Home / Leaderboard / Marco Investment Management, LLC
Marco Investment Management, LLC
Steven S. Marco · Investment Advisor · Multi-Strategy
Marco Investment Management, LLC is an independent registered investment advisory firm headquartered in Atlanta, Georgia. Established in 1998 by Steven S. Marco, the firm provides discretionary portfolio management and financial planning services to a diverse clientele, including high-net-worth individuals, pension plans, and charitable organizations. The institution specializes in the management of individual securities, utilizing both fundamental and technical analysis to construct diversified portfolios of equities and fixed-income assets. With a focus on long-term capital appreciation and risk management, the firm aims to maximize after-tax returns while maintaining strong client relationships through personalized service. Marco Investment Management's team of seasoned professionals emphasizes a direct, actively managed approach, primarily focusing on leading large-cap U.S. companies to meet the growth and income needs of its clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.1% |
| YTD return | +11.1% |
| Sharpe ratio | 3.34 |
| Win rate | 50% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.marcoinv.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AVGO | Broadcom Inc | 15.3% | +5.8% |
| AAPL | Apple Inc | 9.3% | +30.3% |
| CAT | Caterpillar Inc | 6.7% | +51.3% |
| JPM | JPMorgan Chase & Co | 6.7% | +12.9% |
| PANW | Palo Alto Networks Inc | 6.4% | +61.9% |
| KLAC | KLA-Tencor Corporation | 5.4% | -31.5% |
| MSFT | Microsoft Corporation | 5.0% | -1.3% |
| GS | Goldman Sachs Group Inc | 4.6% | +18.7% |
| COST | Costco Wholesale Corp | 4.4% | -3.5% |
| GOOGL | Alphabet Inc Class A | 4.2% | +34.6% |
| ABBV | AbbVie Inc | 4.1% | +11.4% |
| CSCO | Cisco Systems Inc | 3.8% | +48.9% |
| QCOM | Qualcomm Incorporated | 3.8% | +7.5% |
| UNH | UnitedHealth Group Incorporated | 3.6% | +8.2% |
| WMT | Walmart Inc. Common Stock | 3.4% | +2.6% |
| CI | Cigna Corp | 3.1% | -4.6% |
| AXP | American Express Company | 2.8% | -4.8% |
| LOW | Lowe's Companies Inc | 2.7% | -21.6% |
| KO | The Coca-Cola Company | 2.4% | +1.0% |
| EPD | Enterprise Products Partners LP | 2.3% | +0.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | BUY | EPD | 0.0% → 2.3% |
| Aug 17, 2026 | SELL | LOW | 2.8% → 2.7% |
| Aug 17, 2026 | SELL | CSCO | 4.1% → 3.8% |
| Aug 17, 2026 | SELL | GOOGL | 4.4% → 4.2% |
| Aug 17, 2026 | SELL | GS | 4.6% → 4.6% |
Investment Style Analysis
Marco Investment Management, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Marco Investment Management, LLC made a significant move by increasing exposure to EPD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Marco Investment Management's core philosophy centers on delivering peace-of-mind through personalized, discretionary portfolio management that aligns with each client's unique financial objectives. The firm adopts a direct, actively managed investment approach, combining fundamental research with technical analysis to select individual securities. This strategy encompasses a blend of equity and fixed-income allocations, with a particular emphasis on leading large-cap U.S. companies. Risk management is a vital component of their philosophy, often involving the use of derivative strategies and margin transactions to hedge exposure and enhance returns. Ultimately, the firm strives to foster creative thinking and long-term partnerships, aiming for consistent capital appreciation and maximized after-tax results across various market conditions.
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 Marco Investment Management, LLC.
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -3.2%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.6%
- Wolverine Trading, LLC — Robert Bellick · 3M -3.6%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -4.4%
Frequently asked questions
How is the simulated portfolio for Marco 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 Marco Investment Management, LLC's largest holding?
As of the latest filing, Marco Investment Management, LLC's top position is Broadcom Inc (AVGO), representing 15.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Marco Investment Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +15.1% with a win rate of 50%. Notably, the portfolio maintains a Sharpe Ratio of 3.34, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Marco Investment Management, LLC primarily invest in?
Marco Investment Management, LLC has a strong preference for the Semiconductors sector, which makes up 19.1% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Marco Investment Management, LLC's portfolio concentrated or diversified?
Marco Investment Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 31.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Marco Investment Management, LLC performed in 2026?
Our AI-simulated model portfolio for Marco Investment Management, LLC tracks a Year-to-Date (YTD) return of +11.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Steven S. Marco manage Marco Investment Management, LLC directly?
Yes, Steven S. Marco serves as the key portfolio manager for Marco Investment Management, LLC, overseeing the investment strategy and final capital allocation decisions.