Disciplined Growth Investors Inc
- Regulatory AUM
- $5.5B
- Discretionary
- $5.5B
- Clients
- 137
- Avg AUM / client
- $40.0M
- Accounts
- 144
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 61 positions, $4,886,563,557)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Garmin Ltd Shs | CS | $308,907,626 | 1,331,441 | 6.32% | 5.63% |
| 2 | Plexus Corp Com | CS | $302,720,132 | 1,494,619 | 6.19% | 5.52% |
| 3 | Everpure Inc Cl A | CS | $275,526,514 | 4,666,777 | 5.64% | 5.03% |
| 4 | Expand Energy Corporation Com | CS | $260,541,094 | 2,373,302 | 5.33% | 4.75% |
| 5 | Viasat Inc Com | CS | $259,259,510 | 5,660,688 | 5.31% | 4.73% |
| 6 | Coterra Energy Inc Com | CS | $224,723,744 | 6,395,098 | 4.6% | 4.1% |
| 7 | Arista Networks Inc Com Shs | CS | $222,353,721 | 1,810,993 | 4.55% | 4.06% |
| 8 | Cognex Corp Com | CS | $211,738,454 | 4,322,075 | 4.33% | 3.86% |
| 9 | Akamai Technologies Com | CS | $190,512,261 | 1,658,792 | 3.9% | 3.48% |
| 10 | Semtech Corp Com | CS | $169,676,854 | 2,206,748 | 3.47% | 3.1% |
| 11 | Interdigital Inc Com | CS | $168,149,976 | 556,788 | 3.44% | 3.07% |
| 12 | Proto Labs Inc Com | CS | $142,399,182 | 2,497,355 | 2.91% | 2.6% |
| 13 | Alarm Com Hldgs Inc Com | CS | $141,187,505 | 3,268,986 | 2.89% | 2.58% |
| 14 | Align Technology Inc | CS | $132,999,851 | 775,826 | 2.72% | 2.43% |
| 15 | Super Micro Computer Inc Com N | CS | $113,557,610 | 4,987,159 | 2.32% | 2.07% |
| 16 | Generac Hldgs Inc Com | CS | $113,472,666 | 580,928 | 2.32% | 2.07% |
| 17 | Snap On Inc Com | CS | $111,816,551 | 307,848 | 2.29% | 2.04% |
| 18 | Power Integrations Inc Com | CS | $100,309,606 | 1,959,172 | 2.05% | 1.83% |
| 19 | Gentex Corp Com | CS | $98,755,620 | 4,519,708 | 2.02% | 1.8% |
| 20 | Zeta Global Holdings Corp Cl A | CS | $97,963,274 | 6,153,472 | 2.0% | 1.79% |
| 21 | Core Laboratories Inc | CS | $82,894,161 | 4,937,115 | 1.7% | 1.51% |
| 22 | Microchip Technology Inc. Com | CS | $80,492,559 | 1,245,822 | 1.65% | 1.47% |
| 23 | Dolby Laboratories Inc Com Cl | CS | $76,143,047 | 1,267,783 | 1.56% | 1.39% |
| 24 | Autodesk Inc Com | CS | $72,240,626 | 301,757 | 1.48% | 1.32% |
| 25 | Stitch Fix Inc Com Cl A | CS | $62,023,376 | 18,738,180 | 1.27% | 1.13% |
Top 25 of 61 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 102 | $1.4B | 25.6% |
| Investment companies | 1 | $571M | 10.4% |
| Pooled investment vehicles (non-investment companies) | 9 | $1.5B | 26.5% |
| Pension and profit sharing plans | 8 | $363M | 6.61% |
| Charitable organizations | 11 | $1.1B | 20.8% |
| State or municipal government entities | Fewer than 5 clients | $257M | 4.68% |
| Other investment advisers | Fewer than 5 clients | $186M | 3.38% |
| Corporations and other businesses | 6 | $112M | 2.05% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $890M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Compass Investors Lp | Hedge Fund | New York | $571M | 90 |
| Navigator Investors Lp | Other Private Fund | Delaware | $280M | 100 |
| The Outlier Fund, L.P. master | Hedge Fund | Delaware | $39.5M | 23 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Ifbf Property Management Inc EIN 421472056 | Wdm, IA | 10/31/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Resolute Fp Us Pension Plan Resolute Fp Us Inc. | 2024 | |
| The Queen's Health Systems Pension Plan The Queen's Health Systems | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Frederick Kane Martin | Founder & Lead Portfolio Manager | May 2001 (25y) | 10% – 25% | |
| Rieke, Peter, Gordon | Chief Compliance Officer | Oct 2008 (18y) | Less than 5% | |
| Martin, Ricki, Lee | Chief Executive Officer | Feb 2017 (10y) | 10% – 25% | |
| Lietzke, Sheryl, Ann | Director Of Client Relationships | Jan 2022 (5y) | 5% – 10% | |
| Nicoski, Rob, Joseph | Chief Investment Officer | Oct 2022 (4y) | 25% – 50% | |
| Hansen, Nicholas, George | Lead Portfolio Manager | Jan 2023 (4y) | 5% – 10% | |
| Scott David Link | Registered representative | Apr 2006 (20y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $890M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Compass Investors Lp | Hedge Fund | $571M | $250K | 90 |
| Navigator Investors Lp | Other Private Fund | $280M | $50.0K | 100 |
| The Outlier Fund, L.P. | Hedge Fund | $39.5M | $250K | 23 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Resolute Fp Us Pension Plan | Resolute Fp Us Inc. | 577 | $641M | 01/01/2024 |
| The Queen's Health Systems Pension Plan | The Queen's Health Systems | 4,844 | $468M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Ifbf Property Management Inc | Public charity | $85.6M | 10/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.53 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $1.8B (33% of AUM) Mar 2026
- Us Bancorp $1.0B (18% of AUM) Mar 2026
- BNY Mellon $732M (13% of AUM) Mar 2026
- Northern Trust $583M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗