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Portfolio name Sharpe ratio Risk score Performance (365 days)
Clearbrook Capital Advisors Profile Picture
Undervalued Opportunities
Clearbrook Capital Advisors
96.4%
365 days
Sharpe ratio: 2.34
Minimum investment
$20,000
Management fee
1.50%
  • Fundamental analysis
  • Concentrated exposure
Learn more
Sparrow Capital Management Profile Picture
Unconstrained
Sparrow Capital Management
37.8%
365 days
Sharpe ratio: 1.00
Minimum investment
$50,000
Management fee
1.00%
  • Across market sectors
  • Industries and market capitalization ranges
Learn more
FTSE Russell Profile Picture
Technology
FTSE Russell
35.1%
365 days
Sharpe ratio: 0.96
Minimum investment
$100
Management fee
0.20%
  • Technology
  • Large and mid cap stocks
Learn more
Elite Wealth Management Profile Picture
Global
Elite Wealth Management
14.9%
365 days
Sharpe ratio: 0.81
Minimum investment
$50,000
Management fee
1.00%
  • Diversified
  • Tactical investing
  • Domestic and international
Learn more
Sparrow Capital Management Profile Picture
Fundamental Growth
Sparrow Capital Management
27.1%
365 days
Sharpe ratio: 0.76
Minimum investment
$20,000
Management fee
1.00%
  • Fundamental analysis
  • Growth over multiple economic cycles
Learn more
Global X Profile Picture
Thematic Disruptors
Global X
22.7%
365 days
Sharpe ratio: 0.70
Minimum investment
$100
Management fee
0.10%
  • Growth and disruption
  • ETFs
Learn more
Mott Capital Management, LLC Profile Picture
Thematic Growth
Mott Capital Management, LLC
15.8%
365 days
Sharpe ratio: 0.54
Minimum investment
$20,000
Management fee
1.00%
  • Generational and demographic shifts
  • 4 to 5 themes
  • 3 to 5 year time horizon
Learn more
Analytic Investment Profile Picture
Focus Growth
Analytic Investment
15.5%
365 days
Sharpe ratio: 0.49
Minimum investment
$60,000
Management fee
1.50%
  • Aggressive
  • Computer algorithms to identify mispriced large cap stocks
Learn more
Split Rock Profile Picture
Equity Rotation
Split Rock
15.8%
365 days
Sharpe ratio: 0.48
Minimum investment
$15,000
Management fee
1.00%
  • Economic cycle
  • Geopolitical events
  • Fundamental analysis
Learn more
Stoken Asset Management Profile Picture
Tactical Adaptive
Stoken Asset Management
4.5%
365 days
Sharpe ratio: 0.44
Minimum investment
$10,000
Management fee
0.75%
  • Active combined asset strategy
  • Across a whole market cycle
Learn more
Sparrow Capital Management Profile Picture
Freedland Healthcare
Sparrow Capital Management
13.8%
365 days
Sharpe ratio: 0.41
Minimum investment
$20,000
Management fee
1.00%
  • Healthcare
  • Medical technology
  • Mostly mid cap stocks
Learn more
FTSE Russell Profile Picture
Health Care
FTSE Russell
11.5%
365 days
Sharpe ratio: 0.39
Minimum investment
$100
Management fee
0.20%
  • Medical and healthcare
  • Large and mid cap stocks
Learn more
Global X Profile Picture
China Sector
Global X
10.3%
365 days
Sharpe ratio: 0.38
Minimum investment
$100
Management fee
0.10%
  • New consumer led businesses in China
Learn more
FTSE Russell Profile Picture
Consumer Discretionary
FTSE Russell
11.3%
365 days
Sharpe ratio: 0.37
Minimum investment
$100
Management fee
0.20%
  • Consumer discretionary
  • Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Top 200
FTSE Russell
10.0%
365 days
Sharpe ratio: 0.30
Minimum investment
$100
Management fee
0.20%
  • Large cap stocks
Learn more
Veda Financial Profile Picture
Guru Value
Veda Financial
7.7%
365 days
Sharpe ratio: 0.24
Minimum investment
$10,000
Management fee
1.50%
  • Fundamental analysis
  • Competitive advantages
  • Market opportunity
Learn more
Lakeland Wealth Management Profile Picture
Long Term Value
Lakeland Wealth Management
8.3%
365 days
Sharpe ratio: 0.23
Minimum investment
$20,000
Management fee
0.50%
  • Business with competitive advantage over the long term
Learn more
Crabtree Asset Mgmt Profile Picture
Small Cap Growth
Crabtree Asset Mgmt
6.5%
365 days
Sharpe ratio: 0.20
Minimum investment
$35,000
Management fee
1.00%
  • Fundamental analysis
  • Small cap stocks and ADRs
Learn more
Thomson, Horstmann & Bryant Inc. Profile Picture
Mid Cap
Thomson, Horstmann & Bryant Inc.
6.2%
365 days
Sharpe ratio: 0.18
Minimum investment
$22,500
Management fee
0.75%
  • Concentrated
  • Long term view
  • Fundamental analysis
  • Mid cap stocks
Learn more
Philadelphia Investment Partners Profile Picture
PIP Dynamic Growth
Philadelphia Investment Partners
5.1%
365 days
Sharpe ratio: 0.16
Minimum investment
$10,000
Management fee
0.80%
  • Proprietary asset allocation
Learn more
WisdomTree Profile Picture
Moderately Aggressive
WisdomTree
2.4%
365 days
Sharpe ratio: 0.13
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
4.6%
365 days
Sharpe ratio: 0.11
Minimum investment
$10,000
Management fee
1.50%
  • Fundamental analysis
  • Corporate events
  • Arbitrage
Learn more
Cratus Capital LLC Profile Picture
High Income
Cratus Capital LLC
2.0%
365 days
Sharpe ratio: 0.10
Minimum investment
$20,000
Management fee
0.75%
  • Low volatility
  • Bond ETFs
  • Small and mid cap dividend stocks
Learn more
Y H & C Investments Profile Picture
Long Term GARP
Y H & C Investments
2.3%
365 days
Sharpe ratio: 0.06
Minimum investment
$10,000
Management fee
1.50%
  • Fundamental analysis
  • Strategic competitive advantages
Learn more
Legg Mason Profile Picture
Global Growth and Income
Legg Mason
1.0%
365 days
Sharpe ratio: 0.05
Minimum investment
$100
Management fee
0.10%
  • Diversified equity
  • Balancing growth
  • Income and risk
  • ETFs
Learn more
State Street Global Advisors Profile Picture
Moderate
State Street Global Advisors
1.1%
365 days
Sharpe ratio: 0.05
Minimum investment
$100
Management fee
0.10%
  • Tactical asset allocation
  • Index ETFs
Learn more
IA Smart Beta Profile Picture
Broad Market
IA Smart Beta
1.5%
365 days
Sharpe ratio: 0.04
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Consumer Staples
FTSE Russell
0.6%
365 days
Sharpe ratio: 0.02
Minimum investment
$100
Management fee
0.20%
  • Consumer staples
  • Large and mid cap stocks
Learn more
IA Smart Beta Profile Picture
Growth
IA Smart Beta
0.3%
365 days
Sharpe ratio: 0.01
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap growth stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Broad Market
IA Socially Responsible Investing
0.4%
365 days
Sharpe ratio: 0.01
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap stocks
Learn more
WisdomTree Profile Picture
Aggressive
WisdomTree
-0.1%
365 days
Sharpe ratio: -0.01
Minimum investment
$100
Management fee
0.10%
  • Diversified, stocks and bonds, ETFs
Learn more
Elite Wealth Management Profile Picture
Tactical ETF
Elite Wealth Management
-0.4%
365 days
Sharpe ratio: -0.03
Minimum investment
$10,000
Management fee
1.00%
  • Technical trading
  • Actively trade index ETFs
Learn more
Crabtree Asset Mgmt Profile Picture
Technology
Crabtree Asset Mgmt
-1.2%
365 days
Sharpe ratio: -0.04
Minimum investment
$30,000
Management fee
1.00%
  • Science and technology
  • Fundamental analysis
  • Stocks and ADRs
Learn more
State Street Global Advisors Profile Picture
Growth
State Street Global Advisors
-1.1%
365 days
Sharpe ratio: -0.04
Minimum investment
$100
Management fee
0.10%
  • Tactical asset allocation
  • Index ETFs
Learn more
Atlas Capital Profile Picture
Global Downside Protected
Atlas Capital
-0.5%
365 days
Sharpe ratio: -0.05
Minimum investment
$20,000
Management fee
0.75%
  • Global equity
  • Risk management focus
Learn more
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
Learn more
Sera Capital Management Profile Picture
Financial Tales
Sera Capital Management
-0.8%
365 days
Sharpe ratio: -0.07
Minimum investment
$10,000
Management fee
1.00%
  • Global tactical strategy
  • Undervalued asset classes
  • Risk management focus
Learn more
FTSE Russell Profile Picture
Russell 1000 Dividend Growth
FTSE Russell
-2.5%
365 days
Sharpe ratio: -0.08
Minimum investment
$100
Management fee
0.20%
  • Large and mid cap growth stocks
Learn more
FTSE Russell Profile Picture
Utilities
FTSE Russell
-2.9%
365 days
Sharpe ratio: -0.09
Minimum investment
$100
Management fee
0.20%
  • Utilities
  • Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Materials and Processing
FTSE Russell
-3.6%
365 days
Sharpe ratio: -0.10
Minimum investment
$100
Management fee
0.20%
  • Extract or process raw materials
  • Large and mid cap stocks
Learn more
Texas Elite Advisory Profile Picture
Relative Value
Texas Elite Advisory
-3.8%
365 days
Sharpe ratio: -0.15
Minimum investment
$5,000
Management fee
1.25%
  • Value investing
  • Fundamental analysis
Learn more
FTSE Russell Profile Picture
Russell 3000 Dividend Growth
FTSE Russell
-5.8%
365 days
Sharpe ratio: -0.17
Minimum investment
$100
Management fee
0.20%
  • All cap growth stocks
Learn more
FTSE Russell Profile Picture
Financial Services
FTSE Russell
-8.5%
365 days
Sharpe ratio: -0.21
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
-8.5%
365 days
Sharpe ratio: -0.21
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap stocks
Learn more
FTSE Russell Profile Picture
Producer Durables
FTSE Russell
-9.4%
365 days
Sharpe ratio: -0.25
Minimum investment
$100
Management fee
0.20%
  • Producer durables
  • Large and mid cap stocks
Learn more
Sizemore Capital Profile Picture
Strategic Growth Allocation
Sizemore Capital
-5.3%
365 days
Sharpe ratio: -0.27
Minimum investment
$10,000
Management fee
1.00%
  • Asset allocation
  • Non-traditional asset classes
Learn more
Stone Fox Capital Profile Picture
Net Payout Yields
Stone Fox Capital
-10.9%
365 days
Sharpe ratio: -0.27
Minimum investment
$20,000
Management fee
1.00%
  • Conservative
  • Large cap dividend stocks or stock buybacks
Learn more
FTSE Russell Profile Picture
NAREIT All Equity REITs
FTSE Russell
-12.8%
365 days
Sharpe ratio: -0.31
Minimum investment
$100
Management fee
0.20%
  • Real estate
  • All property sectors
Learn more
IA Smart Beta Profile Picture
Small Cap Quality
IA Smart Beta
-13.1%
365 days
Sharpe ratio: -0.32
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap quality stocks
Learn more
Williams Market Analytics Profile Picture
Top ESG Picks
Williams Market Analytics
-8.2%
365 days
Sharpe ratio: -0.33
Minimum investment
$10,000
Management fee
1.50%
  • Concentrated
  • Fundamental analysis
  • Large and mid cap stocks
Learn more
Capstone Global Investments Profile Picture
High Quality Small Cap
Capstone Global Investments
-14.3%
365 days
Sharpe ratio: -0.35
Minimum investment
$30,000
Management fee
1.00%
  • Small cap
  • Fundamental analysis
Learn more
IA Smart Beta Profile Picture
Dividend
IA Smart Beta
-13.1%
365 days
Sharpe ratio: -0.35
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap dividend stocks
Learn more
IA Smart Beta Profile Picture
Small Cap Growth
IA Smart Beta
-14.9%
365 days
Sharpe ratio: -0.36
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap growth stocks
Learn more
IA Smart Beta Profile Picture
Small Cap Value
IA Smart Beta
-17.5%
365 days
Sharpe ratio: -0.38
Minimum investment
$100
Management fee
0.11%
  • Small cap value stocks
Learn more
Greenwich Wealth Management LLC Profile Picture
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
-18.1%
365 days
Sharpe ratio: -0.39
Minimum investment
$20,000
Management fee
1.00%
  • Concentrated
  • Macroeconomic view
  • Conservative discounted cash flow
Learn more
IA Smart Beta Profile Picture
Value
IA Smart Beta
-16.8%
365 days
Sharpe ratio: -0.41
Minimum investment
$100
Management fee
0.08%
  • Large and mid cap value stocks
Learn more
Sizemore Capital Profile Picture
Dividend Growth
Sizemore Capital
-15.2%
365 days
Sharpe ratio: -0.43
Minimum investment
$20,000
Management fee
1.50%
  • Dividend stocks
  • The next decade and beyond
Learn more
Financial Freedom Management LLC Profile Picture
Ivy 5 Downside Protected
Financial Freedom Management LLC
-3.4%
365 days
Sharpe ratio: -0.45
Minimum investment
$15,000
Management fee
0.75%
  • Global asset allocation
  • Ivy league endowment strategy
Learn more
IA Smart Beta Profile Picture
Small Cap Dividend
IA Smart Beta
-19.6%
365 days
Sharpe ratio: -0.46
Minimum investment
$100
Management fee
0.11%
  • Small and mid cap dividend stocks
Learn more
FTSE Russell Profile Picture
Energy
FTSE Russell
-36.5%
365 days
Sharpe ratio: -0.69
Minimum investment
$100
Management fee
0.20%
  • Energy
  • Large and mid cap 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.

IA Socially Responsible Investing Profile Picture
Clean Energy
IA Socially Responsible Investing
The Clean Energy Portfolio is designed to invest in US companies that are leading the transition from fossil fuels to clean energy. These companies make use of alternative energy sources, as well as efficient, renewable and clean technologies for power generation and transmission.
Minimum investment
$100
Management fee
0.11%
  • Good environmental score
  • Clean energy
  • Socially responsible investing
Learn more
IA Socially Responsible Investing Profile Picture
Clean Technology
IA Socially Responsible Investing
The Clean Technology portfolio is designed to invest in US companies that develop products that directly or indirectly reduce harmful environmental impact. These products and technologies help increase energy efficiency, reduce water and energy usage, and improve the quality of air and water.
Minimum investment
$100
Management fee
0.11%
  • Good environmental score
  • Clean technology
  • Socially responsible investing
Learn more
IA Socially Responsible Investing Profile Picture
ESG Dividend
IA Socially Responsible Investing
The ESG Dividend portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap high dividend stocks within the US equity market.
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap dividend stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Growth
IA Socially Responsible Investing
The ESG Growth portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap growth stocks within the US equity market.
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap growth stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Quality
IA Socially Responsible Investing
The ESG Quality portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap quality stocks within the US equity market.
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap quality stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Value
IA Socially Responsible Investing
The ESG Value portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap value stocks within the US equity market.
Minimum investment
$100
Management fee
0.11%
  • Good ESG scores
  • Large and mid cap value stocks
Learn more
IA Socially Responsible Investing Profile Picture
Fair Labor
IA Socially Responsible Investing
The Fair Labor Portfolio is designed to invest in US companies with processes and policies in place against abusive labor practices. These companies have not been involved in any wages and working conditions controversies recently. They also have processes in place to monitor breaches in their su...
Minimum investment
$100
Management fee
0.11%
  • Good social score
  • Fair labor
  • Socially responsible investing
Learn more
IA Socially Responsible Investing Profile Picture
Good Business Ethics
IA Socially Responsible Investing
The Good Business Ethics Portfolio is designed to invest in US companies with a reputation for honest dealing, ethical behavior and integrity as well as a code of ethics to set standards of behavior across the workforce.
Minimum investment
$100
Management fee
0.11%
  • Good social score
  • Good business ethics
  • Socially responsible investing
Learn more
IA Socially Responsible Investing Profile Picture
Low Greenhouse Emissions
IA Socially Responsible Investing
The Low Greenhouse Emissions Portfolio is designed to invest in US companies that have low direct and indirect greenhouse emissions. These companies are committed to further reducing emissions and aim to have a low carbon footprint.
Minimum investment
$100
Management fee
0.11%
  • Good environmental score
  • Low greenhouse emissions
  • Socially responsible investing
Learn more
IA Socially Responsible Investing Profile Picture
Workforce Diversity
IA Socially Responsible Investing
The Workforce Diversity Portfolio is designed to invest in US companies paving the way for diversity and equality in the workplace.
Minimum investment
$100
Management fee
0.11%
  • Good social score
  • Workforce diversity
  • Socially responsible investing
Learn more
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
Learn more
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
Learn more
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