HedgeMountain

Neumann Advisory Hong Kong Limited

Hong Kong, Hong Kong · CRD 284666
Hedge fund manager

Neumann Advisory Hong Kong Limited is an SEC-registered investment adviser based in Hong Kong, Hong Kong that reports managing 2 hedge funds on Form ADV. It reports $622.9 million in regulatory assets under management. Its private funds, of all types, hold $622.9 million in gross assets. Its disclosed U.S. stock holdings returned an estimated -4.2% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +101.6% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.

Regulatory assets under management
$622.9 millionForm ADV Item 5.F
Gross assets of private funds
$622.9 millionAll private fund types, Form ADV
Hedge funds managed
22 private funds in total
Employees
5Form ADV Item 5.A
Registration
SEC-registered adviserCRD 284666
Latest Form ADV
02/23/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2026 YTD-4.2%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+101.6%Q3 2024 – Q2 2026
S&P 500+37.2%Same quarters, price only
13F holdings$355.9 million6 positions, 2026-06-30
$100$155$210Q3 2024Q1 2025Q3 2025Q1 202613F est. $202S&P 500 $137
QuarterEst. 13F returnS&P 500
Q2 2026+13.7%+14.8%
Q1 2026-15.7%-4.6%
Q4 2025+0.2%+2.4%
Q3 2025+34.9%+7.8%
Q2 2025+23.4%+10.4%
Q1 2025-31.7%-4.5%
Q4 2024+47.8%+2.1%
Q3 2024+24.9%+5.4%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

  • Tesla Mtrs Inc Com$273.3 million
  • Alphabet, Inc Voting Class$61.0 million
  • Meta Platforms, Inc.$17.2 million
  • Agora Inc$2.1 million
  • Sinovac Biotech LTD$2.0 million
  • Elastic NV$235,000

As of 2026-06-30, from 13F filing by Neumann Advisory Hong Kong Ltd.

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures