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131 investment model(s)

  • Robert Freedland Profile Picture

    Robert Freedland Growth and Momentum

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    • Approach fundamental
    • Asset Class Equity
    • Cap Bias Multi Cap
    • Geography Global
    Performance
    • 10.9%
      90 day
    • 18.3%
      365 days
    • Avg. Sub.
      10.5%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    -0.4% 12 months
    Riskscore of 3 3
    1.5% fee
  • Sreeni Meka Profile Picture

    Sreeni Meka Long Term Value

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    • Approach fundamental
    • Asset Class Equity
    • Cap Bias Multi Cap
    • Geography Global
    Performance
    • 11.1%
      90 day
    • 25.5%
      365 days
    • Avg. Sub.
      10.4%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    2.3% 12 months
    Riskscore of 4 4
    0.5% fee
  • Y H& C Investments Profile Picture

    Y H& C Investments Long Term GARP

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    • Approach fundamental
    • Asset Class Equity
    • Cap Bias Multi Cap
    • Geography Global
    Performance
    • 10.8%
      90 day
    • 40.4%
      365 days
    • Avg. Sub.
      10.3%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    12.9% 12 months
    Riskscore of 4 4
    1.5% fee
  • Gator Capital Profile Picture

    Gator Capital Small Cap

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    • Approach fundamental
    • Asset Class Equity
    • Cap Bias Small Cap
    • Geography US
    Performance
    • 11.2%
      90 day
    • 44.4%
      365 days
    • Avg. Sub.
      10.0%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    10.1% 12 months
    Riskscore of 4 4
    1.5% fee
  • Andrew Schornack Profile Picture

    Andrew Schornack Financial Services

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    • Approach fundamental
    • Asset Class Multi Asset Class
    • Geography US
    Performance
    • 10.5%
      90 day
    • 42.5%
      365 days
    • Avg. Sub.
      10.0%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    10.8% 12 months
    Riskscore of 4 4
    1.5% fee
  • Fletcher Wealth Management Profile Picture

    Fletcher Wealth Management REITs

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    • Approach fundamental
    • Asset Class Other Asset Class
    • Geography Global
    Performance
    • 10.9%
      90 day
    • 32.4%
      365 days
    • Avg. Sub.
      9.8%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    12.0% 12 months
    Riskscore of 3 3
    1.5% fee
  • Michael Arold Profile Picture

    Michael Arold Technical Swing

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    • Approach quantitative
    • Asset Class Multi Asset Class
    • Geography Global
    Performance
    • 9.8%
      90 day
    • 26.3%
      365 days
    • Avg. Sub.
      8.6%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    5.1% 12 months
    Riskscore of 5 5
    1.5% fee
  • Dan Plettner Profile Picture

    Dan Plettner MLP Direct Ownership

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    • Approach fundamental
    • Asset Class Other Asset Class
    • Geography US
    Performance
    • 8.4%
      90 day
    • 27.4%
      365 days
    • Avg. Sub.
      8.3%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    -0.2% 12 months
    Riskscore of 3 3
    0.5% fee
  • Timberline Investment Management Profile Picture

    Timberline Investment Management Dividend and Growth

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    • Approach quantitative
    • Asset Class Equity
    • Cap Bias Large Cap
    • Geography US
    Performance
    • 9.2%
      90 day
    • 23.5%
      365 days
    • Avg. Sub.
      8.3%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    -1.7% 12 months
    Riskscore of 2 2
    1% fee
  • Sparrow Capital Management Profile Picture

    Sparrow Capital Management Fundamental Growth

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    • Approach fundamental
    • Asset Class Equity
    • Cap Bias Multi Cap
    • Geography US
    Performance
    • 8.0%
      90 day
    • 19.5%
      365 days
    • Avg. Sub.
      7.2%
      90 day
    Monthly vs S&P500
    Monthly Investment Model Performance vs S&P 500
    -2.8% 12 months
    Riskscore of 3 3
    1.5% fee