TAL
TPG Advisors LLC Portfolio
Invests via TPG Advisors LLC | Managed by Michael D. Brown
Invests via TPG Advisors LLC
Managed by Michael D. Brown
Automatically Tracked
Company Profile
Mid-market and institutional alternative asset manager focused on private equity, growth, real assets and credit strategies, TPG Advisors LLC operates as the firm's advisory and investment platform for external and captive capital. The firm sources buyouts, minority growth investments and structured credit across North America and select global markets, leveraging sector-specialist deal teams and operational value creation to target durable returns for pensions, endowments and sovereign wealth clients.
Mid-market and institutional alternative asset manager focused on private equity, growth, real assets and credit strategies, TPG Advisors LLC operates as the firm's advisory and investment platform for external and captive capital. The firm sources buyouts, minority growth investments and structured credit across North America and select global markets, leveraging sector-specialist deal teams and operational value creation to target durable returns for pensions, endowments and sovereign wealth clients.
Investment Philosophy & Strategy
Focuses on scalable, mid‑market and institutional alternatives, blending private equity, growth, real assets and credit to construct diversified, client-aligned portfolios. Investment decisions prioritize sector specialization, operational value creation and rigorous due diligence to drive durable cash flows and downside protection. Capital deployment mixes control buyouts, minority growth stakes and structured credit with a multi-year hold horizon, active portfolio stewardship and risk-managed leverage to meet pension, endowment and sovereign wealth return objectives.
Focuses on scalable, mid‑market and institutional alternatives, blending private equity, growth, real assets and credit to construct diversified, client-aligned portfolios. Investment decisions prioritize sector specialization, operational value creation and rigorous due diligence to drive durable cash flows and downside protection. Capital deployment mixes control buyouts, minority growth stakes and structured credit with a multi-year hold horizon, active portfolio stewardship and risk-managed leverage to meet pension, endowment and sovereign wealth return objectives.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.38%
Gain
Monthly
0.06%
Yearly
0.67%
Drawdown
23.1%
$176.01M
Equity
Holdings
$176.01M
Investment
$141.55M
$36.11M
Profit -$506,274.07
Realized
$1.65M
Unrealized
$34.46M
Dividends
$6.36M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$506,274.07
Win %
82%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$57,172.43
Win %
82%
This Month
Compared to last month
Gain
0.65%
Profit
$1.13M
Win %
82%
This Year
Compared to last year
Gain
9.69%
Profit
$15.55M
Win %
82%
IHI iShares U.S. Medical Devices ETF
+4.16%
+$37,825.18 
O Realty Income Corporation
+3.71%
+$12,302.25 
PM Philip Morris International Inc.
+3.7%
+$10,797.66 
ABBV AbbVie Inc.
+3.56%
+$18,539.7 
VZ Verizon Communications Inc.
+2.67%
+$11,408.78 
MCD McDonald's Corporation
+2.63%
+$8,273.4 
MO Altria Group, Inc.
+2.55%
+$7,959.6 
COST Costco Wholesale Corporation
+2.54%
+$21,025.62 
WMT Walmart Inc.
+1.99%
+$14,605.73 
SCHD Schwab U.S. Dividend Equity ETF
+1.9%
+$82,419.23 
VNQ Vanguard Real Estate ETF
+1.86%
+$19,686.94 
AAPL Apple Inc.
+1.68%
+$111,035.25 
IYH iShares U.S. Healthcare ETF
+1.68%
+$6,020 
MSFT Microsoft Corp.
+1.63%
+$53,606.56 
SPLV Invesco S&P 500 Low Volatility ETF
+1.56%
+$15,948.88 
JNJ Johnson & Johnson
+1.32%
+$5,313.74 
MORT VanEck Mortgage REIT Income ETF
+1.29%
+$2,188.29 
HD The Home Depot, Inc.
+1.22%
+$4,892.85 
MOAT VanEck Morningstar Wide Moat Fund
+1.07%
+$90,635.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.02%
+$4,197.6 
PFE Pfizer Inc.
+0.99%
+$2,076.86 
AVUV Avantis U.S. Small Cap Value ETF
+0.98%
+$18,173.12 
LLY Eli Lilly and Company
+0.92%
+$6,106.5 
XLE Energy Select Sector SPDR Fund
+0.9%
+$1,869.66 
XOM Exxon Mobil Corporation
+0.9%
+$1,829.82 
SMOT VanEck Morningstar SMID Moat ETF
+0.86%
+$16,013.33 
CGW Invesco S&P Global Water Index ETF
+0.8%
+$3,724.87 
PKW Invesco BuyBack Achievers ETF
+0.75%
+$1,733.05 
USMV iShares MSCI USA Min Vol Factor ETF
+0.75%
+$16,375.05 
RSP Invesco S&P 500 Equal Weight ETF
+0.64%
+$22,199.48 
IJR iShares Core S&P Small-Cap ETF
+0.52%
+$19,122.36 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$11,863.02 
PDI Pimco Dynamic Income Fund
+0.43%
+$1,207.57 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$4,383.46 
IXC iShares Global Energy ETF
+0.39%
+$2,172.18 
JEPI JPMorgan Equity Premium Income Fund
+0.35%
+$1,125.44 
TDVG T. Rowe Price Dividend Growth ETF
+0.3%
+$13,274.7 
PTY PIMCO Corporate & Income Opportunity Fund
+0.29%
+$546.7 
IDU iShares U.S. Utilities ETF
+0.22%
+$561.25 
IWR iShares Russell Mid-Cap ETF
+0.14%
+$453 
IFRA iShares U.S. Infrastructure
+0.1%
+$595.08 
NFLX Netflix, Inc.
+0.1%
+$182.7 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.03%
+$493.08 
VB Vanguard Small-Cap ETF
+0.03%
+$186.57 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$256.45 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$296.08 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
STM STMicroelectronics N.V.
-7.57%
-$49,263.39 
ORCL Oracle Corporation
-6.06%
-$18,545.78 
AVGO Broadcom Inc.
-4.59%
-$16,941.6 
GOOG Alphabet Inc
-4.46%
-$53,617.12 
GOOGL Alphabet Inc
-4.43%
-$54,071.19 
CAT Caterpillar Inc.
-4.17%
-$13,505.1 
GDXJ VanEck Junior Gold Miners ETF
-4.16%
-$15,706.14 
NVDA NVIDIA Corporation
-2.84%
-$34,027.29 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.83%
-$7,847.84 
META Meta Platforms Inc Class A
-2.72%
-$14,563.43 
IGM iShares Expanded Tech Sector ETF
-2.67%
-$14,224.14 
CSCO Cisco Systems, Inc.
-2.19%
-$6,894.3 
IWF iShares Russell 1000 Growth ETF
-2.19%
-$6,588 
GLD SPDR Gold Shares
-1.99%
-$9,579.22 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
-1.99%
-$31,620.51 
IAU iShares Gold Trust
-1.95%
-$38,004.12 
QQQ Invesco QQQ Trust, Series 1
-1.85%
-$12,311.17 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.85%
-$7,807.86 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.54%
-$15,914.4 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.5%
-$28,230.62 
VKI Invesco Advantage Municipal Income Trust II
-1.49%
-$2,066.54 
SCHE Schwab Emerging Markets Equity ETF
-1.33%
-$54,485.87 
AMZN Amazon.com Inc
-1.32%
-$30,291.73 
EWJV iShares MSCI Japan Value ETF
-1.31%
-$11,575.47 
SCHF Schwab International Equity ETF
-1.31%
-$198,828.85 
IXUS iShares Core International Stock ETF
-1.3%
-$4,934.76 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
-1.28%
-$7,168.16 
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$5,668.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.25%
-$102,173.25 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.25%
-$3,891.26 
SCHA Schwab U.S. Small-Cap ETF
-1.07%
-$14,820.72 
JPM JPMorgan Chase & Co.
-1.06%
-$16,405.76 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.97%
-$3,758.02 
TOUS T. Rowe Price International Equity ETF
-0.97%
-$6,707.25 
EFA iShares MSCI EAFE ETF
-0.93%
-$3,089.45 
SCHM Schwab U.S. Mid-Cap ETF
-0.82%
-$6,191.5 
PFF iShares Preferred and Income Securities ETF
-0.8%
-$4,352.43 
IVV iShares Core S&P 500 ETF
-0.75%
-$4,634.89 
SPY SPDR S&P 500 ETF Trust
-0.75%
-$25,430.76 
SCHB Schwab U.S. Broad Market ETF
-0.72%
-$111,643.98 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$81,008.4 
SCHX Schwab U.S. Large-Cap ETF
-0.69%
-$3,633.01 
EOI Eaton Vance Enhanced Equity Income Fund
-0.6%
-$11,046.36 
VYMI Vanguard International High Dividend Yield Index Fund
-0.41%
-$10,816.68 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.35%
-$1,352.7 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.32%
-$5,935.02 
EMBX VanEck Emerging Markets Bond ETF
-0.28%
-$1,742.53 
GQGU GQG US Equity ETF
-0.17%
-$930.69 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.16%
-$640.96 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.14%
-$573.76 
MUB iShares National Muni Bond ETF
-0.13%
-$1,808.73 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$3,083.28 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$3,711.35 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.08%
-$209.25 
IBMO iShares iBonds Dec 2026 Term ETF
-0.08%
-$181.88 
IYJ iShares U.S. Industrials ETF
-0.06%
-$349.8 
LMT Lockheed Martin Corporation
-0.06%
-$123.97 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$208.91 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.04%
-$91.16 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.04%
-$130.89 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$18.04 
AGG iShares Core U.S. Aggregate Bond ETF
0%
-$296.09 Events
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Dividends
Dividend Analysis
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| Trades 602 | Longs Won 487/602 80% | Profit Factor 30.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $302,563.37 |
| Average Win $76,687 | Best Trade (Jul 15) $3.94M | Sharpe Ratio -11.23 |
| Average Loss -$10,739.87 | Worst Trade (Jul 10) -$491,451.23 | Z-Score 22.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 3d | Expectancy $59,985.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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