. - MassMutual Select Focused Value Fund;L
10.17%
$105.4M
8
Transamerica Asset Management, Inc. - Transamerica Partners Inst Mid Value
9.81%
$470.0M
9
Cramer Rosenthal McGlynn, LLC - CRM Mid Cap Value Fund;Institutional
9.77%
$2017.0M
10
Los Angeles Capital Management And Equity Research, Inc. - LA Capital U.S. All Cap Equity
9.74%
$528.3M
11
Dana Investment Advisors, Inc. - Dana Socially Responsible Equity
9.63%
$88.2M
12
Campbell Newman Asset Management, Inc. - Large Cap Dividend Growth
9.33%
$115.4M
13
Compass Asset Management - Diversified Value
9.24%
$120.5M
14
Markston International LLC - All Cap
8.96%
$1316.6M
15
Alta Capital Management, LLC - All Cap Quality Growth
8.76%
$30.5M
16
MFS Investment Management - MFS Core Equity Fund;I
8.61%
$40.0M
17
First Eagle Investment Management, LLC - First Eagle US Value Fund;I
8.56%
$1066.5M
18
Sadoff Investment Management LLC - Equity - US Domestic - Major Trends
8.40%
$276.8M
19
Wells Fargo Funds Management, LLC - Wells Fargo Advantage Opportunity Fund;Adm
8.37%
$264.3M
20
SFE Investment Counsel Inc. - SFE All-Cap Core Growth & Income
8.32%
$188.0M
Lipper MarketPlace; © 2014 Lipper a Thomson Reuters Company, New York, NY 10007.
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