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We provide low-cost access to well-diversified portfolios using data from industry-leading providers and our own investment team as well as a curated selection of talented investment managers who have a mandate to pursue enhanced returns. You’re always free to switch your portfolios, whenever you want, without fees or penalties.
Benefits of portfolios with us
Curated
Only registered investment advisors and hedge fund managers
Suitable
A risk score for every portfolio to ensure it is suitable for you
Monitored
Our systems and people monitor your investments
Co-invested
Traded at the same time and same price as the manager
Lower costs
0.08% to 1.5% management fee
Ease of buying
Ability to buy and sell easily online and by phone
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Sharpe ratio
Sort by:
Portfolio name Sharpe ratio Risk score Performance (365 days)
Texas Elite Advisory Profile Picture Elite Relative Value Strategy
5.0%
90 DAYS
Performance
Cost
1.47
SHARPE RATIO
16.3%
365 DAYS
Aggressive
$25,000
MINIMUM INVESTMENT
1.25%
MANAGEMENT FEE
FTSE Russell Profile Picture Russell 1000 Technology
11.2%
90 DAYS
Performance
Cost
1.30
SHARPE RATIO
29.7%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.20%
MANAGEMENT FEE
FTSE Russell Profile Picture Russell 1000 Utilities
4.8%
90 DAYS
Performance
Cost
1.29
SHARPE RATIO
16.7%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.20%
MANAGEMENT FEE
Thomson, Horstmann & Bryant Inc. Profile Picture THB Mid Cap
9.1%
90 DAYS
Performance
Cost
1.27
SHARPE RATIO
21.1%
365 DAYS
Growth plus
$22,500
MINIMUM INVESTMENT
0.75%
MANAGEMENT FEE
Cratus Capital LLC Profile Picture High Income Strategy
1.4%
90 DAYS
Performance
Cost
1.21
SHARPE RATIO
5.9%
365 DAYS
Cautious
$20,000
MINIMUM INVESTMENT
0.75%
MANAGEMENT FEE
Sizemore Capital Profile Picture Dividend Growth
5.1%
90 DAYS
Performance
Cost
1.15
SHARPE RATIO
13.1%
365 DAYS
Growth plus
$20,000
MINIMUM INVESTMENT
1.50%
MANAGEMENT FEE
State Street Global Advisors Profile Picture SSGA Moderate
3.9%
90 DAYS
Performance
Cost
1.14
SHARPE RATIO
11.6%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.10%
MANAGEMENT FEE
FTSE Russell Profile Picture Russell 1000 Financial Services
7.4%
90 DAYS
Performance
Cost
1.10
SHARPE RATIO
18.0%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.20%
MANAGEMENT FEE
FTSE Russell Profile Picture Russell 1000 Dividend Growth
6.0%
90 DAYS
Performance
Cost
1.06
SHARPE RATIO
15.4%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.20%
MANAGEMENT FEE
FTSE Russell Profile Picture FTSE NAREIT All Equity REITs
2.5%
90 DAYS
Performance
Cost
1.04
SHARPE RATIO
16.3%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.20%
MANAGEMENT FEE
FTSE Russell Profile Picture Russell Top 200
7.8%
90 DAYS
Performance
Cost
0.98
SHARPE RATIO
16.7%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.20%
MANAGEMENT FEE
Interactive Advisors Profile Picture Growth Portfolio
5.3%
90 DAYS
Performance
Cost
0.96
SHARPE RATIO
17.8%
365 DAYS
Growth
$1,000
MINIMUM INVESTMENT
0.08%
MANAGEMENT FEE
Mott Capital Management, LLC Profile Picture Thematic Growth
7.5%
90 DAYS
Performance
Cost
0.96
SHARPE RATIO
17.8%
365 DAYS
Growth plus
$20,000
MINIMUM INVESTMENT
1.50%
MANAGEMENT FEE
Elite Wealth Management Profile Picture Elite Global Strategy
7.4%
90 DAYS
Performance
Cost
0.93
SHARPE RATIO
16.4%
365 DAYS
Aggressive
$50,000
MINIMUM INVESTMENT
1.00%
MANAGEMENT FEE
Interactive Advisors Profile Picture Quality Portfolio
5.4%
90 DAYS
Performance
Cost
0.93
SHARPE RATIO
14.4%
365 DAYS
Growth
$1,000
MINIMUM INVESTMENT
0.08%
MANAGEMENT FEE
Sera Capital Management Profile Picture Financial Tales Portfolio
1.4%
90 DAYS
Performance
Cost
0.93
SHARPE RATIO
7.7%
365 DAYS
Growth
$10,000
MINIMUM INVESTMENT
1.00%
MANAGEMENT FEE
Veda Financial Profile Picture Guru Value Strategy
10.1%
90 DAYS
Performance
Cost
0.92
SHARPE RATIO
18.7%
365 DAYS
Growth plus
$10,000
MINIMUM INVESTMENT
1.50%
MANAGEMENT FEE
FTSE Russell Profile Picture Russell 1000 Producer Durables
10.1%
90 DAYS
Performance
Cost
0.91
SHARPE RATIO
17.7%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.20%
MANAGEMENT FEE
FTSE Russell Profile Picture Russell 3000 Dividend Growth
5.6%
90 DAYS
Performance
Cost
0.89
SHARPE RATIO
13.1%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.20%
MANAGEMENT FEE
Interactive Advisors Profile Picture Broad Market Portfolio
6.6%
90 DAYS
Performance
Cost
0.86
SHARPE RATIO
14.8%
365 DAYS
Growth
$1,000
MINIMUM INVESTMENT
0.08%
MANAGEMENT FEE
WisdomTree Profile Picture WisdomTree Aggressive
6.9%
90 DAYS
Performance
Cost
0.86
SHARPE RATIO
10.6%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.10%
MANAGEMENT FEE
State Street Global Advisors Profile Picture SSGA Growth
6.0%
90 DAYS
Performance
Cost
0.84
SHARPE RATIO
12.1%
365 DAYS
Aggressive
$1,000
MINIMUM INVESTMENT
0.10%
MANAGEMENT FEE
Stone Fox Capital Profile Picture Net Payout Yields
13.3%
90 DAYS
Performance
Cost
0.81
SHARPE RATIO
16.5%
365 DAYS
Growth
$20,000
MINIMUM INVESTMENT
1.00%
MANAGEMENT FEE
FTSE Russell Profile Picture Russell 1000 Consumer Discretionary
5.2%
90 DAYS
Performance
Cost
0.79
SHARPE RATIO
14.8%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.20%
MANAGEMENT FEE
WisdomTree Profile Picture WisdomTree Moderately Aggressive with Alts
4.9%
90 DAYS
Performance
Cost
0.78
SHARPE RATIO
7.6%
365 DAYS
Aggressive
$1,000
MINIMUM INVESTMENT
0.10%
MANAGEMENT FEE
Philadelphia Investment Partners Profile Picture PIP Dynamic Growth
12.1%
90 DAYS
Performance
Cost
0.77
SHARPE RATIO
13.3%
365 DAYS
Growth plus
$10,000
MINIMUM INVESTMENT
0.80%
MANAGEMENT FEE
Analytic Investment Profile Picture Focus Growth
4.8%
90 DAYS
Performance
Cost
0.74
SHARPE RATIO
14.8%
365 DAYS
Growth plus
$120,000
MINIMUM INVESTMENT
1.50%
MANAGEMENT FEE
FTSE Russell Profile Picture Russell 1000 Materials and Processing
8.8%
90 DAYS
Performance
Cost
0.74
SHARPE RATIO
14.4%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.20%
MANAGEMENT FEE
Interactive Advisors Profile Picture Dividend Portfolio
10.1%
90 DAYS
Performance
Cost
0.72
SHARPE RATIO
12.3%
365 DAYS
Growth
$1,000
MINIMUM INVESTMENT
0.08%
MANAGEMENT FEE
Capstone Global Investments Profile Picture High Quality Small Cap
15.7%
90 DAYS
Performance
Cost
0.68
SHARPE RATIO
15.7%
365 DAYS
Aggressive
$30,000
MINIMUM INVESTMENT
1.00%
MANAGEMENT FEE
Vista IM Profile Picture Core Holding
5.8%
90 DAYS
Performance
Cost
0.65
SHARPE RATIO
11.7%
365 DAYS
Growth plus
$20,000
MINIMUM INVESTMENT
0.50%
MANAGEMENT FEE
Vista IM Profile Picture Core Equity
6.6%
90 DAYS
Performance
Cost
0.62
SHARPE RATIO
11.1%
365 DAYS
Growth plus
$10,000
MINIMUM INVESTMENT
0.50%
MANAGEMENT FEE
Y H & C Investments Profile Picture Long Term GARP
0.1%
90 DAYS
Performance
Cost
0.61
SHARPE RATIO
12.0%
365 DAYS
Growth plus
$10,000
MINIMUM INVESTMENT
1.50%
MANAGEMENT FEE
Sizemore Capital Profile Picture Strategic Growth Allocation
5.0%
90 DAYS
Performance
Cost
0.58
SHARPE RATIO
7.8%
365 DAYS
Growth
$10,000
MINIMUM INVESTMENT
1.00%
MANAGEMENT FEE
Interactive Advisors Profile Picture Value Portfolio
12.6%
90 DAYS
Performance
Cost
0.54
SHARPE RATIO
11.1%
365 DAYS
Growth
$1,000
MINIMUM INVESTMENT
0.08%
MANAGEMENT FEE
FTSE Russell Profile Picture Russell 1000 Consumer Staples
1.6%
90 DAYS
Performance
Cost
0.51
SHARPE RATIO
8.0%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.20%
MANAGEMENT FEE
Crabtree Asset Mgmt Profile Picture Crabtree Technology
9.3%
90 DAYS
Performance
Cost
0.49
SHARPE RATIO
11.7%
365 DAYS
Aggressive
$30,000
MINIMUM INVESTMENT
1.00%
MANAGEMENT FEE
Crabtree Asset Mgmt Profile Picture Crabtree Small Cap Growth
6.3%
90 DAYS
Performance
Cost
0.46
SHARPE RATIO
9.0%
365 DAYS
Growth plus
$35,000
MINIMUM INVESTMENT
1.00%
MANAGEMENT FEE
Elite Wealth Management Profile Picture Tactical Long Short
4.5%
90 DAYS
Performance
Cost
0.46
SHARPE RATIO
8.5%
365 DAYS
Growth plus
$10,000
MINIMUM INVESTMENT
1.00%
MANAGEMENT FEE
Interactive Advisors Profile Picture Small Cap Dividend Portfolio
11.0%
90 DAYS
Performance
Cost
0.43
SHARPE RATIO
8.9%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.11%
MANAGEMENT FEE
Greenwich Wealth Management LLC Profile Picture US Equity All Cap Undervalued
17.2%
90 DAYS
Performance
Cost
0.42
SHARPE RATIO
11.1%
365 DAYS
Growth plus
$20,000
MINIMUM INVESTMENT
1.00%
MANAGEMENT FEE
Sparrow Capital Management Profile Picture Sparrow Unconstrained Strategy
-5.5%
90 DAYS
Performance
Cost
0.42
SHARPE RATIO
13.4%
365 DAYS
Aggressive
$50,000
MINIMUM INVESTMENT
1.00%
MANAGEMENT FEE
FTSE Russell Profile Picture Russell 1000 Health Care
4.7%
90 DAYS
Performance
Cost
0.39
SHARPE RATIO
7.7%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.20%
MANAGEMENT FEE
Interactive Advisors Profile Picture Small Cap Value Portfolio
11.1%
90 DAYS
Performance
Cost
0.37
SHARPE RATIO
8.5%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.11%
MANAGEMENT FEE
Sparrow Capital Management Profile Picture Fundamental Growth
0.5%
90 DAYS
Performance
Cost
0.33
SHARPE RATIO
9.0%
365 DAYS
Growth plus
$20,000
MINIMUM INVESTMENT
1.00%
MANAGEMENT FEE
Split Rock Profile Picture Equity Rotation Strategy
6.8%
90 DAYS
Performance
Cost
0.31
SHARPE RATIO
6.5%
365 DAYS
Aggressive
$15,000
MINIMUM INVESTMENT
1.00%
MANAGEMENT FEE
Interactive Advisors Profile Picture Small Cap Quality Portfolio
8.1%
90 DAYS
Performance
Cost
0.27
SHARPE RATIO
6.2%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.11%
MANAGEMENT FEE
Interactive Advisors Profile Picture Small Cap Growth Portfolio
6.4%
90 DAYS
Performance
Cost
0.26
SHARPE RATIO
6.4%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.11%
MANAGEMENT FEE
Interactive Advisors Profile Picture Small Cap Broad Market Portfolio
6.9%
90 DAYS
Performance
Cost
0.24
SHARPE RATIO
6.1%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.11%
MANAGEMENT FEE
Atlas Capital Profile Picture Global Downside Protected
6.5%
90 DAYS
Performance
Cost
0.21
SHARPE RATIO
3.6%
365 DAYS
Growth
$20,000
MINIMUM INVESTMENT
0.75%
MANAGEMENT FEE
Y H & C Investments Profile Picture Concentrated GARP
-0.5%
90 DAYS
Performance
Cost
0.15
SHARPE RATIO
4.0%
365 DAYS
Aggressive
$10,000
MINIMUM INVESTMENT
1.50%
MANAGEMENT FEE
Atlas Capital Profile Picture MergerArb
-1.2%
90 DAYS
Performance
Cost
0.02
SHARPE RATIO
1.7%
365 DAYS
Aggressive
$10,000
MINIMUM INVESTMENT
1.00%
MANAGEMENT FEE
Sparrow Capital Management Profile Picture Freedland Healthcare
1.4%
90 DAYS
Performance
Cost
-0.04
SHARPE RATIO
0.7%
365 DAYS
Aggressive
$20,000
MINIMUM INVESTMENT
1.00%
MANAGEMENT FEE
FTSE Russell Profile Picture Russell 1000 Energy
5.1%
90 DAYS
Performance
Cost
-0.44
SHARPE RATIO
-8.1%
365 DAYS
Growth plus
$1,000
MINIMUM INVESTMENT
0.20%
MANAGEMENT FEE
Financial Freedom Management LLC Profile Picture Ivy 5 Downside Protected
-1.2%
90 DAYS
Performance
Cost
-0.53
SHARPE RATIO
-0.9%
365 DAYS
Growth
$15,000
MINIMUM INVESTMENT
0.75%
MANAGEMENT FEE
Williams Market Analytics Profile Picture WMA Top Picks
-0.7%
90 DAYS
Performance
Cost
-1.19
SHARPE RATIO
-4.6%
365 DAYS
Growth plus
$10,000
MINIMUM INVESTMENT
1.50%
MANAGEMENT FEE
Recently added portfolios
These portfolios were added within the last 365 days and as a result we do not calculate performance metrics for them.
Clearbrook Capital Advisors Profile Picture Undervalued Opportunities
Performance
Cost
Insufficient data
Speculative
$20,000
MINIMUM INVESTMENT
1.50%
MANAGEMENT FEE
Global X Profile Picture China Sector
Performance
Cost
Insufficient data
Aggressive
$1,000
MINIMUM INVESTMENT
0.10%
MANAGEMENT FEE
Global X Profile Picture Thematic Disruptors
Performance
Cost
Insufficient data
Aggressive
$1,000
MINIMUM INVESTMENT
0.10%
MANAGEMENT FEE
Interactive Advisors Profile Picture ESG Broad Market Portfolio
Performance
Cost
Insufficient data
Growth
$1,000
MINIMUM INVESTMENT
0.11%
MANAGEMENT FEE
Interactive Advisors Profile Picture ESG Dividend Portfolio
Performance
Cost
Insufficient data
Growth
$1,000
MINIMUM INVESTMENT
0.11%
MANAGEMENT FEE
Interactive Advisors Profile Picture ESG Growth Portfolio
Performance
Cost
Insufficient data
Growth
$1,000
MINIMUM INVESTMENT
0.11%
MANAGEMENT FEE
Interactive Advisors Profile Picture ESG Quality Portfolio
Performance
Cost
Insufficient data
Growth
$1,000
MINIMUM INVESTMENT
0.11%
MANAGEMENT FEE
Interactive Advisors Profile Picture ESG Value Portfolio
Performance
Cost
Insufficient data
Growth
$1,000
MINIMUM INVESTMENT
0.11%
MANAGEMENT FEE
Lakeland Wealth Management Profile Picture Long Term Value
Performance
Cost
Insufficient data
Aggressive
$20,000
MINIMUM INVESTMENT
0.50%
MANAGEMENT FEE
Legg Mason Profile Picture Global Growth and Income
Performance
Cost
Insufficient data
Growth plus
$1,000
MINIMUM INVESTMENT
0.10%
MANAGEMENT FEE
Stoken Asset Management Profile Picture Stoken Tactical Adaptive Strategy
Performance
Cost
Insufficient data
Cautious
$10,000
MINIMUM INVESTMENT
0.75%
MANAGEMENT FEE
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