HCP
Hamilton Capital Partners LLC Portfolio
Invests via Hamilton Capital Partners LLC | Managed by Alonso Munoz, Michael Blake Fortune II
Invests via Hamilton Capital Partners LLC
Managed by Alonso Munoz, Michael Blake Fortune II
Automatically Tracked
Company Profile
Deploys private equity and structured capital in technology and growth-stage companies across North America, targeting control and minority recapitalizations. Hamilton Capital Partners LLC manages fund vehicles that combine operational support, board-level governance, and tailored financing to accelerate revenue scale and margin expansion. Typical investments span software, fintech, and data infrastructure, with hold periods aimed at strategic exits or secondary liquidity. Institutional LPs, family offices and corporate co-investors constitute primary capital sources.
Deploys private equity and structured capital in technology and growth-stage companies across North America, targeting control and minority recapitalizations. Hamilton Capital Partners LLC manages fund vehicles that combine operational support, board-level governance, and tailored financing to accelerate revenue scale and margin expansion. Typical investments span software, fintech, and data infrastructure, with hold periods aimed at strategic exits or secondary liquidity. Institutional LPs, family offices and corporate co-investors constitute primary capital sources.
Investment Philosophy & Strategy
Focuses on control and selective minority recapitalizations of North American growth-stage technology firms, blending private equity discipline with structured capital solutions. Pursues sector-led concentration in software, fintech and data infrastructure, underwriting companies with clear unit-economics improvement potential and scalable go-to-market motion. Capital deployment emphasizes board-active value creation: operational playbooks, margin expansion initiatives and add-on M&A to accelerate exits or provide tailored secondary liquidity. Targets institutional and family-office co-investment, holds multi-year horizons, and applies conservative leverage and milestone-based tranche financing to manage downside risk.
Focuses on control and selective minority recapitalizations of North American growth-stage technology firms, blending private equity discipline with structured capital solutions. Pursues sector-led concentration in software, fintech and data infrastructure, underwriting companies with clear unit-economics improvement potential and scalable go-to-market motion. Capital deployment emphasizes board-active value creation: operational playbooks, margin expansion initiatives and add-on M&A to accelerate exits or provide tailored secondary liquidity. Targets institutional and family-office co-investment, holds multi-year horizons, and applies conservative leverage and milestone-based tranche financing to manage downside risk.
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:
29.58%
Gain -0.77%
Monthly
1.53%
Yearly
19.99%
Drawdown
27.91%
$373.83M
Equity
Holdings
$373.83M
Investment
$300.77M
$85.16M
Profit -$3.05M
Realized
$12.1M
Unrealized
$73.06M
Dividends
$3.66M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.77%
Profit
-$3.05M
Win %
79%
This Week
Compared To Last Week
Gain
-1.59%
Profit
-$6.03M
Win %
79%
This Month
Compared to last month
Gain
-1.59%
Profit
-$6.03M
Win %
79%
This Year
Compared to last year
Gain
-2.28%
Profit
$4.52M
Win %
80%
META Meta Platforms Inc Class A
+4.24%
+$1.39M 
WMT Walmart Inc.
+3.43%
+$6,739.56 
XOM Exxon Mobil Corporation
+2.11%
+$21,300.37 
CAT Caterpillar Inc.
+1.83%
+$7,210.08 
LLY Eli Lilly and Company
+1.76%
+$4,586.4 
CVX Chevron Corporation
+1.19%
+$6,749.09 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$12,213.21 
XLV Health Care Select Sector SPDR Fund
+0.76%
+$3,442.11 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$10,134.38 
TSLA Tesla, Inc.
0%
+$2,196.69 
JPM JPMorgan Chase & Co.
0%
$0 
ORCL Oracle Corporation
-5.76%
-$1.37M 
NVDA NVIDIA Corporation
-3.55%
-$807,737.04 
MSFT Microsoft Corp.
-3.11%
-$706,977.88 
AMZN Amazon.com Inc
-2.53%
-$787,462 
AAPL Apple Inc.
-1.58%
-$23,416.01 
VONG Vanguard Russell 1000 Growth Fund
-1.32%
-$4,666.68 
XLF Financial Select Sector SPDR Fund
-1.16%
-$4,853.41 
GEV GE Vernova Inc.
-1.04%
-$4,160.7 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.96%
-$85,359.69 
GE General Electric Company
-0.87%
-$4,556.75 
GOOGL Alphabet Inc
-0.79%
-$371,882.94 
PFE Pfizer Inc.
-0.76%
-$2,577.9 
GOOG Alphabet Inc
-0.76%
-$1,517.6 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$44,869.12 
VOO Vanguard S&P 500 ETF
-0.71%
-$2,435.4 
AVGO Broadcom Inc.
-0.49%
-$148,788.9 
TLH iShares 10-20 Year Treasury Bond ETF
-0.4%
-$134,557.14 
QQQM Invesco NASDAQ 100 ETF
-0.26%
-$9,050.94 
XLI Industrial Select Sector SPDR Fund
-0.09%
-$411.84 Events
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Dividends
Dividend Analysis
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| Trades 141 | Longs Won 94/141 66% | Profit Factor 14.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.06M |
| Average Win $974,974.8 | Best Trade (May 18) $25.31M | Sharpe Ratio -8.67 |
| Average Loss -$138,096.74 | Worst Trade (May 21) -$1.64M | Z-Score 1.87 (93.87%) |
| Commissions $0 | Avg. Trade Length 7m 1w 3d | Expectancy $603,950.95 |
| 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% | <0.01% |
| Consecutive Losing Trades | 2,710 | 2,439 | 2,168 | 1,897 | 1,626 | 1,355 | 1,084 | 813 | 542 | 271 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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