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JEREMY WILSON

@Kovitz Investment Group Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$14.078BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CMGChipotle Mexican
Recent Activity
New Position
0.08%
$11.134M
247,109 shares@ $45.06 avg price
BBDCBarings Bdc Inc Com
Recent Activity
New Position
0.08%
$10.549M
1.083M shares@ $9.74 avg price
NUVNuveen Mun Value Fd
Recent Activity
New Position
0.08%
$10.409M
1.154M shares@ $9.03 avg price
TSITcw Strategic Income (fd Inc Com)
Recent Activity
New Position
0.08%
$10.356M
2.034M shares@ $5.1 avg price
SDHYPgim Short Dur Hig (yld Opp Fd Com)
Recent Activity
New Position
0.08%
$9.865M
596,350 shares@ $16.55 avg price
XHLFBondbloxx Bloomberg Six Month Target Duration Us Treasury Etf
Recent Activity
New Position
0.07%
$8.519M
171,318 shares@ $49.73 avg price
EPSWisdomtree U.s. Largecap Fund
Recent Activity
New Position
0.06%
$8.419M
140,225 shares@ $60.05 avg price
DFAEDimensional Emerging Core Equity Market Etf
Recent Activity
New Position
0.06%
$7.535M
275,261 shares@ $27.38 avg price
TYTri Continental Corpcom
Recent Activity
New Position
0.06%
$7.366M
226,093 shares@ $32.59 avg price
CCORListed Fd Tr
Recent Activity
New Position
0.06%
$7.319M
267,487 shares@ $27.37 avg price