rank manager return
1 Margaret Patel 1. Margaret Patel
funds managed
37.4%
2 David Giroux 2. David Giroux
funds managed
33.1%
3 Domenic Colasacco 3. Domenic Colasacco
funds managed
27.5%
4 Thomas G. Plumb 4. Thomas G. Plumb
funds managed
27.0%
5 Roger J. Sit 5. Roger J. Sit
funds managed
25.0%
5 Bryce A. Doty 5. Bryce A. Doty
funds managed
25.0%
7 Philip Green 7. Philip Green
funds managed
24.9%
7 Bob Miller 7. Bob Miller
funds managed
24.9%
7 Peter Stournaras 7. Peter Stournaras
funds managed
24.9%
7 Rick Rieder 7. Rick Rieder
funds managed
24.9%
11 Harley Lank 11. Harley Lank
funds managed
24.7%
11 Ramin Arani 11. Ramin Arani
funds managed
24.7%
13 Robert Schoen 13. Robert Schoen
funds managed
24.5%
13 Jason Vaillancourt 13. Jason Vaillancourt
funds managed
24.5%
13 James Fetch 13. James Fetch
funds managed
24.5%
13 Robert Kea 13. Robert Kea
funds managed
24.5%
17 Stephen E. Grant 17. Stephen E. Grant
funds managed
24.4%
17 Edward P. Bousa 17. Edward P. Bousa
funds managed
24.4%
17 Jeffrey Geffen 17. Jeffrey Geffen
funds managed
24.4%
17 Liane Rosenberg 17. Liane Rosenberg
funds managed
24.4%
21 John Keogh 21. John Keogh
funds managed
24.3%
22 William H. Apfel 22. William H. Apfel
funds managed
23.7%
23 Jeffrey Knight 23. Jeffrey Knight
funds managed
23.7%
23 Anwiti Bahuguna 23. Anwiti Bahuguna
funds managed
23.7%
25 Charles M. Shriver 25. Charles M. Shriver
funds managed
23.3%
26 Hans Erickson 26. Hans Erickson
funds managed
23.1%
26 John Cunniff 26. John Cunniff
funds managed
23.1%
28 Ryan Schneck 28. Ryan Schneck
funds managed
23.1%
28 James Smigiel 28. James Smigiel
funds managed
23.1%
30 G. Kenneth Heebner 30. G. Kenneth Heebner
funds managed
22.3%
31 Mark Johnson 31. Mark Johnson
funds managed
22.1%
31 J. Luther King Jr. 31. J. Luther King Jr.
funds managed
22.1%
31 Scot C. Hollmann 31. Scot C. Hollmann
funds managed
22.1%
34 Walter Nejman 34. Walter Nejman
funds managed
21.8%
34 William Coleman 34. William Coleman
funds managed
21.8%
36 Nathan Thooft 36. Nathan Thooft
funds managed
21.3%
36 Marcelle Daher 36. Marcelle Daher
funds managed
21.3%
36 Bob Boyda 36. Bob Boyda
funds managed
21.3%
39 Dario Castagna 39. Dario Castagna
funds managed
20.8%
39 Dan McNeela 39. Dan McNeela
funds managed
20.8%
39 Michael Stout 39. Michael Stout
funds managed
20.8%
39 Jason Doiron 39. Jason Doiron
funds managed
20.8%
39 Daniel Manion 39. Daniel Manion
funds managed
20.8%
44 Richard Weiss 44. Richard Weiss
funds managed
20.6%
44 Scott Wilson 44. Scott Wilson
funds managed
20.6%
44 Radu Gabudean 44. Radu Gabudean
funds managed
20.6%
44 David MacEwen 44. David MacEwen
funds managed
20.6%
48 Michael Schoenhaut 48. Michael Schoenhaut
funds managed
20.3%
48 Nicole Goldberger 48. Nicole Goldberger
funds managed
20.3%
50 Joseph Flaherty, Jr 50. Joseph Flaherty, Jr
funds managed
20.3%
51 Karen H. Grimes 51. Karen H. Grimes
funds managed
20.2%
52 Blake Todd 52. Blake Todd
funds managed
20.1%
52 Jarrett Perez 52. Jarrett Perez
funds managed
20.1%
54 Bernard Scozzafava 54. Bernard Scozzafava
funds managed
20.0%
54 Charles Gaffney 54. Charles Gaffney
funds managed
20.0%
54 Thomas Luster 54. Thomas Luster
funds managed
20.0%
57 Ronald L. Kaliebe 57. Ronald L. Kaliebe
funds managed
19.4%
58 Geoff Stein 58. Geoff Stein
funds managed
19.2%
59 Mathew Patsky 59. Mathew Patsky
funds managed
18.8%
59 Stephanie Leighton 59. Stephanie Leighton
funds managed
18.8%
59 Cheryl Smith 59. Cheryl Smith
funds managed
18.8%
62 Alan Gayle 62. Alan Gayle
funds managed
18.5%
63 Vishal Khanduja 63. Vishal Khanduja
funds managed
18.2%
64 Delmar King 64. Delmar King
funds managed
18.2%
64 Benjamin Bailey 64. Benjamin Bailey
funds managed
18.2%
66 Charles Lauber 66. Charles Lauber
funds managed
18.1%
67 Ronald E. Canakaris 67. Ronald E. Canakaris
funds managed
17.8%
67 Helen M. Donahue 67. Helen M. Donahue
funds managed
17.8%
69 Christopher H. Brown 69. Christopher H. Brown
funds managed
17.8%
70 Mark Hamilton 70. Mark Hamilton
funds managed
17.8%
70 Dokyoung Lee 70. Dokyoung Lee
funds managed
17.8%
70 Caleb Wong 70. Caleb Wong
funds managed
17.8%
73 Poul Kristensen 73. Poul Kristensen
funds managed
17.7%
73 Jae S. Yoon 73. Jae S. Yoon
funds managed
17.7%
73 Jonathan B. Swaney 73. Jonathan B. Swaney
funds managed
17.7%
76 Todd Jablonski 76. Todd Jablonski
funds managed
17.4%
76 Charlie D. Averill 76. Charlie D. Averill
funds managed
17.4%
78 Roger C. Hamilton 78. Roger C. Hamilton
funds managed
17.4%
78 Jeffrey N. Given 78. Jeffrey N. Given
funds managed
17.4%
80 Christian L. Chan 80. Christian L. Chan
funds managed
17.3%
80 Kandarp R. Acharya 80. Kandarp R. Acharya
funds managed
17.3%
80 Jeffrey J. Schappe 80. Jeffrey J. Schappe
funds managed
17.3%
80 James C. Willis 80. James C. Willis
funds managed
17.3%
84 Michael Holland 84. Michael Holland
funds managed
17.0%
85 Brian A. Krawez 85. Brian A. Krawez
funds managed
16.9%
86 Tony Coffey 86. Tony Coffey
funds managed
16.4%
87 Vernon J. Meyer 87. Vernon J. Meyer
funds managed
16.3%
88 Thomas Nelson 88. Thomas Nelson
funds managed
16.3%
89 David Ellwood 89. David Ellwood
funds managed
16.1%
89 Steven Kellas 89. Steven Kellas
funds managed
16.1%
91 Ted Lockwood 91. Ted Lockwood
funds managed
15.7%
91 Joel M. Kallman 91. Joel M. Kallman
funds managed
15.7%
93 Derek B. Bloom 93. Derek B. Bloom
funds managed
15.6%
93 Keith B. Hembre 93. Keith B. Hembre
funds managed
15.6%
95 Thomas E. Quinn 95. Thomas E. Quinn
funds managed
15.0%
95 Jeffrey P. Moeller 95. Jeffrey P. Moeller
funds managed
15.0%
95 J. Cannon Carr Jr 95. J. Cannon Carr Jr
funds managed
15.0%
98 Enrique Chang 98. Enrique Chang
funds managed
14.4%
98 Ashwin G. Alankar 98. Ashwin G. Alankar
funds managed
14.4%
100 Tim Bray 100. Tim Bray
funds managed
14.1%
100 Matt L. Peden 100. Matt L. Peden
funds managed
14.1%
102 Matthew A. Hekman 102. Matthew A. Hekman
funds managed
13.9%
103 Aimee M. Eudy 103. Aimee M. Eudy
funds managed
13.5%
103 Ronald T. Bates 103. Ronald T. Bates
funds managed
13.5%
105 Arnold J. Espe 105. Arnold J. Espe
funds managed
13.4%
105 Wasif A. Latif 105. Wasif A. Latif
funds managed
13.4%
107 John T. Bruce 107. John T. Bruce
funds managed
12.9%
108 William F. LeFavor 108. William F. LeFavor
funds managed
12.7%
109 John P. Toohey 109. John P. Toohey
funds managed
11.1%
110 Tom L. Stringfellow 110. Tom L. Stringfellow
funds managed
11.1%
111 Ellen Tesler 111. Ellen Tesler
funds managed
8.5%
111 Thomas Picciochi 111. Thomas Picciochi
funds managed
8.5%
113 Stephen J. Fauer 113. Stephen J. Fauer
funds managed
8.0%
114 Daniel Ivascyn 114. Daniel Ivascyn
funds managed
7.3%
114 Alfred T. Murata 114. Alfred T. Murata
funds managed
7.3%
116 Zoe Brunson 116. Zoe Brunson
funds managed
5.3%
117 Denis J. Villere III 117. Denis J. Villere III
funds managed
5.2%
117 Lamar G. Villere 117. Lamar G. Villere
funds managed
5.2%
117 George V. Young 117. George V. Young
funds managed
5.2%
120 David Jajewski 120. David Jajewski
funds managed
-0.1%
120 John Williamson 120. John Williamson
funds managed
-0.1%
122 Nathan J. Rowader 122. Nathan J. Rowader
funds managed
-5.6%
123 Jingjing Yan 123. Jingjing Yan
funds managed
-18.5%
123 Charles Suh 123. Charles Suh
funds managed
-18.5%
Managers with less than 36 months history are below. View 1 month performance
Jon D. Adams Jon D. Adams
funds managed
Douglas Allison Douglas Allison
funds managed
John Arege John Arege
funds managed
Robert Arnott Robert Arnott
funds managed
Rob Balkema Rob Balkema
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
Mike Breller Mike Breller
funds managed
Christopher Brightman Christopher Brightman
funds managed
Chace Brundige Chace Brundige
funds managed
Salvatore Buono Salvatore Buono
funds managed
Ryan Caldwell Ryan Caldwell
funds managed
Matt Carvalho Matt Carvalho
funds managed
Jerry Chafkin Jerry Chafkin
funds managed
Raymond Chan Raymond Chan
funds managed
Brian Cho Brian Cho
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
Kevin V. Earley Kevin V. Earley
funds managed
Sean Gallagher Sean Gallagher
funds managed
Jim Garrison Jim Garrison
funds managed
Karen Guyadeen-Gosine Karen Guyadeen-Gosine
funds managed
Adam H. Illfelder Adam H. Illfelder
funds managed
John Hakopian John Hakopian
funds managed
Sharon Hill Sharon Hill
funds managed
Bryan Hoffman Bryan Hoffman
funds managed
Ronald Horner Ronald Horner
funds managed
Lance Humphrey Lance Humphrey
funds managed
Michael J Scanlon, Jr Michael J Scanlon, Jr
funds managed
Creston King Creston King
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
Scott Love Scott Love
funds managed
Christopher Lvoff Christopher Lvoff
funds managed
James Macey James Macey
funds managed
Giulio Martin Giulio Martin
funds managed
Sheldon P. McFarland Sheldon P. McFarland
funds managed
Brian Meath Brian Meath
funds managed
Kevin Miller Kevin Miller
funds managed
Loren L. Moran Loren L. Moran
funds managed
Allison Mortensen Allison Mortensen
funds managed
Nathan Moser Nathan Moser
funds managed
Derek Newcomer Derek Newcomer
funds managed
Duy Nguyen Duy Nguyen
funds managed
John O'Toole John O'Toole
funds managed
Nathan Palmer Nathan Palmer
funds managed
Adam Petryk Adam Petryk
funds managed
Michael Plage Michael Plage
funds managed
Cynthia P. Prince-Fox Cynthia P. Prince-Fox
funds managed
Brooks Ritchey Brooks Ritchey
funds managed
Peter Sackmann Peter Sackmann
funds managed
Grant Sarris Grant Sarris
funds managed
Deyson Scott Deyson Scott
funds managed
Ronald D. Sit Ronald D. Sit
funds managed
Matthew I. Solomon Matthew I. Solomon
funds managed
Amit Soni Amit Soni
funds managed
John Speer John Speer
funds managed
Eric Speron Eric Speron
funds managed
Kurt Spieler Kurt Spieler
funds managed
Michael E. Stack Michael E. Stack
funds managed
Kevin J. Stoll Kevin J. Stoll
funds managed
Dan R Strelow Dan R Strelow
funds managed
Edward J Tostanoski Edward J Tostanoski
funds managed
Anthony Trzcinka Anthony Trzcinka
funds managed
Peter Vaiciunas Peter Vaiciunas
funds managed
Paul Weber Paul Weber
funds managed
Lisa A. Welch Lisa A. Welch
funds managed
Anthony Wicklund Anthony Wicklund
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

37.4%

9.0

-10.0%

2 T Rowe Price Capital Appreciation Fund
Managers
USD

33.4%

6.8

-5.1%

3 John Hancock Capital Appreciation Value Fund;NAV
Managers
USD

32.8%

6.7

-5.1%

4 Boston Trust Asset Management Fund
Managers
USD

27.5%

7.1

-4.8%

5 Wisconsin Plumb Balanced Fund
Managers
USD

27.0%

7.6

-9.6%

6 American Funds American Balanced Fund;A USD

26.6%

6.7

-5.3%

7 SEI Moderate Strategy Allocation Fund;F
Managers
USD

26.1%

7.5

-6.9%

8 SEI Conservative Strategy Allocation Fund;F
Managers
USD

26.1%

7.3

-5.3%

9 Fidelity Balanced Fund USD

25.1%

7.5

-7.6%

10 Sit Balanced Fund
Managers
USD

25.0%

6.6

-5.0%

11 BlackRock Balanced Capital Fund;Institutional
Managers
USD

24.9%

7.1

-5.6%

12 T Rowe Price Personal Strategy Growth Fund
Managers
USD

24.8%

8.9

-10.4%

13 Fidelity Puritan Fund
Managers
USD

24.7%

7.5

-7.0%

14 Dodge & Cox Balanced Fund USD

24.6%

8.8

-9.8%

15 Columbia Capital Allocation Aggressive Port;A
Managers
USD

24.6%

8.9

-9.9%

16 Putnam Dynamic Asset Allocation Growth Fund;A
Managers
USD

24.5%

9.1

-11.1%

17 Vanguard Wellington Fund;Investor
Managers
USD

24.4%

6.9

-6.0%

17 Value Line Asset Allocation Fund;Investor
Managers
USD

24.4%

6.8

-5.3%

19 Columbia Balanced Fund;Z USD

24.3%

6.5

-5.7%

20 Walden Asset Management Fund
Managers
USD

23.7%

7.1

-5.3%

21 Transamerica Partners Inst Balanced USD

23.2%

6.3

-5.5%

22 TIAA-CREF Lifestyle Growth Fund;Retail
Managers
USD

23.1%

8.9

-10.8%

23 State Farm Equity & Bond Fund;Premier USD

23.1%

6.0

-5.1%

24 Columbia Capital Allocation Moderate Aggr Port;Z
Managers
USD

22.8%

7.5

-8.2%

25 Invesco Equity & Income Fund;A USD

22.6%

8.5

-10.0%

26 Prudential Balanced Fund;Z USD

22.5%

6.5

-5.1%

27 CGM Mutual Fund
Managers
USD

22.3%

12.4

-18.1%

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

22.2%

8.5

-9.8%

29 InvestEd Growth Portfolio;A
Managers
USD

22.2%

9.8

-11.6%

30 American Century One Choice Port Aggressive;Inv
Managers
USD

22.1%

8.6

-10.8%

31 LKCM Balanced Fund;Institutional
Managers
USD

22.1%

7.6

-7.3%

32 Great-West Moderately Aggrv Profile Fund;Inv USD

22.1%

7.5

-8.4%

33 American Funds Balanced Portfolio;A USD

21.9%

6.7

-6.1%

34 Transamerica Partners Balanced USD

21.9%

6.2

-5.6%

35 Transamerica Multi-Managed Balanced;A USD

21.8%

6.4

-5.8%

36 American Funds Growth & Income Portfolio;A USD

21.8%

8.2

-8.0%

37 Vanguard STAR Fund;Investor
Managers
USD

21.8%

7.1

-8.0%

38 T Rowe Price Balanced Fund
Managers
USD

21.7%

7.2

-7.9%

39 Wells Fargo Growth Balanced Fund;Adm USD

21.7%

7.2

-7.2%

40 Thrivent Moderately Aggressive Alloc Fund;A USD

21.6%

8.6

-10.1%

41 American Century Strat Alloc Aggressive Fund;Inv
Managers
USD

21.6%

8.6

-11.1%

42 Hartford Checks and Balances Fund;A
Managers
USD

21.1%

7.4

-7.7%

43 Hartford Balanced HLS Fd;IA
Managers
USD

21.0%

6.9

-6.6%

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

20.8%

7.4

-8.4%

44 Sentinel Balanced Fund;A
Managers
USD

20.8%

6.8

-5.8%

46 Dreyfus Balanced Opportunity Fund;J USD

20.5%

7.5

-7.0%

47 JPMorgan Investor Growth & Income Fund;A USD

20.3%

7.6

-9.2%

47 John Hancock Multimanager Lifestyle Growth Port;1
Managers
USD

20.3%

8.9

-11.7%

49 JPMorgan Diversified Fund;L
Managers
USD

20.3%

7.3

-9.3%

50 MFS Growth Allocation Fund;A
Managers
USD

20.3%

8.1

-9.1%

51 Calvert Moderate Allocation Fund;A
Managers
USD

20.2%

7.1

-8.5%

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

20.1%

8.7

-8.1%

53 Eaton Vance Balanced Fund;A
Managers
USD

20.0%

6.1

-5.4%

54 Highland Total Return Fund;A
Managers
USD

19.9%

8.4

-8.3%

54 Goldman Sachs Growth Strategy Portfolio;Inst
Managers
USD

19.9%

8.6

-9.8%

56 Franklin Growth Allocation Fund;A
Managers
USD

19.6%

8.4

-11.5%

57 Mairs & Power Balanced Fund
Managers
USD

19.4%

6.7

-6.7%

58 Hartford Balanced Fund;A
Managers
USD

19.3%

7.4

-7.1%

59 Fidelity Asset Manager 70%
Managers
USD

19.2%

8.0

-9.9%

60 Wells Fargo WealthBuilder Gro Alloc Fund;C
Managers
USD

18.9%

9.2

-12.3%

61 Green Century Balanced Fund;Individual Investor
Managers
USD

18.8%

8.0

-10.6%

62 Virtus Growth Allocation Strategy Fund;I
Managers
USD

18.5%

8.3

-9.8%

63 American Century One Choice Port Moderate;Inv
Managers
USD

18.2%

7.1

-8.6%

64 Praxis Genesis Growth Portfolio;A
Managers
USD

18.2%

8.3

-10.5%

65 MainStay Balanced Fund;I USD

18.1%

6.7

-7.8%

66 Tributary Balanced Fund;Institutional
Managers
USD

18.1%

7.2

-6.8%

67 American Beacon Balanced Fund;Institutional USD

17.9%

7.5

-10.1%

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

17.8%

5.9

-5.1%

69 Pax Balanced Fund;Individual Investor
Managers
USD

17.8%

6.5

-6.2%

70 Oppenheimer Active Allocation Fund;A
Managers
USD

17.8%

8.6

-10.8%

71 MainStay Moderate Growth Allocation Fund;A
Managers
USD

17.7%

9.3

-12.9%

72 New Covenant Balanced Growth Fund
Managers
USD

17.6%

6.4

-6.7%

73 Principal SAM Balanced Portfolio;A
Managers
USD

17.4%

6.5

-7.7%

74 John Hancock Balanced Fund;A
Managers
USD

17.4%

7.0

-8.0%

75 Sterling Capital Strategic Alloc Growth Fund;Inst
Managers
USD

17.3%

8.0

-11.2%

76 Holland Balanced Fund
Managers
USD

17.0%

6.7

-4.8%

77 BMO Balanced Allocation Fund;R-6
Managers
USD

17.0%

7.3

-9.6%

77 SEI Aggressive Strategy Fund;F
Managers
USD

17.0%

8.4

-12.0%

79 Scharf Balanced Opportunity Fund;Institutional
Managers
USD

16.9%

7.1

-5.8%

80 UTC North American Fund
Managers
USD

16.9%

9.1

-13.3%

81 AIG Multi-Asset Allocation Fund;A
Managers
USD

16.8%

7.8

-10.1%

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

16.6%

8.4

-13.2%

83 Calvert Balanced Portfolio;A USD

16.6%

6.9

-8.4%

84 BNY Mellon Asset Allocation Fund;M USD

16.4%

7.4

-9.7%

85 QS Moderate Growth Fund;A
Managers
USD

16.2%

8.1

-9.9%

86 RiverFront Global Allocation Fund;A USD

16.2%

10.1

-13.9%

87 WesMark Balanced Fund
Managers
USD

16.1%

6.0

-6.6%

88 Federated MDT Balanced;Institutional USD

16.0%

6.9

-9.1%

89 InvestEd Balanced Portfolio;A
Managers
USD

16.0%

7.9

-9.0%

90 Prudential Moderate Allocation Fund;A
Managers
USD

15.7%

7.0

-9.4%

91 Wells Fargo WealthBuilder Gro Bal;C
Managers
USD

15.7%

7.2

-9.7%

92 Nuveen Strategy Growth Allocation Fund;R3
Managers
USD

15.6%

7.9

-10.7%

93 Delaware Foundation Growth Allocation Fund;A
Managers
USD

15.4%

8.1

-10.6%

94 USAA First Start Growth Fund
Managers
USD

15.2%

7.5

-9.4%

95 Russell Investments Growth Strategy Fund;E
Managers
USD

15.1%

8.3

-11.7%

96 CornerCap Balanced Fund
Managers
USD

15.0%

7.6

-10.6%

97 Thrivent Growth and Income Plus Fund;A USD

14.3%

7.9

-9.0%

98 GuideStone Growth Allocation Fund;Inv
Managers
USD

14.1%

8.7

-12.5%

99 Ivy Balanced Fund;A
Managers
USD

14.0%

7.7

-9.1%

100 Waddell & Reed Advisors Continental Income Fund;A
Managers
USD

13.9%

7.8

-9.2%

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

13.8%

8.3

-11.4%

102 Invesco Growth Allocation Fund;A
Managers
USD

13.7%

7.9

-11.2%

103 1919 Socially Responsive Balanced Fund;B
Managers
USD

13.5%

7.1

-8.4%

104 Pioneer Solutions - Growth Fund;A
Managers
USD

13.2%

8.3

-11.9%

105 Franklin Founding Funds Alloc Fund;A
Managers
USD

13.2%

9.9

-15.2%

106 FBP Appreciation & Income Opportunities Fund
Managers
USD

12.9%

10.1

-13.5%

107 New Century Balanced Portfolio
Managers
USD

12.7%

7.3

-11.3%

108 Hartford Growth Allocation Fund;A
Managers
USD

11.7%

9.1

-14.8%

109 USAA Cornerstone Aggressive Fund
Managers
USD

11.6%

8.5

-12.6%

110 Frost Aggressive Allocation;Investor
Managers
USD

11.1%

8.1

-10.9%

111 Fidelity Global Balanced Fund USD

10.6%

7.5

-8.4%

112 Touchstone Dynamic Global Allocation Fund;A
Managers
USD

9.8%

7.5

-10.9%

113 1789 Growth and Income Fund;C
Managers
USD

8.0%

8.5

-9.7%

114 PIMCO Dividend & Income Fund;A
Managers
USD

7.3%

9.6

-19.2%

115 Davis Appreciation & Income Fund;A
Managers
USD

6.4%

12.7

-23.5%

116 GuidePath Conservative Allocation Fund;Service
Managers
USD

5.3%

7.3

-12.1%

117 Villere Balanced Fund
Managers
USD

5.2%

10.9

-19.6%

118 PSI Strategic Growth Fund;A
Managers
USD

2.7%

7.0

-11.8%

119 QS Dynamic Multi-Strategy Fund;A
Managers
USD

1.2%

5.8

-11.0%

120 PSI Tactical Growth Fund;A
Managers
USD

-3.3%

6.7

-15.9%

121 Salient Adaptive Balanced Fund;Institutional
Managers
USD

-5.6%

7.6

-16.5%

122 Pacific Advisors Balanced Fund;A
Managers
USD

-18.5%

11.6

-29.1%

Funds with less than 36 months history are below. View 1 month performance
Chiron Capital Allocation Fund;I
Managers
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
SA Worldwide Moderate Growth Fund
Managers
manager return
Enrique Chang Enrique Chang
funds managed
14.4%
Mark Johnson Mark Johnson
funds managed
22.1%
Tim Bray Tim Bray
funds managed
14.1%
Mark Hamilton Mark Hamilton
funds managed
17.8%
Bernard Scozzafava Bernard Scozzafava
funds managed
20.0%
Margaret Patel Margaret Patel
funds managed
37.4%
J. Luther King Jr. J. Luther King Jr.
funds managed
22.1%
Richard Weiss Richard Weiss
funds managed
20.6%
Philip Green Philip Green
funds managed
24.9%
William H. Apfel William H. Apfel
funds managed
23.7%
David Giroux David Giroux
funds managed
33.1%
Stephen E. Grant Stephen E. Grant
funds managed
24.4%
G. Kenneth Heebner G. Kenneth Heebner
funds managed
22.3%
Joseph Flaherty, Jr Joseph Flaherty, Jr
funds managed
20.3%
Scott Wilson Scott Wilson
funds managed
20.6%
Bob Miller Bob Miller
funds managed
24.9%
Radu Gabudean Radu Gabudean
funds managed
20.6%
David MacEwen David MacEwen
funds managed
20.6%
Derek B. Bloom Derek B. Bloom
funds managed
15.6%
Hans Erickson Hans Erickson
funds managed
23.1%
Dokyoung Lee Dokyoung Lee
funds managed
17.8%
Thomas Luster Thomas Luster
funds managed
20.0%
John Keogh John Keogh
funds managed
24.3%
John Cunniff John Cunniff
funds managed
23.1%
Todd Jablonski Todd Jablonski
funds managed
17.4%
Jeffrey Knight Jeffrey Knight
funds managed
23.7%
Peter Stournaras Peter Stournaras
funds managed
24.9%
Edward P. Bousa Edward P. Bousa
funds managed
24.4%
Rick Rieder Rick Rieder
funds managed
24.9%
Daniel Ivascyn Daniel Ivascyn
funds managed
7.3%
Keith B. Hembre Keith B. Hembre
funds managed
15.6%
Matt L. Peden Matt L. Peden
funds managed
14.1%
Vishal Khanduja Vishal Khanduja
funds managed
18.2%
Jeffrey N. Given Jeffrey N. Given
funds managed
17.4%
Ryan Schneck Ryan Schneck
funds managed
23.1%
Christian L. Chan Christian L. Chan
funds managed
17.3%
James Smigiel James Smigiel
funds managed
23.1%
Charles M. Shriver Charles M. Shriver
funds managed
23.3%
William F. LeFavor William F. LeFavor
funds managed
12.7%
Nathan Thooft Nathan Thooft
funds managed
21.3%
Kandarp R. Acharya Kandarp R. Acharya
funds managed
17.3%
Jason Vaillancourt Jason Vaillancourt
funds managed
24.5%
Marcelle Daher Marcelle Daher
funds managed
21.3%
Charlie D. Averill Charlie D. Averill
funds managed
17.4%
Dario Castagna Dario Castagna
funds managed
20.8%
Geoff Stein Geoff Stein
funds managed
19.2%
Nicole Goldberger Nicole Goldberger
funds managed
20.3%
Ashwin G. Alankar Ashwin G. Alankar
funds managed
14.4%
Thomas G. Plumb Thomas G. Plumb
funds managed
27.0%
Dan McNeela Dan McNeela
funds managed
20.8%
Caleb Wong Caleb Wong
funds managed
17.8%
Michael Stout Michael Stout
funds managed
20.8%
Alfred T. Murata Alfred T. Murata
funds managed
7.3%
Anwiti Bahuguna Anwiti Bahuguna
funds managed
23.7%
Thomas E. Quinn Thomas E. Quinn
funds managed
15.0%
Delmar King Delmar King
funds managed
18.2%
Jason Doiron Jason Doiron
funds managed
20.8%
Roger J. Sit Roger J. Sit
funds managed
25.0%
Walter Nejman Walter Nejman
funds managed
21.8%
Jeffrey P. Moeller Jeffrey P. Moeller
funds managed
15.0%
James Fetch James Fetch
funds managed
24.5%
Scot C. Hollmann Scot C. Hollmann
funds managed
22.1%
Bryce A. Doty Bryce A. Doty
funds managed
25.0%
Bob Boyda Bob Boyda
funds managed
21.3%
Robert Kea Robert Kea
funds managed
24.5%
William Coleman William Coleman
funds managed
21.8%
Jeffrey J. Schappe Jeffrey J. Schappe
funds managed
17.3%
Benjamin Bailey Benjamin Bailey
funds managed
18.2%
J. Cannon Carr Jr J. Cannon Carr Jr
funds managed
15.0%
Ted Lockwood Ted Lockwood
funds managed
15.7%
Joel M. Kallman Joel M. Kallman
funds managed
15.7%
Blake Todd Blake Todd
funds managed
20.1%
James C. Willis James C. Willis
funds managed
17.3%
Daniel Manion Daniel Manion
funds managed
20.8%
Liane Rosenberg Liane Rosenberg
funds managed
24.4%
Jarrett Perez Jarrett Perez
funds managed
20.1%
Managers with less than 36 months history are below. View 1 month performance
Christopher C. Davis Christopher C. Davis
funds managed