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Analytic Investment
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Atlas Capital
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Crabtree Asset Mgmt
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Cratus Capital LLC
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FTSE Russell
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Y H & C Investments
Sort by:
Performance: High to low
Performance: Low to high
Manager name: A to Z
Manager name: Z to A
Risk score: High to low
Risk score: Low to high
Sharpe ratio: High to low
Sharpe ratio: Low to high
Clearbrook Capital Advisors Profile Picture
Undervalued Opportunities
Clearbrook Capital Advisors
131.1%
365 days
Sharpe ratio: 4.84
Minimum investment
$20,000
Management fee
1.50%
  • Fundamental analysis
  • Concentrated exposure
Learn more
Lakeland Wealth Management Profile Picture
Long Term Value
Lakeland Wealth Management
81.4%
365 days
Sharpe ratio: 3.88
Minimum investment
$500
Management fee
0.50%
  • Long term
  • Competitive advantage
Learn more
Greenwich Wealth Management LLC Profile Picture
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
116.2%
365 days
Sharpe ratio: 3.55
Minimum investment
$20,000
Management fee
1.00%
  • Concentrated
  • Macroeconomic view
  • Conservative
Learn more
Cratus Capital LLC Profile Picture
High Income
Cratus Capital LLC
28.8%
365 days
Sharpe ratio: 3.54
Minimum investment
$500
Management fee
0.75%
  • Low volatility
  • Bond ETFs
  • Small and mid cap stocks
Learn more
FTSE Russell Profile Picture
Basic Materials
FTSE Russell
81.9%
365 days
Sharpe ratio: 3.50
Minimum investment
$100
Management fee
0.20%
  • Raw materials
  • Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Financial Services
FTSE Russell
80.4%
365 days
Sharpe ratio: 3.44
Minimum investment
$100
Management fee
0.20%
  • Financial services
  • Large and mid cap stocks
Learn more
IA Smart Beta Profile Picture
Small Cap Broad Market
IA Smart Beta
90.8%
365 days
Sharpe ratio: 3.40
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap stocks
Learn more
FTSE Russell Profile Picture
Russell 1000 Dividend Growth
FTSE Russell
60.3%
365 days
Sharpe ratio: 3.33
Minimum investment
$100
Management fee
0.20%
  • Large and mid cap growth stocks
Learn more
IA Smart Beta Profile Picture
Small Cap Value
IA Smart Beta
111.9%
365 days
Sharpe ratio: 3.31
Minimum investment
$100
Management fee
0.11%
  • Small cap value stocks
Learn more
FTSE Russell Profile Picture
Industrials
FTSE Russell
71.7%
365 days
Sharpe ratio: 3.26
Minimum investment
$100
Management fee
0.20%
  • Industrials
  • Large and mid cap stocks
Learn more
Stone Fox Capital Profile Picture
Net Payout Yields
Stone Fox Capital
79.6%
365 days
Sharpe ratio: 3.22
Minimum investment
$1,000
Management fee
1.00%
  • Conservative
  • Large cap or stock buybacks
Learn more
IA Smart Beta Profile Picture
Value
IA Smart Beta
84.1%
365 days
Sharpe ratio: 3.19
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap value stocks
Learn more
IA Smart Beta Profile Picture
Small Cap Quality
IA Smart Beta
83.7%
365 days
Sharpe ratio: 3.10
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap quality stocks
Learn more
IA Smart Beta Profile Picture
Broad Market
IA Smart Beta
56.2%
365 days
Sharpe ratio: 3.06
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Russell 3000 Dividend Growth
FTSE Russell
60.8%
365 days
Sharpe ratio: 3.05
Minimum investment
$100
Management fee
0.20%
  • All cap growth stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Broad Market
IA Socially Responsible Investing
56.4%
365 days
Sharpe ratio: 3.05
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap stocks
Learn more
Crabtree Asset Mgmt Profile Picture
Technology
Crabtree Asset Mgmt
80.8%
365 days
Sharpe ratio: 3.04
Minimum investment
$30,000
Management fee
1.00%
  • Science and technology
  • Fundamental analysis
Learn more
State Street Global Advisors Profile Picture
Growth
State Street Global Advisors
47.9%
365 days
Sharpe ratio: 3.01
Minimum investment
$100
Management fee
0.10%
  • Tactical asset allocation
  • Index ETFs
Learn more
Crabtree Asset Mgmt Profile Picture
Small Cap Growth
Crabtree Asset Mgmt
73.5%
365 days
Sharpe ratio: 2.99
Minimum investment
$1,000
Management fee
1.00%
  • Fundamental analysis
  • Small cap stocks and ADRs
Learn more
IA Smart Beta Profile Picture
Dividend
IA Smart Beta
67.1%
365 days
Sharpe ratio: 2.98
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap dividend stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Value
IA Socially Responsible Investing
64.7%
365 days
Sharpe ratio: 2.98
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap value stocks
Learn more
IA Smart Beta Profile Picture
Quality
IA Smart Beta
51.0%
365 days
Sharpe ratio: 2.95
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap quality stocks
Learn more
Legg Mason Profile Picture
Global Growth and Income
Legg Mason
30.0%
365 days
Sharpe ratio: 2.94
Minimum investment
$100
Management fee
0.10%
  • Diversified equity
  • ETFs
Learn more
WisdomTree Profile Picture
Aggressive
WisdomTree
38.8%
365 days
Sharpe ratio: 2.90
Minimum investment
$100
Management fee
0.10%
  • Diversified
  • Stocks and bonds
  • ETFs
Learn more
FTSE Russell Profile Picture
Consumer Discretionary
FTSE Russell
56.6%
365 days
Sharpe ratio: 2.85
Minimum investment
$100
Management fee
0.20%
  • Consumer discretionary
  • Large and mid cap stocks
Learn more
WisdomTree Profile Picture
Moderately Aggressive
WisdomTree
29.1%
365 days
Sharpe ratio: 2.85
Minimum investment
$100
Management fee
0.10%
  • Alternatives
  • Stocks and bonds
  • ETFs
Learn more
Y H & C Investments Profile Picture
Concentrated GARP
Y H & C Investments
92.2%
365 days
Sharpe ratio: 2.85
Minimum investment
$10,000
Management fee
1.50%
  • Fundamental analysis
  • Corporate events
  • Arbitrage
Learn more
Y H & C Investments Profile Picture
Long Term GARP
Y H & C Investments
59.0%
365 days
Sharpe ratio: 2.85
Minimum investment
$10,000
Management fee
1.50%
  • Fundamental analysis
  • Strategic advantages
Learn more
IA Socially Responsible Investing Profile Picture
ESG Dividend
IA Socially Responsible Investing
53.5%
365 days
Sharpe ratio: 2.83
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap dividend stocks
Learn more
State Street Global Advisors Profile Picture
Moderate
State Street Global Advisors
32.3%
365 days
Sharpe ratio: 2.82
Minimum investment
$100
Management fee
0.10%
  • Tactical asset allocation
  • Index ETFs
Learn more
IA Socially Responsible Investing Profile Picture
ESG Quality
IA Socially Responsible Investing
48.9%
365 days
Sharpe ratio: 2.79
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap quality stocks
Learn more
IA Smart Beta Profile Picture
Small Cap Dividend
IA Smart Beta
89.8%
365 days
Sharpe ratio: 2.78
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap dividend stocks
Learn more
WisdomTree Profile Picture
Moderate
WisdomTree
28.9%
365 days
Sharpe ratio: 2.77
Minimum investment
$100
Management fee
0.10%
  • Diversified
  • Stocks and bonds
  • ETFs
Learn more
FTSE Russell Profile Picture
Top 200
FTSE Russell
46.3%
365 days
Sharpe ratio: 2.61
Minimum investment
$100
Management fee
0.20%
  • Large cap stocks
Learn more
IA Smart Beta Profile Picture
Small Cap Growth
IA Smart Beta
64.3%
365 days
Sharpe ratio: 2.50
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap growth stocks
Learn more
Sera Capital Management Profile Picture
Financial Tales
Sera Capital Management
23.6%
365 days
Sharpe ratio: 2.48
Minimum investment
$10,000
Management fee
1.00%
  • Global tactical strategy
  • Undervalued assets
Learn more
WisdomTree Profile Picture
Conservative
WisdomTree
10.4%
365 days
Sharpe ratio: 2.34
Minimum investment
$100
Management fee
0.10%
  • Diversified
  • Stocks and bonds
  • ETFs
Learn more
IA Smart Beta Profile Picture
Growth
IA Smart Beta
40.6%
365 days
Sharpe ratio: 2.31
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap growth stocks
Learn more
Sizemore Capital Profile Picture
Dividend Growth
Sizemore Capital
45.1%
365 days
Sharpe ratio: 2.31
Minimum investment
$5,000
Management fee
1.50%
  • Dividend stocks
  • The next decade and beyond
Learn more
Mott Capital Management, LLC Profile Picture
Thematic Growth
Mott Capital Management, LLC
36.8%
365 days
Sharpe ratio: 2.27
Minimum investment
$5,000
Management fee
1.00%
  • Generational and demographic shifts
  • 4 to 5 themes
Learn more
IA Socially Responsible Investing Profile Picture
ESG Growth
IA Socially Responsible Investing
37.1%
365 days
Sharpe ratio: 2.26
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap growth stocks
Learn more
Split Rock Profile Picture
Equity Rotation
Split Rock
52.9%
365 days
Sharpe ratio: 2.25
Minimum investment
$100
Management fee
1.00%
  • Economic cycle
  • Geopolitical events
Learn more
Global X Profile Picture
Thematic Disruptors
Global X
51.9%
365 days
Sharpe ratio: 2.24
Minimum investment
$100
Management fee
0.10%
  • Growth and disruption
  • ETFs
Learn more
Atlas Capital Profile Picture
Global Downside Protected
Atlas Capital
31.3%
365 days
Sharpe ratio: 2.22
Minimum investment
$20,000
Management fee
0.75%
  • Global equity
  • Risk management focus
Learn more
FTSE Russell Profile Picture
Consumer Staples
FTSE Russell
29.6%
365 days
Sharpe ratio: 2.08
Minimum investment
$100
Management fee
0.20%
  • Consumer staples
  • Large and mid cap stocks
Learn more
Texas Elite Advisory Profile Picture
Relative Value
Texas Elite Advisory
33.6%
365 days
Sharpe ratio: 2.05
Minimum investment
$1,000
Management fee
1.25%
  • Value investing
  • Fundamental analysis
Learn more
FTSE Russell Profile Picture
Technology
FTSE Russell
50.0%
365 days
Sharpe ratio: 1.99
Minimum investment
$100
Management fee
0.20%
  • Technology
  • Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Real Estate
FTSE Russell
43.4%
365 days
Sharpe ratio: 1.93
Minimum investment
$100
Management fee
0.20%
  • Real estate
  • Large and mid cap stocks
Learn more
Global X Profile Picture
China Sector
Global X
43.4%
365 days
Sharpe ratio: 1.87
Minimum investment
$100
Management fee
0.10%
  • New consumer led businesses
  • China
Learn more
Elite Wealth Management Profile Picture
Tactical ETF
Elite Wealth Management
29.1%
365 days
Sharpe ratio: 1.77
Minimum investment
$10,000
Management fee
1.00%
  • Technical trading
  • Actively trade index ETFs
Learn more
Philadelphia Investment Partners Profile Picture
PIP Dynamic Growth
Philadelphia Investment Partners
33.3%
365 days
Sharpe ratio: 1.65
Minimum investment
$500
Management fee
0.80%
  • Proprietary asset allocation
Learn more
FTSE Russell Profile Picture
Health Care
FTSE Russell
24.9%
365 days
Sharpe ratio: 1.55
Minimum investment
$100
Management fee
0.20%
  • Medical and healthcare
  • Large and mid cap stocks
Learn more
Veda Financial Profile Picture
Guru Value
Veda Financial
36.3%
365 days
Sharpe ratio: 1.55
Minimum investment
$10,000
Management fee
1.50%
  • Fundamental analysis
  • Competitive advantages
Learn more
Sparrow Capital Management Profile Picture
Freedland Healthcare
Sparrow Capital Management
38.3%
365 days
Sharpe ratio: 1.53
Minimum investment
$500
Management fee
1.00%
  • Healthcare
  • Medical technology
Learn more
FTSE Russell Profile Picture
Energy
FTSE Russell
55.5%
365 days
Sharpe ratio: 1.40
Minimum investment
$100
Management fee
0.20%
  • Energy
  • Large and mid cap stocks
Learn more
Sparrow Capital Management Profile Picture
Unconstrained
Sparrow Capital Management
47.0%
365 days
Sharpe ratio: 1.36
Minimum investment
$500
Management fee
1.00%
  • Across sectors
  • Market capitalization ranges
Learn more
Sparrow Capital Management Profile Picture
Fundamental Growth
Sparrow Capital Management
38.8%
365 days
Sharpe ratio: 1.30
Minimum investment
$500
Management fee
1.00%
  • Fundamental analysis
  • Growth over economic cycles
Learn more
Analytic Investment Profile Picture
Focus Growth
Analytic Investment
37.1%
365 days
Sharpe ratio: 1.12
Minimum investment
$20,000
Management fee
1.50%
  • Aggressive
  • Identify mispriced large cap stocks
Learn more
FTSE Russell Profile Picture
Utilities
FTSE Russell
18.0%
365 days
Sharpe ratio: 1.06
Minimum investment
$100
Management fee
0.20%
  • Utilities
  • Large and mid cap stocks
Learn more
Elite Wealth Management Profile Picture
Global
Elite Wealth Management
19.8%
365 days
Sharpe ratio: 1.02
Minimum investment
$50,000
Management fee
1.00%
  • Tactical investing
  • Domestic and international
Learn more
Stoken Asset Management Profile Picture
Tactical Adaptive
Stoken Asset Management
8.6%
365 days
Sharpe ratio: 0.86
Minimum investment
$500
Management fee
0.75%
  • Active
  • Across a whole market cycle
Learn more
Financial Freedom Management LLC Profile Picture
Ivy 5 Downside Protected
Financial Freedom Management LLC
-6.8%
365 days
Sharpe ratio: -1.07
Minimum investment
$500
Management fee
0.75%
  • Global asset allocation
  • Ivy league endowment strategy
Learn more

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.

FTSE Russell Profile Picture
Telecommunications
FTSE Russell
22.1%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.20%
  • Telecommunications
  • Large and mid cap stocks
Learn more
Global X Profile Picture
Digital Innovation
Global X
-5.5%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
  • Digital innovation
  • ETFs
Learn more
Global X Profile Picture
Equity Sector and Themes
Global X
1.0%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
  • Equity themes
  • ETFs
Learn more
IA Socially Responsible Investing Profile Picture
Clean Air
IA Socially Responsible Investing
30.8%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Reduce emissions
  • Sustainable energy
  • Low carbon
Learn more
IA Socially Responsible Investing Profile Picture
Company Transparency
IA Socially Responsible Investing
30.3%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Protect clients
  • Safety and labelling
  • Data security
Learn more
IA Socially Responsible Investing Profile Picture
Customer Safety
IA Socially Responsible Investing
43.0%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Privacy and safety
  • Product access
  • Good practices
Learn more
IA Socially Responsible Investing Profile Picture
Ethical Leadership
IA Socially Responsible Investing
54.2%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Good corporate governance
  • Resolve conflicts well
Learn more
IA Socially Responsible Investing Profile Picture
Fair Labor & Thriving Communities
IA Socially Responsible Investing
43.0%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Societal and workforce care
  • Diverse and equal
Learn more
IA Socially Responsible Investing Profile Picture
Gender Equality
IA Socially Responsible Investing
44.8%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Gender parity
  • Recruiting and promotion of women
Learn more
IA Socially Responsible Investing Profile Picture
LGBTQ Inclusion
IA Socially Responsible Investing
38.9%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Diverse and equal
  • LGBTQ focus
Learn more
IA Socially Responsible Investing Profile Picture
Land Health
IA Socially Responsible Investing
28.6%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Reduce harmful land waste
  • Safe disposal
Learn more
IA Socially Responsible Investing Profile Picture
Mindful Business Models
IA Socially Responsible Investing
45.8%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Towards lower carbon
  • Towards climate friendly
Learn more
IA Socially Responsible Investing Profile Picture
Ocean Life
IA Socially Responsible Investing
33.1%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Manage water use
  • Value marine life
Learn more
IA Socially Responsible Investing Profile Picture
Pure Water
IA Socially Responsible Investing
35.2%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Manage water use
  • Avoid contamination
Learn more
IA Socially Responsible Investing Profile Picture
Racial Equality
IA Socially Responsible Investing
38.4%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Diverse and equal
  • All ethnicities
Learn more
IA Socially Responsible Investing Profile Picture
Sustainable Product Lifecycle
IA Socially Responsible Investing
54.2%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Quality and safety
  • Materials
  • Entire supply chain
Learn more
Sizemore Capital Profile Picture
Adaptive Asset Allocation
Sizemore Capital
8.3%
Since inception
Sharpe ratio: -
Minimum investment
$5,000
Management fee
1.50%
  • Adaptive asset allocation
Learn more
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