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Undervalued Opportunities
Clearbrook Capital Advisors
110.5%
365 days
Performance
Cost
Approach
2.75
Sharpe ratio
28.6%
90 days
$20,000
Minimum investment
1.50%
Management fee
fundamental analysis • concentrated exposure
Russell 1000 Technology
FTSE Russell
37.7%
365 days
Performance
Cost
Approach
1.05
Sharpe ratio
13.4%
90 days
$100
Minimum investment
0.20%
Management fee
technology • large and mid cap stocks
Elite Global Strategy
Elite Wealth Management
17.4%
365 days
Performance
Cost
Approach
0.95
Sharpe ratio
0.2%
90 days
$50,000
Minimum investment
1.00%
Management fee
diversified • tactical investing • domestic and international
Sparrow Unconstrained Strategy
Sparrow Capital Management
25.5%
365 days
Performance
Cost
Approach
0.69
Sharpe ratio
21.8%
90 days
$50,000
Minimum investment
1.00%
Management fee
across market sectors • industries and market capitalization ranges
Fundamental Growth
Sparrow Capital Management
22.6%
365 days
Performance
Cost
Approach
0.65
Sharpe ratio
17.0%
90 days
$20,000
Minimum investment
1.00%
Management fee
fundamental analysis • growth over multiple economic cycles
Stoken Tactical Adaptive Strategy
Stoken Asset Management
6.2%
365 days
Performance
Cost
Approach
0.61
Sharpe ratio
-4.0%
90 days
$10,000
Minimum investment
0.75%
Management fee
active combined asset strategy • across a whole market cycle
Russell 1000 Health Care
FTSE Russell
16.7%
365 days
Performance
Cost
Approach
0.58
Sharpe ratio
6.1%
90 days
$100
Minimum investment
0.20%
Management fee
medical and healthcare • large and mid cap stocks
Thematic Growth
Mott Capital Management, LLC
15.8%
365 days
Performance
Cost
Approach
0.55
Sharpe ratio
-2.1%
90 days
$20,000
Minimum investment
1.00%
Management fee
generational and demographic shifts • 4 to 5 themes • 3 to 5 year time horizon
Focus Growth
Analytic Investment
15.8%
365 days
Performance
Cost
Approach
0.50
Sharpe ratio
7.3%
90 days
$60,000
Minimum investment
1.50%
Management fee
aggressive • computer algorithms to identify mispriced large cap stocks
Russell 1000 Consumer Discretionary
FTSE Russell
14.8%
365 days
Performance
Cost
Approach
0.49
Sharpe ratio
11.2%
90 days
$100
Minimum investment
0.20%
Management fee
consumer discretionary • large and mid cap stocks
Equity Rotation Strategy
Split Rock
15.3%
365 days
Performance
Cost
Approach
0.48
Sharpe ratio
6.3%
90 days
$15,000
Minimum investment
1.00%
Management fee
economic cycle • geopolitical events • fundamental analysis
Russell Top 200
FTSE Russell
14.7%
365 days
Performance
Cost
Approach
0.46
Sharpe ratio
5.9%
90 days
$100
Minimum investment
0.20%
Management fee
large cap stocks
THB Mid Cap
Thomson, Horstmann & Bryant Inc.
14.4%
365 days
Performance
Cost
Approach
0.45
Sharpe ratio
8.1%
90 days
$22,500
Minimum investment
0.75%
Management fee
concentrated • long term view • fundamental analysis • mid cap stocks
Long Term Value
Lakeland Wealth Management
15.3%
365 days
Performance
Cost
Approach
0.44
Sharpe ratio
7.4%
90 days
$20,000
Minimum investment
0.50%
Management fee
business with competitive advantage over the long term
Crabtree Small Cap Growth
Crabtree Asset Mgmt
13.6%
365 days
Performance
Cost
Approach
0.42
Sharpe ratio
9.4%
90 days
$35,000
Minimum investment
1.00%
Management fee
fundamental analysis • small cap stocks and ADRs
Freedland Healthcare
Sparrow Capital Management
13.0%
365 days
Performance
Cost
Approach
0.40
Sharpe ratio
10.3%
90 days
$20,000
Minimum investment
1.00%
Management fee
healthcare • medical technology • mostly mid cap stocks
Guru Value Strategy
Veda Financial
12.1%
365 days
Performance
Cost
Approach
0.39
Sharpe ratio
3.5%
90 days
$10,000
Minimum investment
1.50%
Management fee
fundamental analysis • competitive advantages • market opportunity
WisdomTree Endowment - Moderately Aggressive
WisdomTree
5.4%
365 days
Performance
Cost
Approach
0.31
Sharpe ratio
0.6%
90 days
$100
Minimum investment
0.10%
Management fee
alternatives • stocks and bonds • ETFs
Global Growth and Income
Legg Mason
4.5%
365 days
Performance
Cost
Approach
0.23
Sharpe ratio
0.4%
90 days
$100
Minimum investment
0.10%
Management fee
diversified equity • balancing growth • income and risk • ETFs
PIP Dynamic Growth
Philadelphia Investment Partners
7.1%
365 days
Performance
Cost
Approach
0.23
Sharpe ratio
2.1%
90 days
$10,000
Minimum investment
0.80%
Management fee
proprietary asset allocation
ESG Broad Market Portfolio
IA Socially Responsible Investing
7.3%
365 days
Performance
Cost
Approach
0.22
Sharpe ratio
4.3%
90 days
$100
Minimum investment
0.11%
Management fee
good ESG scores • large and mid cap stocks
SSGA Moderate
State Street Global Advisors
4.7%
365 days
Performance
Cost
Approach
0.22
Sharpe ratio
0.8%
90 days
$100
Minimum investment
0.10%
Management fee
tactical asset allocation • index ETFs
Broad Market Portfolio
IA Smart Beta
7.0%
365 days
Performance
Cost
Approach
0.21
Sharpe ratio
4.5%
90 days
$100
Minimum investment
0.08%
Management fee
large and mid cap stocks
Crabtree Technology
Crabtree Asset Mgmt
7.1%
365 days
Performance
Cost
Approach
0.20
Sharpe ratio
7.1%
90 days
$30,000
Minimum investment
1.00%
Management fee
science and technology • fundamental analysis • stocks and ADRs
Growth Portfolio
IA Smart Beta
5.9%
365 days
Performance
Cost
Approach
0.17
Sharpe ratio
3.9%
90 days
$100
Minimum investment
0.08%
Management fee
large and mid cap growth stocks
Elite Relative Value Strategy
Texas Elite Advisory
4.4%
365 days
Performance
Cost
Approach
0.17
Sharpe ratio
5.5%
90 days
$5,000
Minimum investment
1.25%
Management fee
value investing • fundamental analysis
WisdomTree Aggressive
WisdomTree
4.2%
365 days
Performance
Cost
Approach
0.17
Sharpe ratio
1.5%
90 days
$100
Minimum investment
0.10%
Management fee
diversified, stocks and bonds, ETFs
Russell 1000 Consumer Staples
FTSE Russell
3.8%
365 days
Performance
Cost
Approach
0.13
Sharpe ratio
-3.3%
90 days
$100
Minimum investment
0.20%
Management fee
consumer staples • large and mid cap stocks
Russell 1000 Dividend Growth
FTSE Russell
4.0%
365 days
Performance
Cost
Approach
0.12
Sharpe ratio
2.0%
90 days
$100
Minimum investment
0.20%
Management fee
large and mid cap growth stocks
SSGA Growth
State Street Global Advisors
3.6%
365 days
Performance
Cost
Approach
0.12
Sharpe ratio
1.4%
90 days
$100
Minimum investment
0.10%
Management fee
tactical asset allocation • index ETFs
Long Term GARP
Y H & C Investments
4.6%
365 days
Performance
Cost
Approach
0.12
Sharpe ratio
5.9%
90 days
$10,000
Minimum investment
1.50%
Management fee
fundamental analysis • strategic competitive advantages
Quality Portfolio
IA Smart Beta
3.9%
365 days
Performance
Cost
Approach
0.11
Sharpe ratio
2.1%
90 days
$100
Minimum investment
0.08%
Management fee
large and mid cap quality stocks
Global Downside Protected
Atlas Capital
1.4%
365 days
Performance
Cost
Approach
0.10
Sharpe ratio
0.6%
90 days
$20,000
Minimum investment
0.75%
Management fee
global equity • risk management focus
Russell 1000 Materials and Processing
FTSE Russell
3.7%
365 days
Performance
Cost
Approach
0.10
Sharpe ratio
7.4%
90 days
$100
Minimum investment
0.20%
Management fee
extract or process raw materials • large and mid cap stocks
Russell 1000 Utilities
FTSE Russell
3.2%
365 days
Performance
Cost
Approach
0.10
Sharpe ratio
-7.5%
90 days
$100
Minimum investment
0.20%
Management fee
utilities • large and mid cap stocks
Tactical ETF
Elite Wealth Management
1.7%
365 days
Performance
Cost
Approach
0.09
Sharpe ratio
-3.1%
90 days
$10,000
Minimum investment
1.00%
Management fee
technical trading • actively trade index ETFs
High Income Strategy
Cratus Capital LLC
1.6%
365 days
Performance
Cost
Approach
0.08
Sharpe ratio
3.0%
90 days
$20,000
Minimum investment
0.75%
Management fee
low volatility • bond ETFs • small and mid cap dividend stocks
Financial Tales Portfolio
Sera Capital Management
1.3%
365 days
Performance
Cost
Approach
0.08
Sharpe ratio
-3.4%
90 days
$10,000
Minimum investment
1.00%
Management fee
global tactical strategy • undervalued asset classes • risk management focus
Russell 3000 Dividend Growth
FTSE Russell
0.9%
365 days
Performance
Cost
Approach
0.02
Sharpe ratio
0.3%
90 days
$100
Minimum investment
0.20%
Management fee
all cap growth stocks
Net Payout Yields
Stone Fox Capital
-0.3%
365 days
Performance
Cost
Approach
-0.01
Sharpe ratio
0.9%
90 days
$20,000
Minimum investment
1.00%
Management fee
conservative • large cap dividend stocks or stock buybacks
Russell 1000 Financial Services
FTSE Russell
-0.9%
365 days
Performance
Cost
Approach
-0.03
Sharpe ratio
-0.9%
90 days
$100
Minimum investment
0.20%
Management fee
financial services • large and mid cap stocks
Concentrated GARP
Y H & C Investments
-1.0%
365 days
Performance
Cost
Approach
-0.03
Sharpe ratio
-6.4%
90 days
$10,000
Minimum investment
1.50%
Management fee
fundamental analysis • corporate events • arbitrage
Russell 1000 Producer Durables
FTSE Russell
-1.8%
365 days
Performance
Cost
Approach
-0.05
Sharpe ratio
0.9%
90 days
$100
Minimum investment
0.20%
Management fee
producer durables • large and mid cap stocks
Small Cap Broad Market Portfolio
IA Smart Beta
-1.7%
365 days
Performance
Cost
Approach
-0.05
Sharpe ratio
2.6%
90 days
$100
Minimum investment
0.11%
Management fee
small and mid cap stocks
Strategic Growth Allocation
Sizemore Capital
-0.9%
365 days
Performance
Cost
Approach
-0.05
Sharpe ratio
-0.9%
90 days
$10,000
Minimum investment
1.00%
Management fee
asset allocation • non-traditional asset classes
Dividend Portfolio
IA Smart Beta
-4.6%
365 days
Performance
Cost
Approach
-0.13
Sharpe ratio
-0.1%
90 days
$100
Minimum investment
0.08%
Management fee
large and mid cap dividend stocks
Small Cap Quality Portfolio
IA Smart Beta
-4.9%
365 days
Performance
Cost
Approach
-0.13
Sharpe ratio
0.6%
90 days
$100
Minimum investment
0.11%
Management fee
small and mid cap quality stocks
High Quality Small Cap
Capstone Global Investments
-6.4%
365 days
Performance
Cost
Approach
-0.17
Sharpe ratio
-6.5%
90 days
$30,000
Minimum investment
1.00%
Management fee
small cap • fundamental analysis
Value Portfolio
IA Smart Beta
-6.5%
365 days
Performance
Cost
Approach
-0.17
Sharpe ratio
-1.1%
90 days
$100
Minimum investment
0.08%
Management fee
large and mid cap value stocks
Small Cap Value Portfolio
IA Smart Beta
-7.4%
365 days
Performance
Cost
Approach
-0.18
Sharpe ratio
-0.4%
90 days
$100
Minimum investment
0.11%
Management fee
small cap value stocks
Small Cap Growth Portfolio
IA Smart Beta
-7.4%
365 days
Performance
Cost
Approach
-0.19
Sharpe ratio
-3.0%
90 days
$100
Minimum investment
0.11%
Management fee
small and mid cap growth stocks
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
-8.8%
365 days
Performance
Cost
Approach
-0.20
Sharpe ratio
-2.9%
90 days
$20,000
Minimum investment
1.00%
Management fee
concentrated • macroeconomic view • conservative discounted cash flow
Dividend Growth
Sizemore Capital
-7.1%
365 days
Performance
Cost
Approach
-0.21
Sharpe ratio
-3.9%
90 days
$20,000
Minimum investment
1.50%
Management fee
dividend stocks • the next decade and beyond
FTSE NAREIT All Equity REITs
FTSE Russell
-11.2%
365 days
Performance
Cost
Approach
-0.28
Sharpe ratio
-12.5%
90 days
$100
Minimum investment
0.20%
Management fee
real estate • all property sectors
Small Cap Dividend Portfolio
IA Smart Beta
-11.1%
365 days
Performance
Cost
Approach
-0.28
Sharpe ratio
-4.4%
90 days
$100
Minimum investment
0.11%
Management fee
small and mid cap dividend stocks
WMA Top ESG Picks
Williams Market Analytics
-7.4%
365 days
Performance
Cost
Approach
-0.30
Sharpe ratio
-3.5%
90 days
$10,000
Minimum investment
1.50%
Management fee
concentrated • fundamental analysis • large and mid cap stocks
Ivy 5 Downside Protected
Financial Freedom Management LLC
-3.1%
365 days
Performance
Cost
Approach
-0.41
Sharpe ratio
-6.5%
90 days
$15,000
Minimum investment
0.75%
Management fee
global asset allocation • Ivy league endowment strategy
Russell 1000 Energy
FTSE Russell
-26.1%
365 days
Performance
Cost
Approach
-0.52
Sharpe ratio
0.4%
90 days
$100
Minimum investment
0.20%
Management fee
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.
China Sector
Global X
Global X believes that China warrants a more nuanced investment approach like sector investing. This portfolio provides exposure to China utilizing a segmented and processed approach with a tilt towards the growthier, “new” economy that is being driven by the shift to a consumer led economy. The ...
Performance
Cost
Approach
-
Sharpe ratio
1.1%
90 days
$100
Minimum investment
0.10%
Management fee
new consumer led businesses in China
Thematic Disruptors
Global X
The Global X Equity Thematic Disruptors ETF Model Portfolio is a growth-focused equity allocation portfolio using Global X and third-party ETFs.
Performance
Cost
Approach
-
Sharpe ratio
15.6%
90 days
$100
Minimum investment
0.10%
Management fee
growth and disruption • ETFs
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.
Performance
Cost
Approach
-
Sharpe ratio
-7.9%
90 days
$100
Minimum investment
0.11%
Management fee
good environmental score • clean energy • socially responsible investing
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.
Performance
Cost
Approach
-
Sharpe ratio
0.6%
90 days
$100
Minimum investment
0.11%
Management fee
good environmental score • clean technology • socially responsible investing
ESG Dividend Portfolio
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.
Performance
Cost
Approach
-
Sharpe ratio
0.3%
90 days
$100
Minimum investment
0.11%
Management fee
good ESG scores • large and mid cap dividend stocks
ESG Growth Portfolio
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.
Performance
Cost
Approach
-
Sharpe ratio
2.1%
90 days
$100
Minimum investment
0.11%
Management fee
good ESG scores • large and mid cap growth stocks
ESG Quality Portfolio
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.
Performance
Cost
Approach
-
Sharpe ratio
2.7%
90 days
$100
Minimum investment
0.11%
Management fee
good ESG scores • large and mid cap quality stocks
ESG Value Portfolio
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.
Performance
Cost
Approach
-
Sharpe ratio
0.4%
90 days
$100
Minimum investment
0.11%
Management fee
good ESG scores • large and mid cap value stocks
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...
Performance
Cost
Approach
-
Sharpe ratio
6.0%
90 days
$100
Minimum investment
0.11%
Management fee
good social score • fair labor • socially responsible investing
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.
Performance
Cost
Approach
-
Sharpe ratio
1.4%
90 days
$100
Minimum investment
0.11%
Management fee
good social score • good business ethics • socially responsible investing
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.
Performance
Cost
Approach
-
Sharpe ratio
5.9%
90 days
$100
Minimum investment
0.11%
Management fee
good environmental score • low greenhouse emissions • socially responsible investing
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.
Performance
Cost
Approach
-
Sharpe ratio
0.5%
90 days
$100
Minimum investment
0.11%
Management fee
good social score • workforce diversity • socially responsible investing
WisdomTree 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...
Performance
Cost
Approach
-
Sharpe ratio
-
90 days
$100
Minimum investment
0.10%
Management fee
diversified • stocks and bonds • ETFs
WisdomTree 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...
Performance
Cost
Approach
-
Sharpe ratio
-
90 days
$100
Minimum investment
0.10%
Management fee
diversified • stocks and bonds • ETFs
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