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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
LADRLadder Cap Corp
Recent Activity
New Position
0.05%
$6.907M
595,463 shares@ $11.6 avg price
GDLGabelli Global Deal Fund
Recent Activity
New Position
0.05%
$6.243M
770,218 shares@ $8.11 avg price
ECATBlackrock Esg Cap (allc Tr Shs Ben Int)
Recent Activity
New Position
0.05%
$6.005M
342,706 shares@ $17.53 avg price
VLUEIshares Msci Usa Value Factor Etf
Recent Activity
New Position
0.05%
$5.92M
55,324 shares@ $107.01 avg price
SABASaba Capital Income & Opport
Recent Activity
New Position
0.05%
$5.836M
691,416 shares@ $8.45 avg price
DTFDtf Tax-free Income 2028 Term Com
Recent Activity
New Position
0.05%
$5.819M
516,308 shares@ $11.28 avg price
PAYXPaychex Inc
Recent Activity
New Position
0.05%
$5.673M
45,721 shares@ $124.09 avg price
EMFTempleton Emerging (mkts Fd Com)
Recent Activity
New Position
0.04%
$5.455M
404,366 shares@ $13.5 avg price
BRBroadridge Financial
Recent Activity
New Position
0.04%
$5.149M
25,819 shares@ $199.44 avg price
DFPFlaherty & Crumrine Dynamic Pf Shs
Recent Activity
New Position
0.04%
$4.911M
229,387 shares@ $21.42 avg price