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Home > Institutional Investor > Kovitz Investment Group Partners, Llc > Profile

Instuitional Investor - Kovitz Investment Group Partners, Llc

Fund Profile
Filing Period:
Fund Name: Kovitz Investment Group Partners, Llc
Portfolio Value $6,034,157,158
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Valued Advisers Tr
 43,429,751 $863,487,688 14.3%
2.
Amazon Com Inc
 AMZN 1,145,946 $174,115,102 2.88%
3.
Meta Platforms Inc.
 META 480,766 $170,172,019 2.82%
4.
Apple Inc.
 AAPL 865,649 $166,663,347 2.76%
5.
Alphabet Inc.
 GOOG 1,152,451 $162,414,891 2.69%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)