Each quarter, Broadridge Lipper releases its “Best Money Managers” ranking, a comprehensive survey of institutional money managers. While Curran Wealth Management received 27 awards in different categories for the awards quarter ending 6/30/2026, we want to highlight 3 awards that focus on our long-term investment strategy.
All-Cap Growth & Value Universe
The All-Cap Growth & Value Universe investment approach constructs a portfolio of stocks across the entire market capitalization spectrum—large, mid, and small-cap companies—without being restricted to a specific size or style.
· All Cap - 40 Quarters (10 Years) Ending 6/30/2026 – Curran’s All Cap Equity portfolio ranked 2nd in a universe of 65 managed funds with a rate of return of 17.71%*. The average RoR for the funds in this category was 12.90%, while the Russell 3000 Index (the index to which this category is benchmarked and measured against) returned 15.06% for the same period.
US Midcap Equity
The Midcap universe is made up of stocks believed to be in the middle of their growth curve, typically with a market value between $2billion and $25 billion and includes all Midcap investment strategies regardless of their investment style. These strategies are often used to provide growth, diversification, and balance.
· Midcap - 40 Quarters (10 Years) Ending 6/30/2026 - Curran’s Midcap Core Growth Equity portfolio ranked 14th in a universe of 124 managed funds for the 10-year period with a rate of return (RoR) of 14.69%*. The average RoR for the funds in this category was 11.59%, while the Russell Midcap Growth Index (the index to which this category is benchmarked and measured against) returned 13.05% for the same period.
Small Midcap Universe
The Small Midcap Universe is made up of companies with market capitalizations between $350 million and $10 billion. These strategies seek to outperform the Russell 2500 Index by taking advantage of the diverse opportunities provided by companies of this size.
Small-Mid Growth - 40 Quarters (10Years) Ending 6/30/2026 – Curran’s SMID Cap Equity portfolio ranked 14th in a universe of 48 managed funds for the 10-year period with a rate of return of 13.62%*. The average RoR for the funds in this category was 12.34%. The Russell 2500 Growth Index (the index to which this category is benchmarked and measured against) returned 12.56% for the same period.
Our Mission
At Curran, our goal is to outperform market indices and provide our customers with a higher rate of return through active portfolio management. We do this by identifying quality companies, investing in a small, diversified number of them, and monitoring their performance, all while remaining nimble enough to make strategic changes quickly and efficiently. These rankings help illustrate the effectiveness of our strategies.
We thank you for allowing us to be your trusted financial advisor. Please contact your Private Wealth Manager with any questions. A discussion with Kevin or Tom can be arranged to cover our investment strategies and review your asset allocation.
Best,
Kevin Curran
Co-CEO & Chief Investment Officer
At Curran we value service over sales and believe quality service yields happy clients. Below is our 4-step process (the first three steps at no cost to you).
A short introductory call for us to get to know one other. During this call we will discuss your financial goals, concerns and hopes for the future.
In this meeting we will go over your current financial situation, take a deeper look at your goals, discuss your risk tolerances, and collect the data necessary to build a formal proposal.
Based on our data gathering session, our Private Wealth Managers will present you with a custom proposal tailored to your needs. We encourage individuals to take the time to evaluate this proposal.
If you are comfortable with the proposal and choose to invest with Curran, our team will be there every step of the way assisting in opening the recommended accounts and facilitating all necessary parts of your onboarding process.
