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James Hagedorn

@Chicago Partners Investment Group Llc

Latest period2024 - Q3ReportedManaged Assets$2.805BTotal holdings795
Assets growth rate8.49%Assets growth rate (2-Q avg)9.2%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Chicago Partners Investment Group Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 795 positions.

Assets under management

The assets under management (AUM) of Chicago Partners Investment Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.805B in assets, with a quarterly growth rate of 8.49% and a 2-quarter average growth rate of 9.2%. The portfolio is managed by James Hagedorn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJRIshares Tr
Recent Activity
Increased 1.5%
0.57%
$15.988M
139,441 shares@ $114.66 avg price
DUSBDimensional Etf Trust
Recent Activity
Increased 105.34%
0.56%
$15.638M
308,744 shares@ $50.66 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 0.68%
0.54%
$14.904M
490,097 shares@ $30.41 avg price
VOEVanguard Index Fds
Recent Activity
Increased 0.43%
0.5%
$13.767M
81,881 shares@ $168.14 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 3.81%
0.48%
$13.256M
315,100 shares@ $42.07 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 53.41%
0.44%
$12.181M
208,225 shares@ $58.5 avg price
FDMFirst Tr Dow Jones Select Mi
Recent Activity
Increased 2.25%
0.43%
$11.926M
185,700 shares@ $64.23 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 225.2%
0.43%
$11.782M
527,638 shares@ $22.33 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 1.45%
0.42%
$11.739M
436,570 shares@ $26.9 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 112.19%
0.42%
$11.688M
456,738 shares@ $25.6 avg price