Hedge Vision
Hedge VisionSimplifying institutional and personal investing
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 90 | Subscribers | Read | hedgevision.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Here's What Hedge Funds Bought in Q4 2025
The latest batch of 13F filings has arrived, showcasing the strategic and sometimes surprising moves of hedge funds.
January 2026 Portfolio Review
In January, the Hedge Vision portfolio fell by 0.44%. In comparison, the S&P 500 increased by 1.23%, while the Nasdaq 100 notched a 1.40% gain.
The Top Hedge Funds of 2025
2025 marked the third year of double-digit gains for the S&P 500. However, the path was anything but smooth, characterized by a tariff-induced correction in April, rising geopolitical tensions, and a SaaS selloff.
2025 - A Year in Review
The Hedge Vision portfolio returned 12.86% in 2025 compared to the S&P 500 and Nasdaq 100’s total returns of 17.88% and 21.02%, respectively.
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Authors
The writers behind this newsletter.
Hedge fund insights, personal investing, and all things finance
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