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| J Stern & Co LLP
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| CRD # | 323871 |
| SEC # | 801-127099 |
| CIK # | 0002011335 |
| AUM | 2,234.9 M (2026-06-29) |
| Employees | 42 (29% Investors, 0% Brokers) |
| Phone | 4402034781800 |
| Address | 4 Carlton Gardens London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002011335 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 108.0 | ||
| Alphabet Inc | 91.1 | ||
| Amazon Com Inc | 72.6 | ||
| Amphenol Corp /DE/ | 63.1 | ||
| Honeywell International Inc | 62.2 | ||
| Eaton Corp Ltd | 61.4 | ||
| Facebook Inc | 61.4 | ||
| Mastercard Inc | 59.3 | ||
| United Technologies Corp /DE/ | 58.3 | ||
| Intercontinentalexchange Group Inc | 53.5 | ||
| Nike Inc | 40.7 | ||
| American Tower Corp /MA/ | 37.3 | ||
| Xylem Inc | 34.3 | ||
| Salesforce Com Inc | 34.2 | ||
| Walt Disney Co | 32.7 | ||
| Abbott Laboratories | 32.4 | ||
| Otis Worldwide Corp | 30.4 | ||
| Thermo Fisher Scientific Inc | 27.0 | ||
| Zoetis Inc | 22.7 | ||
| Lam Research Corp | 4.2 | ||
| Lilly Eli & Co | 4.2 | ||
| Cadence Design Systems Inc | 3.5 | ||
| Visa Inc | 3.1 | ||
| McDonalds Corp | 2.9 | ||
| Estee Lauder Companies Inc | 2.8 | ||
| Priceline Com Inc | 2.8 | ||
| Square Inc | 2.6 | ||
| Idexx Laboratories Inc /DE | 2.6 | ||
| Home Depot Inc | 2.4 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 0.0 |
| (b) Individuals (high net worth individuals) | 52 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 1.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 72 | 2.2 |
| By Discretionary | ||
| Discretionary | 69 | 1.9 |
| Non-Discretionary | 3 | 0.4 |
| Total | 72 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 0.7 | |
| Total | 72 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011335] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Serves | Institutional, Retail |
| LEI | 2549003TLEXYJIFA3O32 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pacific Income Advisers Inc
✚
|
CA | 2,249.4 M |
|
BSW Wealth Partners Inc A Public Benefit Corporation
✚
|
CO | 2,240.1 M |
|
Arbion Limited
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|
2,231.1 M | |
|
Koss-Olinger Consulting LLC
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|
FL | 2,228.9 M |
|
Heritage Investment Group Inc
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|
FL | 2,228.3 M |
|
Human Investing LLC
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|
OR | 2,224.2 M |
|
Wealthquest Corporation
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|
OH | 2,223.2 M |
|
Aristotle Atlantic Partners LLC
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|
FL | 2,222.1 M |
|
Riverfront Investment Group LLC
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|
VA | 2,221.3 M |
|
Detalus Advisors LLC
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|
MO | 2,220.4 M |