SMArtX 2023 X Awards

The SMArtX Virtual Awards are now the X Awards!

This year we will once again highlight some of the top firms on the SMArtX UMA platform across 9 categories.

See all of our WINNERS below and click here to read the full press release!

If you have any questions about the Awards, please reach out to 

The finalists and winners for the 2023 X Awards are:


Large Cap Equity

Hotchkis & Wiley – Fundamental Value

***Logan Capital Management, Inc. – Large Cap Growth*** WINNER

Tran Capital Management – Partners Strategy

Mid Cap Equity

Cambiar Investors – SMID Value

***Congress Asset Management Company – SMID Growth*** WINNER

Eulav Asset Management – Value Line High Dividend Portfolio

Small Cap Equity

***Easterly Asset Management – Snow Small Cap Value*** WINNER

Investment Management of Virginia – Small Capitalization Portfolio

Putnam Investment Management – U.S. Small Cap Growth Equity

Global Equity

***Capital Research and Management Company – Global Equity SMA*** WINNER

Capital Research and Management Company – Global Growth SMA

Hotchkis & Wiley – Global Value


***Blackrock – International Equity SMA*** WINNER

ClearBridge Investments – International Growth ADR ESG

Todd Asset Management – International Intrinsic Value

Fixed Income

***Aristotle Credit Partners – Credit High Yield Bond Focused ESG*** WINNER

Aristotle Credit Partners – Credit Short Duration High Yield Bond

Belle Haven Investments – 3-17 Year Ladder


***Fidelity Institutional – Target Allocation 60/40 (Z) Model Portfolio*** WINNER

Globalt – innovatETF Strategies – Growth

Kingsview Wealth Management, LLC – Multi-Strategy Moderate Aggressive

Tactical Allocation

Cypress Capital –  Global Allocation

First National Corporation – Chapoquoit Dynamic Portfolios-Aggressive

***Kensington Asset Management – Dynamic Growth*** WINNER

Fixed Income Allocation

Ocean Park Asset Management – Tactical Bond

Weatherstone Capital Management – Income Plus

***Weatherstone Capital Management – Strategic Income*** WINNER