Welch Capital Partners LLC is an SEC-registered investment adviser based in Harrison, NY that reports managing 1 hedge fund on Form ADV. It reports $506.2 million in regulatory assets under management. Its private funds, of all types, hold $249.9 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +8.5% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +36.7% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $506.2 millionForm ADV Item 5.F
- Gross assets of private funds
- $249.9 millionAll private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 4Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 106721
- Latest Form ADV
- 04/30/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +15.5% | +14.8% |
| Q1 2026 | -6.0% | -4.6% |
| Q4 2025 | +2.9% | +2.4% |
| Q3 2025 | +8.9% | +7.8% |
| Q2 2025 | +11.0% | +10.4% |
| Q1 2025 | -6.7% | -4.5% |
| Q4 2024 | +2.8% | +2.1% |
| Q3 2024 | +5.6% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Vanguard S&P 500 ETF$234.3 million
- SPDR S&P 500 ETF TR$154.9 million
- Alphabet, Inc Non-voting Class$32.2 million
- Vanguard Info Technology Index$26.1 million
- Blackstone Group Inc$19.6 million
- SPDR Series Trust State Street$10.3 million
- Steris PLC$7.1 million
- Boeing Co Com$6.1 million
- Henry Schein Inc$4.8 million
- Invesco S&P 500 Equal Weight E$2.7 million
As of 2026-06-30, from 13F filing by Welch Capital Partners Llc/Ny.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures