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Azimuth Capital Investment Management LLC
Daniel McEnroe · Investment Advisor · Multi-Strategy
Azimuth Capital Investment Management LLC is a prominent independent wealth management and investment advisory firm based in Bloomfield Hills, Michigan. Founded in 2004 by veteran investment professionals, the firm provides comprehensive portfolio management and financial planning services to high-net-worth families, individuals, and institutional clients. Azimuth operates as a partner firm of Focus Financial Partners, leveraging significant resources to enhance its client offerings and research capabilities. The institution is distinguished by its hands-on, research-driven approach, constructing tailored, diversified portfolios using bottom-up fundamental analysis across various asset classes, including equities and fixed income. Committed to fiduciary excellence, the firm emphasizes the alignment of interests by frequently investing alongside its clients to ensure long-term financial success.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.5% |
| YTD return | +13.3% |
| Sharpe ratio | 2.85 |
| Win rate | 46% |
| AUM | $1.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.azimuthcap.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 12.9% | +25.4% |
| NVDA | NVIDIA Corporation | 12.8% | +13.6% |
| MSFT | Microsoft Corporation | 10.0% | +0.6% |
| AVGO | Broadcom Inc | 7.9% | +3.7% |
| GOOGL | Alphabet Inc Class A | 7.3% | +32.6% |
| LLY | Eli Lilly and Company | 6.3% | +22.9% |
| AMD | Advanced Micro Devices Inc | 4.8% | +100.9% |
| BAC | Bank of America Corp | 3.3% | +12.1% |
| PEP | PepsiCo Inc | 3.2% | -9.8% |
| MPWR | Monolithic Power Systems Inc | 3.2% | +7.7% |
| BNY | BlackRock New York Municipal Income Trust | 3.1% | +9.0% |
| JPM | JPMorgan Chase & Co | 3.0% | +12.5% |
| XOM | Exxon Mobil Corp | 3.0% | +33.0% |
| AMZN | Amazon.com Inc | 3.0% | -5.6% |
| GEV | GE Vernova LLC | 2.8% | -10.4% |
| CVX | Chevron Corp | 2.8% | +18.5% |
| HSY | Hershey Co | 2.7% | -8.3% |
| SLB | Schlumberger NV | 2.7% | -10.6% |
| CRWD | Crowdstrike Holdings Inc | 2.6% | +11.5% |
| MRVL | Marvell Technology Group Ltd | 2.5% | +10.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | XOM | 2.9% → 3.0% |
| Sep 7, 2026 | SELL | BAC | 3.2% → 3.3% |
| Sep 7, 2026 | BUY | MPWR | 3.3% → 3.2% |
| Sep 7, 2026 | BUY | SLB | 2.6% → 2.7% |
| Sep 7, 2026 | SELL | AMD | 4.8% → 4.8% |
Investment Style Analysis
Azimuth Capital Investment Management LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $1.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Azimuth Capital Investment Management LLC made a significant move by increasing exposure to XOM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Azimuth Capital Investment Management LLC follows a client-centric investment philosophy rooted in the alignment of interests and disciplined fundamental research. The firm utilizes a meticulous bottom-up approach to build individual portfolios, ensuring that every security is thoroughly scrutinized and analyzed before investment. Their strategy emphasizes the construction of tailored, diversified portfolios across equity and fixed-income markets to meet specific client objectives and risk tolerances. By investing firm capital alongside their clients and maintaining a high standard of fiduciary care, Azimuth aims to deliver consistent, long-term results through a combination of institutional-grade expertise and personalized wealth management solutions.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Azimuth Capital Investment Management LLC.
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Frequently asked questions
How is the simulated portfolio for Azimuth Capital Investment Management LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Azimuth Capital Investment Management LLC's largest holding?
As of the latest filing, Azimuth Capital Investment Management LLC's top position is Apple Inc (AAPL), representing 12.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Azimuth Capital Investment Management LLC's historical performance and risk profile?
Our simulation indicates a total return of +20.5% with a win rate of 46%. Notably, the portfolio maintains a Sharpe Ratio of 2.85, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Azimuth Capital Investment Management LLC primarily invest in?
Azimuth Capital Investment Management LLC has a strong preference for the Semiconductors sector, which makes up 31.3% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Azimuth Capital Investment Management LLC's portfolio concentrated or diversified?
Azimuth Capital Investment Management LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 35.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Azimuth Capital Investment Management LLC performed in 2026?
Our AI-simulated model portfolio for Azimuth Capital Investment Management LLC tracks a Year-to-Date (YTD) return of +13.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Daniel McEnroe manage Azimuth Capital Investment Management LLC directly?
Yes, Daniel McEnroe serves as the key portfolio manager for Azimuth Capital Investment Management LLC, overseeing the investment strategy and final capital allocation decisions.