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Undervalued Opportunities
Clearbrook Capital Advisors
210.1%
365 days
Sharpe ratio: 4.97
Minimum investment
$20,000
Management fee
1.50%
- Fundamental analysis
- Concentrated exposure
Learn more
Unconstrained
Sparrow Capital Management
84.8%
365 days
Sharpe ratio: 2.09
Minimum investment
$500
Management fee
1.00%
- Across market sectors
- Industries and market capitalization ranges
Learn more
Thematic Disruptors
Global X
49.0%
365 days
Sharpe ratio: 1.47
Minimum investment
$100
Management fee
0.10%
- Growth and disruption
- ETFs
Learn more
Fundamental Growth
Sparrow Capital Management
54.4%
365 days
Sharpe ratio: 1.41
Minimum investment
$500
Management fee
1.00%
- Fundamental analysis
- Growth over multiple economic cycles
Learn more
China Sector
Global X
39.7%
365 days
Sharpe ratio: 1.39
Minimum investment
$100
Management fee
0.10%
- New consumer led businesses in China
Learn more
Freedland Healthcare
Sparrow Capital Management
40.2%
365 days
Sharpe ratio: 1.17
Minimum investment
$500
Management fee
1.00%
- Healthcare
- Medical technology
- Mostly mid cap stocks
Learn more
Consumer Discretionary
FTSE Russell
37.4%
365 days
Sharpe ratio: 1.15
Minimum investment
$100
Management fee
0.20%
- Consumer discretionary
- Large and mid cap stocks
Learn more
Technology
FTSE Russell
43.7%
365 days
Sharpe ratio: 1.12
Minimum investment
$100
Management fee
0.20%
- Technology
- Large and mid cap stocks
Learn more
Equity Rotation
Split Rock
34.4%
365 days
Sharpe ratio: 1.02
Minimum investment
$100
Management fee
1.00%
- Economic cycle
- Geopolitical events
- Fundamental analysis
Learn more
Focus Growth
Analytic Investment
35.2%
365 days
Sharpe ratio: 0.95
Minimum investment
$20,000
Management fee
1.50%
- Aggressive
- Computer algorithms to identify mispriced large cap stocks
Learn more
Thematic Growth
Mott Capital Management, LLC
27.1%
365 days
Sharpe ratio: 0.90
Minimum investment
$5,000
Management fee
1.00%
- Generational and demographic shifts
- 4 to 5 themes
- 3 to 5 year time horizon
Learn more
Global
Elite Wealth Management
17.2%
365 days
Sharpe ratio: 0.83
Minimum investment
$50,000
Management fee
1.00%
- Diversified
- Tactical investing
- Domestic and international
Learn more
Long Term Value
Lakeland Wealth Management
27.5%
365 days
Sharpe ratio: 0.76
Minimum investment
$500
Management fee
0.50%
- Business with competitive advantage over the long term
Learn more
Global Downside Protected
Atlas Capital
9.1%
365 days
Sharpe ratio: 0.67
Minimum investment
$20,000
Management fee
0.75%
- Global equity
- Risk management focus
Learn more
Small Cap Growth
Crabtree Asset Mgmt
22.7%
365 days
Sharpe ratio: 0.67
Minimum investment
$1,000
Management fee
1.00%
- Fundamental analysis
- Small cap stocks and ADRs
Learn more
Technology
Crabtree Asset Mgmt
23.5%
365 days
Sharpe ratio: 0.62
Minimum investment
$30,000
Management fee
1.00%
- Science and technology
- Fundamental analysis
- Stocks and ADRs
Learn more
Mid Cap
Thomson, Horstmann & Bryant Inc.
20.7%
365 days
Sharpe ratio: 0.62
Minimum investment
$22,500
Management fee
0.75%
- Concentrated
- Long term view
- Fundamental analysis
- Mid cap stocks
Learn more
Top 200
FTSE Russell
20.4%
365 days
Sharpe ratio: 0.60
Minimum investment
$100
Management fee
0.20%
- Large cap stocks
Learn more
Guru Value
Veda Financial
17.9%
365 days
Sharpe ratio: 0.53
Minimum investment
$10,000
Management fee
1.50%
- Fundamental analysis
- Competitive advantages
- Market opportunity
Learn more
Moderately Aggressive
WisdomTree
9.9%
365 days
Sharpe ratio: 0.53
Minimum investment
$100
Management fee
0.10%
- Alternatives
- Stocks and bonds
- ETFs
Learn more
Long Term GARP
Y H & C Investments
20.7%
365 days
Sharpe ratio: 0.53
Minimum investment
$10,000
Management fee
1.50%
- Fundamental analysis
- Strategic competitive advantages
Learn more
Basic Materials
FTSE Russell
19.7%
365 days
Sharpe ratio: 0.52
Minimum investment
$100
Management fee
0.20%
- Extract or process raw materials
- Large and mid cap stocks
Learn more
Health Care
FTSE Russell
14.6%
365 days
Sharpe ratio: 0.48
Minimum investment
$100
Management fee
0.20%
- Medical and healthcare
- Large and mid cap stocks
Learn more
Broad Market
IA Smart Beta
16.3%
365 days
Sharpe ratio: 0.46
Minimum investment
$100
Management fee
0.08%
- Large and mid cap stocks
Learn more
Moderate
State Street Global Advisors
10.1%
365 days
Sharpe ratio: 0.46
Minimum investment
$100
Management fee
0.10%
- Tactical asset allocation
- Index ETFs
Learn more
Financial Tales
Sera Capital Management
6.2%
365 days
Sharpe ratio: 0.42
Minimum investment
$10,000
Management fee
1.00%
- Global tactical strategy
- Undervalued asset classes
- Risk management focus
Learn more
High Income
Cratus Capital LLC
7.6%
365 days
Sharpe ratio: 0.40
Minimum investment
$500
Management fee
0.75%
- Low volatility
- Bond ETFs
- Small and mid cap dividend stocks
Learn more
ESG Broad Market
IA Socially Responsible Investing
14.0%
365 days
Sharpe ratio: 0.39
Minimum investment
$100
Management fee
0.11%
- Good ESG scores
- Large and mid cap stocks
Learn more
Growth
State Street Global Advisors
11.9%
365 days
Sharpe ratio: 0.39
Minimum investment
$100
Management fee
0.10%
- Tactical asset allocation
- Index ETFs
Learn more
Global Growth and Income
Legg Mason
7.7%
365 days
Sharpe ratio: 0.38
Minimum investment
$100
Management fee
0.10%
- Diversified equity
- Balancing growth
- Income and risk
- ETFs
Learn more
Aggressive
WisdomTree
9.7%
365 days
Sharpe ratio: 0.38
Minimum investment
$100
Management fee
0.10%
- Diversified, stocks and bonds, ETFs
Learn more
Concentrated GARP
Y H & C Investments
16.5%
365 days
Sharpe ratio: 0.38
Minimum investment
$10,000
Management fee
1.50%
- Fundamental analysis
- Corporate events
- Arbitrage
Learn more
Tactical ETF
Elite Wealth Management
7.7%
365 days
Sharpe ratio: 0.37
Minimum investment
$10,000
Management fee
1.00%
- Technical trading
- Actively trade index ETFs
Learn more
Russell 1000 Dividend Growth
FTSE Russell
11.3%
365 days
Sharpe ratio: 0.33
Minimum investment
$100
Management fee
0.20%
- Large and mid cap growth stocks
Learn more
Growth
IA Smart Beta
11.5%
365 days
Sharpe ratio: 0.33
Minimum investment
$100
Management fee
0.08%
- Large and mid cap growth stocks
Learn more
Small Cap Broad Market
IA Smart Beta
14.2%
365 days
Sharpe ratio: 0.33
Minimum investment
$100
Management fee
0.11%
- Small and mid cap stocks
Learn more
PIP Dynamic Growth
Philadelphia Investment Partners
9.6%
365 days
Sharpe ratio: 0.29
Minimum investment
$500
Management fee
0.80%
- Proprietary asset allocation
Learn more
ESG Quality
IA Socially Responsible Investing
9.3%
365 days
Sharpe ratio: 0.27
Minimum investment
$100
Management fee
0.11%
- Good ESG scores
- Large and mid cap quality stocks
Learn more
Tactical Adaptive
Stoken Asset Management
3.0%
365 days
Sharpe ratio: 0.26
Minimum investment
$500
Management fee
0.75%
- Active combined asset strategy
- Across a whole market cycle
Learn more
Quality
IA Smart Beta
8.3%
365 days
Sharpe ratio: 0.24
Minimum investment
$100
Management fee
0.08%
- Large and mid cap quality stocks
Learn more
Consumer Staples
FTSE Russell
6.3%
365 days
Sharpe ratio: 0.22
Minimum investment
$100
Management fee
0.20%
- Consumer staples
- Large and mid cap stocks
Learn more
Industrials
FTSE Russell
8.7%
365 days
Sharpe ratio: 0.22
Minimum investment
$100
Management fee
0.20%
- Industrials
- Large and mid cap stocks
Learn more
Russell 3000 Dividend Growth
FTSE Russell
8.0%
365 days
Sharpe ratio: 0.22
Minimum investment
$100
Management fee
0.20%
- All cap growth stocks
Learn more
ESG Growth
IA Socially Responsible Investing
7.2%
365 days
Sharpe ratio: 0.21
Minimum investment
$100
Management fee
0.11%
- Good ESG scores
- Large and mid cap growth stocks
Learn more
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
6.4%
365 days
Sharpe ratio: 0.13
Minimum investment
$20,000
Management fee
1.00%
- Concentrated
- Macroeconomic view
- Conservative discounted cash flow
Learn more
Financial Services
FTSE Russell
4.0%
365 days
Sharpe ratio: 0.09
Minimum investment
$100
Management fee
0.20%
- Financial services
- Large and mid cap stocks
Learn more
Net Payout Yields
Stone Fox Capital
3.3%
365 days
Sharpe ratio: 0.08
Minimum investment
$1,000
Management fee
1.00%
- Conservative
- Large cap dividend stocks or stock buybacks
Learn more
ESG Dividend
IA Socially Responsible Investing
2.0%
365 days
Sharpe ratio: 0.05
Minimum investment
$100
Management fee
0.11%
- Good ESG scores
- Large and mid cap dividend stocks
Learn more
ESG Value
IA Socially Responsible Investing
1.7%
365 days
Sharpe ratio: 0.04
Minimum investment
$100
Management fee
0.11%
- Good ESG scores
- Large and mid cap value stocks
Learn more
Dividend
IA Smart Beta
1.1%
365 days
Sharpe ratio: 0.03
Minimum investment
$100
Management fee
0.08%
- Large and mid cap dividend stocks
Learn more
Small Cap Quality
IA Smart Beta
1.3%
365 days
Sharpe ratio: 0.03
Minimum investment
$100
Management fee
0.11%
- Small and mid cap quality stocks
Learn more
Relative Value
Texas Elite Advisory
-
365 days
Sharpe ratio: 0.00
Minimum investment
$1,000
Management fee
1.25%
- Value investing
- Fundamental analysis
Learn more
Small Cap Growth
IA Smart Beta
-0.2%
365 days
Sharpe ratio: -0.01
Minimum investment
$100
Management fee
0.11%
- Small and mid cap growth stocks
Learn more
Ivy 5 Downside Protected
Financial Freedom Management LLC
-0.1%
365 days
Sharpe ratio: -0.02
Minimum investment
$500
Management fee
0.75%
- Global asset allocation
- Ivy league endowment strategy
Learn more
Value
IA Smart Beta
-0.6%
365 days
Sharpe ratio: -0.02
Minimum investment
$100
Management fee
0.08%
- Large and mid cap value stocks
Learn more
Utilities
FTSE Russell
-1.5%
365 days
Sharpe ratio: -0.05
Minimum investment
$100
Management fee
0.20%
- Utilities
- Large and mid cap stocks
Learn more
Small Cap Dividend
IA Smart Beta
-6.9%
365 days
Sharpe ratio: -0.15
Minimum investment
$100
Management fee
0.11%
- Small and mid cap dividend stocks
Learn more
Top ESG Picks
Williams Market Analytics
-3.8%
365 days
Sharpe ratio: -0.15
Minimum investment
$500
Management fee
1.50%
- Concentrated
- Fundamental analysis
- Large and mid cap stocks
Learn more
Real Estate
FTSE Russell
-13.6%
365 days
Sharpe ratio: -0.32
Minimum investment
$100
Management fee
0.20%
- Real estate
- Large and mid cap stocks
Learn more
Dividend Growth
Sizemore Capital
-12.2%
365 days
Sharpe ratio: -0.33
Minimum investment
$5,000
Management fee
1.50%
- Dividend stocks
- The next decade and beyond
Learn more
Energy
FTSE Russell
-27.4%
365 days
Sharpe ratio: -0.48
Minimum investment
$100
Management fee
0.20%
- Energy
- Large and mid cap stocks
Learn more
Small Cap Value
IA Smart Beta
0.1%
365 days
Sharpe ratio:
Minimum investment
$100
Management fee
0.11%
- Small cap value stocks
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.
Telecommunications
FTSE Russell
The Russell 1000 Telecommunications Managed Portfolio consists of companies that are associated with the global transmission of audio and video data.
Minimum investment
$100
Management fee
0.20%
- Telecommunications
- Large and mid cap stocks
Learn more
Clean Air
IA Socially Responsible Investing
The Clean Air Portfolio is designed to invest in environmentally-conscious companies that are committed to reducing emissions, manage the sustainability of their energy consumption, and aim to have a low-carbon footprint.
Minimum investment
$100
Management fee
0.11%
- Reduce emissions
- Sustainable energy consumption
- Low carbon footprint
Learn more
Company Transparency
IA Socially Responsible Investing
The Company Transparency Portfolio is designed to invest in companies that make an effort to protect their customers. We include in this portfolio companies that care about customer welfare and data security, and follow best practices regarding product safety, quality and product labeling.
Minimum investment
$100
Management fee
0.11%
- Protect customers
- Product safety and labelling
- Customer data security
Learn more
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. Failure on the part of a company to address these factors may lead to misuse of personal d...
Minimum investment
$100
Management fee
0.11%
- Customer privacy and safety
- Product access and safety
- Good selling practices
Learn more
Ethical Leadership
IA Socially Responsible Investing
The Ethical Leadership Portfolio is designed to invest in companies that follow best-practice corporate governance, competitive behavior, and risk management principles, and provide equal treatment of stakeholders. We include in this portfolio companies that demonstrate management’s ability to in...
Minimum investment
$100
Management fee
0.11%
- Good corporate governance
- Resolve conflicts well
- Avoid collusion and fraud
Learn more
Fair Labor & Thriving Communities
IA Socially Responsible Investing
The Fair Labor & Thriving Communities Portfolio is designed to invest in companies that care about the societies where they operate as well as maintain diverse and equal opportunities, and development opportunities for their workforce. We include in this portfolio companies that care about uphold...
Minimum investment
$100
Management fee
0.11%
- Societal care
- Diverse and equal opportunities
- Workforce development
Learn more
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 trying to achieve gender parity by encouraging equal pay, active recruiting, promotion of women...
Minimum investment
$100
Management fee
0.11%
- Gender parity
- Recruiting and promotion of women
- Tailored benefits and mentorship
Learn more
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 their LGBTQ workforce. We include in this portfolio companies that focus on culture and hiring and promotion practices that embrace the building of a diverse and...
Minimum investment
$100
Management fee
0.11%
- Diverse and equal opportunities
- LGBTQ focus
Learn more
Land Health
IA Socially Responsible Investing
The Land Health Portfolio is designed to invest in companies that pay attention to harmful land waste as a byproduct of their activities and take into consideration the safe treatment, storage, and disposal of solid waste while observing local and universal regulations. In constructing this portf...
Minimum investment
$100
Management fee
0.11%
- Reduce harmful land waste
- Safe treatment and disposal
Learn more
Mindful Business Models
IA Socially Responsible Investing
The Mindful Business Portfolio is designed to invest in companies that display business model resilience and incorporate ESG elements into long-term planning. We include in this portfolio companies that are working towards the transition to low-carbon and climate-friendly economies and where mana...
Minimum investment
$100
Management fee
0.11%
- Proactive ESG
- Towards low carbon
- Towards climate friendly
Learn more
Ocean Life
IA Socially Responsible Investing
The Ocean Life Portfolio is designed to invest in companies that manage their water use and place value on ocean and marine life. We include in this portfolio companies that have waste management and recycling initiatives and controls and systems in place to avoid significant disasters that can i...
Minimum investment
$100
Management fee
0.11%
- Manage water use
- Value marine life
Learn more
Pure Water
IA Socially Responsible Investing
The Pure Water Portfolio is designed to invest in companies that manage their water use and avoid contamination and toxic waste. We include in this portfolio companies that care about the management of wastewater treatment and discharge, their impact on ecosystems and the health and safety of the...
Minimum investment
$100
Management fee
0.11%
- Manage water use
- Avoid contamination
Learn more
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 practice equal hiring and provide employment opportunities to persons of all races, regard...
Minimum investment
$100
Management fee
0.11%
- Diverse and equal opportunities
- Recruiting and promotion of all ethnicities
Learn more
Sustainable Product Lifecycle
IA Socially Responsible Investing
The Sustainable Product Lifecycle Portfolio is designed to invest in companies that consider the design, quality, and safety of products and services, focusing on the entire supply chain and the materials used in manufacturing products. This portfolio also attempts to capture the value companies ...
Minimum investment
$100
Management fee
0.11%
- Design for quality and safety
- Materials in manufacturing
- Entire supply chain
Learn more
Adaptive Asset Allocation
Sizemore Capital
The Adaptive Asset Allocation seeks to profit from a dynamic, rules-based asset allocation that adapts to changing market conditions by investing across minimally-correlated asset classes and adjusting the weightings based on volatility. The objective is to achieve the long-term returns of the re...
Minimum investment
$5,000
Management fee
1.50%
- Adaptive asset allocation
Learn more
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
Learn more
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
Learn more
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