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Welch Capital Partners LLC - Leighton Welch
Welch Capital Partners LLC a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
277 Followers
Leighton Welch Welch Capital Partners LLC
Hedge Fund Manager
Ranked #50 out of 487 Hedge Fund Managers
Portfolio Gain
+197.06%
Since Jan 2016
Sharpe Ratio
3.32
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$422.37M
Leighton Welch manages more assets than 20% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+22.25%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
78.44% General
8.96% Financial
6.36% Communication Services
5.05% Healthcare
0.62% Technology
0.10% Energy
0.07% Consumer Cyclical
0.05% Basic Materials
0.00% Industrial Goods
A breakdown of Welch Capital Partners LLC's portfolio by sector
Welch Capital Partners LLC Portfolio Activity
Alphabet Class C
Reduced
Communication Services
$169.29
($151.08-$187.50)
-1.81%
-11.78%
26.11M
6.17%
Steris
Not Changed
Healthcare
$218.50
($197.82-$239.19)
+0.08%
0.00%
6.07M
1.43%
Blackstone Group
Reduced
Financial
$123.95
($115.82-$132.09)
+44.92%
-0.15%
34.23M
8.02%
Humana
Reduced
Healthcare
$343.59
($298.61-$388.57)
-22.68%
-0.01%
13.05M
3.08%
Technology Select Sector SPDR Fund
Not Changed
General
$212.31
($192.04-$232.59)
+5.02%
0.00%
540.69K
0.13%
Vanguard Information Technology ETF
Not Changed
General
$535.67
($478.25-$593.10)
+8.47%
0.00%
16.18M
3.82%
Vanguard S&P 500 ETF
Not Changed
General
$479.82
($453.90-$505.74)
+10.30%
0.00%
182.35M
43.04%
P3 Health Partners
Sold Out
Healthcare
$0.73
($0.44-$1.02)
-16.89%
-100.00%
0.00
0.00%
Rockwell Automation
Sold Out
Industrial Goods
$270.10
($249.00-$291.19)
-0.66%
-100.00%
0.00
0.00%
PayPal Holdings
Reduced
Financial
$63.94
($57.21-$70.66)
+43.05%
-1.52%
3.75M
0.89%
See a list of Welch Capital Partners LLC's holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details
Measured Performance
Compare Welch Capital Partners LLC's performance with other Hedge Funds and the S&P 500
Welch Capital Partners LLC activity FAQ
What is Welch Capital Partners LLC’s portfolio gain since Jun 2013?
Welch Capital Partners LLC’s portfolio gain since Jun 2013 was 197.06%.
What is Welch Capital Partners LLC’s Sharpe Ratio?
Welch Capital Partners LLC’s Sharpe Ratio is 3.32.
What is Welch Capital Partners LLC’s portfolio value?
Welch Capital Partners LLC’s portfolio value is $422.37M.
What is Welch Capital Partners LLC’s average return since the fund’s last 13F filing?
Welch Capital Partners LLC’s average return since the fund’s last 13F filing is 11.17%.
What was Welch Capital Partners LLC’s average return in the last 12 months?
Welch Capital Partners LLC’s average return in the last 12 months was 38.70%.
What was Welch Capital Partners LLC’s average return in the last 3 years?
Welch Capital Partners LLC’s average return in the last 3 years was 22.25%.
When was the most recent most recent 13F form submitted by Welch Capital Partners LLC?
Welch Capital Partners LLC's most recent 13F form was submitted on Jun 30, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Leighton Welch Net Worth?
Leighton Welch is Managing Welch Capital Partners LLC which has a net worth of $422.37M.
TipRanks & Hedge Funds: TipRanks measures the performance of Leighton Welch and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.