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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 Dec 31, 2023
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Leighton Welch

Leighton Welch
Welch Capital Partners LLC

Hedge Fund Manager
Ranked #62 out of 487 Hedge Fund Managers

Portfolio Gain

+147.81%
Since Jan 2016

Sharpe Ratio

2.84
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$375.80M
Leighton Welch manages more assets than 18% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+17.82%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
75.56% General
10.66% Financial
6.55% Healthcare
6.33% Communication Services
0.36% Technology
0.08% Consumer Cyclical
0.07% Basic Materials
0.06% Industrial Goods
A breakdown of Welch Capital Partners LLC's portfolio by sector

Welch Capital Partners LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
SPDR S&P 500 ETF Trust
Reduced
General
$443.38
($409.21-$477.55)
+5.64%
-0.14%
102.06M
27.07%
Apple
Not Changed
Technology
$182.65
($165.67-$199.62)
-12.63%
0.00%
570.47K
0.15%
Home Depot
New
Consumer Cyclical
$314.59
($274.26-$354.92)
-3.38%
+100.00%
295.95K
0.08%
Humana
Reduced
Healthcare
$489.72
($448.91-$530.54)
-29.17%
-1.08%
15.99M
4.25%
Microsoft
Not Changed
Technology
$347.76
($311.21-$384.30)
+9.72%
0.00%
780.28K
0.21%
Quaker Chemical
Not Changed
Basic Materials
$180.31
($138.67-$221.94)
-11.30%
0.00%
276.59K
0.07%
Cigna
Not Changed
Healthcare
$286.94
($253.95-$319.92)
+16.05%
0.00%
543.50K
0.14%
Alphabet Class A
Not Changed
Communication Services
$131.44
($120.20-$142.68)
+11.30%
0.00%
605.56K
0.16%
Rockwell Automation
New
Industrial Goods
$282.47
($252.19-$312.75)
-9.85%
+100.00%
216.09K
0.06%
Blackstone Group
Reduced
Financial
$111.06
($88.59-$133.53)
-5.19%
-0.06%
36.29M
9.58%
See a list of Welch Capital Partners LLC's holdings, as reported to the SEC on Dec 31, 2023. 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 147.81%.
    What is Welch Capital Partners LLC’s Sharpe Ratio?
    Welch Capital Partners LLC’s Sharpe Ratio is 2.84.
      What is Welch Capital Partners LLC’s portfolio value?
      Welch Capital Partners LLC’s portfolio value is $375.80M.
        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 2.87%.
          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 21.26%.
            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 17.82%.
              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 Dec 31, 2023.
                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 $375.80M.
                    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.