Partners Capital Investment Group, LLP
Annual return '25
+35.4%
SPY '25
+17.7%
Alpha
+17.7ptsvs SPY
Invested
$2.7B
Holdings
172
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
iShares Core S&P 500 ETF
Q4 2025: Exited (was 769.3k shares)
20.3%
02
$VGSH
Vanguard Short-Term Treasury ETF
Q4 2025: Exited (was 2.47M shares)
6.4%
03
$IEMG
iShares Core MSCI Emerging Markets ETF
Q4 2025: Exited (was 2.09M shares)
5.8%
04
$HEFA
iShares Currency Hedged MSCI EAFE ETF
Q4 2025: Exited (was 3.33M shares)
5.7%
05
$VTV
Vanguard Value ETF
Q4 2025: Exited (was 616.3k shares)
4.7%
06
$STIP
iShares 0-5 Year TIPS Bond ETF
Q4 2025: Exited (was 923.7k shares)
3.8%
07
$VOO
Vanguard S&P 500 ETF
Q4 2025: Exited (was 198.0k shares)
3.7%
08
$IEFA
iShares Core MSCI EAFE ETF
Q4 2025: Exited (was 698.6k shares)
3.1%
09
$EMXC
iShares MSCI Emerging Markets ex China ETF
Q4 2025: Exited (was 1.08M shares)
3.0%
10
$ITOT
iShares Core S&P Total US Stock Market ETF
Q4 2025: Exited (was 526.6k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:27 UTC.