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New, familiar names; Equities: Real estate portfolios supplant energy, small caps atop list of biggest gainers.(Special Report: Top-Performing Managers)

Byline: Jenna Gottlieb

There's a changing of the guard as specialty real estate portfolios dethroned small-cap equity and energy strategies as the top-performing equity separate accounts for the year ended Sept. 30, according to data released by Morningstar Inc.

The latest data signaled a change in the Morningstar Separate Account/Commingled Fund Database. For the third quarter, nine out of the top 10 were real estate portfolios. But for the year ended June 30, five of the top 10 best-performing accounts were small-cap portfolios, while three of the top performers came from the energy category.

Cohen & Steers Capital Management Inc., New York, led all U.S. stock ...

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