Family Offices

What the private investment offices of the world's wealthiest families own, and what they bought and sold last quarter — from 13F and Form 4 filings.

Profiled offices
11
family offices & foundations
Their 13F assets
$127.4B
profiled offices that file 13F
Other 13F family offices
57
filers named as family offices
Combined 13F assets
$33.3B
combined, latest quarter
Most widely held
MSFT
56 of 64 offices
Biggest net buy
BHYB
$710M last quarter

Most widely held

64 offices

Number of family-office 13F filers holding each stock at the latest quarter end.

Net bought last quarter

Change in shares × quarter-end price, summed across offices — price moves alone don't count.

Net sold last quarter

Same measure, largest net reductions and exits.

Profiled family offices & foundations

Offices we link to the people behind them, their 13F filings and their insider stakes.

Rockefeller Capital ManagementFamily office
Rockefeller family

A wealth manager that grew out of the Rockefeller family office and now serves outside families too.

$65.2B Top: STATE STR SPDR S&P 500 ETF T, APPLE INC, NVIDIA CORPORATION
Gates Foundation TrustFoundation
Bill Gates

The trust that holds the Gates Foundation's endowment; it files quarterly 13F reports.

$34.4B 10%+ stakes: ASNS, BCEL, BRK.B, SDGR, VIR
Icahn Capital / Icahn EnterprisesFamily office
Carl Icahn, Brett Icahn

Carl Icahn's investment arm, which returned outside capital in 2011; his activist stakes are held through Icahn Enterprises and affiliated partnerships.

$8.3B 10%+ stakes: ARII, BBI.B, BEAS, CLDR, CNDT
Soros Fund ManagementFamily office
George Soros, Robert Soros, Jonathan Soros

George Soros's investment firm, which returned outside capital in 2011 and has since managed the family's and the Open Society Foundations' money.

$8.1B 10%+ stakes: AUDC, BFLY, BFLYD, DRIV, EXA
Duquesne Family OfficeFamily office
Stanley Druckenmiller

The family office of Stanley Druckenmiller, set up after he closed Duquesne Capital to outside money in 2010.

$5.2B 10%+ stakes: EXXI
ICONIQ CapitalFamily office

A multi-family office and investment firm known for managing money for technology founders.

$3.5B Top: SERVICETITAN INC, NETSKOPE INC, NETSKOPE INC
Paulson & Co.Family office
John Paulson

John Paulson's firm, converted to a family office in 2020.

$2.6B Top: MADRIGAL PHARMACEUTICALS INC, PERPETUA RESOURCES CORP, ACADIAN ASSET MANAGEMENT INC
MSD Partners / MSD CapitalFamily office
Michael Dell

MSD Capital was founded to manage Michael Dell's family's capital; MSD Partners later opened to outside investors.

$77M 10%+ stakes: ABG, BKEP, BKEPP, BV, DELL
Cascade InvestmentFamily office
Bill Gates

Bill Gates's private investment firm, based in Kirkland, Washington. It files no 13F; its stakes appear in Form 4 and Schedule 13D/G filings where it is a 10%+ owner, often jointly with Gates himself.

No 13F 10%+ stakes: AN, DE, ECL, EVLVW, GBL
Bezos ExpeditionsFamily office
Jeff Bezos

Jeff Bezos's personal investment firm. It files no 13F; his reported trades are Form 4s as Amazon's founder.

No 13F
Walton family (Walton Enterprises)Family office
Jim Walton, Rob Walton, Alice Walton, Steuart Walton

The heirs of Walmart founder Sam Walton, who hold their Walmart stake largely through Walton Enterprises and family trusts; their sales are reported on Form 4.

No 13F 10%+ stakes: WMT

Family office 13F filers

57
#FilerLocation13F assetsPositionsTop holdingsPeriod
1American Family Investments, Inc.Madison, WI$5.5B13Xtrackers USD High Yield BB-B ex Financials ETF, ISHARES RUSSELL 3000 INDEX FUND, SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF2026-06-30
2Callan Family Office, LLCRadnor, PA$5.1B1226NVIDIA CORPORATION, APPLE INC, ISHARES TR2026-06-30
3BOSTON FAMILY OFFICE LLCBoston, MA$1.6B315Apple Inc., Vanguard S&P 500 ETF, Alphabet Inc. Class C2026-06-30
4Fusion Family Wealth, LLCWoodbury, NY$1.5B50VANGUARD INDEX FDS, INVESCO EXCH TRADED FD TR II, VANGUARD TAX-MANAGED FDS2026-09-30
5MOSAIC FAMILY WEALTH PARTNERS, LLCSt. Louis, MO$1.5B431VANGUARD INDEX FDS, DIMENSIONAL ETF TRUST, DBX ETF TR2026-06-30
6CVA Family Office, LLCDenver, CO$1.1B1802SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, VANGUARD WORLD FD2026-06-30
7Stokes Family Office, LLCNew Orleans, LA$858M272VANGUARD SPECIALIZED FUNDS, APPLE INC, ALPHABET INC2026-06-30
8CAMBIENT FAMILY OFFICE, LLCAda, MI$813M328NVIDIA CORPORATION, ISHARES TR, STATE STR SPDR S&P 500 ETF T2026-06-30
9Biltmore Family Office, LLCCharlotte, NC$752M342APPLE INC, ISHARES GOLD TR, INVESCO EXCHANGE TRADED FD T2026-09-30
10Stenger Family Office, LLCNaperville, IL$728M131WISDOMTREE TR, MICROSOFT CORP, NVIDIA CORPORATION2026-09-30
11Tarbox Family Office, Inc.Newport Beach, CA$711M100ISHARES TR, ISHARES TR, AMERICAN CENTY ETF TR2026-09-30
12FRG Family Wealth Advisors LLCBellevue, WA$611M156MICROSOFT CORP, VANGUARD INDEX FDS, AMAZON COM INC2026-03-31
13Family Investment Center, Inc.Saint Joseph, MO$606M112VANGUARD BD INDEX FDS, PIMCO ETF TR, TIDAL TRUST I2026-09-30
14Fortitude Family Office, LLCScottsdale, AZ$586M2648ISHARES CORE S&P 500 ETF, AVANTIS TOTAL EQUITY MARKETS ETF, VANGUARD 0-3 MONTH TREASURY BILL ETF2026-09-30
15Noble Family Wealth, LLCClearwater, FL$556M75VANGUARD INDEX FDS, VANGUARD TAX-MANAGED FDS, VANGUARD SPECIALIZED FUNDS2026-09-30
16COLLECTIVE FAMILY OFFICE LLCYork, PA$484M162DIMENSIONAL ETF TRUST, INVESCO EXCH TRD SLF IDX FD, J P MORGAN EXCHANGE TRADED F2026-09-30
17RPg Family Wealth Advisory, LLCBurlington, MA$482M129Intel, ETF Ser Solutions (defiance Quant), Taiwan Semiconductor Manufacturing Co Ltd2026-06-30
18Morton Brown Family Wealth, LLCAllentown, PA$450M412SCHWAB U.S. BROAD MARKET ETF, AVANTIS EMERGING MARKETS EQUITY ETF, VANGUARD FTSE DEVELOPED MARKETS ETF2026-09-30
19FIDUCIARY FAMILY OFFICE, LLCBoca Raton, FL$447M178APPLE INC, NVIDIA CORPORATION, MICROSOFT CORP2026-09-30
20Colony Family Offices, LLCCharlotte, NC$438M66DIMENSIONAL ETF TRUST, ISHARES TR, ISHARES TR2026-09-30
21Strategic Family Wealth Counselors, L.L.C.Fairfield, NJ$429M170SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, STATE STR SPDR S&P 500 ETF T2026-09-30
22Omnia Family Wealth, LLCAventura, FL$373M103VANGUARD INDEX FDS, ISHARES TR, SPDR GOLD TR2026-06-30
23Arrowroot Family Office, LLCMarina Del Rey, CA$349M174VANGUARD SCOTTSDALE FDS, VANGUARD SCOTTSDALE FDS, VANGUARD TAX-MANAGED FDS2026-06-30
24BRADY FAMILY WEALTH, LLCSaint Louis, MO$345M107APPLE INC, MICROSOFT CORP, ALPHABET INC2026-09-30
25West Family Investments, Inc.Carlsbad, CA$345M468NVIDIA CORPORATION, ISHARES INC, APPLE INC2026-06-30
26FAMILY WEALTH PARTNERS, LLCMatthews, NC$331M105ISHARES TR, VANGUARD SCOTTSDALE FDS, LPL FINL HLDGS INC2026-09-30
27TRED AVON FAMILY WEALTH, LLCEaston, MD$329M261BANK OF AMER CORP, ISHARES TR, APPLE INC2026-09-30
28Family Capital Trust CoPeabody, MA$315M83ADOBE INC, ISHARES CORE U.S.AGGREGATE BOND ETF, ALPHABET INC CAP STK CL A2026-09-30
29Heritage Family Offices, LLPScottsdale, AZ$303M1019AMERICAN CENTY ETF TR, VANGUARD TAX-MANAGED FDS, AMERICAN CENTY ETF TR2026-09-30
30Timonier Family Office, LTD.Winston Salem, NC$287M54DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST2026-09-30
31Allie Family Office LLCMiami, FL$270M107SPDR S&P 500 ETF TR, ISHARES TR, VANGUARD INDEX FDS2026-06-30
32QTR Family Wealth, LLCLake Mary, FL$270M310APPLE INC, NVIDIA CORPORATION, MICROSOFT CORP2026-09-30
33Family Capital Management, Inc.Grand Rapids, MI$261M116INVESCO QQQ TR, STATE STR SPDR S&P 500 ETF T, ISHARES TR2026-09-30
34Family Office Research LLCBethesda, MD$260M85MARRIOTT INTL INC NEW, VANGUARD INDEX FDS, ISHARES TR2026-09-30
35Aurelius Family Office LLCBedford, NH$252M50VANGUARD INDEX FDS, DIMENSIONAL ETF TRUST, VANGUARD SCOTTSDALE FDS2026-09-30
36Independent Family Office, LLCAlbany, NY$249M85STATE STR SPDR S&P 500 ETF T, ISHARES GOLD TR, ISHARES TR2026-06-30
37Horizon Family Wealth, Inc.Chicago, IL$219M134SPDR SERIES TRUST, VANGUARD INDEX FDS, GOLDMAN SACHS ETF TR2026-06-30
38RiverGlades Family Offices LLCNaples, FL$218M108ISHARES TR, VANGUARD TAX-MANAGED FDS, ISHARES TR2026-06-30
39OneAscent Family Office, LLCBirmingham, AL$198M250UNIFIED SER TR, UNIFIED SER TR, VANGUARD INDEX FDS2026-06-30
40Pioneer Family Office, LLCNorth Miami Beach, FL$198M132VANGUARD INDEX FDS, VANGUARD WORLD FD, INVESCO QQQ TR2026-09-30
41LBJ Family Wealth Advisors, Ltd.Austin, TX$196M29ISHARES TR RUS 1000 GRW ETF, ISHARES RUSSELL 1000 VALUE ETF, ISHARES RUSSELL MID-CAP VALUE ETF2026-09-30
42RAINIER FAMILY WEALTH INCTacoma, WA$196M106SPDR SERIES TRUST, NVIDIA CORPORATION, MICROSOFT CORP2026-09-30
43Forthright Family Wealth Advisory LLCHouston, TX$176M56SPDR SERIES TRUST, ISHARES TR, DIMENSIONAL ETF TRUST2026-09-30
44Petros Family Wealth, LLCBloomington, MN$171M411STATE STR SPDR S&P 500 ETF T, AMERICAN CENTY ETF TR, APPLE INC2026-09-30
45Avantra Family Wealth, Inc.Mechanicsburg, PA$167M162APPLE INC, MICROSOFT CORP, NVIDIA CORPORATION2026-09-30
46Custos Family Office, LLCAustin, TX$167M71ISHARES TR, VANGUARD INTL EQUITY INDEX F, ISHARES TR2026-06-30
47Kopp Family Office, LLCMinnetonka, MN$161M33ISHARES TR, VANGUARD TAX-MANAGED FDS, STATE STR SPDR S&P 500 ETF T2026-09-30
48ATLANTIC FAMILY WEALTH, LLCCoral Gables, FL$156M64ISHARES TR, VICTORY PORTFOLIOS II, VICTORY PORTFOLIOS II2026-06-30
49Safe Harbor Family Capital, LLCChapel Hill, NC$150M57VANGUARD INDEX FDS, ISHARES TR, VANGUARD MALVERN FDS2026-06-30
50LiftPoint Family Wealth Advisors LLCFar Hills, NJ$149M65ISHARES TR, BLACKROCK ETF TRUST, ISHARES TR2026-09-30
51Corus Family Wealth AdvisorsMckinney, TX$145M82DIMENSIONAL ETF TRUST, FISERV INC, APPLE INC2026-06-30
52INTREPID FAMILY OFFICE LLCSarasota, FL$135M36VANGUARD INDEX FDS, SPDR GOLD TR, ADAMS DIVERSIFIED EQUITY FD2026-06-30
53Virtus Family Office LLCEl Paso, TX$131M62INVESCO EXCH TRADED FD TR II, SHINHAN FINANCIAL GROUP CO L, TAIWAN SEMICONDUCTOR MANUFAC2026-09-30
54Standard Family Office LLCSioux Falls, SD$114M31VANGUARD INDEX FDS, VANGUARD INTL EQUITY INDEX F, INVESCO EXCHANGE TRADED FD T2026-06-30
55Redwood Family Wealth LLCPlano, TX$113M105VANGUARD INDEX FDS, APPLE INC, EXXONMOBIL HOLDINGS CORP2026-09-30
56PMG Family Office LLCPlano, TX$108M112COLUMBIA SELIGM PREM TECH GR, CALAMOS STRATEGIC TOTAL RETU, BLACKROCK SCIENCE & TECHNOLO2026-09-30
57Capitol Family Office, Inc.Beaverton, OR$93M37VANGUARD INDEX FDS, ISHARES TR, SELECT SECTOR SPDR TR2026-09-30

13F filers whose registered names identify them as family offices. Many single-family offices use neutral names (Cascade, Duquesne, MSD) — those appear in the profiled list above instead.

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What is a family office?

A family office is a private firm that manages one wealthy family's money — investments, taxes, philanthropy and estate planning. Single-family offices serve one family (Cascade Investment for Bill Gates, MSD Partners for Michael Dell); multi-family offices serve several.

How do we know what they own? Any manager with over $100M in US-listed equities must file a 13F each quarter listing its long positions. Separately, anyone owning 10% or more of a company, or sitting on its board, reports trades on Form 4 within two business days. Some offices exempted themselves from registration after 2011 and hold concentrated stakes, so their Form 4 filings tell more than a 13F would.

Limits. 13Fs lag the quarter end by up to 45 days and omit cash, bonds, private companies, foreign stocks and short positions. Treat this as a record of disclosed holdings, not a live portfolio.