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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
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Matthew Kopsky

Matthew Kopsky
HM Capital Management, Llc

Hedge Fund Manager
Ranked #57 out of 487 Hedge Fund Managers

Portfolio Gain

+106.62%
Since Jan 2016

Sharpe Ratio

2.91
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

+12.83%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
81.51% General
7.27% Technology
5.67% Healthcare
5.53% Industrial Goods
4.61% Consumer Defensive
2.61% Consumer Cyclical
1.95% Financial
1.46% Utilities
1.03% Communication Services
0.42% Energy
0.12% Basic Materials
A breakdown of HM Capital Management, Llc's portfolio by sector

HM Capital Management, Llc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
SPDR S&P 500 ETF Trust
Not Changed
General
$395.71
($359.70-$431.73)
+41.82%
0.00%
1.26M
0.74%
ATVI
Activision Blizzard
Reduced
Technology
$77.88
($74.25-$81.50)
+28.38%
-1.50%
1.72M
1.02%
Amazon
Added
Consumer Cyclical
$126.21
($105.85-$146.57)
+54.54%
+3.30%
2.98M
1.79%
Apple
Added
Technology
$155.91
($135.66-$176.15)
+20.41%
+2.87%
2.98M
1.77%
Arthur J Gallagher & Co
Not Changed
Financial
$176.30
($160.60-$192.00)
+40.30%
0.00%
732.65K
0.43%
Automatic Data Processing
Not Changed
Industrial Goods
$233.60
($205.61-$261.59)
+11.19%
0.00%
7.26M
4.20%
Belden
Sold Out
Technology
$60.94
($50.90-$70.97)
+36.97%
-100.00%
0.00
0.00%
Boeing
Reduced
Industrial Goods
$148.82
($123.80-$173.85)
+40.25%
-1.62%
869.72K
0.52%
Coca-Cola
Not Changed
Consumer Defensive
$60.69
($55.91-$65.47)
+12.48%
0.00%
2.22M
1.27%
Deere
New
Industrial Goods
$338.37
($283.81-$392.93)
+22.30%
+100.00%
220.03K
0.13%
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 106.62%.
    What is HM Capital Management, Llc’s Sharpe Ratio?
    HM Capital Management, Llc’s Sharpe Ratio is 2.91.
      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 20.03%.
          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 5.58%.
            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 12.83%.
              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.