Experts du Patrimoine Championship

From February 2, 2026 to January 13, 2027

The Experts du Patrimoine Championship is aimed at CGP/CIFs, brokers, insurance agents and fund managers who wish to benchmark their expertise in a structured, transparent and comparable framework. From February 2, 2026 to January 13, 2027, you are invited to compete against the best experts and demonstrate your ability to manage a portfolio over the long term.

Each participant starts with a virtual portfolio of €1 million, under strictly identical conditions for everyone. Orders can only be placed during market opening hours, at market prices, with no backdating or subsequent adjustments, to ensure a realistic, fair and unbiased competition.

For this new edition, the Championship is evolving and now offers two distinct game modes, so that everyone can compete according to their style and strategy. Fund mode is based on a portfolio made up exclusively of funds, selected from a universe of 160 funds, while Equity mode allows you to build a portfolio of French and international equities as well as cryptocurrencies.

There will therefore be two separate rankings for this edition: one for Fund mode and one for Equity mode, based on the same rules, the same constraints and the same transparency requirements, with only the investment universes differing.

Months of competition
0
Participants
+ 200
Invested
+ 100 €m
Funds and Equities
+ 300
In the spotlight

Fund of the moment

Live from the championship

Ranking: top 10 at 05.10.2026 *

Overall top 3 vs overall average

Top 3 funds vs overall average

Top 3 stocks / crypto vs overall average

# Name Returns Game mode ExposureCongratulate
— Erik David-DeReynel 327,76 % Stocks/Crypto 0,0 %👍280
— Yann Galet 258,40 % Stocks/Crypto 0,0 %👍236
— Maxime ARNOU 149,43 % Stocks/Crypto 99,5 %👍8
— jean marie kassigian 133,33 % Stocks/Crypto 0,0 %👍80
— Selim MELHOUT 122,05 % Funds 87,0 %👍28
— angelo montalbano 84,54 % Funds 0,0 %👍10
— Vincent DRAGAN 76,51 % Stocks/Crypto 84,8 %👍27
— Jean-Baptiste COULM 64,93 % Funds 0,0 %👍65
— Etienne Balestri 37,37 % Stocks/Crypto 98,9 %👍9
— Lionel Combalie 37,06 % Funds 0,0 %👍28
— Marc Sauvage 34,65 % Stocks/Crypto 28,1 %👍5
— Alexis Castagna 34,58 % Stocks/Crypto 95,0 %👍40
— Gabriel Traulle 32,16 % Stocks/Crypto 98,0 %👍29
— David Imishyan 31,44 % Stocks/Crypto 99,7 %👍45
— Paul Ondze 29,47 % Stocks/Crypto 0,0 %👍3
— Charles Moreau 27,69 % Stocks/Crypto 99,1 %👍10
— Tristan Fava 27,13 % Funds 96,8 %👍10
— jeremy RAVA 26,01 % Funds 99,8 %👍17
— Akim OKSEN 21,54 % Funds 40,7 %👍34
— Julien Vives 21,49 % Funds 99,3 %👍18
— Michael Petit 21,48 % Stocks/Crypto 99,5 %👍18
— Thylane Garin 20,84 % Stocks/Crypto 97,0 %👍23
— BMG Patrimoine 20,77 % Stocks/Crypto 98,4 %👍6
— Martin MERLING 20,59 % Funds 37,9 %👍27
— Aymeric de Maulde 19,97 % Stocks/Crypto 0,0 %👍161
— Basile Mona 19,53 % Stocks/Crypto 27,3 %👍1
— Maël Barbeoch 19,25 % Stocks/Crypto 99,9 %👍5
— Ambre Patrimoine 19,22 % Stocks/Crypto 95,0 %👍7
— Thibaut Gaborit 19,20 % Stocks/Crypto 90,0 %👍0
— Evan Bouckenhove 18,11 % Stocks/Crypto 92,2 %👍2
— Alexandre LUCAS 17,67 % Stocks/Crypto 95,0 %👍0
— Baptiste JORDA 17,21 % Stocks/Crypto 0,0 %👍19
— cyrille RESTIER 15,66 % Funds 81,0 %👍5
— Maxime PIVOTEAU 15,56 % Stocks/Crypto 94,2 %👍3
— Jules Jayet-Rigot 15,44 % Stocks/Crypto 92,6 %👍4
— Race Driver 15,34 % Stocks/Crypto 88,2 %👍0
— Mickael Soleillant 15,33 % Stocks/Crypto 76,9 %👍0
— Cyril Emonet 14,85 % Stocks/Crypto 93,2 %👍1
— boris billon 14,84 % Funds 99,3 %👍21
— Jonathan DE SOUSA 14,40 % Stocks/Crypto 52,4 %👍0
— Dimitri Valsot 13,96 % Stocks/Crypto 99,8 %👍0
— Antoine Mantrant 13,87 % Stocks/Crypto 73,3 %👍1
— Hell In 13,54 % Stocks/Crypto 87,8 %👍0
— Éric NIAKISSA 13,10 % Funds 85,7 %👍3
— Jodie De Zutter 13,01 % Stocks/Crypto 95,0 %👍18
— Darius-Emanuel ANTON 12,73 % Stocks/Crypto 98,8 %👍12
— Maxime BIASUCCI MONTOLIN 12,46 % Stocks/Crypto 80,0 %👍0
— Johann Accolas 12,39 % Stocks/Crypto 98,2 %👍2
— CLARA MARIE 12,07 % Funds 90,5 %👍16
— Maxence Dion 11,74 % Funds 98,0 %👍4
— Pierre GREGOIRE 11,25 % Stocks/Crypto 98,9 %👍0
— Valentin Derouet 11,12 % Stocks/Crypto 85,7 %👍19
— Philippe Paris 11,06 % Funds 100,0 %👍1
— Alexandre savoie 11,03 % Stocks/Crypto 85,6 %👍4
— Equipe Consultants 11,00 % Funds 95,0 %👍0
— Juliette Morice 10,94 % Funds 95,1 %👍19
— Louis LESPRIT 10,72 % Funds 99,9 %👍1
— pierre-henri simon 10,55 % Stocks/Crypto 99,6 %👍1
— Paul Elbaz 10,11 % Funds 99,5 %👍4
— Matheo DAMOUR 9,65 % Stocks/Crypto 98,0 %👍7
— Philippe Mansanarez 9,64 % Funds 97,5 %👍25
— Timothée Mouangassa 9,60 % Stocks/Crypto 86,0 %👍0
— Victor Demirkan 9,41 % Funds 99,0 %👍2
— Mathieu HACHEMKHANI MAZLAGHANI 9,25 % Funds 59,5 %👍9
— Aïssa Souadi 9,12 % Funds 99,3 %👍0
— Mehdi BOUFARES 8,93 % Stocks/Crypto 99,3 %👍4
— Kévin Azovide 8,54 % Stocks/Crypto 58,2 %👍0
— Matthieu Herrlich 8,29 % Funds 95,0 %👍2
— Cédric 8,26 % Funds 99,9 %👍0
— BARDET 7,76 % Funds 85,6 %👍1
— Stéphane LUDOVICO 7,66 % Funds 74,1 %👍2
— JulienB 7,63 % Stocks/Crypto 99,8 %👍1
— Sébastien BAILLY 7,40 % Funds 99,3 %👍2
— Pierre Tassin 7,32 % Funds 93,6 %👍0
— Cyril Belaubre 7,18 % Funds 99,0 %👍1
— Maison Blanche Patrimoine 7,16 % Funds 98,8 %👍0
— Jassim Briki 7,15 % Stocks/Crypto 99,0 %👍9
— PASCAL MATIGNON 6,46 % Funds 99,6 %👍1
— Patrick LISSERRE 6,02 % Stocks/Crypto 93,1 %👍4
— Alexandre Houmeau 5,91 % Funds 94,4 %👍0
— Cyrille Brengues 5,88 % Stocks/Crypto 98,3 %👍5
— Yannis Salouh 5,68 % Funds 90,0 %👍32
— Michael LACHENAL-CHEVALLET 5,21 % Funds 97,2 %👍0
— Alexis MILLION PICALION 5,20 % Stocks/Crypto 96,5 %👍0
— Sarah Benahji 5,09 % Stocks/Crypto 29,5 %👍16
— Emma Gaudelle 4,80 % Funds 99,8 %👍8
— Cyril Grinblat 4,79 % Funds 99,0 %👍0
— Mickael Raclot 4,62 % Funds 99,3 %👍0
— Emmanuel DEBATY 3,90 % Funds 93,0 %👍0
— Elie DI PAOLO 3,80 % Funds 99,7 %👍13
— Paul Harel 3,54 % Stocks/Crypto 99,0 %👍7
— Pierre-Jean Millavaud 3,53 % Funds 94,9 %👍0
— Edouard CHAUCHIS 3,51 % Funds 99,1 %👍0
— Jean-Christophe GH 3,43 % Funds 98,7 %👍0
— Olivier Blondon 3,30 % Funds 97,3 %👍1
— Christophe BOURDAJAUD 3,27 % Stocks/Crypto 61,7 %👍53
— Antoine Pasquet 3,05 % Funds 99,2 %👍1
— Samuel Bertout 3,00 % Stocks/Crypto 89,7 %👍1
— christophe simon 2,97 % Funds 96,4 %👍0
— Pierre HENRY-LEO 2,92 % Funds 96,7 %👍0
— Camille kohler 2,78 % Funds 99,5 %👍0
— Michel ROGEBOZ 2,67 % Funds 99,5 %👍2
— Pascaline Marchand 2,65 % Funds 97,3 %👍2
— Arhur Creff 2,54 % Funds 98,9 %👍6
— Florian JEANNE 2,21 % Stocks/Crypto 100,0 %👍0
— Henri VERNIAU 2,15 % Funds 99,4 %👍0
— Franck VANDENBOGAERDE 2,09 % Funds 98,7 %👍0
— Stéphanie MARRASSE 2,06 % Funds 98,4 %👍7
— Frédéric AUSSEL 1,99 % Funds 99,8 %👍2
— Olivier BLITZ 1,74 % Funds 99,7 %👍2
— Olivier DALMASIE 1,71 % Funds 99,6 %👍0
— Arthur Lê 1,33 % Funds 58,7 %👍0
— yoni zouaghi 1,29 % Funds 95,1 %👍0
— marc nespoli 1,20 % Funds 95,7 %👍0
— IsoBourse   1,18 % Funds 100,0 %👍25
— Frederique LIGOUT 0,59 % Funds 86,1 %👍0
— Cyril DARY 0,47 % Funds 60,3 %👍0
— Sylvia Delisle 0,11 % Funds 61,4 %👍0
— Jean Francois DEGAIT 0,04 % Funds 94,9 %👍0
— Experts Du Patrimoine -0,01 % Funds 0,2 %👍0
— Samuel HELLIO -0,08 % Funds 43,6 %👍0
— Emmanuel SCHWALM -0,09 % Stocks/Crypto 8,0 %👍0
— Michmich Michmich -0,28 % Stocks/Crypto 3,9 %👍0
— LIZOTLEXA -0,30 % Funds 10,0 %👍0
— Stefano Longo -0,31 % Stocks/Crypto 79,0 %👍19
— Yann Corre -0,40 % Funds 99,3 %👍2
— Antoine Moreels -0,75 % Stocks/Crypto 12,0 %👍0
— Clément Blériot -0,87 % Funds 79,6 %👍10
— monsieurmax -0,88 % Funds 10,0 %👍0
— Vincent Thoquet -1,30 % Funds 51,8 %👍8
— Nicolas Kirtz -1,88 % Funds 60,0 %👍0
— Sebastien Gauthier -2,24 % Funds 77,2 %👍0
— Rémy HESPEL -2,42 % Stocks/Crypto 88,6 %👍0
— OLIVIER CHABRIER -2,57 % Stocks/Crypto 29,5 %👍0
— Arnaud de VILLÈLE -4,49 % Funds 91,4 %👍0
— Sébastien DELATTRE -4,62 % Funds 98,4 %👍8
— Louis-François ROUILLON -5,10 % Funds 95,9 %👍7
— Frédérique LARRIEU -5,48 % Stocks/Crypto 99,3 %👍0
— Jacques BELLEC -7,68 % Stocks/Crypto 99,7 %👍1
— Alexandre Hollmann -8,04 % Stocks/Crypto 87,2 %👍4
— Frédéric WETTA -13,84 % Stocks/Crypto 99,6 %👍4
— guillaume renard -23,53 % Stocks/Crypto 98,4 %👍3
— Asterism Finance -26,44 % Stocks/Crypto 99,0 %👍15

* Among participants who provided an ORIAS number and students (excluding the overall competition)

Live from the championship

Last week’s top 10

NameTypeReturn
Vincent DRAGAN Stocks/Crypto 17,71 %
Maxime PIVOTEAU Stocks/Crypto 9,28 %
Frédérique LARRIEU Stocks/Crypto 6,98 %
Ambre Patrimoine Stocks/Crypto 6,94 %
Maxime ARNOU Stocks/Crypto 4,52 %
Michael Petit Stocks/Crypto 4,22 %
Ax Sub Stocks/Crypto 4,07 %
Alexis Castagna Stocks/Crypto 3,87 %
Selim MELHOUT Funds 3,62 %
jeremy RAVA Funds 3,53 %
angelo montalbano Funds 2,52 %
Éric NIAKISSA Funds 2,37 %
Tristan Fava Funds 2,26 %
cyrille RESTIER Funds 2,20 %
boris billon Funds 1,74 %
CLARA MARIE Funds 1,71 %
Sébastien BAILLY Funds 1,64 %
Maison Blanche Patrimoine Funds 1,49 %
Romain Colleu Stocks/Crypto 3,39 %
David Imishyan Stocks/Crypto 3,27 %
Assets under management by type

Top 30 funds / equities & crypto

# Name Type Assets
1Bitcoin EURStocks/Crypto11 783 825,95 €
2TOBAM Bitcoin CO2 Offset Fund (part A1)²Funds7 428 626,26 €
3 Carmignac Emergents A EUR Acc ¹ Funds5 757 096,81 €
4NVIDIA CorporationStocks/Crypto5 374 761,04 €
5STMicroelectronicsStocks/Crypto5 165 808,93 €
6Ethereum EURStocks/Crypto4 626 949,24 €
7Indépendance AM Europe Small A (C)²Funds4 239 264,84 €
8Microsoft CorporationStocks/Crypto4 037 571,61 €
9 Fidelity China Consumer A-Acc-EUR ¹ Funds3 750 238,92 €
10Oracle CorporationStocks/Crypto3 152 149,81 €
11LVMH Moët HennessyStocks/Crypto3 089 561,08 €
12Solana EURStocks/Crypto3 039 603,19 €
13CM-AM Global Gold RC²Funds2 804 546,59 €
14Alphabet Inc. (Class A)Stocks/Crypto2 785 653,86 €
15 Echiquier Artificial Intelligence B EUR ¹ Funds2 623 202,95 €
16 Axiom European Banks Equity RC EUR(v) ¹ Funds2 506 496,12 €
17 H2O Multibonds FCP (part R) Funds2 449 701,01 €
18Echiquier Space B²Funds2 401 457,38 €
19Tesla Inc.Stocks/Crypto2 133 449,51 €
20Amundi Actions Or PC²Funds2 067 493,39 €
21BGF World Gold A2 EUR Hedged²Funds1 943 051,56 €
22Thematics AI and Robotics R/A H-EUR²Funds1 901 701,63 €
23 Fidelity Nordic A-Acc-EUR ¹ Funds1 900 741,23 €
24Amazon.com Inc.Stocks/Crypto1 888 754,16 €
25EssilorLuxotticaStocks/Crypto1 874 867,25 €
26Taiwan Semiconductor Manufacturing CompanyStocks/Crypto1 777 272,25 €
27Sycomore Fund Sustainable Tech RC EUR²Funds1 738 794,68 €
28 Pictet - Clean Energy Transition P EUR ¹ Funds1 683 437,13 €
29Alibaba Group Holding LimitedStocks/Crypto1 649 622,05 €
30ThalesStocks/Crypto1 581 783,30 €
1TOBAM Bitcoin CO2 Offset Fund (part A1)²Funds7 428 626,26 €
2 Carmignac Emergents A EUR Acc ¹ Funds5 757 096,81 €
3Indépendance AM Europe Small A (C)²Funds4 239 264,84 €
4 Fidelity China Consumer A-Acc-EUR ¹ Funds3 750 238,92 €
5CM-AM Global Gold RC²Funds2 804 546,59 €
6 Echiquier Artificial Intelligence B EUR ¹ Funds2 623 202,95 €
7 Axiom European Banks Equity RC EUR(v) ¹ Funds2 506 496,12 €
8 H2O Multibonds FCP (part R) Funds2 449 701,01 €
9Echiquier Space B²Funds2 401 457,38 €
10Amundi Actions Or PC²Funds2 067 493,39 €
11BGF World Gold A2 EUR Hedged²Funds1 943 051,56 €
12Thematics AI and Robotics R/A H-EUR²Funds1 901 701,63 €
13 Fidelity Nordic A-Acc-EUR ¹ Funds1 900 741,23 €
14Sycomore Fund Sustainable Tech RC EUR²Funds1 738 794,68 €
15 Pictet - Clean Energy Transition P EUR ¹ Funds1 683 437,13 €
16 Pictet - Robotics P EUR ¹ Funds1 461 958,79 €
17Allianz Global Intllgnt Cts Inc ATH2EUR²Funds1 417 880,56 €
18 Impulsion Europe (Part P) Funds1 354 649,94 €
19 Pictet TR - Mandarin HP EUR ¹ Funds1 303 332,22 €
20 Fidelity World A-Acc-EUR ¹ Funds1 292 387,75 €
21Gravity US Equity Fund part R euro H²Funds1 080 000,00 €
22 IVO Emerg Mrts Corp Debt EUR R Acc ¹ Funds1 052 267,21 €
23 Mandarine Global Microcap R EUR ¹ Funds1 029 680,36 €
24 BDL Rempart C ¹ Funds1 019 839,37 €
25 Fidelity Global Technology A-Acc-EUR ¹ Funds946 141,25 €
26 Mandarine Premium Europe R ¹ Funds935 454,29 €
27 Pictet-Timber P EUR ¹ Funds836 746,11 €
28 BDL Convictions C ¹ Funds826 319,19 €
29Jupiter Financial Innovation²Funds793 236,87 €
30 Pictet-Digital P EUR ¹ Funds765 692,93 €
1Bitcoin EURStocks/Crypto11 783 825,95 €
2NVIDIA CorporationStocks/Crypto5 374 761,04 €
3STMicroelectronicsStocks/Crypto5 165 808,93 €
4Ethereum EURStocks/Crypto4 626 949,24 €
5Microsoft CorporationStocks/Crypto4 037 571,61 €
6Oracle CorporationStocks/Crypto3 152 149,81 €
7LVMH Moët HennessyStocks/Crypto3 089 561,08 €
8Solana EURStocks/Crypto3 039 603,19 €
9Alphabet Inc. (Class A)Stocks/Crypto2 785 653,86 €
10Tesla Inc.Stocks/Crypto2 133 449,51 €
11Amazon.com Inc.Stocks/Crypto1 888 754,16 €
12EssilorLuxotticaStocks/Crypto1 874 867,25 €
13Taiwan Semiconductor Manufacturing CompanyStocks/Crypto1 777 272,25 €
14Alibaba Group Holding LimitedStocks/Crypto1 649 622,05 €
15ThalesStocks/Crypto1 581 783,30 €
16TotalEnergiesStocks/Crypto1 581 041,05 €
17Broadcom Inc.Stocks/Crypto1 579 440,16 €
18Hermès InternationalStocks/Crypto1 493 582,16 €
19Meta Platforms Inc.Stocks/Crypto1 381 481,29 €
20Société GénéraleStocks/Crypto1 365 836,46 €
21BNP ParibasStocks/Crypto1 363 036,81 €
22Schneider ElectricStocks/Crypto1 274 190,09 €
23Airbus GroupStocks/Crypto1 243 897,25 €
24Avalanche EURStocks/Crypto1 209 970,61 €
25Apple Inc.Stocks/Crypto1 125 344,23 €
26Air LiquideStocks/Crypto1 066 508,20 €
27XRP EURStocks/Crypto1 029 871,98 €
28Dassault SystèmesStocks/Crypto1 005 000,00 €
29StellantisStocks/Crypto944 428,37 €
30Chainlink EURStocks/Crypto877 085,90 €

¹ In partnership with Fundscreener / ² Non-partner funds

Explore the competition

Statistics from 2026-02-02 to 05.10.2026

StatisticsData
Number of participants268
Total amount invested159 148 493,55 €
Average amount invested824 603,59 €
Average cash balance175 396,41 €
Average number of orders placed27,25
Average portfolio performance9,50 %
Average SRI (funds)3,79 / 7

Discover France’s largest portfolio management championship

The Experts du Patrimoine Championship is a national portfolio management competition that brings together wealth management advisers (CGP), asset management companies, family offices, financial investment advisers (CIF), private banks and, more broadly, investment professionals around a shared goal: building the best-performing portfolio in a realistic market environment.

Organised by Les Experts du Patrimoine, this championship offers professionals a unique opportunity to put their investment convictions, asset-allocation choices and management strategies to the test under conditions close to those encountered in financial markets.

Unlike a simple stock-market game or a standard investment simulation, the Experts du Patrimoine Championship is based on precise rules, real market data and transparent performance calculations. Every investment decision directly affects portfolio performance and the competition’s overall ranking.

Throughout the year, participants build, adjust and develop their portfolio in line with market conditions. Performance is calculated automatically to provide an objective ranking that makes it possible to compare the best managers and the most effective strategies.

The championship is therefore a true ideas laboratory, where you can observe different investment philosophies, analyse the decisions made by the best professionals and track how their portfolios evolve in response to major economic and financial events.

Why take part in the Experts du Patrimoine Championship?

The championship is aimed at professionals who want to put their skills to the test in a competitive environment while gaining visibility across the entire wealth-management community.

Each participant freely builds their investment strategy based on their convictions, market analysis and investment horizon. Some favour a cautious, diversified approach, while others adopt a more dynamic or opportunistic style. This diversity is what makes the championship so valuable.

Taking part in the Experts du Patrimoine Championship enables you, in particular, to:

  • Compare your performance with that of hundreds of investment professionals;
  • Put your asset-allocation strategy into practice in a realistic environment;
  • Test different management approaches with no real financial risk;
  • Track changes in your ranking in real time;
  • Observe the decisions made by the top participants;
  • Showcase your expertise to your clients and partners;
  • Increase your visibility within the wealth-management professional community.

The championship is also an excellent educational tool for better understanding the impact of investment decisions on a portfolio’s overall performance. Market movements, reallocations made by participants and changes across asset classes provide a concrete illustration of portfolio management mechanisms.

A portfolio simulation as close as possible to real conditions

The championship operates on a portfolio simulation that faithfully reproduces the mechanics of an investment portfolio.

Each participant carries out transactions in accordance with the rules set out in the official regulations. Orders are recorded and then included in performance calculations to ensure perfect fairness among all competitors.

Performance is then calculated automatically based on changes in the valuations of funds, equities or other available assets, depending on the participation category. This methodology provides an objective, transparent ranking that is identical for all participants.

This approach makes it possible to compare investment strategies in a realistic environment while removing biases linked to differences in taxation, fees or constraints specific to real portfolios.

The championship thus becomes an excellent indicator of the quality of the investment choices made by the various professionals throughout the competition.

Two categories to compare the best strategies

To enable different investor profiles to fully express their expertise, the Experts du Patrimoine Championship is organised around several participation categories.

Participants specialising in fund selection can build a portfolio made up of instruments that reflect their market view, while those more focused on equities and crypto can compete in a category dedicated to equities and other eligible assets.

This structure makes it possible to compare like-for-like strategies and establish particularly relevant rankings for each investment universe.

A championship reserved for wealth-management professionals

The Experts du Patrimoine Championship is primarily aimed at wealth-management and investment professionals who wish to benchmark their expertise against that of their peers.

Each edition brings together experts from across France to measure their performance in a neutral, transparent framework based on shared rules. The championship therefore encourages exchanges between professionals while highlighting the best management approaches.

A unique observatory of investment strategies

Beyond the ranking itself, the Experts du Patrimoine Championship is a genuine source of information on professional investors’ behaviour.

Visitors can track performance trends, discover the strategies adopted by the top participants and observe the trends that emerge over the course of the year.

The platform enables you, in particular, to view:

This transparency makes it possible to identify major investment trends, the most effective management styles, and the reallocations made in response to changes in financial markets.

A championship that evolves throughout the year

The Experts du Patrimoine Championship is not a fixed competition. Markets change daily, performance is recalculated continuously, and rankings can shift depending on participants’ decisions and economic news.

This dynamic is what makes the competition so compelling. Visitors can return regularly to follow ranking changes, discover new strategies being implemented and analyse the choices made by the best managers.

The championship thus becomes a must-see event for everyone interested in portfolio management, investment funds and asset-allocation strategies.

Follow the best wealth-management professionals

Whether you are an investment professional, a wealth management adviser, or an individual looking to better understand the mechanics of portfolio management, the Experts du Patrimoine Championship offers a unique opportunity to observe the strategies implemented by the sector’s leading specialists.

By regularly consulting the rankings, analyses and statistics published on this page, you can track performance trends, discover participants’ choices and better understand the decisions that help build a high-performing portfolio over the long term.

FAQ on the Experts du Patrimoine Championship

What is the Experts du Patrimoine Championship?

The Experts du Patrimoine Championship is a national portfolio management competition for wealth-management and investment professionals. Participants build a virtual portfolio and are ranked based on their performance throughout the competition.

Who can take part in the championship?

The championship is open to wealth management advisers (CGP), financial investment advisers (CIF), brokers, insurance agents, asset management companies, family offices and, more broadly, all wealth-management professionals who wish to benchmark their investment strategies.

How does the championship work?

Each participant starts with a virtual portfolio of €1 million and carries out transactions in accordance with the championship rules. Performance is calculated automatically based on market movements to establish a transparent ranking that is identical for all competitors.

Which assets can be bought in the championship?

The championship offers two distinct categories. Fund mode allows you to invest in a selection of investment funds, while Equity mode allows you to build a portfolio made up of French and international equities as well as cryptocurrencies, in accordance with the rules defined for this category.

How is performance calculated?

Performance is calculated automatically based on changes in the valuations of the assets held in each portfolio. All participants are subject to the same calculation rules to ensure perfect fairness in the ranking.

Does the championship replicate financial market conditions?

Yes. Orders are executed only during the opening hours of the relevant markets, and valuations are based on real prices for the available assets. The aim is to offer a portfolio simulation that is as close as possible to real investment conditions.

Why take part in the Experts du Patrimoine Championship?

The championship enables you to compare your performance with other professionals, test your investment convictions, improve your management strategy and showcase your expertise to your clients and partners through a ranking recognised in the wealth-management sector.

How can I view the participant ranking?

Rankings are available directly on this page. They are updated regularly to reflect changes in the performance of the different portfolios throughout the competition.

How long does the championship last?

Each edition runs over a period defined in advance. Participants build their portfolio from the launch of the competition and then develop it until the closing date in order to achieve the best possible performance.

Why follow the Experts du Patrimoine Championship?

The championship is a true observatory of the investment strategies used by wealth-management professionals. It makes it possible to observe market trends, asset-allocation choices and the performance achieved under different economic conditions.

Disclaimer

The performance displayed as part of the Experts du Patrimoine Championship corresponds to a simulation carried out in a virtual environment. It reflects past management choices and in no way prejudges future results or the achievement of the objectives of the financial products mentioned. This performance is not constant over time and may rise or fall. Any investment decision involves risks, including the total or partial loss of capital. The portfolios presented are for educational and comparative purposes and do not constitute personalised advice or an investment recommendation.





Choose your game mode *




Recover your password – Registrations

Registration

2025 Experts du Patrimoine Championship Training Day and Awards Ceremony

Recover your password


You will receive an email if your account exists. If nothing arrives, check your spam folder and filters.