See our question based search

Filter portfolios
Filter portfolios
Filter portfolios Reset all
Risk scores
Reset

Costs
Reset
Management fees
Minimum investment
Commissions

Composed of
Reset

Managed by
Reset
Sort by:
Sharpe ratio
Clearbrook Capital Advisors Profile Picture
Undervalued Opportunities
Clearbrook Capital Advisors
151.5%
365 days
Sharpe ratio: 3.75
Minimum investment
$20,000
Management fee
1.50%
  • Fundamental analysis
  • Concentrated exposure
Sparrow Capital Management Profile Picture
Unconstrained
Sparrow Capital Management
100.0%
365 days
Sharpe ratio: 2.40
Minimum investment
$500
Management fee
1.00%
  • Across market sectors
  • Industries and market capitalization ranges
71.8%
365 days
Sharpe ratio: 2.14
Minimum investment
$100
Management fee
0.10%
  • Growth and disruption
  • ETFs
Global X Profile Picture
China Sector
Global X
53.1%
365 days
Sharpe ratio: 1.87
Minimum investment
$100
Management fee
0.10%
  • New consumer led businesses in China
Crabtree Asset Mgmt Profile Picture
Technology
Crabtree Asset Mgmt
70.9%
365 days
Sharpe ratio: 1.82
Minimum investment
$30,000
Management fee
1.00%
  • Science and technology
  • Fundamental analysis
  • Stocks and ADRs
Analytic Investment Profile Picture
Focus Growth
Analytic Investment
68.8%
365 days
Sharpe ratio: 1.79
Minimum investment
$20,000
Management fee
1.50%
  • Aggressive
  • Computer algorithms to identify mispriced large cap stocks
Sparrow Capital Management Profile Picture
Freedland Healthcare
Sparrow Capital Management
61.6%
365 days
Sharpe ratio: 1.78
Minimum investment
$500
Management fee
1.00%
  • Healthcare
  • Medical technology
  • Mostly mid cap stocks
22.4%
365 days
Sharpe ratio: 1.68
Minimum investment
$20,000
Management fee
0.75%
  • Global equity
  • Risk management focus
Crabtree Asset Mgmt Profile Picture
Small Cap Growth
Crabtree Asset Mgmt
54.5%
365 days
Sharpe ratio: 1.57
Minimum investment
$1,000
Management fee
1.00%
  • Fundamental analysis
  • Small cap stocks and ADRs
Lakeland Wealth Management Profile Picture
Long Term Value
Lakeland Wealth Management
56.4%
365 days
Sharpe ratio: 1.54
Minimum investment
$500
Management fee
0.50%
  • Business with competitive advantage over the long term
Sparrow Capital Management Profile Picture
Fundamental Growth
Sparrow Capital Management
60.5%
365 days
Sharpe ratio: 1.54
Minimum investment
$500
Management fee
1.00%
  • Fundamental analysis
  • Growth over multiple economic cycles
FTSE Russell Profile Picture
Consumer Discretionary
FTSE Russell
47.9%
365 days
Sharpe ratio: 1.48
Minimum investment
$100
Management fee
0.20%
  • Consumer discretionary
  • Large and mid cap stocks
Split Rock Profile Picture
Equity Rotation
Split Rock
51.8%
365 days
Sharpe ratio: 1.45
Minimum investment
$100
Management fee
1.00%
  • Economic cycle
  • Geopolitical events
  • Fundamental analysis
FTSE Russell Profile Picture
Technology
FTSE Russell
51.2%
365 days
Sharpe ratio: 1.32
Minimum investment
$100
Management fee
0.20%
  • Technology
  • Large and mid cap stocks
IA Smart Beta Profile Picture
Small Cap Broad Market
IA Smart Beta
48.0%
365 days
Sharpe ratio: 1.13
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap stocks
Y H & C Investments Profile Picture
Long Term GARP
Y H & C Investments
42.6%
365 days
Sharpe ratio: 1.09
Minimum investment
$10,000
Management fee
1.50%
  • Fundamental analysis
  • Strategic competitive advantages
Y H & C Investments Profile Picture
Concentrated GARP
Y H & C Investments
46.6%
365 days
Sharpe ratio: 1.03
Minimum investment
$10,000
Management fee
1.50%
  • Fundamental analysis
  • Corporate events
  • Arbitrage
FTSE Russell Profile Picture
Basic Materials
FTSE Russell
38.5%
365 days
Sharpe ratio: 1.01
Minimum investment
$100
Management fee
0.20%
  • Extract or process raw materials
  • Large and mid cap stocks
Elite Wealth Management Profile Picture
Global
Elite Wealth Management
21.0%
365 days
Sharpe ratio: 1.00
Minimum investment
$50,000
Management fee
1.00%
  • Diversified
  • Tactical investing
  • Domestic and international
IA Smart Beta Profile Picture
Broad Market
IA Smart Beta
31.5%
365 days
Sharpe ratio: 0.89
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap stocks
Mott Capital Management, LLC Profile Picture
Thematic Growth
Mott Capital Management, LLC
25.5%
365 days
Sharpe ratio: 0.87
Minimum investment
$5,000
Management fee
1.00%
  • Generational and demographic shifts
  • 4 to 5 themes
  • 3 to 5 year time horizon
FTSE Russell Profile Picture
Top 200
FTSE Russell
29.2%
365 days
Sharpe ratio: 0.86
Minimum investment
$100
Management fee
0.20%
  • Large cap stocks
15.9%
365 days
Sharpe ratio: 0.86
Minimum investment
$100
Management fee
0.10%
  • Alternatives
  • Stocks and bonds
  • ETFs
Greenwich Wealth Management LLC Profile Picture
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
40.8%
365 days
Sharpe ratio: 0.83
Minimum investment
$20,000
Management fee
1.00%
  • Concentrated
  • Macroeconomic view
  • Conservative discounted cash flow
State Street Global Advisors Profile Picture
Moderate
State Street Global Advisors
18.1%
365 days
Sharpe ratio: 0.83
Minimum investment
$100
Management fee
0.10%
  • Tactical asset allocation
  • Index ETFs
State Street Global Advisors Profile Picture
Growth
State Street Global Advisors
25.1%
365 days
Sharpe ratio: 0.82
Minimum investment
$100
Management fee
0.10%
  • Tactical asset allocation
  • Index ETFs
WisdomTree Profile Picture
Aggressive
WisdomTree
19.6%
365 days
Sharpe ratio: 0.78
Minimum investment
$100
Management fee
0.10%
  • Diversified, stocks and bonds, ETFs
FTSE Russell Profile Picture
Health Care
FTSE Russell
23.0%
365 days
Sharpe ratio: 0.77
Minimum investment
$100
Management fee
0.20%
  • Medical and healthcare
  • Large and mid cap stocks
IA Socially Responsible Investing Profile Picture
ESG Broad Market
IA Socially Responsible Investing
26.7%
365 days
Sharpe ratio: 0.76
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap stocks
Elite Wealth Management Profile Picture
Tactical ETF
Elite Wealth Management
14.3%
365 days
Sharpe ratio: 0.70
Minimum investment
$10,000
Management fee
1.00%
  • Technical trading
  • Actively trade index ETFs
Veda Financial Profile Picture
Guru Value
Veda Financial
24.0%
365 days
Sharpe ratio: 0.70
Minimum investment
$10,000
Management fee
1.50%
  • Fundamental analysis
  • Competitive advantages
  • Market opportunity
Stone Fox Capital Profile Picture
Net Payout Yields
Stone Fox Capital
28.3%
365 days
Sharpe ratio: 0.68
Minimum investment
$1,000
Management fee
1.00%
  • Conservative
  • Large cap dividend stocks or stock buybacks
Cratus Capital LLC Profile Picture
High Income
Cratus Capital LLC
12.4%
365 days
Sharpe ratio: 0.67
Minimum investment
$500
Management fee
0.75%
  • Low volatility
  • Bond ETFs
  • Small and mid cap dividend stocks
IA Smart Beta Profile Picture
Small Cap Value
IA Smart Beta
33.1%
365 days
Sharpe ratio: 0.67
Minimum investment
$100
Management fee
0.11%
  • Small cap value stocks
Sera Capital Management Profile Picture
Financial Tales
Sera Capital Management
9.9%
365 days
Sharpe ratio: 0.67
Minimum investment
$10,000
Management fee
1.00%
  • Global tactical strategy
  • Undervalued asset classes
  • Risk management focus
IA Smart Beta Profile Picture
Growth
IA Smart Beta
21.9%
365 days
Sharpe ratio: 0.64
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap growth stocks
21.7%
365 days
Sharpe ratio: 0.63
Minimum investment
$100
Management fee
0.20%
  • Large and mid cap growth stocks
Philadelphia Investment Partners Profile Picture
PIP Dynamic Growth
Philadelphia Investment Partners
20.9%
365 days
Sharpe ratio: 0.63
Minimum investment
$500
Management fee
0.80%
  • Proprietary asset allocation
IA Smart Beta Profile Picture
Small Cap Quality
IA Smart Beta
27.1%
365 days
Sharpe ratio: 0.62
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap quality stocks
FTSE Russell Profile Picture
Industrials
FTSE Russell
23.6%
365 days
Sharpe ratio: 0.61
Minimum investment
$100
Management fee
0.20%
  • Industrials
  • Large and mid cap stocks
FTSE Russell Profile Picture
Financial Services
FTSE Russell
24.5%
365 days
Sharpe ratio: 0.57
Minimum investment
$100
Management fee
0.20%
  • Financial services
  • Large and mid cap stocks
20.3%
365 days
Sharpe ratio: 0.56
Minimum investment
$100
Management fee
0.20%
  • All cap growth stocks
IA Smart Beta Profile Picture
Quality
IA Smart Beta
18.8%
365 days
Sharpe ratio: 0.54
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap quality stocks
IA Smart Beta Profile Picture
Small Cap Growth
IA Smart Beta
22.5%
365 days
Sharpe ratio: 0.52
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap growth stocks
IA Smart Beta Profile Picture
Value
IA Smart Beta
22.2%
365 days
Sharpe ratio: 0.51
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap value stocks
IA Socially Responsible Investing Profile Picture
ESG Quality
IA Socially Responsible Investing
17.7%
365 days
Sharpe ratio: 0.51
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap quality stocks
10.2%
365 days
Sharpe ratio: 0.51
Minimum investment
$100
Management fee
0.10%
  • Diversified equity
  • Balancing growth
  • Income and risk
  • ETFs
IA Smart Beta Profile Picture
Dividend
IA Smart Beta
18.8%
365 days
Sharpe ratio: 0.48
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap dividend stocks
IA Smart Beta Profile Picture
Small Cap Dividend
IA Smart Beta
22.3%
365 days
Sharpe ratio: 0.48
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap dividend stocks
IA Socially Responsible Investing Profile Picture
ESG Value
IA Socially Responsible Investing
17.7%
365 days
Sharpe ratio: 0.45
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap value stocks
Texas Elite Advisory Profile Picture
Relative Value
Texas Elite Advisory
10.7%
365 days
Sharpe ratio: 0.39
Minimum investment
$1,000
Management fee
1.25%
  • Value investing
  • Fundamental analysis
IA Socially Responsible Investing Profile Picture
ESG Dividend
IA Socially Responsible Investing
13.9%
365 days
Sharpe ratio: 0.38
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap dividend stocks
IA Socially Responsible Investing Profile Picture
ESG Growth
IA Socially Responsible Investing
12.8%
365 days
Sharpe ratio: 0.38
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap growth stocks
FTSE Russell Profile Picture
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
FTSE Russell Profile Picture
Energy
FTSE Russell
9.9%
365 days
Sharpe ratio: 0.17
Minimum investment
$100
Management fee
0.20%
  • Energy
  • Large and mid cap stocks
Stoken Asset Management Profile Picture
Tactical Adaptive
Stoken Asset Management
1.7%
365 days
Sharpe ratio: 0.14
Minimum investment
$500
Management fee
0.75%
  • Active combined asset strategy
  • Across a whole market cycle
Sizemore Capital Profile Picture
Dividend Growth
Sizemore Capital
0.6%
365 days
Sharpe ratio: 0.01
Minimum investment
$5,000
Management fee
1.50%
  • Dividend stocks
  • The next decade and beyond
FTSE Russell Profile Picture
Real Estate
FTSE Russell
-7.2%
365 days
Sharpe ratio: -0.17
Minimum investment
$100
Management fee
0.20%
  • Real estate
  • Large and mid cap stocks
FTSE Russell Profile Picture
Utilities
FTSE Russell
-10.5%
365 days
Sharpe ratio: -0.31
Minimum investment
$100
Management fee
0.20%
  • Utilities
  • Large and mid cap stocks
Financial Freedom Management LLC Profile Picture
Ivy 5 Downside Protected
Financial Freedom Management LLC
-7.7%
365 days
Sharpe ratio: -0.93
Minimum investment
$500
Management fee
0.75%
  • Global asset allocation
  • Ivy league endowment strategy

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
11.3%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.20%
  • Telecommunications
  • Large and mid cap stocks
IA Socially Responsible Investing Profile Picture
Clean Air
IA Socially Responsible Investing
26.9%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Reduce emissions
  • Sustainable energy consumption
  • Low carbon footprint
IA Socially Responsible Investing Profile Picture
Company Transparency
IA Socially Responsible Investing
26.3%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Protect customers
  • Product safety and labelling
  • Customer data security
IA Socially Responsible Investing Profile Picture
Customer Safety
IA Socially Responsible Investing
35.5%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Customer privacy and safety
  • Product access and safety
  • Good selling practices
IA Socially Responsible Investing Profile Picture
Ethical Leadership
IA Socially Responsible Investing
45.0%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Good corporate governance
  • Resolve conflicts well
  • Avoid collusion and fraud
IA Socially Responsible Investing Profile Picture
Fair Labor & Thriving Communities
IA Socially Responsible Investing
32.0%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Societal care
  • Diverse and equal opportunities
  • Workforce development
IA Socially Responsible Investing Profile Picture
Gender Equality
IA Socially Responsible Investing
32.7%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Gender parity
  • Recruiting and promotion of women
  • Tailored benefits and mentorship
IA Socially Responsible Investing Profile Picture
LGBTQ Inclusion
IA Socially Responsible Investing
28.1%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Diverse and equal opportunities
  • LGBTQ focus
IA Socially Responsible Investing Profile Picture
Land Health
IA Socially Responsible Investing
22.7%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Reduce harmful land waste
  • Safe treatment and disposal
IA Socially Responsible Investing Profile Picture
Mindful Business Models
IA Socially Responsible Investing
37.5%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Proactive ESG
  • Towards low carbon
  • Towards climate friendly
IA Socially Responsible Investing Profile Picture
Ocean Life
IA Socially Responsible Investing
25.2%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Manage water use
  • Value marine life
IA Socially Responsible Investing Profile Picture
Pure Water
IA Socially Responsible Investing
28.8%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Manage water use
  • Avoid contamination
IA Socially Responsible Investing Profile Picture
Racial Equality
IA Socially Responsible Investing
28.2%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Diverse and equal opportunities
  • Recruiting and promotion of all ethnicities
IA Socially Responsible Investing Profile Picture
Sustainable Product Lifecycle
IA Socially Responsible Investing
43.6%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.11%
  • Design for quality and safety
  • Materials in manufacturing
  • Entire supply chain
Sizemore Capital Profile Picture
Adaptive Asset Allocation
Sizemore Capital
5.5%
Since inception
Sharpe ratio: -
Minimum investment
$5,000
Management fee
1.50%
  • Adaptive asset allocation
WisdomTree Profile Picture
Conservative
WisdomTree
13.7%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
  • Diversified
  • Stocks and bonds
  • ETFs
WisdomTree Profile Picture
Moderate
WisdomTree
36.4%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
  • Diversified
  • Stocks and bonds
  • ETFs
No results found
No portfolios were found matching your criteria
Reset filters