Top Investors’ Stock Portfolio: 5 Small-Cap Stocks To Buy

In this piece, we will take a look at the Top Investors’ Stock Portfolio: 5 Small-Cap Stocks To Buy. If you want to learn more about small-cap stocks, then take a look at Top Investors’ Stock Portfolio: 10 Small-Cap Stocks To Buy.

5. Rambus Inc. (NASDAQ:RMBS)

Number of Hedge Fund Investors in Q2 2023: 31

Rambus Inc. (NASDAQ:RMBS) is a specialized semiconductor company that provides chips and intellectual property products to government and corporate entities. Despite a slowdown in the chip sector and high inflation, the firm has beaten analyst EPS estimates in three out of its four latest quarters, and the shares are rated Buy on average.

By the end of Q2 2023, 31 out of the 910 hedge funds part of Insider Monkey’s database were Rambus Inc. (NASDAQ:RMBS)’s investors. Brian Ashford-Russell and Tim Woolley’s Polar Capital is the biggest shareholder among these, owning 1.3 million shares that are worth $84 million.

4. Weatherford International plc (NASDAQ:WFRD)

Number of Hedge Fund Investors in Q2 2023: 33

Weatherford International plc (NASDAQ:WFRD) is a backend oil and gas company that provides production firms with drilling and other equipment. The firm’s second quarter earnings saw it post a 7% annual revenue growth but miss analyst EPS estimates by a hairline of one cent.

As of June 2023, 33 out of the 910 hedge funds polled by Insider Monkey had held a stake in the firm. Weatherford International plc (NASDAQ:WFRD)’s largest investor in our database is Donald Yacktman’s Yacktman Asset Management due to its $253 million stake.

3. Chord Energy Corporation (NASDAQ:CHRD)

Number of Hedge Fund Investors in Q2 2023: 37

Chord Energy Corporation (NASDAQ:CHRD) is an American oil company with operations in the Northern portion of the United States. The firm has struggled financially as of late since it has missed analyst EPS estimates in three out of its four latest quarters. However, analysts are quite optimistic about the stock, as they have rated the shares Strong Buy on average.

Insider Monkey dug through 910 hedge fund holdings for their second quarter of 2023 shareholdings and discovered that 37 had bought and owned Chord Energy Corporation (NASDAQ:CHRD)’s shares. Ken Griffin’s Citadel Investment Group owns the biggest stake among these, owning 689,344 shares that are worth $106 million.

2. Chart Industries, Inc. (NYSE:GTLS)

Number of Hedge Fund Investors in Q2 2023: 37

Chart Industries, Inc. (NYSE:GTLS) is an industrial equipment firm that makes and sells high performance tanks, pipes, and other products. It is currently reducing its debt burden in a high rate environment, after selling a vacuum equipment plant for $300 million in August to repay its debt.

During this year’s June quarter, 37 among the 910 hedge funds surveyed by Insider Monkey were the firm’s shareholders. Chart Industries, Inc. (NYSE:GTLS)’s largest hedge fund shareholder is Franklin Parlamis’ Aequim Alternative Investments due to its $48 million investment.

1. Super Micro Computer, Inc. (NASDAQ:SMCI)

Number of Hedge Fund Investors in Q2 2023: 37

Super Micro Computer, Inc. (NASDAQ:SMCI) is an American enterprise computing firm that sells data center hardware. Riding on the current wave of hype surrounding AI, which Super Micro Computer, Inc. (NASDAQ:SMCI) can cater to through its data center products, the shares are up by a strong 240% year to date. Additionally, analysts have penciled in a $62 upside over the current share price of $285.

37 out of the 910 hedge funds part of Insider Monkey’s Q2 2023 database had held a stake in Super Micro Computer, Inc. (NASDAQ:SMCI). Out of these, the biggest investor is Richard Driehaus’ Driehaus Capital as it owns $128 million worth of shares.

Disclosure: None. You can also take a look at 12 Most Undervalued Blue Chip Stocks to Buy According to Hedge Funds and 10 Best Commodity ETFs.

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