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Atwater Malick LLC - Ben Atwater&Matt Malick
Atwater Malick LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
53 Followers
Ben Atwater&Matt Malick Atwater Malick LLC
Hedge Fund Manager
Ranked #104 out of 487 Hedge Fund Managers
Portfolio Gain
+109.65%
Since Jan 2016
Sharpe Ratio
2.49
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$310.73M
Ben Atwater&Matt Malick manages more assets than 14% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+18.53%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
21.66% Industrial Goods
15.85% Technology
13.25% General
12.99% Healthcare
11.32% Consumer Defensive
8.11% Communication Services
7.89% Consumer Cyclical
5.11% Financial
0.34% Energy
0.07% Basic Materials
A breakdown of Atwater Malick LLC's portfolio by sector
Atwater Malick LLC Portfolio Activity
Coca-Cola
Added
Consumer Defensive
$67.91
($62.28-$73.53)
-10.34%
+1.29%
10.05M
3.24%
iShares Core U.S. Aggregate Bond ETF
Added
General
$99.13
($96.22-$102.04)
-1.82%
+1.11%
1.95M
0.63%
iShares Core High Dividend ETF
Added
General
$113.27
($107.34-$119.20)
+2.96%
+2.44%
385.91K
0.12%
McDonald's
Added
Consumer Cyclical
$275.25
($243.53-$306.96)
-3.10%
+0.59%
11.71M
3.77%
Nvidia
Added
Technology
$113.42
($90.69-$136.15)
+11.45%
+0.26%
1.16M
0.37%
Taiwan Semiconductor Manufacturing
Added
Technology
$163.52
($133.57-$193.47)
+4.33%
+5.57%
355.50K
0.11%
Waste Management
Added
Industrial Goods
$210.79
($196.59-$225.00)
+10.05%
+0.88%
14.35M
4.62%
General Dynamics
Not Changed
Industrial Goods
$293.38
($276.79-$309.97)
-6.13%
0.00%
227.25K
0.07%
Dimensional U.S. Core Equity 2 ETF
Reduced
General
$32.52
($30.66-$34.38)
+5.77%
-3.35%
2.70M
0.87%
Mastercard
Not Changed
Financial
$465.33
($428.86-$501.80)
+7.96%
0.00%
1.00M
0.32%
See a list of Atwater Malick LLC's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Atwater Malick LLC's performance with other Hedge Funds and the S&P 500
Atwater Malick LLC activity FAQ
What is Atwater Malick LLC’s portfolio gain since Jun 2013?
Atwater Malick LLC’s portfolio gain since Jun 2013 was 109.65%.
What is Atwater Malick LLC’s Sharpe Ratio?
Atwater Malick LLC’s Sharpe Ratio is 2.49.
What is Atwater Malick LLC’s portfolio value?
Atwater Malick LLC’s portfolio value is $310.73M.
What is Atwater Malick LLC’s average return since the fund’s last 13F filing?
Atwater Malick LLC’s average return since the fund’s last 13F filing is 2.83%.
What was Atwater Malick LLC’s average return in the last 12 months?
Atwater Malick LLC’s average return in the last 12 months was 24.45%.
What was Atwater Malick LLC’s average return in the last 3 years?
Atwater Malick LLC’s average return in the last 3 years was 18.53%.
When was the most recent most recent 13F form submitted by Atwater Malick LLC?
Atwater Malick LLC's most recent 13F form was submitted on Sep 30, 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 Ben Atwater&Matt Malick Net Worth?
Ben Atwater&Matt Malick is Managing Atwater Malick LLC which has a net worth of $310.73M.
TipRanks & Hedge Funds: TipRanks measures the performance of Ben Atwater&Matt Malick 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.
Disclosure on Hedge Fund Expert Ranking:
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.
Disclosure on Hedge Fund Expert Ranking:
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.