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Sharpe ratio
Clearbrook Capital Advisors Profile Picture
Undervalued Opportunities
Clearbrook Capital Advisors
110.5%
365 days
Performance
Cost
Approach
2.75
Sharpe ratio
28.6%
90 days
$20,000
Minimum investment
1.50%
Management fee
fundamental analysis • concentrated exposure
37.7%
365 days
Performance
Cost
Approach
1.05
Sharpe ratio
13.4%
90 days
$100
Minimum investment
0.20%
Management fee
technology • large and mid cap stocks
Elite Wealth Management Profile Picture
Elite Global Strategy
Elite Wealth Management
17.4%
365 days
Performance
Cost
Approach
0.95
Sharpe ratio
0.2%
90 days
$50,000
Minimum investment
1.00%
Management fee
diversified • tactical investing • domestic and international
Sparrow Capital Management Profile Picture
Sparrow Unconstrained Strategy
Sparrow Capital Management
25.5%
365 days
Performance
Cost
Approach
0.69
Sharpe ratio
21.8%
90 days
$50,000
Minimum investment
1.00%
Management fee
across market sectors • industries and market capitalization ranges
Sparrow Capital Management Profile Picture
Fundamental Growth
Sparrow Capital Management
22.6%
365 days
Performance
Cost
Approach
0.65
Sharpe ratio
17.0%
90 days
$20,000
Minimum investment
1.00%
Management fee
fundamental analysis • growth over multiple economic cycles
Stoken Asset Management Profile Picture
Stoken Tactical Adaptive Strategy
Stoken Asset Management
6.2%
365 days
Performance
Cost
Approach
0.61
Sharpe ratio
-4.0%
90 days
$10,000
Minimum investment
0.75%
Management fee
active combined asset strategy • across a whole market cycle
16.7%
365 days
Performance
Cost
Approach
0.58
Sharpe ratio
6.1%
90 days
$100
Minimum investment
0.20%
Management fee
medical and healthcare • large and mid cap stocks
Mott Capital Management, LLC Profile Picture
Thematic Growth
Mott Capital Management, LLC
15.8%
365 days
Performance
Cost
Approach
0.55
Sharpe ratio
-2.1%
90 days
$20,000
Minimum investment
1.00%
Management fee
generational and demographic shifts • 4 to 5 themes • 3 to 5 year time horizon
Analytic Investment Profile Picture
Focus Growth
Analytic Investment
15.8%
365 days
Performance
Cost
Approach
0.50
Sharpe ratio
7.3%
90 days
$60,000
Minimum investment
1.50%
Management fee
aggressive • computer algorithms to identify mispriced large cap stocks
14.8%
365 days
Performance
Cost
Approach
0.49
Sharpe ratio
11.2%
90 days
$100
Minimum investment
0.20%
Management fee
consumer discretionary • large and mid cap stocks
15.3%
365 days
Performance
Cost
Approach
0.48
Sharpe ratio
6.3%
90 days
$15,000
Minimum investment
1.00%
Management fee
economic cycle • geopolitical events • fundamental analysis
FTSE Russell Profile Picture
Russell Top 200
FTSE Russell
14.7%
365 days
Performance
Cost
Approach
0.46
Sharpe ratio
5.9%
90 days
$100
Minimum investment
0.20%
Management fee
large cap stocks
Thomson, Horstmann & Bryant Inc. Profile Picture
THB Mid Cap
Thomson, Horstmann & Bryant Inc.
14.4%
365 days
Performance
Cost
Approach
0.45
Sharpe ratio
8.1%
90 days
$22,500
Minimum investment
0.75%
Management fee
concentrated • long term view • fundamental analysis • mid cap stocks
Lakeland Wealth Management Profile Picture
Long Term Value
Lakeland Wealth Management
15.3%
365 days
Performance
Cost
Approach
0.44
Sharpe ratio
7.4%
90 days
$20,000
Minimum investment
0.50%
Management fee
business with competitive advantage over the long term
Crabtree Asset Mgmt Profile Picture
Crabtree Small Cap Growth
Crabtree Asset Mgmt
13.6%
365 days
Performance
Cost
Approach
0.42
Sharpe ratio
9.4%
90 days
$35,000
Minimum investment
1.00%
Management fee
fundamental analysis • small cap stocks and ADRs
Sparrow Capital Management Profile Picture
Freedland Healthcare
Sparrow Capital Management
13.0%
365 days
Performance
Cost
Approach
0.40
Sharpe ratio
10.3%
90 days
$20,000
Minimum investment
1.00%
Management fee
healthcare • medical technology • mostly mid cap stocks
Veda Financial Profile Picture
Guru Value Strategy
Veda Financial
12.1%
365 days
Performance
Cost
Approach
0.39
Sharpe ratio
3.5%
90 days
$10,000
Minimum investment
1.50%
Management fee
fundamental analysis • competitive advantages • market opportunity
5.4%
365 days
Performance
Cost
Approach
0.31
Sharpe ratio
0.6%
90 days
$100
Minimum investment
0.10%
Management fee
alternatives • stocks and bonds • ETFs
4.5%
365 days
Performance
Cost
Approach
0.23
Sharpe ratio
0.4%
90 days
$100
Minimum investment
0.10%
Management fee
diversified equity • balancing growth • income and risk • ETFs
Philadelphia Investment Partners Profile Picture
PIP Dynamic Growth
Philadelphia Investment Partners
7.1%
365 days
Performance
Cost
Approach
0.23
Sharpe ratio
2.1%
90 days
$10,000
Minimum investment
0.80%
Management fee
proprietary asset allocation
IA Socially Responsible Investing Profile Picture
ESG Broad Market Portfolio
IA Socially Responsible Investing
7.3%
365 days
Performance
Cost
Approach
0.22
Sharpe ratio
4.3%
90 days
$100
Minimum investment
0.11%
Management fee
good ESG scores • large and mid cap stocks
State Street Global Advisors Profile Picture
SSGA Moderate
State Street Global Advisors
4.7%
365 days
Performance
Cost
Approach
0.22
Sharpe ratio
0.8%
90 days
$100
Minimum investment
0.10%
Management fee
tactical asset allocation • index ETFs
IA Smart Beta Profile Picture
Broad Market Portfolio
IA Smart Beta
7.0%
365 days
Performance
Cost
Approach
0.21
Sharpe ratio
4.5%
90 days
$100
Minimum investment
0.08%
Management fee
large and mid cap stocks
Crabtree Asset Mgmt Profile Picture
Crabtree Technology
Crabtree Asset Mgmt
7.1%
365 days
Performance
Cost
Approach
0.20
Sharpe ratio
7.1%
90 days
$30,000
Minimum investment
1.00%
Management fee
science and technology • fundamental analysis • stocks and ADRs
IA Smart Beta Profile Picture
Growth Portfolio
IA Smart Beta
5.9%
365 days
Performance
Cost
Approach
0.17
Sharpe ratio
3.9%
90 days
$100
Minimum investment
0.08%
Management fee
large and mid cap growth stocks
Texas Elite Advisory Profile Picture
Elite Relative Value Strategy
Texas Elite Advisory
4.4%
365 days
Performance
Cost
Approach
0.17
Sharpe ratio
5.5%
90 days
$5,000
Minimum investment
1.25%
Management fee
value investing • fundamental analysis
4.2%
365 days
Performance
Cost
Approach
0.17
Sharpe ratio
1.5%
90 days
$100
Minimum investment
0.10%
Management fee
diversified, stocks and bonds, ETFs
3.8%
365 days
Performance
Cost
Approach
0.13
Sharpe ratio
-3.3%
90 days
$100
Minimum investment
0.20%
Management fee
consumer staples • large and mid cap stocks
4.0%
365 days
Performance
Cost
Approach
0.12
Sharpe ratio
2.0%
90 days
$100
Minimum investment
0.20%
Management fee
large and mid cap growth stocks
State Street Global Advisors Profile Picture
SSGA Growth
State Street Global Advisors
3.6%
365 days
Performance
Cost
Approach
0.12
Sharpe ratio
1.4%
90 days
$100
Minimum investment
0.10%
Management fee
tactical asset allocation • index ETFs
Y H & C Investments Profile Picture
Long Term GARP
Y H & C Investments
4.6%
365 days
Performance
Cost
Approach
0.12
Sharpe ratio
5.9%
90 days
$10,000
Minimum investment
1.50%
Management fee
fundamental analysis • strategic competitive advantages
IA Smart Beta Profile Picture
Quality Portfolio
IA Smart Beta
3.9%
365 days
Performance
Cost
Approach
0.11
Sharpe ratio
2.1%
90 days
$100
Minimum investment
0.08%
Management fee
large and mid cap quality stocks
1.4%
365 days
Performance
Cost
Approach
0.10
Sharpe ratio
0.6%
90 days
$20,000
Minimum investment
0.75%
Management fee
global equity • risk management focus
3.7%
365 days
Performance
Cost
Approach
0.10
Sharpe ratio
7.4%
90 days
$100
Minimum investment
0.20%
Management fee
extract or process raw materials • large and mid cap stocks
FTSE Russell Profile Picture
Russell 1000 Utilities
FTSE Russell
3.2%
365 days
Performance
Cost
Approach
0.10
Sharpe ratio
-7.5%
90 days
$100
Minimum investment
0.20%
Management fee
utilities • large and mid cap stocks
Elite Wealth Management Profile Picture
Tactical ETF
Elite Wealth Management
1.7%
365 days
Performance
Cost
Approach
0.09
Sharpe ratio
-3.1%
90 days
$10,000
Minimum investment
1.00%
Management fee
technical trading • actively trade index ETFs
Cratus Capital LLC Profile Picture
High Income Strategy
Cratus Capital LLC
1.6%
365 days
Performance
Cost
Approach
0.08
Sharpe ratio
3.0%
90 days
$20,000
Minimum investment
0.75%
Management fee
low volatility • bond ETFs • small and mid cap dividend stocks
Sera Capital Management Profile Picture
Financial Tales Portfolio
Sera Capital Management
1.3%
365 days
Performance
Cost
Approach
0.08
Sharpe ratio
-3.4%
90 days
$10,000
Minimum investment
1.00%
Management fee
global tactical strategy • undervalued asset classes • risk management focus
0.9%
365 days
Performance
Cost
Approach
0.02
Sharpe ratio
0.3%
90 days
$100
Minimum investment
0.20%
Management fee
all cap growth stocks
Stone Fox Capital Profile Picture
Net Payout Yields
Stone Fox Capital
-0.3%
365 days
Performance
Cost
Approach
-0.01
Sharpe ratio
0.9%
90 days
$20,000
Minimum investment
1.00%
Management fee
conservative • large cap dividend stocks or stock buybacks
-0.9%
365 days
Performance
Cost
Approach
-0.03
Sharpe ratio
-0.9%
90 days
$100
Minimum investment
0.20%
Management fee
financial services • large and mid cap stocks
Y H & C Investments Profile Picture
Concentrated GARP
Y H & C Investments
-1.0%
365 days
Performance
Cost
Approach
-0.03
Sharpe ratio
-6.4%
90 days
$10,000
Minimum investment
1.50%
Management fee
fundamental analysis • corporate events • arbitrage
-1.8%
365 days
Performance
Cost
Approach
-0.05
Sharpe ratio
0.9%
90 days
$100
Minimum investment
0.20%
Management fee
producer durables • large and mid cap stocks
-1.7%
365 days
Performance
Cost
Approach
-0.05
Sharpe ratio
2.6%
90 days
$100
Minimum investment
0.11%
Management fee
small and mid cap stocks
Sizemore Capital Profile Picture
Strategic Growth Allocation
Sizemore Capital
-0.9%
365 days
Performance
Cost
Approach
-0.05
Sharpe ratio
-0.9%
90 days
$10,000
Minimum investment
1.00%
Management fee
asset allocation • non-traditional asset classes
IA Smart Beta Profile Picture
Dividend Portfolio
IA Smart Beta
-4.6%
365 days
Performance
Cost
Approach
-0.13
Sharpe ratio
-0.1%
90 days
$100
Minimum investment
0.08%
Management fee
large and mid cap dividend stocks
-4.9%
365 days
Performance
Cost
Approach
-0.13
Sharpe ratio
0.6%
90 days
$100
Minimum investment
0.11%
Management fee
small and mid cap quality stocks
Capstone Global Investments Profile Picture
High Quality Small Cap
Capstone Global Investments
-6.4%
365 days
Performance
Cost
Approach
-0.17
Sharpe ratio
-6.5%
90 days
$30,000
Minimum investment
1.00%
Management fee
small cap • fundamental analysis
IA Smart Beta Profile Picture
Value Portfolio
IA Smart Beta
-6.5%
365 days
Performance
Cost
Approach
-0.17
Sharpe ratio
-1.1%
90 days
$100
Minimum investment
0.08%
Management fee
large and mid cap value stocks
-7.4%
365 days
Performance
Cost
Approach
-0.18
Sharpe ratio
-0.4%
90 days
$100
Minimum investment
0.11%
Management fee
small cap value stocks
-7.4%
365 days
Performance
Cost
Approach
-0.19
Sharpe ratio
-3.0%
90 days
$100
Minimum investment
0.11%
Management fee
small and mid cap growth stocks
Greenwich Wealth Management LLC Profile Picture
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
-8.8%
365 days
Performance
Cost
Approach
-0.20
Sharpe ratio
-2.9%
90 days
$20,000
Minimum investment
1.00%
Management fee
concentrated • macroeconomic view • conservative discounted cash flow
Sizemore Capital Profile Picture
Dividend Growth
Sizemore Capital
-7.1%
365 days
Performance
Cost
Approach
-0.21
Sharpe ratio
-3.9%
90 days
$20,000
Minimum investment
1.50%
Management fee
dividend stocks • the next decade and beyond
-11.2%
365 days
Performance
Cost
Approach
-0.28
Sharpe ratio
-12.5%
90 days
$100
Minimum investment
0.20%
Management fee
real estate • all property sectors
-11.1%
365 days
Performance
Cost
Approach
-0.28
Sharpe ratio
-4.4%
90 days
$100
Minimum investment
0.11%
Management fee
small and mid cap dividend stocks
Williams Market Analytics Profile Picture
WMA Top ESG Picks
Williams Market Analytics
-7.4%
365 days
Performance
Cost
Approach
-0.30
Sharpe ratio
-3.5%
90 days
$10,000
Minimum investment
1.50%
Management fee
concentrated • fundamental analysis • large and mid cap stocks
Financial Freedom Management LLC Profile Picture
Ivy 5 Downside Protected
Financial Freedom Management LLC
-3.1%
365 days
Performance
Cost
Approach
-0.41
Sharpe ratio
-6.5%
90 days
$15,000
Minimum investment
0.75%
Management fee
global asset allocation • Ivy league endowment strategy
FTSE Russell Profile Picture
Russell 1000 Energy
FTSE Russell
-26.1%
365 days
Performance
Cost
Approach
-0.52
Sharpe ratio
0.4%
90 days
$100
Minimum investment
0.20%
Management fee
energy • large and mid cap stocks

Recently added portfolios

These portfolios were added in the last 365 days and so we do not calculate the 365 day performance or Sharpe ratio for them.

Global X Profile Picture
China Sector
Global X
Global X believes that China warrants a more nuanced investment approach like sector investing. This portfolio provides exposure to China utilizing a segmented and processed approach with a tilt towards the growthier, “new” economy that is being driven by the shift to a consumer led economy. The ...
Performance
Cost
Approach
-
Sharpe ratio
1.1%
90 days
$100
Minimum investment
0.10%
Management fee
new consumer led businesses in China
The Global X Equity Thematic Disruptors ETF Model Portfolio is a growth-focused equity allocation portfolio using Global X and third-party ETFs.
Performance
Cost
Approach
-
Sharpe ratio
15.6%
90 days
$100
Minimum investment
0.10%
Management fee
growth and disruption • ETFs
IA Socially Responsible Investing Profile Picture
Clean Energy
IA Socially Responsible Investing
The Clean Energy Portfolio is designed to invest in US companies that are leading the transition from fossil fuels to clean energy. These companies make use of alternative energy sources, as well as efficient, renewable and clean technologies for power generation and transmission.
Performance
Cost
Approach
-
Sharpe ratio
-7.9%
90 days
$100
Minimum investment
0.11%
Management fee
good environmental score • clean energy • socially responsible investing
IA Socially Responsible Investing Profile Picture
Clean Technology
IA Socially Responsible Investing
The Clean Technology portfolio is designed to invest in US companies that develop products that directly or indirectly reduce harmful environmental impact. These products and technologies help increase energy efficiency, reduce water and energy usage, and improve the quality of air and water.
Performance
Cost
Approach
-
Sharpe ratio
0.6%
90 days
$100
Minimum investment
0.11%
Management fee
good environmental score • clean technology • socially responsible investing
IA Socially Responsible Investing Profile Picture
ESG Dividend Portfolio
IA Socially Responsible Investing
The ESG Dividend portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap high dividend stocks within the US equity market.
Performance
Cost
Approach
-
Sharpe ratio
0.3%
90 days
$100
Minimum investment
0.11%
Management fee
good ESG scores • large and mid cap dividend stocks
IA Socially Responsible Investing Profile Picture
ESG Growth Portfolio
IA Socially Responsible Investing
The ESG Growth portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap growth stocks within the US equity market.
Performance
Cost
Approach
-
Sharpe ratio
2.1%
90 days
$100
Minimum investment
0.11%
Management fee
good ESG scores • large and mid cap growth stocks
IA Socially Responsible Investing Profile Picture
ESG Quality Portfolio
IA Socially Responsible Investing
The ESG Quality portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap quality stocks within the US equity market.
Performance
Cost
Approach
-
Sharpe ratio
2.7%
90 days
$100
Minimum investment
0.11%
Management fee
good ESG scores • large and mid cap quality stocks
IA Socially Responsible Investing Profile Picture
ESG Value Portfolio
IA Socially Responsible Investing
The ESG Value portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap value stocks within the US equity market.
Performance
Cost
Approach
-
Sharpe ratio
0.4%
90 days
$100
Minimum investment
0.11%
Management fee
good ESG scores • large and mid cap value stocks
IA Socially Responsible Investing Profile Picture
Fair Labor
IA Socially Responsible Investing
The Fair Labor Portfolio is designed to invest in US companies with processes and policies in place against abusive labor practices. These companies have not been involved in any wages and working conditions controversies recently. They also have processes in place to monitor breaches in their su...
Performance
Cost
Approach
-
Sharpe ratio
6.0%
90 days
$100
Minimum investment
0.11%
Management fee
good social score • fair labor • socially responsible investing
IA Socially Responsible Investing Profile Picture
Good Business Ethics
IA Socially Responsible Investing
The Good Business Ethics Portfolio is designed to invest in US companies with a reputation for honest dealing, ethical behavior and integrity as well as a code of ethics to set standards of behavior across the workforce.
Performance
Cost
Approach
-
Sharpe ratio
1.4%
90 days
$100
Minimum investment
0.11%
Management fee
good social score • good business ethics • socially responsible investing
IA Socially Responsible Investing Profile Picture
Low Greenhouse Emissions
IA Socially Responsible Investing
The Low Greenhouse Emissions Portfolio is designed to invest in US companies that have low direct and indirect greenhouse emissions. These companies are committed to further reducing emissions and aim to have a low carbon footprint.
Performance
Cost
Approach
-
Sharpe ratio
5.9%
90 days
$100
Minimum investment
0.11%
Management fee
good environmental score • low greenhouse emissions • socially responsible investing
IA Socially Responsible Investing Profile Picture
Workforce Diversity
IA Socially Responsible Investing
The Workforce Diversity Portfolio is designed to invest in US companies paving the way for diversity and equality in the workplace.
Performance
Cost
Approach
-
Sharpe ratio
0.5%
90 days
$100
Minimum investment
0.11%
Management fee
good social score • workforce diversity • socially responsible investing
This strategy provides exposure to a diversified allocation of stocks and bonds using ETFs. It seeks to maximize potential for income while balancing capital growth on behalf of investors by overweighting bond securities relative to equities. The strategy incorporates both WisdomTree and non-Wisd...
Performance
Cost
Approach
-
Sharpe ratio
-
90 days
$100
Minimum investment
0.10%
Management fee
diversified • stocks and bonds • ETFs
WisdomTree Profile Picture
WisdomTree Moderate
WisdomTree
This strategy provides exposure to a diversified allocation of stocks and bonds using ETFs. It seeks to maximize potential for capital growth while balancing income on behalf of investors by overweighting equity securities relative to bonds. The strategy incorporates both WisdomTree and non-Wisdo...
Performance
Cost
Approach
-
Sharpe ratio
-
90 days
$100
Minimum investment
0.10%
Management fee
diversified • stocks and bonds • ETFs
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