Allen Investment Management, LLC is an SEC-registered investment adviser based in New York, NY that reports managing 1 hedge fund on Form ADV. It reports $16.9 billion in regulatory assets under management. Its private funds, of all types, hold $570,118 in gross assets. Its disclosed U.S. stock holdings returned an estimated +3.0% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +20.9% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $16.9 billionForm ADV Item 5.F
- Gross assets of private funds
- $570,118All private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 28Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 124454
- Latest Form ADV
- 03/30/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +12.9% | +14.8% |
| Q1 2026 | -8.8% | -4.6% |
| Q4 2025 | +0.3% | +2.4% |
| Q3 2025 | +3.6% | +7.8% |
| Q2 2025 | +11.1% | +10.4% |
| Q1 2025 | -3.1% | -4.5% |
| Q4 2024 | +1.8% | +2.1% |
| Q3 2024 | +3.0% | +5.4% |
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
- Amazon Com Inc Com$552.1 million
- Alphabet, Inc Non-voting Class$457.2 million
- Unitedhealth Group Inc$364.2 million
- Microsoft Corp Com$357.0 million
- Meta Platforms, Inc.$341.5 million
- Ge Vernova$336.1 million
- Schwab Charles Corp Com$315.1 million
- Visa Inc CL A$313.8 million
- Taiwan Semiconductor MFG LTD Sponsored ADS$306.6 million
- Nvidia Corp$257.2 million
As of 2026-06-30, from 13F filing by Allen Investment 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