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Analytic Investment
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Clearbrook Capital Advisors
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Crabtree Asset Management
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Cratus Capital LLC
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Elite Wealth Management
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FTSE Russell
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Financial Freedom Management LLC
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Global X
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Greenwich Wealth Management LLC
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IA Smart Beta
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IA Socially Responsible Investing
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Lakeland Wealth Management
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Legg Mason
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Mott Capital Management, LLC
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Philadelphia Investment Partners
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Sera Capital Management
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Sizemore Capital
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Sparrow Capital Management
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Split Rock
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State Street Global Advisors
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Stoken Asset Management
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Stone Fox Capital
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Texas Elite Advisory
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Veda Financial
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WisdomTree
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Y H & C Investments
Sort by:
Performance: High to low
Performance: Low to high
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Risk score: Low to high
Sharpe ratio: High to low
Sharpe ratio: Low to high
Y H & C Investments Profile Picture
Long Term GARP
Y H & C Investments
34.8%
365 days
Sharpe ratio: 2.12
Minimum investment
$10,000
Management fee
1.50%
Fundamental analysis
Strategic advantages
Learn more
FTSE Russell Profile Picture
Financial Services
FTSE Russell
38.0%
365 days
Sharpe ratio: 2.09
Minimum investment
$100
Management fee
0.20%
Financial services
Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Real Estate
FTSE Russell
30.2%
365 days
Sharpe ratio: 2.08
Minimum investment
$100
Management fee
0.20%
Real estate
Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Top 200
FTSE Russell
25.1%
365 days
Sharpe ratio: 2.01
Minimum investment
$100
Management fee
0.20%
Large cap stocks
Learn more
IA Smart Beta Profile Picture
Quality
IA Smart Beta
24.5%
365 days
Sharpe ratio: 2.00
Minimum investment
$100
Management fee
0.08%
Large and mid cap quality stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Broad Market
IA Socially Responsible Investing
24.7%
365 days
Sharpe ratio: 1.97
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Technology
FTSE Russell
37.2%
365 days
Sharpe ratio: 1.94
Minimum investment
$100
Management fee
0.20%
Technology
Large and mid cap stocks
Learn more
IA Smart Beta Profile Picture
Small Cap Value
IA Smart Beta
37.0%
365 days
Sharpe ratio: 1.87
Minimum investment
$100
Management fee
0.11%
Small cap value stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Value
IA Socially Responsible Investing
23.1%
365 days
Sharpe ratio: 1.78
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap value stocks
Learn more
FTSE Russell Profile Picture
Energy
FTSE Russell
52.3%
365 days
Sharpe ratio: 1.78
Minimum investment
$100
Management fee
0.20%
Energy
Large and mid cap stocks
Learn more
Mott Capital Management, LLC Profile Picture
Thematic Growth
Mott Capital Management, LLC
21.8%
365 days
Sharpe ratio: 1.76
Minimum investment
$5,000
Management fee
1.00%
Generational and demographic shifts
4 to 5 themes
Learn more
IA Socially Responsible Investing Profile Picture
ESG Quality
IA Socially Responsible Investing
20.5%
365 days
Sharpe ratio: 1.75
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap quality stocks
Learn more
Elite Wealth Management Profile Picture
Tactical ETF
Elite Wealth Management
24.2%
365 days
Sharpe ratio: 1.75
Minimum investment
$10,000
Management fee
1.00%
Technical trading
Actively trade index ETFs
Learn more
IA Smart Beta Profile Picture
Value
IA Smart Beta
26.5%
365 days
Sharpe ratio: 1.74
Minimum investment
$100
Management fee
0.08%
Large and mid cap value stocks
Learn more
IA Smart Beta Profile Picture
Small Cap Quality
IA Smart Beta
31.4%
365 days
Sharpe ratio: 1.74
Minimum investment
$100
Management fee
0.11%
Small and mid cap quality stocks
Learn more
21.7%
365 days
Sharpe ratio: 1.70
Minimum investment
$100
Management fee
0.20%
Large and mid cap growth stocks
Learn more
IA Smart Beta Profile Picture
Broad Market
IA Smart Beta
22.6%
365 days
Sharpe ratio: 1.66
Minimum investment
$100
Management fee
0.08%
Large and mid cap stocks
Learn more
IA Socially Responsible Investing Profile Picture
Ethical Leadership
IA Socially Responsible Investing
27.7%
365 days
Sharpe ratio: 1.64
Minimum investment
$100
Management fee
0.11%
Good corporate governance
Resolve conflicts well
Learn more
11.1%
365 days
Sharpe ratio: 1.62
Minimum investment
$100
Management fee
0.10%
Diversified equity
ETFs
Learn more
IA Socially Responsible Investing Profile Picture
Fair Labor & Thriving Communities
IA Socially Responsible Investing
23.1%
365 days
Sharpe ratio: 1.61
Minimum investment
$100
Management fee
0.11%
Societal and workforce care
Diverse and equal
Learn more
Cratus Capital LLC Profile Picture
High Income
Cratus Capital LLC
3.9%
365 days
Sharpe ratio: 1.61
Minimum investment
$500
Management fee
0.75%
Low volatility
Bond ETFs
Small and mid cap stocks
Learn more
Sera Capital Management Profile Picture
Financial Tales
Sera Capital Management
13.2%
365 days
Sharpe ratio: 1.55
Minimum investment
$10,000
Management fee
1.00%
Global tactical strategy
Undervalued assets
Learn more
IA Socially Responsible Investing Profile Picture
Ocean Life
IA Socially Responsible Investing
19.8%
365 days
Sharpe ratio: 1.55
Minimum investment
$100
Management fee
0.11%
Manage water use
Value marine life
Learn more
IA Socially Responsible Investing Profile Picture
Sustainable Product Lifecycle
IA Socially Responsible Investing
27.1%
365 days
Sharpe ratio: 1.54
Minimum investment
$100
Management fee
0.11%
Quality and safety
Materials
Entire supply chain
Learn more
IA Socially Responsible Investing Profile Picture
ESG Growth
IA Socially Responsible Investing
19.2%
365 days
Sharpe ratio: 1.54
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap growth stocks
Learn more
21.4%
365 days
Sharpe ratio: 1.54
Minimum investment
$100
Management fee
0.20%
All cap growth stocks
Learn more
Greenwich Wealth Management LLC Profile Picture
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
35.7%
365 days
Sharpe ratio: 1.53
Minimum investment
$20,000
Management fee
1.00%
Concentrated
Macroeconomic view
Conservative
Learn more
IA Socially Responsible Investing Profile Picture
LGBTQ Inclusion
IA Socially Responsible Investing
19.4%
365 days
Sharpe ratio: 1.51
Minimum investment
$100
Management fee
0.11%
Diverse and equal
LGBTQ focus
Learn more
IA Socially Responsible Investing Profile Picture
ESG Dividend
IA Socially Responsible Investing
18.8%
365 days
Sharpe ratio: 1.51
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap dividend stocks
Learn more
IA Smart Beta Profile Picture
Dividend
IA Smart Beta
21.3%
365 days
Sharpe ratio: 1.51
Minimum investment
$100
Management fee
0.08%
Large and mid cap dividend stocks
Learn more
IA Socially Responsible Investing Profile Picture
Land Health
IA Socially Responsible Investing
18.1%
365 days
Sharpe ratio: 1.45
Minimum investment
$100
Management fee
0.11%
Reduce harmful land waste
Safe disposal
Learn more
IA Smart Beta Profile Picture
Small Cap Dividend
IA Smart Beta
29.0%
365 days
Sharpe ratio: 1.45
Minimum investment
$100
Management fee
0.11%
Small and mid cap dividend stocks
Learn more
IA Socially Responsible Investing Profile Picture
Pure Water
IA Socially Responsible Investing
18.7%
365 days
Sharpe ratio: 1.42
Minimum investment
$100
Management fee
0.11%
Manage water use
Avoid contamination
Learn more
Crabtree Asset Management Profile Picture
Technology
Crabtree Asset Management
33.1%
365 days
Sharpe ratio: 1.42
Minimum investment
$30,000
Management fee
1.00%
Science and technology
Fundamental analysis
Learn more
10.6%
365 days
Sharpe ratio: 1.41
Minimum investment
$100
Management fee
0.10%
Alternatives
Stocks and bonds
ETFs
Learn more
State Street Global Advisors Profile Picture
Moderate
State Street Global Advisors
12.7%
365 days
Sharpe ratio: 1.41
Minimum investment
$100
Management fee
0.10%
Tactical asset allocation
Index ETFs
Learn more
WisdomTree Profile Picture
Aggressive
WisdomTree
13.4%
365 days
Sharpe ratio: 1.40
Minimum investment
$100
Management fee
0.10%
Diversified
Stocks and bonds
ETFs
Learn more
FTSE Russell Profile Picture
Health Care
FTSE Russell
16.0%
365 days
Sharpe ratio: 1.38
Minimum investment
$100
Management fee
0.20%
Medical and healthcare
Large and mid cap stocks
Learn more
State Street Global Advisors Profile Picture
Growth
State Street Global Advisors
16.7%
365 days
Sharpe ratio: 1.37
Minimum investment
$100
Management fee
0.10%
Tactical asset allocation
Index ETFs
Learn more
Sizemore Capital Profile Picture
Dividend Growth
Sizemore Capital
18.2%
365 days
Sharpe ratio: 1.36
Minimum investment
$5,000
Management fee
1.50%
Dividend stocks
The next decade and beyond
Learn more
IA Socially Responsible Investing Profile Picture
Clean Air
IA Socially Responsible Investing
19.3%
365 days
Sharpe ratio: 1.36
Minimum investment
$100
Management fee
0.11%
Reduce emissions
Sustainable energy
Low carbon
Learn more
FTSE Russell Profile Picture
Consumer Discretionary
FTSE Russell
20.8%
365 days
Sharpe ratio: 1.36
Minimum investment
$100
Management fee
0.20%
Consumer discretionary
Large and mid cap stocks
Learn more
Stone Fox Capital Profile Picture
Net Payout Yields
Stone Fox Capital
23.3%
365 days
Sharpe ratio: 1.35
Minimum investment
$1,000
Management fee
1.00%
Conservative
Large cap or stock buybacks
Learn more
IA Smart Beta Profile Picture
Growth
IA Smart Beta
19.3%
365 days
Sharpe ratio: 1.35
Minimum investment
$100
Management fee
0.08%
Large and mid cap growth stocks
Learn more
Lakeland Wealth Management Profile Picture
Long Term Value
Lakeland Wealth Management
23.2%
365 days
Sharpe ratio: 1.34
Minimum investment
$500
Management fee
0.50%
Long term
Competitive advantage
Learn more
WisdomTree Profile Picture
Moderate
WisdomTree
9.8%
365 days
Sharpe ratio: 1.31
Minimum investment
$100
Management fee
0.10%
Diversified
Stocks and bonds
ETFs
Learn more
IA Socially Responsible Investing Profile Picture
Gender Equality
IA Socially Responsible Investing
17.5%
365 days
Sharpe ratio: 1.30
Minimum investment
$100
Management fee
0.11%
Gender parity
Recruiting and promotion of women
Learn more
IA Smart Beta Profile Picture
Small Cap Growth
IA Smart Beta
24.5%
365 days
Sharpe ratio: 1.29
Minimum investment
$100
Management fee
0.11%
Small and mid cap growth stocks
Learn more
Crabtree Asset Management Profile Picture
Small Cap Growth
Crabtree Asset Management
29.7%
365 days
Sharpe ratio: 1.29
Minimum investment
$1,000
Management fee
1.00%
Fundamental analysis
Small cap stocks and ADRs
Learn more
IA Socially Responsible Investing Profile Picture
Racial Equality
IA Socially Responsible Investing
18.0%
365 days
Sharpe ratio: 1.26
Minimum investment
$100
Management fee
0.11%
Diverse and equal
All ethnicities
Learn more
IA Smart Beta Profile Picture
Small Cap Broad Market
IA Smart Beta
24.9%
365 days
Sharpe ratio: 1.22
Minimum investment
$100
Management fee
0.11%
Small and mid cap stocks
Learn more
IA Socially Responsible Investing Profile Picture
Mindful Business Models
IA Socially Responsible Investing
17.8%
365 days
Sharpe ratio: 1.20
Minimum investment
$100
Management fee
0.11%
Towards lower carbon
Towards climate friendly
Learn more
Y H & C Investments Profile Picture
Concentrated GARP
Y H & C Investments
27.2%
365 days
Sharpe ratio: 1.17
Minimum investment
$10,000
Management fee
1.50%
Fundamental analysis
Corporate events
Arbitrage
Learn more
Philadelphia Investment Partners Profile Picture
PIP Dynamic Growth
Philadelphia Investment Partners
17.7%
365 days
Sharpe ratio: 1.17
Minimum investment
$500
Management fee
0.80%
Proprietary asset allocation
Learn more
IA Socially Responsible Investing Profile Picture
Company Transparency
IA Socially Responsible Investing
13.8%
365 days
Sharpe ratio: 1.16
Minimum investment
$100
Management fee
0.11%
Protect clients
Safety and labelling
Data security
Learn more
IA Socially Responsible Investing Profile Picture
Customer Safety
IA Socially Responsible Investing
16.2%
365 days
Sharpe ratio: 1.14
Minimum investment
$100
Management fee
0.11%
Privacy and safety
Product access
Good practices
Learn more
FTSE Russell Profile Picture
Basic Materials
FTSE Russell
20.2%
365 days
Sharpe ratio: 1.03
Minimum investment
$100
Management fee
0.20%
Raw materials
Large and mid cap stocks
Learn more
Veda Financial Profile Picture
Guru Value
Veda Financial
18.8%
365 days
Sharpe ratio: 0.96
Minimum investment
$10,000
Management fee
1.50%
Fundamental analysis
Competitive advantages
Learn more
FTSE Russell Profile Picture
Industrials
FTSE Russell
13.2%
365 days
Sharpe ratio: 0.88
Minimum investment
$100
Management fee
0.20%
Industrials
Large and mid cap stocks
Learn more
Elite Wealth Management Profile Picture
Global
Elite Wealth Management
13.6%
365 days
Sharpe ratio: 0.81
Minimum investment
$50,000
Management fee
1.00%
Tactical investing
Domestic and international
Learn more
WisdomTree Profile Picture
Conservative
WisdomTree
2.9%
365 days
Sharpe ratio: 0.79
Minimum investment
$100
Management fee
0.10%
Diversified
Stocks and bonds
ETFs
Learn more
FTSE Russell Profile Picture
Consumer Staples
FTSE Russell
8.6%
365 days
Sharpe ratio: 0.78
Minimum investment
$100
Management fee
0.20%
Consumer staples
Large and mid cap stocks
Learn more
Split Rock Profile Picture
Equity Rotation
Split Rock
14.7%
365 days
Sharpe ratio: 0.75
Minimum investment
$100
Management fee
1.00%
Economic cycle
Geopolitical events
Learn more
Clearbrook Capital Advisors Profile Picture
Undervalued Opportunities
Clearbrook Capital Advisors
11.9%
365 days
Sharpe ratio: 0.75
Minimum investment
$20,000
Management fee
1.50%
Fundamental analysis
Concentrated exposure
Learn more
Analytic Investment Profile Picture
Focus Growth
Analytic Investment
20.6%
365 days
Sharpe ratio: 0.74
Minimum investment
$500
Management fee
1.50%
Aggressive
Identify mispriced large cap stocks
Learn more
FTSE Russell Profile Picture
Utilities
FTSE Russell
9.2%
365 days
Sharpe ratio: 0.64
Minimum investment
$100
Management fee
0.20%
Utilities
Large and mid cap stocks
Learn more
Stoken Asset Management Profile Picture
Tactical Adaptive
Stoken Asset Management
5.7%
365 days
Sharpe ratio: 0.61
Minimum investment
$500
Management fee
0.75%
Active
Across a whole market cycle
Learn more
Sparrow Capital Management Profile Picture
Fundamental Growth
Sparrow Capital Management
15.0%
365 days
Sharpe ratio: 0.58
Minimum investment
$500
Management fee
1.00%
Fundamental analysis
Growth over economic cycles
Learn more
Sparrow Capital Management Profile Picture
Freedland Healthcare
Sparrow Capital Management
8.6%
365 days
Sharpe ratio: 0.39
Minimum investment
$500
Management fee
1.00%
Healthcare
Medical technology
Learn more
Sparrow Capital Management Profile Picture
Unconstrained
Sparrow Capital Management
8.4%
365 days
Sharpe ratio: 0.28
Minimum investment
$500
Management fee
1.00%
Across sectors
Market capitalization ranges
Learn more
3.8%
365 days
Sharpe ratio: 0.18
Minimum investment
$100
Management fee
0.10%
Growth and disruption
ETFs
Learn more
Texas Elite Advisory Profile Picture
Relative Value
Texas Elite Advisory
1.8%
365 days
Sharpe ratio: 0.15
Minimum investment
$1,000
Management fee
1.25%
Value investing
Fundamental analysis
Learn more
FTSE Russell Profile Picture
Telecommunications
FTSE Russell
-0.1%
365 days
Sharpe ratio: -0.01
Minimum investment
$100
Management fee
0.20%
Telecommunications
Large and mid cap stocks
Learn more
Financial Freedom Management LLC Profile Picture
Ivy 5 Downside Protected
Financial Freedom Management LLC
-1.5%
365 days
Sharpe ratio: -0.24
Minimum investment
$500
Management fee
0.75%
Global asset allocation
Ivy league endowment strategy
Learn more
Global X Profile Picture
China Sector
Global X
-6.3%
365 days
Sharpe ratio: -0.28
Minimum investment
$100
Management fee
0.10%
New consumer led businesses
China
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.

7.7%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
Equity themes
ETFs
Learn more
-4.4%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
Digital innovation
ETFs
Learn more
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