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Hedge Vision

Tens of paid subscribers

Simplifying institutional and personal investing

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Substack
PricingFreemiumPublishesWeekly
Issues96Founded5 years agoLast Issue6 days ago
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Latest Issues

August 2026 Portfolio Review

In August, the Hedge Vision portfolio returned 5.37%. In comparison, the S&P 500 rose 1.13%, while the Nasdaq 100 increased 2.36%.

The portfolio has now returned 15.67% year-to-date compared to the S&P 500 and Nasdaq 100 at 12.07% and 16.8...

6 days ago
15

Here's What Hedge Funds Bought in Q2 2026

The latest wave of 13F filings has arrived, offering a fresh look at how hedge funds positioned their portfolios in the second quarter.

The filings provided no shortage of drama. For example, investors received a snapshot of Situational Aw...

21 days ago
24

July 2026 Portfolio Review

In July, the Hedge Vision portfolio returned 7.1%. In comparison, the S&P 500 rose 0.09%, while the Nasdaq 100 fell 5.15%.

The portfolio has now returned 9.77% year-to-date compared to the S&P 500 and Nasdaq 100 at 9.2% and 12.17%, respect...

a month ago
19

The Top Hedge Funds of 2026 (So Far)

2026 has been the year of the stock-picker, with several memory and semiconductor names delivering triple-digit gains and leaving the S&P 500 and Nasdaq 100 in the dust.

Goldman Sachs notes that the average equity-focused hedge fund relyin...

2 months ago
26

Here's What Hedge Funds Bought in Q1 2026

Portfolio updates on Druckenmiller, Leopold Aschenbrenner, Tepper, and more

4 months ago
28
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