Long-term investor
Crescent Grove Advisors, LLC @crescentgroveadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001713520).
Record
- Tracked since 2025-12-31 (257 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.5%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ZWS · 9.9% · long · since 2025-12-31
- IVV · 6.2% · long · since 2025-12-31
- VOO · 5.0% · long · since 2025-12-31
- SPY · 4.4% · long · since 2025-12-31
- VTI · 2.7% · long · since 2025-12-31
- IEMG · 2.6% · long · since 2025-12-31
- 46090E103 · 2.2% · long · since 2025-12-31
- IJR · 2.1% · long · since 2025-12-31
- CDW · 2.1% · long · since 2025-12-31
- IJH · 2.0% · long · since 2025-12-31
- MAN · 1.9% · long · since 2025-12-31
- AAPL · 1.8% · long · since 2025-12-31