JEREMY WILSON

@Kovitz Investment Group Partners, Llc

Latest period2024 - Q3

Reported2mo 4d ago

Managed Assets$14.078B

Total holdings1053

Assets growth rate20.28%

Assets growth rate (2-Q avg)34.49%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Kovitz Investment Group Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1053 positions.

Assets under management

The assets under management (AUM) of Kovitz Investment Group Partners, 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 14.078B in assets, with a quarterly growth rate of 20.28% and a 2-quarter average growth rate of 34.49%. The portfolio is managed by JEREMY WILSON, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPESpecial (opportunities Fund Inc Com Stk Usd0.001) Recent Activity New Position	0.16%	$21.611M 1.566M shares@ $13.81 avg price	New Position
BILSSpdr Ser Tr Recent Activity New Position	0.15%	$20.076M 201,609 shares@ $99.58 avg price	New Position
BRWSaba Capital Income & Oprnt Fd Shs New Recent Activity New Position	0.14%	$18.731M 2.471M shares@ $7.58 avg price	New Position
DISVDimensional Etf (trust International Small Cap Value Etf) Recent Activity New Position	0.13%	$17.933M 622,270 shares@ $28.82 avg price	New Position
NFJVirtus Dividend (interest &pr Com) Recent Activity New Position	0.13%	$17.092M 1.323M shares@ $12.92 avg price	New Position
DGSWisdomtree Emerging (markets Smallcap Dividend Fund) Recent Activity New Position	0.1%	$13.505M 252,739 shares@ $53.44 avg price	New Position
TPZTortoise Pwr & Energy Infrastr Com Recent Activity New Position	0.1%	$13.071M 725,678 shares@ $18.02 avg price	New Position
SDVYFirst Tr Exchange-traded Fd Recent Activity New Position	0.09%	$12.398M 340,793 shares@ $36.39 avg price	New Position
RUNNStrategic Trust Recent Activity New Position	0.09%	$12.298M 367,871 shares@ $33.43 avg price	New Position
PAAPlains All Amern Pipeline L Recent Activity New Position	0.09%	$11.634M 669,771 shares@ $17.37 avg price	New Position