Sign In
test

James Hagedorn

Chicago Partners Investment Group Llc

Assets Managed
$4.478B
Holdings
1443
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
10.36%(2Q avg: 8.27%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Chicago Partners Investment Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1443 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.478B in assets, with a quarterly growth rate of 10.36% and a 2-quarter average growth rate of 8.27%. The portfolio is managed by James Hagedorn, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 4.94%
4.08%
$182.702M
279,403 shares@ $653.91 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 318.17%
2.77%
$123.795M
1.616M shares@ $76.6 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.13%
2.62%
$116.912M↓ Put
577,343 shares@ $202.5 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 1.74%
1.92%
$85.782M
1.106M shares@ $77.57 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.53%
1.84%
$82.35M
301,461 shares@ $273.18 avg price
EPD
Enterprise Products Partners
Recent Activity
Increased 0.98%
1.75%
$77.999M
2.067M shares@ $37.75 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 508.4%
1.68%
$75.081M
904,369 shares@ $83.02 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 1.56%
1.65%
$73.843M
158,667 shares@ $465.4 avg price
ET
Energy Transfer Lp
Recent Activity
Increased 1.52%
1.47%
$65.503M
3.435M shares@ $19.07 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -2%
1.46%
$64.96M
894,279 shares@ $72.64 avg price

1-10 of 1443