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Chapman Investment Management, LLC - Scott A. Chapman
Chapman Investment Management, LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
18 Followers
Scott A. Chapman Chapman Investment Management, LLC
Hedge Fund Manager
Ranked #266 out of 487 Hedge Fund Managers
Portfolio Gain
+49.00%
Since Jan 2016
Sharpe Ratio
0.85
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$136.89M
Scott A. Chapman manages more assets than 3% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+9.99%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
27.15% Financial
26.26% Consumer Cyclical
22.95% Technology
11.25% Healthcare
8.87% Industrial Goods
1.64% Communication Services
0.90% Energy
0.85% General
A breakdown of Chapman Investment Management, LLC's portfolio by sector
Chapman Investment Management, LLC Portfolio Activity
Microsoft
Added
Technology
$426.96
($385.58-$468.35)
-2.48%
+0.11%
12.79M
9.32%
Marriott International
Reduced
Consumer Cyclical
$229.94
($204.55-$255.32)
+16.11%
-1.93%
3.45M
2.52%
Intuit
Sold Out
Technology
$636.00
($597.22-$674.78)
+2.36%
-100.00%
0.00
0.00%
Cintas
Reduced
Industrial Goods
$191.89
($172.20-$211.57)
+8.95%
-0.42%
5.09M
3.71%
Chevron
Reduced
Energy
$149.82
($135.37-$164.28)
+10.00%
-4.58%
695.70K
0.50%
Eli Lilly & Co
Added
Healthcare
$860.04
($747.55-$972.53)
-14.64%
+0.14%
2.49M
1.82%
JPMorgan Chase & Co.
Not Changed
Financial
$208.19
($190.90-$225.48)
+19.43%
0.00%
2.75M
2.00%
Charles Schwab
Reduced
Financial
$68.86
($61.01-$76.70)
+26.60%
-49.77%
1.45M
1.05%
SPDR S&P 500 ETF Trust
Not Changed
General
$542.49
($510.27-$574.71)
+4.14%
0.00%
1.16M
0.85%
Exxon Mobil
Reduced
Energy
$114.14
($107.77-$120.50)
+3.19%
-7.64%
552.46K
0.40%
See a list of Chapman Investment Management, LLC's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Chapman Investment Management, LLC's performance with other Hedge Funds and the S&P 500
Chapman Investment Management, LLC activity FAQ
What is Chapman Investment Management, LLC’s portfolio gain since Jun 2013?
Chapman Investment Management, LLC’s portfolio gain since Jun 2013 was 49.00%.
What is Chapman Investment Management, LLC’s Sharpe Ratio?
Chapman Investment Management, LLC’s Sharpe Ratio is 0.85.
What is Chapman Investment Management, LLC’s portfolio value?
Chapman Investment Management, LLC’s portfolio value is $136.89M.
What is Chapman Investment Management, LLC’s average return since the fund’s last 13F filing?
Chapman Investment Management, LLC’s average return since the fund’s last 13F filing is 3.89%.
What was Chapman Investment Management, LLC’s average return in the last 12 months?
Chapman Investment Management, LLC’s average return in the last 12 months was 27.65%.
What was Chapman Investment Management, LLC’s average return in the last 3 years?
Chapman Investment Management, LLC’s average return in the last 3 years was 9.99%.
When was the most recent most recent 13F form submitted by Chapman Investment Management, LLC?
Chapman Investment Management, 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 Scott A. Chapman Net Worth?
Scott A. Chapman is Managing Chapman Investment Management, LLC which has a net worth of $136.89M.
TipRanks & Hedge Funds: TipRanks measures the performance of Scott A. Chapman 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.