How the wealthiest families invest: CNBC and Addepar launch Family Office Portfolio Tracker
CNBC has launched the Family Office Portfolio Tracker in collaboration with Addepar to provide insights into the investment strategies of family offices. These private investment entities manage over $5.5 trillion globally, with a notable shift towards public stocks and a decline in real estate investments. The tracker will be updated quarterly, offering valuable data for family offices and wealth management firms.
- ▪Family offices manage over $5.5 trillion in wealth globally, rivaling hedge funds.
- ▪The Family Office Portfolio Tracker will provide quarterly updates on investment trends.
- ▪Family office wealth is projected to exceed $9 trillion by 2030, indicating their growing influence in financial markets.
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| Original publisher | CNBC — Top |
| Canonical URL | https://www.cnbc.com/2026/05/21/cnbc-family-office-portfolio-tracker-addepar.html |
| Publication time | Thu, 21 May 2026 13:13:30 GMT |
| Retrieval time | 2026-05-21T13:21:11.070Z |
| Last seen | 2026-05-21T13:21:11.070Z |
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A version of this article first appeared in CNBC's Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox.Public stocks are the largest and fastest-growing asset class for family offices, while their real estate assets are shrinking, according to the new CNBC Family Office Portfolio Tracker.Family offices now manage over $5.5 trillion in wealth globally, rivaling hedge funds in total assets.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at CNBC — Top.
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