Welch Capital Partners Llc Ny 13F Portfolio

Hedge FundPortfolio ManagerPerformance 24Q4AUM# of HoldingsPerformance Rank Allocation
Welch Capital Partners Llc NyWelch Capital Partners Llc Ny2.79%$463081000 21

Top Holdings Performance History

Welch Capital Partners Llc Ny Holdings Map

Top 50 Welch Capital Partners Llc Ny Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q4 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Welch Capital Partners Llc Ny Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds