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Stonegate Investment Group, LLC
Tony R. Smith · Investment Advisor · Multi-Strategy
Stonegate Investment Group, LLC is an independent investment management firm and multi-family office headquartered in Birmingham, Alabama. The firm was established by a team of veteran financial advisors with the goal of providing unconstrained and highly personal wealth management services. Stonegate specializes in serving high-net-worth individuals and families, offering comprehensive advisory solutions that integrate asset management, risk mitigation, and estate planning. The institution prides itself on a team-based approach and its independence, which allows for objective advice and access to a broad array of investment solutions designed to protect and grow client capital across various market cycles.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +37.2% |
| YTD return | +28.8% |
| Sharpe ratio | 3.50 |
| Win rate | 55% |
| AUM | $3.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $3.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://stonegateig.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 10.2% | +39.7% |
| AAPL | Apple Inc | 9.5% | +30.9% |
| AMD | Advanced Micro Devices Inc | 7.4% | +189.3% |
| WMT | Walmart Inc. Common Stock | 7.0% | +3.2% |
| CSCO | Cisco Systems Inc | 5.8% | +57.9% |
| MSFT | Microsoft Corporation | 5.7% | -0.5% |
| JPM | JPMorgan Chase & Co | 5.5% | +13.9% |
| AMZN | Amazon.com Inc | 5.1% | +14.3% |
| PSX | Phillips 66 | 4.8% | +100.2% |
| XOM | Exxon Mobil Corp | 4.8% | +41.7% |
| CVX | Chevron Corp | 4.7% | +34.1% |
| BRK-A | Berkshire Hathaway Inc | 4.4% | +3.2% |
| JNJ | Johnson & Johnson | 3.9% | +43.8% |
| DELL | Dell Technologies Inc | 3.8% | +227.5% |
| V | Visa Inc. Class A | 3.6% | +6.9% |
| PANW | Palo Alto Networks Inc | 3.4% | +75.2% |
| TJX | The TJX Companies Inc | 2.7% | -12.2% |
| SO | Southern Company | 2.6% | -8.0% |
| PLD | Prologis Inc | 2.6% | +3.3% |
| HD | The Home Depot Inc | 2.5% | -4.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| May 25, 2026 | BUY | CVX | 4.7% → 4.7% |
| May 25, 2026 | SELL | DELL | 3.1% → 3.8% |
| May 25, 2026 | SELL | MSFT | 5.8% → 5.7% |
| May 25, 2026 | BUY | PANW | 3.2% → 3.4% |
| May 25, 2026 | SELL | TJX | 2.6% → 2.7% |
Investment Style Analysis
Stonegate Investment Group, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $3.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending May 25, Stonegate Investment Group, LLC made a significant move by increasing exposure to CVX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The investment philosophy of Stonegate Investment Group is centered on a disciplined, structured approach that prioritizes risk management and the preservation of capital. The firm advocates for an unconstrained strategy, utilizing a diverse range of asset classes including equities, bonds, mutual funds, and ETFs to build customized portfolios. Rather than attempting to time the market, Stonegate emphasizes strategic asset allocation and the use of low-cost, tax-efficient investment vehicles like index funds from Dimensional Fund Associates (DFA). Their methodology focuses on the 'return of capital first,' followed by 'return on capital,' ensuring that portfolios are efficiently diversified to minimize downside impact while pursuing long-term financial goals.
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 Stonegate Investment Group, LLC.
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Frequently asked questions
How is the simulated portfolio for Stonegate Investment Group, 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 Stonegate Investment Group, LLC's largest holding?
As of the latest filing, Stonegate Investment Group, LLC's top position is Alphabet Inc Class A (GOOGL), representing 10.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Stonegate Investment Group, LLC's historical performance and risk profile?
Our simulation indicates a total return of +37.2% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of 3.50, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Stonegate Investment Group, LLC primarily invest in?
Stonegate Investment Group, LLC has a strong preference for the Internet Content & Information sector, which makes up 10.2% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Stonegate Investment Group, LLC's portfolio concentrated or diversified?
Stonegate Investment Group, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 27.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Stonegate Investment Group, LLC performed in 2026?
Our AI-simulated model portfolio for Stonegate Investment Group, LLC tracks a Year-to-Date (YTD) return of +28.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Tony R. Smith manage Stonegate Investment Group, LLC directly?
Yes, Tony R. Smith serves as the key portfolio manager for Stonegate Investment Group, LLC, overseeing the investment strategy and final capital allocation decisions.