Broadleaf Performance

At Broadleaf, our primary investment offering is the Broadleaf Growth Equity Portfolio, whose objective is to outperform the S&P 500 index over a three to five year time horizon or full market cycle.

We maintain and publish a performance composite for this portfolio on a quarterly basis, which includes all separately managed client accounts using this growth investment strategy.

Past performance is no guarantee of future results. The information provided here should not be considered an individualized recommendation or personalized investment advice, as the BGEP is not a suitable investment for everyone. For our full Performance Disclosures, please click here.

Manager of the Decade

PSN, a nationally recognized investment manager database, identified Broadleaf Partners, LLC as the the Manager of the Decade in their Large Cap Growth universe for the best performing separate accounts, managed accounts and managed ETF strategies, culminating with the period ending December 31, 2023. Click the images below to read more.

Zephyr PSN Top Gins Award: Manager of the decade 4Q 2023.

PSN was paid a fee for use of their name and logo on our website. For more information, visit:

Quarterly Commentary & Performance Reviews

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