Hedge Vision
Simplifying institutional and personal investing
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 94 | Founded | 5 years ago | Last Issue | 14 days ago |
| Active | |||||
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hedgevision.substack.comLatest Issues
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...
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...
Here's What Hedge Funds Bought in Q1 2026
The newest round of 13F filings has arrived, revealing the strategic and sometimes unexpected trades of hedge funds.
Notably, Leopold Aschenbrenner’s delayed filing caused quite a stir on social media, while Druckenmiller boosted his alloc...
Q1 2026 Portfolio Review
During Q1, the Hedge Vision portfolio fell 15.72%. In comparison, the S&P 500 declined 4.54%, while the Nasdaq 100 shed 5.67%.
Total Positions: 27 compared to 25 on December 31, 2025
Top 10 Positions Concentration: 76.9% compared to 78.9%...
Here's What Hedge Funds Bought in Q4 2025
Portfolio updates on Druckenmiller, Tepper, the Tiger Cubs, and more
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| Subscribers | Engagement | 68 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Hedge fund insights, personal investing, and all things finance
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