Top 10 Hedge Funds Holding DWM

By Holdings Channel Staff, updated Tuesday, April 23, 8:45 PM

In total we count 116 hedge funds holding DWM as of their latest 13F filing, but among those we've sorted out just the top ten hedge funds holding DWM by largest position size, and presented them here in slideshow format.

This Slide: #1 of 10

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#10. Moller Financial Services

Entity	03/31/2024 Amount	03/31/2024 Position Size ($ in 1000's)
WISDOMTREE TR	121,216	$6,643
DWM	121,216	$6,643

Entity	12/31/2023 Amount	12/31/2023 Position Size ($ in 1000's)
WISDOMTREE TR	121,216	$6,365
DWM	121,216	$6,365

Entity	09/30/2023 Amount	09/30/2023 Position Size ($ in 1000's)
WISDOMTREE TR	121,354	$5,867
DWM	121,354	$5,867

Moller Wealth Partners Info

Top Stocks Held at 03/31/2024: GUNR, FNDA, VTIP, VB, VV, More »

Size ($ in 1000's)
At 03/31/2024: $369,147
At 12/31/2023: $354,789
At 09/30/2023: $314,708

Moller Wealth Partners Top Holdings

Position Size ($1000s)

$5,867	$6,365	$6,643
09/30/2023	12/31/2023	03/31/2024

Share Count

121,354	121,216	121,216
09/30/2023	12/31/2023	03/31/2024

Continue to slide 2 »

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See All: Funds Holding DWM

Funds In Focus

Bill Ackman's: Pershing Square Capital Management
Louis Bacon's: Moore Capital Management
Kyle Bass's: HAYMAN CAPITAL MANAGEMENT,
Bruce Berkowitz's: Fairholme Capital Management
Warren Buffett's: Berkshire Hathaway
Steven Cohen's: Point72 Asset Management
Chase Coleman's: Tiger Global Management
Ray Dalio's: Bridgewater Associates
David Einhorn's: Greenlight Capital
Ken Fisher's: Fisher Asset Management
Jeremy Grantham's: Grantham Mayo Van Otterloo
Joel Greenblatt's: Gotham Asset Management
Ken Griffin's: Citadel Advisors
Andreas Halvorsen's: Viking Global Investors
Carl Icahn: Icahn Carl C
Seth Klarman's: Baupost Group
Daniel Loeb's: Third Point
Howard Marks's: Oaktree Capital Management
Victor Mashaal's: Senvest Management
John Paulson's: Paulson & CO.
Nelson Peltz's: Trian Fund Management
Larry Robbins's: Glenview Capital Management
Wilbur Ross's: Invesco Private Capital,
Barry Rosenstein's: Jana Partners
Jim Simons's: Renaissance Technologies
Paul Singer's: Elliott Investment Management
George Soros's: Soros Fund Management
Brian Taylor's: Pine River Capital Management
David Tepper's: APPALOOSA MANAGEMENT
Prem Watsa's: Fairfax Financial Holdings
Cathie Wood's: ARK Investment Management
Warren Buffett Dividend Stock Portfolio

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