High-Net-Worth Asset Allocation: 2026 Benchmark Report

The 2026 High-Net-Worth Asset Allocation Report presents the findings of Long Angle’s fifth annual benchmark study, examining how HNW investors allocate their wealth across asset classes and use financial services.

Key Takeaways

Half of net worth in public stocks. The average high-net-worth investor holds 51% in public equities, with US stock funds alone representing 32% of total net worth.
9 in 10 invest in private and alternative assets. 94% of high-net-worth investors hold private companies, real estate, crypto, or related alternatives. The 60/40 portfolio is gone at this wealth tier.
60-10-30 portfolio. The traditional 60/40 has shifted to 60% public equities, 10% bonds and cash, 30% private and alternative investments, surpassing the industry's newer 50-30-20 model.
Crypto now exceeds private equity adoption. 42% of high-net-worth investors hold crypto. 39% hold private equity funds. Among investors under 40, crypto represents 15% of the private and alternative portfolio.
Advisor fees compress sharply with wealth. AUM fees scale from 0.79% at $2M-$10M to 0.67% at $10M-$25M to 0.58% above $25M.

Download the full report

Thank you! Click below to download your document.

Download

Oops! Something went wrong while submitting the form.

Once you submit, the report will be sent to your email for you to download.

Treemap chart titled 2026 High-Net-Worth Asset Allocation: public equities 51%, private and alternative assets 28%, home equity 11%, bonds 5%, cash 5%

Trusted by over high-net-worth individuals.

A vetted community of people who’ve built, led, or invested, with access to high-quality opportunities, real diligence, and trusted relationships

Average Net worth

Invested by members

Monthly meetings

Active cities

Testimonials

What our members say

"Long Angle has offered to me a level of depth and engagement that I didn't expect. I was really impressed with how friendly everyone was. There were no stupid questions."

Leigh Rowan
Founder, Savanti Travel

"Sometimes strangers become the closest vault in your life. There's a power in being in a very intimate environment, knowing you're with peers you can relate to through similar life experiences."

Kwiri Yang
8x Founder

"The ability to discuss anything—personal, career, professional, business, financial—and really feel that you've got people who genuinely have your back has been the most impactful part of the process for me."

Al Valvano
Investor & Owner-Operator

"You're hearing from people from all different parts of the country and, increasingly, all different parts of the world. It's hard today to find information that you feel you can rely on."

Christina Lewis
Founder, Beatrice Advisors

“Those forums are invaluable. Being able to consult with people in a strictly confidential setting and know that you’re not being solicited, you can’t put a price on that.”

Frederick DeWorken
CEO, BlueYeti

"I feel like I have an extension of my family and friends. There are things we can invest in, but that's not front and center. It's clearly a group of people that care about you as a person."

James Keefe
Chief Commercial Officer