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HM Capital Management, Llc - Matthew Kopsky
HM Capital Management, Llc a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2022
46 Followers
Matthew Kopsky HM Capital Management, Llc
Hedge Fund Manager
Ranked #56 out of 487 Hedge Fund Managers
Portfolio Gain
+173.49%
Since Jan 2016
Sharpe Ratio
3.21
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$167.06M
Matthew Kopsky manages more assets than 5% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+19.44%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
65.86% General
7.24% Technology
5.57% Healthcare
5.47% Industrial Goods
4.54% Consumer Defensive
2.60% Consumer Cyclical
1.93% Financial
1.42% Utilities
1.02% Communication Services
0.41% Energy
0.12% Basic Materials
A breakdown of HM Capital Management, Llc's portfolio by sector
HM Capital Management, Llc Portfolio Activity
Vanguard FTSE Developed Markets ETF
Not Changed
General
$39.86
($35.97-$43.74)
+47.37%
0.00%
456.79K
0.26%
Great Southern Bancorp
Not Changed
Financial
$57.13
($50.30-$63.95)
+19.57%
0.00%
342.42K
0.19%
Johnson & Johnson
Added
Healthcare
$170.40
($160.81-$179.99)
+1.38%
+0.32%
5.24M
2.93%
Automatic Data Processing
Not Changed
Industrial Goods
$233.60
($205.61-$261.59)
+41.36%
0.00%
7.26M
4.16%
Boeing
Reduced
Industrial Goods
$148.82
($123.80-$173.85)
+29.29%
-1.62%
869.72K
0.52%
Vertiv Holdings
Not Changed
Industrial Goods
$10.72
($7.76-$13.68)
+1,210.06%
0.00%
99.58K
0.06%
Avient
Not Changed
Basic Materials
$39.77
($29.80-$49.73)
+79.11%
0.00%
202.65K
0.12%
iShares Core S&P 500 ETF
Reduced
General
$397.60
($361.18-$434.03)
+74.36%
-8.22%
444.37K
0.26%
Waste Management
Not Changed
Industrial Goods
$162.34
($148.71-$175.98)
+45.15%
0.00%
220.29K
0.13%
JPMorgan Chase & Co.
Added
Financial
$114.32
($104.40-$124.24)
+150.69%
+0.01%
969.34K
0.55%
See a list of HM Capital Management, Llc's holdings, as reported to the SEC on Sep 30, 2022. Click on any holding to see more details
Measured Performance
Compare HM Capital Management, Llc's performance with other Hedge Funds and the S&P 500
HM Capital Management, Llc activity FAQ
What is HM Capital Management, Llc’s portfolio gain since Jun 2013?
HM Capital Management, Llc’s portfolio gain since Jun 2013 was 173.49%.
What is HM Capital Management, Llc’s Sharpe Ratio?
HM Capital Management, Llc’s Sharpe Ratio is 3.21.
What is HM Capital Management, Llc’s portfolio value?
HM Capital Management, Llc’s portfolio value is $167.06M.
What is HM Capital Management, Llc’s average return since the fund’s last 13F filing?
HM Capital Management, Llc’s average return since the fund’s last 13F filing is 58.87%.
What was HM Capital Management, Llc’s average return in the last 12 months?
HM Capital Management, Llc’s average return in the last 12 months was 28.10%.
What was HM Capital Management, Llc’s average return in the last 3 years?
HM Capital Management, Llc’s average return in the last 3 years was 19.44%.
When was the most recent most recent 13F form submitted by HM Capital Management, Llc?
HM Capital Management, Llc's most recent 13F form was submitted on Sep 30, 2022.
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 Matthew Kopsky Net Worth?
Matthew Kopsky is Managing HM Capital Management, Llc which has a net worth of $167.06M.
TipRanks & Hedge Funds: TipRanks measures the performance of Matthew Kopsky 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.