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Foster Victor Wealth Advisors, LLC
hedge fundUpdated 15 days agoManaged by Foster Victor Wealth Advisors, Llc • Latest filing Q3 2026
Portfolio value
$2B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
99.9%
Weight of largest holdings
Annualized return
24.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $1.7B |
| Q1 2026 | $1.7B |
| Q2 2026 | $1.9B |
| Q3 2026 | $2B |
Top holdings
266 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $68.9M | 310.2K | 3.41% | Added(+1.2%) | |
| 2 | $56.4M | 164.0K | 2.79% | Added(+13.5%) | |
| 3 | $48.3M | 183.9K | 2.39% | Added(+6.7%) | |
| 4 | $44.3M | 1.47M | 2.19% | Added(+2.4%) | |
| 5 | $41M | 119.5K | 2.03% | Added(+6.8%) | |
| 6 | $36.9M | 69.2K | 1.83% | Trimmed(-8.0%) | |
| 7 | $35.6M | 711.4K | 1.76% | Added(+1.9%) | |
| 8 | $34.8M | 80.2K | 1.72% | Trimmed(-12.2%) | |
| 9 | $30.8M | 50.0K | 1.52% | Added(+0.0%) | |
| 10 | $29M | 40.4K | 1.44% | Added(+5.8%) | |
| 11 | $28.1M | 103.4K | 1.39% | Added(+1.1%) | |
| 12 | $27.6M | 137.4K | 1.37% | Added(+6.7%) | |
| 13 | $26.4M | 93.5K | 1.31% | Trimmed(-0.1%) | |
| 14 | $26M | 280.8K | 1.28% | — | |
| 15 | $25.8M | 160.5K | 1.28% | Added(+2.0%) | |
| 16 | $25.4M | 59.9K | 1.26% | Trimmed(-7.5%) | |
| 17 | $25M | 847.5K | 1.24% | Added(+3.5%) | |
| 18 | $24.6M | 101.5K | 1.22% | Trimmed(-0.6%) | |
| 19 | $24.2M | 227.3K | 1.20% | Added(+3.6%) | |
| 20 | $23.8M | 44.2K | 1.18% | Added(+0.2%) |