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NEW WORLD ADVISORS LLC 13F portfolio summary

NEW WORLD ADVISORS LLC of NEW WORLD ADVISORS LLC has 83 current stock holdings with a reported portfolio value of $568.8M. The portfolio 1 year return is +26.84%. Top holdings include QQQ (0.00%), TJX (39.03%), IVV (4.37%), AAPL (0.73%), NVDA (0.59%).

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NEW WORLD ADVISORS LLC

NEW WORLD ADVISORS LLC
Latest filing: 2026-03-31

NEW WORLD ADVISORS LLC runs NEW WORLD ADVISORS LLC and currently holds 83 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $568.79M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. NEW WORLD ADVISORS LLC ranks #236 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, NEW WORLD ADVISORS LLC's portfolio at NEW WORLD ADVISORS LLC has delivered returns of +26.84%. Their 3-year annualized return is +90.09%. Looking at the 5-year horizon, NEW WORLD ADVISORS LLC has achieved +119.22% annualized returns at NEW WORLD ADVISORS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+26.84%
#437/1000
3 Year
+90.09%
#280/1000
5 Year
+119.22%
#170/1000

Portfolio Value

$568.79M

Alpha Score

80.3

#236 of 1000

Holdings

83

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change