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Foster Victor
Paul Foster · Investment Advisor · Multi-Strategy
Foster Victor Wealth Advisors is a boutique wealth management firm and SEC-registered investment advisor based in Greenville, South Carolina. Founded in 2016 by Paul Foster and Rob Victor, the firm provides comprehensive financial planning, investment management, and business advisory services. It emphasizes a team-based "concierge" experience, catering primarily to high-net-worth families, entrepreneurs, and professionals. The firm integrates technological solutions with a fiduciary standard of care to help clients navigate asset management, risk protection, and estate planning, aiming to provide a holistic approach to legacy building.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.8% |
| YTD return | +10.6% |
| Sharpe ratio | 3.07 |
| Win rate | 43% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://fostervictor.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 9.2% | +19.8% |
| AMZN | Amazon.com Inc | 7.9% | +14.0% |
| MSFT | Microsoft Corporation | 6.6% | +4.8% |
| AAPL | Apple Inc | 6.2% | +15.7% |
| VLO | Valero Energy Corporation | 5.5% | +65.9% |
| LRCX | Lam Research Corp | 5.4% | +57.5% |
| MA | Mastercard Inc | 5.1% | +3.6% |
| AMGN | Amgen Inc | 4.8% | +37.0% |
| CRM | Salesforce.com Inc | 4.6% | -0.5% |
| OKE | ONEOK Inc | 4.5% | +13.0% |
| PM | Philip Morris International Inc | 4.2% | +6.7% |
| CSCO | Cisco Systems Inc | 4.2% | +25.8% |
| EMR | Emerson Electric Company | 4.2% | +3.0% |
| ABBV | AbbVie Inc | 4.1% | +3.2% |
| GRMN | Garmin Ltd | 4.1% | +12.2% |
| FCX | Freeport-McMoran Copper & Gold Inc | 4.0% | -4.9% |
| PFE | Pfizer Inc | 3.9% | +15.5% |
| JNJ | Johnson & Johnson | 3.9% | +4.8% |
| NVDA | NVIDIA Corporation | 3.9% | +10.1% |
| OWL | Blue Owl Capital Inc | 3.6% | -2.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | AMZN | 7.9% → 7.9% |
| Aug 31, 2026 | SELL | STE | 3.6% → 0.0% |
| Aug 31, 2026 | SELL | EMR | 4.4% → 4.2% |
| Aug 31, 2026 | BUY | GOOGL | 9.3% → 9.2% |
| Aug 31, 2026 | SELL | GRMN | 4.4% → 4.1% |
Investment Style Analysis
Foster Victor is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $0.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Drug Manufacturers - General and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Foster Victor made a significant move by increasing exposure to AMZN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Foster Victor employs a fundamental method of analysis to manage client assets, focusing on a holistic and collaborative approach to wealth management. Their investment strategy is defined by building diversified portfolios tailored to each client's specific time horizon and risk tolerance, typically incorporating eight to nine asset classes across various sectors and security types. As a fiduciary, the firm emphasizes transparency and a 'quarterback' mentality, coordinating with outside counsel and accounting professionals to integrate investment management with broader estate, tax, and business succession planning.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Foster Victor.
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Frequently asked questions
How is the simulated portfolio for Foster Victor constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Foster Victor's largest holding?
As of the latest filing, Foster Victor's top position is Alphabet Inc Class A (GOOGL), representing 9.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Foster Victor's historical performance and risk profile?
Our simulation indicates a total return of +18.8% with a win rate of 43%. Notably, the portfolio maintains a Sharpe Ratio of 3.07, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Foster Victor primarily invest in?
Foster Victor has a strong preference for the Drug Manufacturers - General sector, which makes up 16.8% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Foster Victor's portfolio concentrated or diversified?
Foster Victor runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 23.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Foster Victor performed in 2026?
Our AI-simulated model portfolio for Foster Victor tracks a Year-to-Date (YTD) return of +10.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Paul Foster manage Foster Victor directly?
Yes, Paul Foster serves as the key portfolio manager for Foster Victor, overseeing the investment strategy and final capital allocation decisions.