MATTHEW HALL Portfolio
Invests via Hill Investment Group Partners, LLC | Managed by Matthew Zenz
Invests via Hill Investment Group Partners, LLC
Managed by Matthew Zenz
Automatically Tracked
MATTHEW HALL Profile
Seasoned operating executive and investor focused on growth-stage technology and financial services, with experience leading strategy, M&A and capital-raising initiatives across public and private markets. Matthew Hall combines operational leadership with portfolio construction and board-level oversight, advising scaling management teams on go-to-market, unit economics and governance. Market-oriented, pragmatic approach suited to crossover investors, corporate buyers and PE sponsors.
Seasoned operating executive and investor focused on growth-stage technology and financial services, with experience leading strategy, M&A and capital-raising initiatives across public and private markets. Matthew Hall combines operational leadership with portfolio construction and board-level oversight, advising scaling management teams on go-to-market, unit economics and governance. Market-oriented, pragmatic approach suited to crossover investors, corporate buyers and PE sponsors.
Investment Philosophy & Strategy
Operates with a growth-stage, market-oriented playbook prioritizing capital-efficient scaling in technology and financial services. Blends operating experience and board-level oversight to underwrite investments on unit-economics, go-to-market durability and M&A exit optionality. Prefers structured, staged capital with active governance, performance milestones and CRO/CEO alignment. Time horizon is medium-to-long, targeting companies suited to crossover buyers, corporate strategic acquirers or private-equity sponsorship.
Operates with a growth-stage, market-oriented playbook prioritizing capital-efficient scaling in technology and financial services. Blends operating experience and board-level oversight to underwrite investments on unit-economics, go-to-market durability and M&A exit optionality. Prefers structured, staged capital with active governance, performance milestones and CRO/CEO alignment. Time horizon is medium-to-long, targeting companies suited to crossover buyers, corporate strategic acquirers or private-equity sponsorship.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
21.5%
Gain
Monthly
0.37%
Yearly
4.51%
Drawdown
38.57%
$980.98M
Equity
Holdings
$980.98M
Investment
$736.42M
$299.55M
Profit -$3.2M
Realized
$54.99M
Unrealized
$244.56M
Dividends
$67.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.2M
Win %
85%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$2.18M
Win %
85%
This Month
Compared to last month
Gain
0.54%
Profit
$5.29M
Win %
85%
This Year
Compared to last year
Gain
8.33%
Profit
$75.4M
Win %
82%
MRK Merck & Co., Inc.
+3.39%
+$23,198.35 
COST Costco Wholesale Corporation
+2.21%
+$6,173.2 
TFC Truist Financial Corporation
+2.01%
+$6,637.72 
LLY Eli Lilly and Company
+1.72%
+$7,343.1 
DFSV Dimensional US Small Cap Value ETF
+1.49%
+$78,750.95 
XOM Exxon Mobil Corporation
+1.49%
+$8,415.1 
DFAT Dimensional US Targeted Value ETF
+1.47%
+$71,230.68 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+1.47%
+$92,466.57 
AVUV Avantis U.S. Small Cap Value ETF
+1.28%
+$432,935.64 
DFGR Dimensional Global Real Estate ETF
+1.24%
+$26,028.51 
AVRE Avantis Real Estate ETF
+1.15%
+$214,171.65 
MSFT Microsoft Corp.
+1.11%
+$10,707.23 
BSM Black Stone Minerals, L.P.
+1.05%
+$26,623.05 
AAPL Apple Inc.
+0.97%
+$20,379.93 
DFAS Dimensional U.S. Small Cap ETF
+0.57%
+$1,963.74 
LMT Lockheed Martin Corporation
+0.56%
+$4,363.41 
AMZN Amazon.com Inc
+0.52%
+$1,565.52 
GOOGL Alphabet Inc
+0.1%
+$872.46 
GOOG Alphabet Inc
+0.1%
+$256.6 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$302.4 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$397 
NOC Northrop Grumman Corporation
+0.01%
+$10.99 
NCMI National CineMedia, Inc.
-4.64%
-$10,836.37 
NVDA NVIDIA Corporation
-2.77%
-$62,646.04 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.66%
-$935,108.85 
AVEM Avantis Emerging Markets Equity ETF
-1.59%
-$242,961.52 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.38%
-$6,213.75 
SPEM SPDR Portfolio Emerging Markets ETF
-1.21%
-$7,346.25 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.11%
-$9,585.8 
PLBY Plby Group Inc.
-1.08%
-$2,491.84 
AVDV Avantis International Small Cap Value ETF
-1%
-$528,885.99 
AVDE Avantis International Equity ETF
-0.84%
-$103,761.28 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$3,686.62 
TD The Toronto-Dominion Bank
-0.64%
-$1,918.4 
DFSI Dimensional International Sustainability Core 1 ETF
-0.59%
-$3,309.93 
DFIC Dimensional International Core Equity Market ETF
-0.58%
-$448,640.06 
DFIV Dimensional International Value ETF
-0.53%
-$175,158.32 
VOO Vanguard S&P 500 ETF
-0.38%
-$5,358.54 
EBI Longview Advantage ETF
-0.34%
-$1.43M 
AVMU Avantis Core Municipal Fixed Income ETF
-0.34%
-$1,304.39 
AVSU Avantis Responsible U.S. Equity ETF
-0.24%
-$5,745.23 
DISV Dimensional International Small Cap Equity Fund
-0.23%
-$33,834.25 
AVUS Avantis U.S. Equity ETF
-0.18%
-$890.56 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.16%
-$57,675.64 
LVIG Longview Advantage Fixed Income ETF
-0.11%
-$99,097.79 
BRK-A Berkshire Hathaway Inc.
-0.11%
-$778.4 
AVIG Avantis Core Fixed Income ETF
-0.1%
-$29,666.12 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.08%
-$17,347.85 
DFIP Dimensional Inflation-Protected Securities ETF
-0.06%
-$19,780.62 
DFCF Dimensional Core Fixed Income ETF
-0.06%
-$734.73 Events
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Dividends
Dividend Analysis
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| Trades 873 | Longs Won 575/873 65% | Profit Factor 18.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.55M |
| Average Win $551,022.33 | Best Trade (Jul 13) $101.55M | Sharpe Ratio -10.33 |
| Average Loss -$58,017.71 | Worst Trade (Mar 31) -$2.96M | Z-Score 2.1 (96.47%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w | Expectancy $343,125.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.37% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
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