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Neumeier Poma Investment Counsel LLC - Peter Lindsay Neumeier

Neumeier Poma Investment Counsel LLC a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
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Peter Lindsay Neumeier

Peter Lindsay Neumeier
Neumeier Poma Investment Counsel LLC

Hedge Fund Manager
Ranked #80 out of 487 Hedge Fund Managers

Portfolio Gain

+170.99%
Since Jan 2016

Sharpe Ratio

2.59
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$1.09B
Peter Lindsay Neumeier manages more assets than 40% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+19.98%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
46.66% Industrial Goods
22.58% Technology
16.24% Consumer Cyclical
5.65% Financial
1.55% Consumer Defensive
1.46% Real Estate
1.38% Utilities
0.91% Basic Materials
0.41% Healthcare
0.22% General
A breakdown of Neumeier Poma Investment Counsel LLC's portfolio by sector

Neumeier Poma Investment Counsel LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Donnelley Financial Solutions
New
Financial
$61.73
($57.47-$66.00)
+5.19%
+100.00%
15.59M
1.43%
iShares Russell 2000 ETF
New
General
$199.70
($187.53-$211.88)
+3.40%
+100.00%
2.37M
0.22%
Limbach Holdings
New
Industrial Goods
$44.10
($35.23-$52.96)
+45.56%
+100.00%
20.19M
1.85%
AMN Healthcare Services
Sold Out
Healthcare
$67.00
($53.77-$80.22)
-8.77%
-100.00%
0.00
0.00%
Yeti Holdings
Sold Out
Consumer Cyclical
$44.66
($36.31-$53.00)
+1.14%
-100.00%
0.00
0.00%
UMB Financial
New
Financial
$82.05
($76.73-$87.36)
+9.40%
+100.00%
9.70M
0.89%
Alamo Group
Reduced
Industrial Goods
$209.88
($188.35-$231.40)
-19.40%
-10.06%
40.85M
3.74%
Comfort Systems
Reduced
Industrial Goods
$261.87
($194.30-$329.43)
-4.14%
-42.96%
56.84M
5.21%
Meritage
Reduced
Consumer Cyclical
$163.73
($147.77-$179.69)
+8.83%
-65.05%
12.38M
1.13%
Atlantica Sustainable Infrastructure
Reduced
Utilities
$19.41
($17.13-$21.68)
+21.80%
-35.82%
15.37M
1.38%
See a list of Neumeier Poma Investment Counsel LLC's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details

Measured Performance

Compare Neumeier Poma Investment Counsel LLC's performance with other Hedge Funds and the S&P 500

Neumeier Poma Investment Counsel LLC activity FAQ

What is Neumeier Poma Investment Counsel LLC’s portfolio gain since Jun 2013?
Neumeier Poma Investment Counsel LLC’s portfolio gain since Jun 2013 was 170.99%.
    What is Neumeier Poma Investment Counsel LLC’s Sharpe Ratio?
    Neumeier Poma Investment Counsel LLC’s Sharpe Ratio is 2.59.
      What is Neumeier Poma Investment Counsel LLC’s portfolio value?
      Neumeier Poma Investment Counsel LLC’s portfolio value is $1.09B.
        What is Neumeier Poma Investment Counsel LLC’s average return since the fund’s last 13F filing?
        Neumeier Poma Investment Counsel LLC’s average return since the fund’s last 13F filing is 5.12%.
          What was Neumeier Poma Investment Counsel LLC’s average return in the last 12 months?
          Neumeier Poma Investment Counsel LLC’s average return in the last 12 months was 19.28%.
            What was Neumeier Poma Investment Counsel LLC’s average return in the last 3 years?
            Neumeier Poma Investment Counsel LLC’s average return in the last 3 years was 19.98%.
              When was the most recent most recent 13F form submitted by Neumeier Poma Investment Counsel LLC?
              Neumeier Poma Investment Counsel LLC's most recent 13F form was submitted on Mar 31, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Peter Lindsay Neumeier Net Worth?
                  Peter Lindsay Neumeier is Managing Neumeier Poma Investment Counsel LLC which has a net worth of $1.09B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Peter Lindsay Neumeier and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

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                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.