Long-term investor
Sima Wealth Partners, LLC @simawealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002135539).
Record
- Tracked since 2024-09-30 (721 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months n/a · 1 year +16.2% · all +16.2%
- Max drawdown -7.4% · Sharpe 0.48 · win rate 9% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 14.3% · long · since 2025-06-30
- 25434V203 · 7.7% · long · since 2025-06-30
- 78464A409 · 7.5% · long · since 2025-06-30
- 46641Q134 · 7.5% · long · since 2025-06-30
- 464288620 · 7.2% · long · since 2025-06-30
- 25434V302 · 6.8% · long · since 2025-06-30
- 464288588 · 5.5% · long · since 2025-06-30
- 46641Q167 · 5.2% · long · since 2025-06-30
- 808524854 · 4.9% · long · since 2025-06-30
- 78464A508 · 4.6% · long · since 2025-06-30
- 464287309 · 3.4% · long · since 2025-06-30
- 464287408 · 2.4% · long · since 2025-06-30