Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
8
0
2
0
0
0
2
0
2
WELCH CAPITAL PARTNERS LLC NY

Time Period2018-12-31

Total Holdings30

Total Value ($x1000)261,299
Activities
New7

Increased4

Unchanged15

Decreased4

Sold Out10

Top 10 Stock Holdingstotal 80.06%
SPY49.32

BX5.15

C4.34

GOOG3.75

PYPL3.56

 
DAL3.55

VDE3.06

XLB2.51

IWO2.43

BFAM2.39

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
49.32%
TR UNIT
BX
5.15%
COM UNIT LTD
C
4.34%
COM NEW
GOOG
3.75%
CAP STK CL C
PYPL
3.56%
COM
DAL
3.55%
COM NEW
VDE
3.06%
ENERGY ETF
XLB
2.51%
SBI MATERIALS
IWO
2.43%
RUS 2000 GRW ETF
BFAM
2.39%
COM
FB
2.37%
CL A
XLV
2.32%
SBI HEALTHCARE
STE
2.24%
SHS USD
VFH
2.14%
FINANCIALS ETF
VGT
1.97%
INF TECH ETF
CVS
1.84%
COM
BABA
1.44%
SPONSORED ADS
VOO
1.14%
SHS
AGX
1.1%
COM
VOX
1.02%
TELCOMM ETF
JPM
0.67%
COM
KBE
0.61%
S&P BK ETF
PG
0.22%
COM
UTX
0.2%
COM
DWDP
0.14%
COM
CI
0.13%
COM
IEMG
0.11%
CORE MSCI EMKT
BOX
0.11%
CL A
KWR
0.09%
COM
MSFT
0.08%
COM
IWM
5.36%
RUSSELL 2000 ETF
XLE
3.46%
SBI INT-ENERGY
XLF
2.13%
SBI INT-FINL
XLK
2.05%
TECHNOLOGY
KRE
1.34%
S&P REGL BKG
XLC
1.08%
COMMUNICATION
EQT
0.77%
COM
CI
0.12%
COM
AAPL
0.08%
COM
BK
0.07%
COM