Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS · 33 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Advisors Capital Small/Mid Cap Fund |
|---|---|
| RBC Bearings Inc | 7.73 % |
| Casey's General Stores Inc | 7.62 % |
| Guidewire Software Inc | 5.26 % |
| Coastal Financial Corp/WA | 4.64 % |
| PJT Partners Inc | 4.21 % |
| Jones Lang LaSalle Inc | 4.20 % |
| Virtu Financial Inc | 4.00 % |
| Evercore Inc | 3.62 % |
| Watsco Inc | 3.56 % |
| Timken Co/The | 3.42 % |
| Owens Corning | 3.21 % |
| Toll Brothers Inc | 2.94 % |
| QXO Inc | 2.92 % |
| Castle Biosciences Inc | 2.89 % |
| Pool Corp | 2.84 % |
| Procore Technologies Inc | 2.82 % |
| AtriCure Inc | 2.63 % |
| Advanced Drainage Systems Inc | 2.54 % |
| GXO Logistics Inc | 2.50 % |
| Donaldson Co Inc | 2.27 % |
| FirstService Corp | 2.17 % |
| Madison Square Garden Sports Corp | 1.99 % |
| Atlanta Braves Holdings Inc. | 1.99 % |
| Solventum Corp | 1.84 % |
| Allegion plc | 1.84 % |
| ServiceTitan Inc | 1.83 % |
| Appfolio Inc | 1.80 % |
| First American Financial Corp | 1.68 % |
| Avantor Inc | 1.63 % |
| Wintrust Financial Corp | 1.58 % |
1 funds, 33 lines read.