White Pine Capital® Strategy Named to PSN Top Guns List in US Core & Small Cap Core Universes for Q2 2026
BLOOMINGTON, Minn. and PURCELLVILLE, Va., Sept. 30, 2026 /PRNewswire/ -- White Pine Capital® announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q2 2026 in two distinct universes.
White Pine Capital's Small Cap strategy ranked first in the PSN US Core Universe category out of 697 products and 271 firms for the one-year, and three-year periods ended second quarter 2026 (see performance). Tim Madey, Chief Investment Officer and lead manager on the strategy, said, "It's gratifying to help our clients meet or exceed their investment objectives. Our investment team is humbled by this recognition."
In addition, White Pine Capital had the top ranked returns for the one-year and three-year periods in the PSN Small Cap Core Universe ending second quarter 2026 (see performance). The PSN Small Cap Core Universe is comprised of 151 products and 123 firms. The highly anticipated PSN Top Guns list, published by YCharts, remains one of the most important references for investors and asset managers.
White Pine Capital's Small Cap strategy has a 26-year track record and has been recognized as a PSN Top Gun award winner in seventeen quarterly periods since 2018. The firm's investment team includes Tim Madey, Charlie Bellows, Mike Wallace, and new team member Randy Scherago.
"On behalf of YCharts, I want to extend my congratulations to this quarter's PSN Top Guns winners for their outstanding performance during a particularly challenging period for investment managers," says President and CEO of YCharts, Sean Brown. "The second quarter tested even seasoned professionals, as markets shifted from early optimism to a more challenging environment that caught many portfolios off guard. What distinguishes these winners is their disciplined approach and ability to navigate uncertainty with conviction. They positioned portfolios with precision and delivered standout results when it counted most."
Through a combination of PSN's proprietary performance screens, the PSN Top Guns List awards products in six proprietary categories in over 75 universes based on continued performance over time. White Pine Capital's Small Cap strategy earned a PSN Top Guns award, meaning our strategy had one of the top ten returns for the respective period(s) in the respective strategies.
The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/PSNTopGuns/topguns_zephyr.asp
With offices in Bloomington, Minnesota and Purcellville, Virginia, White Pine Capital is an independent registered investment advisor with the Securities and Exchange Commission since 2000. White Pine Capital is co-managed by the firm's President, Michael Wallace, CFA, and Chief Investment Officer, Timothy Madey. White Pine Capital provides fee-based discretionary investment advisory services to high-net-worth, family office and institutional clients.
About PSN
For more than four decades, PSN has been a top resource for investment professionals. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of over 40 years of data including net and gross-of-fee returns.
About YCharts
YCharts is a top-ranked investment research and client engagement platform that enables financial advisors and asset managers to make smarter investment decisions and better communicate with clients. Trusted by over 15,000 financial professionals and recognized as the Investment Research market leader by Kitces research, YCharts delivers intuitive tools for security research, portfolio construction, AI-enabled proposals, client communication, and market monitoring. In the 2026 T3 / Inside Information Technology Survey, YCharts was named a "Software All-Star" across five categories. YCharts also earned a 2025 Wealthie Award for its AI Chat feature and has been recognized ten consecutive times on the Inc. 5000 list of America's fastest-growing private companies. Learn more at www.ycharts.com.
SOURCE White Pine Capital
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