Long-term investor
Signature Estate & Investment Advisors LLC @signatureestateinvestmen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001079935).
Record
- Tracked since 2025-06-30 (454 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +43.9%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908736 · 8.6% · long · since 2025-06-30
- 381430503 · 7.5% · long · since 2025-06-30
- 464287549 · 6.2% · long · since 2025-06-30
- 78467V848 · 4.2% · long · since 2025-06-30
- 808524771 · 4.2% · long · since 2025-06-30
- GLDM · 3.6% · long · since 2026-03-31
- 53656G498 · 3.2% · long · since 2026-06-30
- 025072372 · 3.1% · long · since 2026-03-31
- 464288877 · 3.0% · long · since 2025-06-30
- GOOGL · 2.1% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- AAPL · 1.9% · long · since 2025-06-30