rank manager return
1 Margaret Patel 1. Margaret Patel
funds managed
33.0%
2 Thomas G. Plumb 2. Thomas G. Plumb
funds managed
28.8%
3 David Giroux 3. David Giroux
funds managed
28.1%
4 Domenic Colasacco 4. Domenic Colasacco
funds managed
26.3%
5 Edward J Tostanoski 5. Edward J Tostanoski
funds managed
26.0%
6 John Cunniff 6. John Cunniff
funds managed
24.9%
6 Hans Erickson 6. Hans Erickson
funds managed
24.9%
8 Charles M. Shriver 8. Charles M. Shriver
funds managed
24.9%
9 Jeffrey Knight 9. Jeffrey Knight
funds managed
24.6%
9 Anwiti Bahuguna 9. Anwiti Bahuguna
funds managed
24.6%
11 William H. Apfel 11. William H. Apfel
funds managed
24.3%
12 Edward P. Bousa 12. Edward P. Bousa
funds managed
24.0%
13 Roger J. Sit 13. Roger J. Sit
funds managed
23.6%
13 Bryce A. Doty 13. Bryce A. Doty
funds managed
23.6%
15 Joseph Flaherty, Jr 15. Joseph Flaherty, Jr
funds managed
23.6%
16 Harley Lank 16. Harley Lank
funds managed
23.3%
16 Ramin Arani 16. Ramin Arani
funds managed
23.3%
18 John Keogh 18. John Keogh
funds managed
22.9%
19 Robert Schoen 19. Robert Schoen
funds managed
22.7%
19 Jason Vaillancourt 19. Jason Vaillancourt
funds managed
22.7%
19 James Fetch 19. James Fetch
funds managed
22.7%
22 Nathan Thooft 22. Nathan Thooft
funds managed
22.7%
22 Bob Boyda 22. Bob Boyda
funds managed
22.7%
24 Geoff Stein 24. Geoff Stein
funds managed
22.5%
25 Walter Nejman 25. Walter Nejman
funds managed
22.5%
25 William Coleman 25. William Coleman
funds managed
22.5%
27 Stephen D Lowe 27. Stephen D Lowe
funds managed
22.4%
28 J. Luther King Jr. 28. J. Luther King Jr.
funds managed
22.4%
28 Mark Johnson 28. Mark Johnson
funds managed
22.4%
28 Scot C. Hollmann 28. Scot C. Hollmann
funds managed
22.4%
31 Mark L Simenstad 31. Mark L Simenstad
funds managed
22.1%
31 David C Francis 31. David C Francis
funds managed
22.1%
33 Daniel Manion 33. Daniel Manion
funds managed
21.8%
34 Stephen E. Grant 34. Stephen E. Grant
funds managed
21.7%
34 Jeffrey Geffen 34. Jeffrey Geffen
funds managed
21.7%
34 Liane Rosenberg 34. Liane Rosenberg
funds managed
21.7%
37 Mark Hamilton 37. Mark Hamilton
funds managed
19.9%
37 Dokyoung Lee 37. Dokyoung Lee
funds managed
19.9%
37 Caleb Wong 37. Caleb Wong
funds managed
19.9%
40 Tim Bray 40. Tim Bray
funds managed
19.8%
40 Matt L. Peden 40. Matt L. Peden
funds managed
19.8%
42 Benjamin Bailey 42. Benjamin Bailey
funds managed
19.7%
42 Delmar King 42. Delmar King
funds managed
19.7%
44 Nicole Goldberger 44. Nicole Goldberger
funds managed
19.7%
44 Michael Schoenhaut 44. Michael Schoenhaut
funds managed
19.7%
44 John Speer 44. John Speer
funds managed
19.7%
47 Jarrett Perez 47. Jarrett Perez
funds managed
19.7%
47 Blake Todd 47. Blake Todd
funds managed
19.7%
49 Dan McNeela 49. Dan McNeela
funds managed
19.5%
49 Michael Stout 49. Michael Stout
funds managed
19.5%
51 Thomas Picciochi 51. Thomas Picciochi
funds managed
19.2%
51 Ellen Tesler 51. Ellen Tesler
funds managed
19.2%
53 John T. Bruce 53. John T. Bruce
funds managed
19.1%
54 Ryan Schneck 54. Ryan Schneck
funds managed
18.9%
54 James Smigiel 54. James Smigiel
funds managed
18.9%
56 Karen H. Grimes 56. Karen H. Grimes
funds managed
18.9%
57 James C. Willis 57. James C. Willis
funds managed
18.8%
57 Jeffrey J. Schappe 57. Jeffrey J. Schappe
funds managed
18.8%
59 G. Kenneth Heebner 59. G. Kenneth Heebner
funds managed
18.8%
60 Derek B. Bloom 60. Derek B. Bloom
funds managed
18.1%
60 Keith B. Hembre 60. Keith B. Hembre
funds managed
18.1%
62 Michael E. Stack 62. Michael E. Stack
funds managed
18.1%
63 Enrique Chang 63. Enrique Chang
funds managed
18.1%
63 Ashwin G. Alankar 63. Ashwin G. Alankar
funds managed
18.1%
65 Vernon J. Meyer 65. Vernon J. Meyer
funds managed
17.9%
65 Poul Kristensen 65. Poul Kristensen
funds managed
17.9%
65 Jonathan B. Swaney 65. Jonathan B. Swaney
funds managed
17.9%
65 Jae S. Yoon 65. Jae S. Yoon
funds managed
17.9%
69 Rob Balkema 69. Rob Balkema
funds managed
17.5%
69 Brian Meath 69. Brian Meath
funds managed
17.5%
71 Ted Lockwood 71. Ted Lockwood
funds managed
17.5%
71 Joel M. Kallman 71. Joel M. Kallman
funds managed
17.5%
73 Michael Holland 73. Michael Holland
funds managed
17.4%
74 Thomas Nelson 74. Thomas Nelson
funds managed
17.3%
75 Jeffrey N. Given 75. Jeffrey N. Given
funds managed
17.3%
76 Tony Coffey 76. Tony Coffey
funds managed
17.1%
77 Charles Gaffney 77. Charles Gaffney
funds managed
17.1%
78 Kevin Nicholson 78. Kevin Nicholson
funds managed
17.1%
78 Michael Jones 78. Michael Jones
funds managed
17.1%
80 David Ellwood 80. David Ellwood
funds managed
16.9%
80 Steven Kellas 80. Steven Kellas
funds managed
16.9%
80 Scott Love 80. Scott Love
funds managed
16.9%
83 Christian L. Chan 83. Christian L. Chan
funds managed
16.9%
83 Kandarp R. Acharya 83. Kandarp R. Acharya
funds managed
16.9%
85 Todd Jablonski 85. Todd Jablonski
funds managed
16.8%
85 Charlie D. Averill 85. Charlie D. Averill
funds managed
16.8%
87 J. Cannon Carr Jr 87. J. Cannon Carr Jr
funds managed
16.5%
87 Thomas E. Quinn 87. Thomas E. Quinn
funds managed
16.5%
87 Jeffrey P. Moeller 87. Jeffrey P. Moeller
funds managed
16.5%
90 Vishal Khanduja 90. Vishal Khanduja
funds managed
16.3%
91 Ronald L. Kaliebe 91. Ronald L. Kaliebe
funds managed
16.2%
91 Kevin V. Earley 91. Kevin V. Earley
funds managed
16.2%
93 Wasif A. Latif 93. Wasif A. Latif
funds managed
16.2%
93 Arnold J. Espe 93. Arnold J. Espe
funds managed
16.2%
95 Ronald T. Bates 95. Ronald T. Bates
funds managed
16.0%
95 Aimee M. Eudy 95. Aimee M. Eudy
funds managed
16.0%
97 Ronald E. Canakaris 97. Ronald E. Canakaris
funds managed
15.2%
97 Helen M. Donahue 97. Helen M. Donahue
funds managed
15.2%
99 Giulio Martin 99. Giulio Martin
funds managed
14.9%
100 John P. Toohey 100. John P. Toohey
funds managed
14.7%
101 John Hakopian 101. John Hakopian
funds managed
13.9%
101 Jim Garrison 101. Jim Garrison
funds managed
13.9%
101 Eric Speron 101. Eric Speron
funds managed
13.9%
104 Ronald Horner 104. Ronald Horner
funds managed
13.4%
104 Kurt Spieler 104. Kurt Spieler
funds managed
13.4%
104 Charles Lauber 104. Charles Lauber
funds managed
13.4%
107 Mathew Patsky 107. Mathew Patsky
funds managed
12.5%
107 Cheryl Smith 107. Cheryl Smith
funds managed
12.5%
107 Stephanie Leighton 107. Stephanie Leighton
funds managed
12.5%
110 Brian A. Krawez 110. Brian A. Krawez
funds managed
10.5%
111 Lamar G. Villere 111. Lamar G. Villere
funds managed
10.3%
111 Denis J. Villere III 111. Denis J. Villere III
funds managed
10.3%
111 George V. Young 111. George V. Young
funds managed
10.3%
114 Alfred T. Murata 114. Alfred T. Murata
funds managed
9.9%
114 Daniel Ivascyn 114. Daniel Ivascyn
funds managed
9.9%
116 Matthew A. Hekman 116. Matthew A. Hekman
funds managed
9.7%
117 Zoe Brunson 117. Zoe Brunson
funds managed
4.1%
117 Jerry Chafkin 117. Jerry Chafkin
funds managed
4.1%
119 Deyson Scott 119. Deyson Scott
funds managed
3.6%
120 Nathan J. Rowader 120. Nathan J. Rowader
funds managed
2.7%
121 David Jajewski 121. David Jajewski
funds managed
-1.5%
121 John Williamson 121. John Williamson
funds managed
-1.5%
123 Charles Suh 123. Charles Suh
funds managed
-9.8%
123 Jingjing Yan 123. Jingjing Yan
funds managed
-9.8%
Managers with less than 36 months history are below. View 1 month performance
Jon D. Adams Jon D. Adams
funds managed
John Arege John Arege
funds managed
Robert Arnott Robert Arnott
funds managed
Darren M Bagwell Darren M Bagwell
funds managed
Peter Batchelar Peter Batchelar
funds managed
Robert J. Benson Robert J. Benson
funds managed
Philip Blancato Philip Blancato
funds managed
Petros Bocray Petros Bocray
funds managed
Daniel Boncarosky Daniel Boncarosky
funds managed
Jacob Borbidge Jacob Borbidge
funds managed
Justin H Bourgette Justin H Bourgette
funds managed
Christopher Brightman Christopher Brightman
funds managed
Chace Brundige Chace Brundige
funds managed
Matt Carvalho Matt Carvalho
funds managed
Raymond Chan Raymond Chan
funds managed
Gary Cox Gary Cox
funds managed
Christopher C. Davis Christopher C. Davis
funds managed
Stephen Dolce Stephen Dolce
funds managed
Michael Dowdall Michael Dowdall
funds managed
Brian Ellis Brian Ellis
funds managed
Sean Gallagher Sean Gallagher
funds managed
Karen Guyadeen-Gosine Karen Guyadeen-Gosine
funds managed
Adam H. Illfelder Adam H. Illfelder
funds managed
David L. Hintz David L. Hintz
funds managed
Bryan Hoffman Bryan Hoffman
funds managed
Lance Humphrey Lance Humphrey
funds managed
Michael J Scanlon, Jr Michael J Scanlon, Jr
funds managed
Creston King Creston King
funds managed
Nataliya Kofman Nataliya Kofman
funds managed
Joshua B. Kutin Joshua B. Kutin
funds managed
Robert A. Lee Robert A. Lee
funds managed
John Levy John Levy
funds managed
Stephen Lingard Stephen Lingard
funds managed
Douglas A. Loeffler Douglas A. Loeffler
funds managed
Christopher Lvoff Christopher Lvoff
funds managed
Sheldon P. McFarland Sheldon P. McFarland
funds managed
John McLaughlin John McLaughlin
funds managed
Devakumaran Meenakshisundaram Devakumaran Meenakshisundaram
funds managed
Kevin Miller Kevin Miller
funds managed
Loren L. Moran Loren L. Moran
funds managed
Allison Mortensen Allison Mortensen
funds managed
Duy Nguyen Duy Nguyen
funds managed
Nathan Palmer Nathan Palmer
funds managed
Rick Perry Rick Perry
funds managed
Adam Petryk Adam Petryk
funds managed
Michael Plage Michael Plage
funds managed
Timothy J. Policinski Timothy J. Policinski
funds managed
Cynthia P. Prince-Fox Cynthia P. Prince-Fox
funds managed
Bill Ryder Bill Ryder
funds managed
Peter Sackmann Peter Sackmann
funds managed
Ronald D. Sit Ronald D. Sit
funds managed
Amit Soni Amit Soni
funds managed
Kevin J. Stoll Kevin J. Stoll
funds managed
Dan R Strelow Dan R Strelow
funds managed
Robert Sykes Robert Sykes
funds managed
Gregory L. Tornga Gregory L. Tornga
funds managed
Paul Tryon Paul Tryon
funds managed
Peter Vaiciunas Peter Vaiciunas
funds managed
Thomas Wagner Thomas Wagner
funds managed
Lisa A. Welch Lisa A. Welch
funds managed
Anthony Wicklund Anthony Wicklund
funds managed
James E Wilhelm Jr. James E Wilhelm Jr.
funds managed
Aaron Young Aaron Young
funds managed
rank fund currency Total Return Standard Deviation Max Drawdown
1 Wells Fargo Diversified Cap Bldr Fd;A
Managers
USD

33.0%

8.9

-10.0%

2 Wisconsin Plumb Balanced Fund
Managers
USD

28.8%

7.7

-9.6%

3 T Rowe Price Capital Appreciation Fund
Managers
USD

28.1%

6.7

-5.1%

4 T Rowe Price Personal Strategy Growth Fund
Managers
USD

27.7%

9.0

-10.4%

5 Boston Trust Asset Management Fund
Managers
USD

26.3%

7.1

-5.1%

6 Columbia Capital Allocation Aggressive Port;A
Managers
USD

26.2%

9.0

-9.9%

7 Goldman Sachs Growth Strategy Portfolio;Inst
Managers
USD

26.0%

8.7

-9.8%

8 Dodge & Cox Balanced Fund USD

25.9%

8.7

-9.8%

9 American Funds American Balanced Fund;A USD

25.1%

6.7

-5.3%

10 American Funds Growth & Income Portfolio;A USD

25.0%

8.4

-8.0%

11 TIAA-CREF Lifestyle Growth Fund;Retail
Managers
USD

24.9%

8.8

-10.8%

12 Walden Asset Management Fund
Managers
USD

24.3%

7.1

-5.3%

13 BlackRock Balanced Capital Fund;Institutional USD

24.2%

6.8

-5.6%

14 Vanguard Wellington Fund;Investor
Managers
USD

24.0%

7.1

-6.0%

15 Sit Balanced Fund
Managers
USD

23.6%

6.3

-5.0%

16 MFS Growth Allocation Fund;A
Managers
USD

23.6%

7.9

-9.1%

17 Fidelity Puritan Fund
Managers
USD

23.3%

7.5

-7.0%

18 Columbia Capital Allocation Moderate Aggr Port;I
Managers
USD

22.9%

7.5

-8.2%

19 John Hancock Multimanager Lifestyle Growth Port;1
Managers
USD

22.8%

8.8

-11.7%

20 Putnam Dynamic Asset Allocation Growth Fund;A
Managers
USD

22.7%

9.2

-11.1%

21 Fidelity Balanced Fund USD

22.6%

7.5

-7.6%

22 John Hancock Multi-Index Lifestyle Gro Port;1
Managers
USD

22.5%

8.4

-9.8%

23 Fidelity Asset Manager 70%
Managers
USD

22.5%

7.9

-9.9%

24 Vanguard STAR Fund;Investor
Managers
USD

22.5%

7.1

-8.0%

25 LKCM Balanced Fund;Institutional
Managers
USD

22.4%

7.3

-7.3%

26 American Century One Choice Port Aggressive;Inv USD

22.3%

8.6

-10.8%

27 T Rowe Price Balanced Fund
Managers
USD

22.2%

7.2

-7.9%

28 Thrivent Moderately Aggressive Alloc Fund;A
Managers
USD

22.1%

8.5

-10.1%

29 Touchstone Balanced Fund;A
Managers
USD

21.8%

6.7

-5.8%

30 American Century Strat Alloc Aggressive Fund;Inv USD

21.7%

8.6

-11.1%

31 Invesco Equity & Income Fund;A USD

21.7%

8.7

-10.0%

32 Value Line Asset Allocation Fund;Investor
Managers
USD

21.7%

6.5

-5.3%

33 American Funds Moderate Gro and Inc Ptf;A USD

21.7%

6.9

-6.1%

34 JPMorgan Investor Growth & Income Fund;A USD

21.2%

7.6

-9.2%

35 Great-West Moderately Aggrv Profile Fund;Inv USD

21.1%

7.5

-8.4%

35 Prudential Balanced Fund;Z USD

21.1%

6.5

-5.1%

35 State Farm Equity & Bond Fund;Premier USD

21.1%

6.0

-5.1%

38 Franklin Growth Allocation Fund;A
Managers
USD

20.7%

8.5

-11.5%

39 SEI Moderate Strategy Allocation Fund;F
Managers
USD

20.6%

7.5

-6.9%

40 InvestEd Growth Portfolio;A
Managers
USD

20.5%

9.7

-11.6%

41 Fidelity Global Balanced Fund USD

20.3%

7.7

-7.4%

42 Oppenheimer Active Allocation Fund;A
Managers
USD

19.9%

8.6

-10.8%

43 GuideStone Growth Allocation Fund;Inv
Managers
USD

19.8%

8.6

-12.5%

44 Columbia Balanced Fund;I USD

19.8%

6.5

-5.7%

45 Hartford Checks and Balances Fund;A
Managers
USD

19.7%

7.2

-7.7%

46 Praxis Genesis Growth Portfolio;A
Managers
USD

19.7%

8.2

-10.5%

47 JPMorgan Diversified Fund;L
Managers
USD

19.7%

7.5

-9.3%

48 Two Oaks Diversified Growth and Income Fund;A
Managers
USD

19.7%

9.3

-8.1%

49 Hartford Balanced HLS Fd;IA
Managers
USD

19.6%

7.1

-6.6%

50 SEI Aggressive Strategy Fund;F
Managers
USD

19.5%

8.3

-12.0%

51 Wells Fargo Growth Balanced Fund;Adm USD

19.5%

7.1

-7.2%

52 Transamerica Asset Allocation - Modt Growth Port;A
Managers
USD

19.5%

7.3

-8.4%

53 Dreyfus Balanced Opportunity Fund;J USD

19.2%

7.4

-7.0%

54 QS Moderate Growth Fund;A
Managers
USD

19.2%

8.0

-9.9%

55 Wells Fargo WealthBuilder Gro Alloc Fund;C
Managers
USD

19.2%

9.2

-12.3%

56 FBP Appreciation & Income Opportunities Fund
Managers
USD

19.1%

9.8

-13.5%

57 BNY Mellon Asset Allocation Fund;M USD

18.9%

7.3

-9.6%

58 Transamerica Balanced II;R USD

18.9%

6.3

-5.6%

59 Transamerica Multi-Managed Balanced;A USD

18.9%

6.4

-5.8%

60 Janus Henderson Global Allocation Fund - Growth;D
Managers
USD

18.8%

8.3

-11.4%

61 Sterling Capital Strategic Alloc Growth Fund;Inst
Managers
USD

18.8%

8.2

-11.2%

62 CGM Mutual Fund
Managers
USD

18.8%

11.9

-18.1%

63 Calvert Moderate Allocation Fund;A
Managers
USD

18.6%

6.8

-8.5%

64 American Century One Choice Port Moderate;Inv USD

18.4%

7.1

-8.6%

65 Nuveen Strategy Growth Allocation Fund;R3
Managers
USD

18.1%

7.8

-10.7%

66 Hartford Balanced Fund;A
Managers
USD

18.1%

7.4

-7.1%

67 MainStay Moderate Growth Allocation Fund;A
Managers
USD

17.9%

9.3

-12.9%

68 Federated MDT Balanced;Institutional USD

17.8%

6.9

-9.1%

69 Invesco Growth Allocation Fund;A
Managers
USD

17.6%

7.9

-11.2%

70 Russell Investments Growth Strategy Fund;E
Managers
USD

17.5%

7.9

-11.7%

71 Prudential Moderate Allocation Fund;A
Managers
USD

17.5%

7.0

-9.4%

72 American Beacon Balanced Fund;Institutional USD

17.4%

7.9

-10.1%

73 Holland Balanced Fund
Managers
USD

17.4%

6.6

-5.8%

74 Pax Balanced Fund;Individual Investor USD

17.3%

6.4

-6.2%

75 John Hancock Balanced Fund;A
Managers
USD

17.3%

7.1

-8.0%

76 AIG Multi-Asset Allocation Fund;A
Managers
USD

17.2%

7.7

-10.1%

77 BMO Balanced Allocation Fund;R-6
Managers
USD

17.1%

7.1

-9.6%

78 Eaton Vance Balanced Fund;A
Managers
USD

17.1%

6.0

-5.4%

79 RiverFront Global Allocation Fund;I
Managers
USD

17.1%

10.0

-13.7%

80 Virtus Growth Allocation Strategy Fund;I
Managers
USD

17.0%

8.0

-9.8%

81 WesMark Balanced Fund
Managers
USD

16.9%

6.2

-6.6%

82 USAA Cornerstone Aggressive Fund
Managers
USD

16.9%

8.5

-12.6%

83 Principal SAM Balanced Portfolio;A
Managers
USD

16.8%

6.4

-7.7%

84 InvestEd Balanced Portfolio;A
Managers
USD

16.7%

7.8

-9.0%

85 CornerCap Balanced Fund
Managers
USD

16.5%

7.6

-10.4%

86 SEI Conservative Strategy Allocation Fund;F
Managers
USD

16.5%

7.1

-5.3%

87 Mairs & Power Balanced Fund
Managers
USD

16.2%

6.9

-6.6%

88 New Covenant Balanced Growth Fund
Managers
USD

16.1%

6.3

-6.7%

89 Hartford Growth Allocation Fund;A
Managers
USD

16.1%

9.0

-14.8%

90 1919 Socially Responsive Balanced Fund;B
Managers
USD

16.0%

7.1

-7.8%

91 Thrivent Growth and Income Plus Fund;A USD

15.7%

7.7

-9.0%

92 USAA First Start Growth Fund
Managers
USD

15.4%

7.5

-9.4%

93 AMG Managers Montag & Caldwell Balanced Fund;N
Managers
USD

15.2%

6.3

-5.1%

94 Lord Abbett Multi-Asset Growth Fund;A
Managers
USD

14.9%

8.2

-13.2%

95 Wells Fargo WealthBuilder Gro Bal;C
Managers
USD

14.7%

7.2

-9.7%

96 American Funds Capital Income Builder;A USD

14.4%

7.8

-8.4%

97 Highland Total Return Fund;A
Managers
USD

13.9%

8.5

-8.3%

98 Calvert Balanced Fund;A USD

13.5%

6.6

-8.4%

99 Franklin Founding Funds Alloc Fund;A
Managers
USD

13.5%

9.9

-15.2%

100 Tributary Balanced Fund;Institutional
Managers
USD

13.4%

6.7

-6.8%

101 MainStay Balanced Fund;I USD

13.2%

6.7

-7.7%

102 Green Century Balanced Fund;Individual Investor
Managers
USD

12.5%

7.5

-10.6%

103 Touchstone Dynamic Global Allocation Fund;A
Managers
USD

11.7%

7.4

-10.9%

104 Davis Appreciation & Income Fund;A
Managers
USD

11.3%

11.5

-22.2%

105 1789 Growth and Income Fund;C
Managers
USD

10.5%

8.3

-9.7%

106 Scharf Balanced Opportunity Fund;Institutional
Managers
USD

10.5%

7.2

-5.8%

107 Villere Balanced Fund
Managers
USD

10.3%

10.4

-17.5%

108 PIMCO Dividend & Income Fund;A
Managers
USD

9.9%

9.7

-19.2%

109 Ivy Balanced Fund;A
Managers
USD

9.7%

7.6

-8.9%

110 GuidePath Conservative Allocation Fund;Service
Managers
USD

4.1%

6.7

-12.1%

111 UTC North American Fund
Managers
USD

3.6%

9.2

-13.3%

112 Salient Adaptive Balanced Fund;Institutional
Managers
USD

2.7%

8.1

-15.1%

113 PSI Strategic Growth Fund;A
Managers
USD

-0.7%

10.2

-15.7%

114 PSI Tactical Growth Fund;A
Managers
USD

-2.9%

7.0

-15.9%

115 Pacific Advisors Balanced Fund;A
Managers
USD

-9.8%

11.4

-24.4%

Funds with less than 36 months history are below. View 1 month performance
Davenport Balanced Income Fund
Managers
E-Valuator Growth RMS Fund;Service
Managers
Franklin NextStep Growth Fund;A
Managers
James Aggressive Allocation Fund
Managers
Janus Henderson Adaptive Global Allocation Fund;N
Managers
Ladenburg Aggressive Growth Fund;I
Managers
Ladenburg Growth Fund;I
Managers
Port Street Institutional Opportunities Fd;Inst
Managers
Prudential 60/40 Allocation Fund;R6
Managers
SA Worldwide Moderate Growth Fund;Select
Managers
Upright Assets Allocation Plus Fund
Managers
Vanguard Global Wellington Fund;Admiral
Managers
manager return
Tim Bray Tim Bray
funds managed
19.8%
J. Luther King Jr. J. Luther King Jr.
funds managed
22.4%
William H. Apfel William H. Apfel
funds managed
24.3%
Mark Johnson Mark Johnson
funds managed
22.4%
Margaret Patel Margaret Patel
funds managed
33.0%
Stephen E. Grant Stephen E. Grant
funds managed
21.7%
G. Kenneth Heebner G. Kenneth Heebner
funds managed
18.8%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
23.6%
David Giroux David Giroux
funds managed
28.1%
Jeffrey Knight Jeffrey Knight
funds managed
24.6%
Charles M. Shriver Charles M. Shriver
funds managed
24.9%
Edward P. Bousa Edward P. Bousa
funds managed
24.0%
Todd Jablonski Todd Jablonski
funds managed
16.8%
Stephen D Lowe Stephen D Lowe
funds managed
22.4%
John Cunniff John Cunniff
funds managed
24.9%
Alfred T. Murata Alfred T. Murata
funds managed
9.9%
Geoff Stein Geoff Stein
funds managed
22.5%
Matt L. Peden Matt L. Peden
funds managed
19.8%
Vishal Khanduja Vishal Khanduja
funds managed
16.3%
Jeffrey N. Given Jeffrey N. Given
funds managed
17.3%
Nicole Goldberger Nicole Goldberger
funds managed
19.7%
John Keogh John Keogh
funds managed
22.9%
Charlie D. Averill Charlie D. Averill
funds managed
16.8%
Daniel Ivascyn Daniel Ivascyn
funds managed
9.9%
Hans Erickson Hans Erickson
funds managed
24.9%
Thomas G. Plumb Thomas G. Plumb
funds managed
28.8%
Ronald Horner Ronald Horner
funds managed
13.4%
Domenic Colasacco Domenic Colasacco
funds managed
26.3%
Liane Rosenberg Liane Rosenberg
funds managed
21.7%
Edward J Tostanoski Edward J Tostanoski
funds managed
26.0%
Walter Nejman Walter Nejman
funds managed
22.5%
William Coleman William Coleman
funds managed
22.5%
John Speer John Speer
funds managed
19.7%
Scot C. Hollmann Scot C. Hollmann
funds managed
22.4%
Bryce A. Doty Bryce A. Doty
funds managed
23.6%
Managers with less than 36 months history are below. View 1 month performance
Robert J. Benson Robert J. Benson
funds managed
Robert A. Lee Robert A. Lee
funds managed