CARL STUART INVESTMENT ADVISOR, INC
CARL STUART INVESTMENT ADVISOR, INC runs CARL STUART INVESTMENT ADVISOR, INC and currently holds 27 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $228.91M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CARL STUART INVESTMENT ADVISOR, INC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CARL STUART INVESTMENT ADVISOR, INC's portfolio at CARL STUART INVESTMENT ADVISOR, INC has delivered returns of +25.61%. Their 3-year annualized return is +70.87%. Looking at the 5-year horizon, CARL STUART INVESTMENT ADVISOR, INC has achieved +76.21% annualized returns at CARL STUART INVESTMENT ADVISOR, INC.
Portfolio Value
$228.91M
Alpha Score
57.2
#0 of 1000
Holdings
27
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|