Long-term investor

Bestgate Wealth Advisors, LLC @bestgatewealthadvisorsll

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055670).

Record

  • Tracked since 2025-06-30 (434 days), 46 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.3% · 6 months +12.4% · 1 year +27.9% · all +27.9%
  • Max drawdown -1.7% · Sharpe 1.36 · win rate 39% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 11.8% · long · since 2025-06-30
  • 921943858 · 10.2% · long · since 2025-06-30
  • 78464A854 · 7.5% · long · since 2025-06-30
  • 808524839 · 7.0% · long · since 2025-06-30
  • 46138G649 · 6.7% · long · since 2025-06-30
  • 922908652 · 5.2% · long · since 2025-06-30
  • 46432F339 · 4.5% · long · since 2025-06-30
  • 464288588 · 3.9% · long · since 2025-06-30
  • 922908363 · 3.7% · long · since 2025-06-30
  • 46434G764 · 3.7% · long · since 2025-06-30
  • 808524698 · 3.0% · long · since 2025-06-30
  • 46137V480 · 2.7% · long · since 2025-06-30

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