Company lists · Data refreshed September 2026
Top 14 Stock portfolio companies based in Newport Beach, United States
RevenueBase identified 27 stock portfolio companies headquartered in Newport Beach, United States as of September 2026 and tracks 121 professional contacts across them, including 54 with verified work emails. New York is the largest hub.
This list covers stock portfolio companies headquartered in Newport Beach, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 14 largest stock portfolio companies based in Newport Beach, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 17 contacts → | ||||
Indirect evidence “For more than 25 years, Miramontes Capital has been protecting and growing financial futures for thousands of families, individuals, and business owners.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 13 contacts → | ||||
Indirect evidence “J.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 11 contacts → | ||||
Indirect evidence “Tower 68 Financial Advisors is an experienced team of advisors and finance professionals with over 100 years collectively in the industry.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 7 contacts → | ||||
Indirect evidence “Today's financial seas can be rough.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 7 contacts → | ||||
Indirect evidence “SilverOak Investments is an independent fee-based investment firm, working exclusively with affluent and aspiring-affluent individuals that have household investable assets of $1…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6 contacts → | ||||
Indirect evidence “At Yosemite Capital Management, we design investment strategies and manage investments to meet the needs of individual and corporate clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Indirect evidence “Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “Founded in 2013, American Colonial Capital (“ACC”) is a vertically integrated, diversified investment company formed by industry leaders with investment and operational expertise…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 3 contacts → | ||||
Indirect evidence “Prattes Wealth Partners (PWP) was founded in Orange County, CA, as an independent investment management company.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 3 contacts → | ||||
Indirect evidence “Bell & Brown Wealth Advisors, LLC is comprised of partners, Lantz Bell and Jeff Brown, and senior administrator Marilyn Horsley.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Indirect evidence “Fourth Point Wealth works with families and organizations with big goals to clarify their "why" and learn the "how" in their investment plans to eliminate confusion, build…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Indirect evidence “At Stevens First Principles Investment Advisors (SFP) we believe the client comes first and everything we do is client focused.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Indirect evidence “Financial Planning and Investment Management Firm” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence “The name Aneuvia (pronounced a-new-via) is derived from a combination of English, German, and Latin words that together mean "a new way." Aneuvia is an investment manager that…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: stock portfolio companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names stock portfolio companies.
- Partial evidence
- Its own public description names part of stock portfolio companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name stock portfolio companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 14 of 27 stock portfolio companies based in Newport Beach, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 54 reachable decision-makers.
Free signup · no credit card
Stock portfolio companies based in Newport Beach, United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Newport Beach, so it is reported there. Company counts and contact totals on this page are exact for Newport Beach, over 27 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among stock portfolio companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Newport Beach, United States whose own description of what they do matches “stock portfolio companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names stock portfolio companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among stock portfolio companies, and records with no verified work email. Companies headquartered outside Newport Beach are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 54 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Stock portfolio companies by metro in the United States
- Stock portfolio companies in New York235
- Stock portfolio companies in Chicago70
- Stock portfolio companies in Boston68
- Stock portfolio companies in Dallas67
- Stock portfolio companies in San Francisco64
- Stock portfolio companies in Atlanta59
- Stock portfolio companies in Miami50
- Stock portfolio companies in San Diego48
- Stock portfolio companies in Houston45
- Stock portfolio companies in Austin44
- Stock portfolio companies in Los Angeles42
- Stock portfolio companies in Portland40
- Stock portfolio companies in Scottsdale37
- Stock portfolio companies in Charlotte36
- Stock portfolio companies in Denver33
- Stock portfolio companies in Seattle32
- Stock portfolio companies in Tampa28
- Stock portfolio companies in Newport Beach27
- Stock portfolio companies in Birmingham25
- Stock portfolio companies in Las Vegas25
- Stock portfolio companies in Minneapolis25
- Stock portfolio companies in Pittsburgh25
- Stock portfolio companies in San Antonio25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names stock portfolio companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many stock portfolio companies are there based in Newport Beach, United States?
RevenueBase identified 27 stock portfolio companies headquartered in Newport Beach, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Miramontes Capital, headquartered in Newport Beach, tops this list with the largest team on record.
Which city has the most stock portfolio companies?
New York leads with 235 headquartered companies, followed by Chicago (70) and Boston (68).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 54 verified decision-maker contacts tracked across these 27 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 27 stock portfolio companies based in Newport Beach, United States. Start with a free account, no credit card.
Download this list →Related lists
Stock portfolio companies by geography
- Stock portfolio companies based in Montreal, Canada
- Stock portfolio companies based in Toronto, Canada
- Stock portfolio companies based in Vancouver, Canada
- Stock portfolio companies based in Ahmedabad, India
- Stock portfolio companies based in Bangalore, India
- Stock portfolio companies based in Bengaluru, India
- Stock portfolio companies based in Mumbai, India
- Stock portfolio companies based in New Delhi, India
- Stock portfolio companies based in Pune, India
- Stock portfolio companies based in Atlanta, United States
- Stock portfolio companies based in Austin, United States
- Stock portfolio companies based in Birmingham, United States
Browse the directory
Browse: Companies home · Stock portfolio companies in United States · All United States lists · All Stock portfolio companies lists · New lists
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Stock portfolio companies based in Montreal, Canada
- Stock portfolio companies based in Toronto, Canada
- Stock portfolio companies based in Vancouver, Canada
- Stock portfolio companies based in Ahmedabad, India
- Stock portfolio companies based in Bangalore, India
- Stock portfolio companies based in Bengaluru, India