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Sharpe ratio
Clearbrook Capital Advisors Profile Picture
Undervalued Opportunities
Clearbrook Capital Advisors
131.5%
365 days
Sharpe ratio: 3.14
Minimum investment
$20,000
Management fee
1.50%
  • Fundamental analysis
  • Concentrated exposure
Sparrow Capital Management Profile Picture
Unconstrained
Sparrow Capital Management
47.1%
365 days
Sharpe ratio: 1.23
Minimum investment
$50,000
Management fee
1.00%
  • Across market sectors
  • Industries and market capitalization ranges
FTSE Russell Profile Picture
Technology
FTSE Russell
40.3%
365 days
Sharpe ratio: 1.09
Minimum investment
$100
Management fee
0.20%
  • Technology
  • Large and mid cap stocks
Elite Wealth Management Profile Picture
Global
Elite Wealth Management
19.6%
365 days
Sharpe ratio: 1.04
Minimum investment
$50,000
Management fee
1.00%
  • Diversified
  • Tactical investing
  • Domestic and international
Global X Profile Picture
China Sector
Global X
28.3%
365 days
Sharpe ratio: 1.00
Minimum investment
$100
Management fee
0.10%
  • New consumer led businesses in China
Sparrow Capital Management Profile Picture
Fundamental Growth
Sparrow Capital Management
34.7%
365 days
Sharpe ratio: 0.96
Minimum investment
$20,000
Management fee
1.00%
  • Fundamental analysis
  • Growth over multiple economic cycles
30.5%
365 days
Sharpe ratio: 0.94
Minimum investment
$100
Management fee
0.10%
  • Growth and disruption
  • ETFs
Stoken Asset Management Profile Picture
Tactical Adaptive
Stoken Asset Management
9.4%
365 days
Sharpe ratio: 0.93
Minimum investment
$10,000
Management fee
0.75%
  • Active combined asset strategy
  • Across a whole market cycle
Analytic Investment Profile Picture
Focus Growth
Analytic Investment
26.2%
365 days
Sharpe ratio: 0.79
Minimum investment
$60,000
Management fee
1.50%
  • Aggressive
  • Computer algorithms to identify mispriced large cap stocks
Sparrow Capital Management Profile Picture
Freedland Healthcare
Sparrow Capital Management
25.5%
365 days
Sharpe ratio: 0.76
Minimum investment
$20,000
Management fee
1.00%
  • Healthcare
  • Medical technology
  • Mostly mid cap stocks
FTSE Russell Profile Picture
Consumer Discretionary
FTSE Russell
21.3%
365 days
Sharpe ratio: 0.68
Minimum investment
$100
Management fee
0.20%
  • Consumer discretionary
  • Large and mid cap stocks
Mott Capital Management, LLC Profile Picture
Thematic Growth
Mott Capital Management, LLC
19.8%
365 days
Sharpe ratio: 0.67
Minimum investment
$20,000
Management fee
1.00%
  • Generational and demographic shifts
  • 4 to 5 themes
  • 3 to 5 year time horizon
FTSE Russell Profile Picture
Health Care
FTSE Russell
19.3%
365 days
Sharpe ratio: 0.65
Minimum investment
$100
Management fee
0.20%
  • Medical and healthcare
  • Large and mid cap stocks
Split Rock Profile Picture
Equity Rotation
Split Rock
19.7%
365 days
Sharpe ratio: 0.60
Minimum investment
$15,000
Management fee
1.00%
  • Economic cycle
  • Geopolitical events
  • Fundamental analysis
Veda Financial Profile Picture
Guru Value
Veda Financial
17.2%
365 days
Sharpe ratio: 0.53
Minimum investment
$10,000
Management fee
1.50%
  • Fundamental analysis
  • Competitive advantages
  • Market opportunity
FTSE Russell Profile Picture
Top 200
FTSE Russell
16.0%
365 days
Sharpe ratio: 0.48
Minimum investment
$100
Management fee
0.20%
  • Large cap stocks
Thomson, Horstmann & Bryant Inc. Profile Picture
Mid Cap
Thomson, Horstmann & Bryant Inc.
14.4%
365 days
Sharpe ratio: 0.43
Minimum investment
$22,500
Management fee
0.75%
  • Concentrated
  • Long term view
  • Fundamental analysis
  • Mid cap stocks
5.0%
365 days
Sharpe ratio: 0.40
Minimum investment
$20,000
Management fee
0.75%
  • Global equity
  • Risk management focus
Crabtree Asset Mgmt Profile Picture
Small Cap Growth
Crabtree Asset Mgmt
13.0%
365 days
Sharpe ratio: 0.40
Minimum investment
$35,000
Management fee
1.00%
  • Fundamental analysis
  • Small cap stocks and ADRs
7.1%
365 days
Sharpe ratio: 0.40
Minimum investment
$100
Management fee
0.10%
  • Alternatives
  • Stocks and bonds
  • ETFs
Lakeland Wealth Management Profile Picture
Long Term Value
Lakeland Wealth Management
13.9%
365 days
Sharpe ratio: 0.39
Minimum investment
$20,000
Management fee
0.50%
  • Business with competitive advantage over the long term
Philadelphia Investment Partners Profile Picture
PIP Dynamic Growth
Philadelphia Investment Partners
11.6%
365 days
Sharpe ratio: 0.36
Minimum investment
$10,000
Management fee
0.80%
  • Proprietary asset allocation
State Street Global Advisors Profile Picture
Moderate
State Street Global Advisors
5.7%
365 days
Sharpe ratio: 0.26
Minimum investment
$100
Management fee
0.10%
  • Tactical asset allocation
  • Index ETFs
Sera Capital Management Profile Picture
Financial Tales
Sera Capital Management
3.0%
365 days
Sharpe ratio: 0.21
Minimum investment
$10,000
Management fee
1.00%
  • Global tactical strategy
  • Undervalued asset classes
  • Risk management focus
Elite Wealth Management Profile Picture
Tactical ETF
Elite Wealth Management
3.7%
365 days
Sharpe ratio: 0.20
Minimum investment
$10,000
Management fee
1.00%
  • Technical trading
  • Actively trade index ETFs
FTSE Russell Profile Picture
Consumer Staples
FTSE Russell
5.8%
365 days
Sharpe ratio: 0.20
Minimum investment
$100
Management fee
0.20%
  • Consumer staples
  • Large and mid cap stocks
IA Smart Beta Profile Picture
Broad Market
IA Smart Beta
7.0%
365 days
Sharpe ratio: 0.20
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap stocks
WisdomTree Profile Picture
Aggressive
WisdomTree
5.0%
365 days
Sharpe ratio: 0.20
Minimum investment
$100
Management fee
0.10%
  • Diversified, stocks and bonds, ETFs
3.7%
365 days
Sharpe ratio: 0.19
Minimum investment
$100
Management fee
0.10%
  • Diversified equity
  • Balancing growth
  • Income and risk
  • ETFs
IA Smart Beta Profile Picture
Growth
IA Smart Beta
6.2%
365 days
Sharpe ratio: 0.18
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap growth stocks
6.2%
365 days
Sharpe ratio: 0.17
Minimum investment
$100
Management fee
0.20%
  • Extract or process raw materials
  • Large and mid cap stocks
Financial Freedom Management LLC Profile Picture
Ivy 5 Downside Protected
Financial Freedom Management LLC
1.5%
365 days
Sharpe ratio: 0.17
Minimum investment
$15,000
Management fee
0.75%
  • Global asset allocation
  • Ivy league endowment strategy
Crabtree Asset Mgmt Profile Picture
Technology
Crabtree Asset Mgmt
5.9%
365 days
Sharpe ratio: 0.16
Minimum investment
$30,000
Management fee
1.00%
  • Science and technology
  • Fundamental analysis
  • Stocks and ADRs
Cratus Capital LLC Profile Picture
High Income
Cratus Capital LLC
3.0%
365 days
Sharpe ratio: 0.16
Minimum investment
$20,000
Management fee
0.75%
  • Low volatility
  • Bond ETFs
  • Small and mid cap dividend stocks
IA Socially Responsible Investing Profile Picture
ESG Broad Market
IA Socially Responsible Investing
5.7%
365 days
Sharpe ratio: 0.16
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap stocks
State Street Global Advisors Profile Picture
Growth
State Street Global Advisors
4.7%
365 days
Sharpe ratio: 0.16
Minimum investment
$100
Management fee
0.10%
  • Tactical asset allocation
  • Index ETFs
IA Socially Responsible Investing Profile Picture
ESG Growth
IA Socially Responsible Investing
3.7%
365 days
Sharpe ratio: 0.11
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap growth stocks
Y H & C Investments Profile Picture
Concentrated GARP
Y H & C Investments
4.1%
365 days
Sharpe ratio: 0.10
Minimum investment
$10,000
Management fee
1.50%
  • Fundamental analysis
  • Corporate events
  • Arbitrage
IA Socially Responsible Investing Profile Picture
ESG Quality
IA Socially Responsible Investing
3.3%
365 days
Sharpe ratio: 0.09
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap quality stocks
2.9%
365 days
Sharpe ratio: 0.08
Minimum investment
$100
Management fee
0.20%
  • Large and mid cap growth stocks
IA Smart Beta Profile Picture
Quality
IA Smart Beta
2.4%
365 days
Sharpe ratio: 0.07
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap quality stocks
FTSE Russell Profile Picture
Utilities
FTSE Russell
1.6%
365 days
Sharpe ratio: 0.05
Minimum investment
$100
Management fee
0.20%
  • Utilities
  • Large and mid cap stocks
Y H & C Investments Profile Picture
Long Term GARP
Y H & C Investments
1.3%
365 days
Sharpe ratio: 0.03
Minimum investment
$10,000
Management fee
1.50%
  • Fundamental analysis
  • Strategic competitive advantages
-1.5%
365 days
Sharpe ratio: -0.04
Minimum investment
$100
Management fee
0.20%
  • All cap growth stocks
FTSE Russell Profile Picture
Producer Durables
FTSE Russell
-4.1%
365 days
Sharpe ratio: -0.11
Minimum investment
$100
Management fee
0.20%
  • Producer durables
  • Large and mid cap stocks
IA Smart Beta Profile Picture
Small Cap Broad Market
IA Smart Beta
-4.3%
365 days
Sharpe ratio: -0.11
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap stocks
FTSE Russell Profile Picture
Financial Services
FTSE Russell
-5.0%
365 days
Sharpe ratio: -0.12
Minimum investment
$100
Management fee
0.20%
  • Financial services
  • Large and mid cap stocks
IA Socially Responsible Investing Profile Picture
ESG Dividend
IA Socially Responsible Investing
-5.1%
365 days
Sharpe ratio: -0.14
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap dividend stocks
Stone Fox Capital Profile Picture
Net Payout Yields
Stone Fox Capital
-7.8%
365 days
Sharpe ratio: -0.19
Minimum investment
$20,000
Management fee
1.00%
  • Conservative
  • Large cap dividend stocks or stock buybacks
Texas Elite Advisory Profile Picture
Relative Value
Texas Elite Advisory
-4.9%
365 days
Sharpe ratio: -0.19
Minimum investment
$5,000
Management fee
1.25%
  • Value investing
  • Fundamental analysis
IA Socially Responsible Investing Profile Picture
ESG Value
IA Socially Responsible Investing
-7.7%
365 days
Sharpe ratio: -0.20
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap value stocks
IA Smart Beta Profile Picture
Small Cap Quality
IA Smart Beta
-9.1%
365 days
Sharpe ratio: -0.22
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap quality stocks
IA Smart Beta Profile Picture
Dividend
IA Smart Beta
-8.8%
365 days
Sharpe ratio: -0.23
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap dividend stocks
Greenwich Wealth Management LLC Profile Picture
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
-12.2%
365 days
Sharpe ratio: -0.26
Minimum investment
$20,000
Management fee
1.00%
  • Concentrated
  • Macroeconomic view
  • Conservative discounted cash flow
IA Smart Beta Profile Picture
Small Cap Growth
IA Smart Beta
-10.8%
365 days
Sharpe ratio: -0.26
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap growth stocks
-11.3%
365 days
Sharpe ratio: -0.27
Minimum investment
$100
Management fee
0.20%
  • Real estate
  • All property sectors
Williams Market Analytics Profile Picture
Top ESG Picks
Williams Market Analytics
-6.8%
365 days
Sharpe ratio: -0.27
Minimum investment
$10,000
Management fee
1.50%
  • Concentrated
  • Fundamental analysis
  • Large and mid cap stocks
IA Smart Beta Profile Picture
Value
IA Smart Beta
-11.9%
365 days
Sharpe ratio: -0.29
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap value stocks
IA Smart Beta Profile Picture
Small Cap Value
IA Smart Beta
-15.6%
365 days
Sharpe ratio: -0.34
Minimum investment
$100
Management fee
0.11%
  • Small cap value stocks
IA Smart Beta Profile Picture
Small Cap Dividend
IA Smart Beta
-18.6%
365 days
Sharpe ratio: -0.43
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap dividend stocks
Sizemore Capital Profile Picture
Dividend Growth
Sizemore Capital
-17.4%
365 days
Sharpe ratio: -0.49
Minimum investment
$20,000
Management fee
1.50%
  • Dividend stocks
  • The next decade and beyond
FTSE Russell Profile Picture
Energy
FTSE Russell
-36.2%
365 days
Sharpe ratio: -0.67
Minimum investment
$100
Management fee
0.20%
  • 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.

IA Socially Responsible Investing Profile Picture
Clean Air
IA Socially Responsible Investing
The Clean Air Portfolio is designed to invest in environmentally conscious companies that are committed to reducing emissions and aim to have a low carbon footprint.
Minimum investment
$100
Management fee
0.11%
  • Environmentally conscious companies
  • Emission reduction
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Company Transparency
IA Socially Responsible Investing
The Company Transparency Portfolio is designed to invest in companies that care about customer welfare, data security and follow best practices regarding product safety, quality and product labeling.
Minimum investment
$100
Management fee
0.11%
  • Good governance
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Customer Safety
IA Socially Responsible Investing
The Customer Safety Portfolio is designed to invest in companies that care about customer privacy and safety, product access and affordability, product quality and safety, and follow good selling practices.
Minimum investment
$100
Management fee
0.11%
  • Good governance
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Ethical Leadership
IA Socially Responsible Investing
The Ethical Leadership Portfolio is designed to invest in companies that follow best practice corporate governance principles and provides equal treatment of shareholders. We include companies with above-average leadership and governance composite scores
Minimum investment
$100
Management fee
0.11%
  • Good governance
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Fair Labor & Thriving Communities
IA Socially Responsible Investing
The Fair Labor & Thriving Communities Portfolio is designed to invest in companies that maintain diverse and equal opportunities, and development opportunities for their workforce. We include in this portfolio companies that care about upholding fair labor standards, maintain a safe and healthy w...
Minimum investment
$100
Management fee
0.11%
  • Social justice
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Gender Equality
IA Socially Responsible Investing
The Gender Equality Portfolio is designed to invest in companies that maintain diverse and equal opportunities, and development opportunities for their workforce. We include in this portfolio companies that focus on culture and hiring and promotion practices that embrace the building of a divers...
Minimum investment
$100
Management fee
0.11%
  • Social justice
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
LGBTQ Inclusion
IA Socially Responsible Investing
The LGBTQ Portfolio is designed to invest in companies that maintain diverse and equal opportunities, and development opportunities for its workforce. We include companies that focus on culture and hiring and promotion practices that embrace the building of a diverse and inclusive workforce.
Minimum investment
$100
Management fee
0.11%
  • Social justice
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Land Health
IA Socially Responsible Investing
The Land Health Portfolio is designed to invest in companies that have the capacity to reduce the use of materials, energy or water, and to find more eco-efficient solutions by improving supply chain management. We invest in companies that are environmentally innovative and reduce environmental c...
Minimum investment
$100
Management fee
0.11%
  • Environmentally conscious companies
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Mindful Business Models
IA Socially Responsible Investing
The Mindful Business Portfolio is designed to invest in companies that display business model resilience and are committed to being good corporate citizens. We include in this portfolio companies that are able to adapt to physical impacts of climate change and are able to comply with relevant reg...
Minimum investment
$100
Management fee
0.11%
  • Good governance
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Ocean Life
IA Socially Responsible Investing
The Ocean Life Portfolio is designed to invest in companies that have the capacity to reduce the use of materials, energy or water, and to find more eco-efficient solutions by improving supply chain management. We include companies that provide critical risk management in order to minimize the oc...
Minimum investment
$100
Management fee
0.11%
  • Environmentally conscious companies
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Pure Water
IA Socially Responsible Investing
The Pure Water Portfolio is designed to invest in companies that have the capacity to reduce the use of materials, energy or water, and to find more eco-efficient solutions by improving supply chain management. We include in this portfolio companies that care about the management of wastewater tr...
Minimum investment
$100
Management fee
0.11%
  • Environmentally conscious companies
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Racial Equality
IA Socially Responsible Investing
The Racial Equality Portfolio is designed to invest in companies that maintain diverse and equal opportunities, and development opportunities for their workforce. We include in this portfolio companies that focus on culture and hiring and promotion practices that embrace the building of a divers...
Minimum investment
$100
Management fee
0.11%
  • Social justice
  • Socially responsible investing
IA Socially Responsible Investing Profile Picture
Sustainable Product Lifecycle
IA Socially Responsible Investing
The Sustainable Product Lifecycle Portfolio is designed to invest in companies that are environmentally conscious and innovative in all aspects of their business strategy - from material sourcing, supply chain management, eco friendly product design to product quality and safety.
Minimum investment
$100
Management fee
0.11%
  • Environmentally conscious companies
  • Socially responsible investing
WisdomTree Profile Picture
Conservative
WisdomTree
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...
Minimum investment
$100
Management fee
0.10%
  • Diversified
  • Stocks and bonds
  • ETFs
WisdomTree Profile Picture
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...
Minimum investment
$100
Management fee
0.10%
  • Diversified
  • Stocks and bonds
  • ETFs
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