Taylor Hoffman Capital Management is an SEC-registered investment adviser based in Richmond, VA that reports managing 1 hedge fund on Form ADV. It reports $469.5 million in regulatory assets under management. Its private funds, of all types, hold $9.9 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +19.9% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +32.7% from Q4 2024 to Q2 2026, compared with +30.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $469.5 millionForm ADV Item 5.F
- Gross assets of private funds
- $9.9 millionAll private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 5Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 309329
- Latest Form ADV
- 08/05/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +21.0% | +14.8% |
| Q1 2026 | -0.9% | -4.6% |
| Q4 2025 | +2.8% | +2.4% |
| Q3 2025 | +7.9% | +7.8% |
| Q2 2025 | +7.3% | +10.4% |
| Q1 2025 | -3.6% | -4.5% |
| Q4 2024 | -3.5% | +2.1% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Lam Research Corp Com New$37.4 million
- Applied Matls Inc Com$33.5 million
- Apple Inc Com$26.2 million
- Arista Networks Inc Com SHS$22.2 million
- Alphabet, Inc Voting Class$14.9 million
- Cisco Systems Inc$12.3 million
- Ebay Inc.$11.6 million
- Meta Platforms, Inc.$11.5 million
- Deere & Co Com$11.1 million
- Kla Corp Com New$10.0 million
As of 2026-06-30, from 13F filing by Taylor Hoffman Capital Management LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures