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Welch Capital Partners LLC - Leighton Welch

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Welch Capital Partners LLC Portfolio Activity as reported in the most recent 13F form, for the period ending Jun 30, 2026

Welch Capital Partners LLC Portfolio Activity

VOO
Vanguard S&P 500 ETF
ReducedGeneral$646.09($593.03-$699.15)-0.29%234.26M45.79%
SPY
State Street SPDR S&P 500 ETF Trust
ReducedGeneral$702.75($645.11-$760.40)>-0.01%154.88M30.28%
GOOG
Alphabet Class C
Not ChangedCommunication Services$346.02($287.57-$404.47)0.00%32.19M6.30%
BX
Blackstone Group
ReducedFinancial$120.14($107.03-$133.25)-1.42%19.58M3.80%
SPYM
State Street SPDR Portfolio S&P 500 ETF
ReducedGeneral$82.72($75.93-$89.52)-1.81%10.35M2.02%
STE
Steris
ReducedHealthcare$211.50($195.14-$227.87)-1.62%7.11M1.39%
BA
Boeing
ReducedIndustrials$223.19($202.30-$244.07)-4.83%6.14M1.20%
HSIC
Henry Schein
ReducedHealthcare$76.94($68.70-$85.19)-10.41%4.78M0.94%
RSP
Invesco S&P 500 Equal Weight ETF
Not ChangedGeneral$202.25($190.21-$214.30)0.00%2.66M0.52%
AAPL
Apple
Not ChangedTechnology$281.55($245.70-$317.40)0.00%1.62M0.32%

Measured Performance

Welch Capital Partners LLCAverage Hedge Fund PortfolioS&P 5000%100%200%300%2016201720192021202320252026

Welch Capital Partners LLC activity FAQ

What is Welch Capital Partners LLC’s portfolio gain since Jan 2016?
Welch Capital Partners LLC’s portfolio gain since Jan 2016 was 251.90%.
What is Welch Capital Partners LLC’s Sharpe Ratio?
Welch Capital Partners LLC’s Sharpe Ratio is 4.08.
What is Welch Capital Partners LLC’s 13F portfolio value?
The value of Welch Capital Partners LLC’s holdings disclosed in its most recent 13F filing is $510.26M.
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 -0.72%.
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 6.91%.
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 23.24%.
What period does Welch Capital Partners LLC’s most recent 13F filing cover?
Welch Capital Partners LLC’s most recent 13F filing reports holdings for the period ending Jun 30, 2026.
Who are the best performing hedge funds?
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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. See how TipRanks ranks experts and calculates performance.

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.

Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.