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Stewardship Advisors, LLC - W. Lee Shertzer
Stewardship Advisors, LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
53 Followers
W. Lee Shertzer Stewardship Advisors, LLC
Hedge Fund Manager
Ranked #246 out of 487 Hedge Fund Managers
Portfolio Gain
+33.19%
Since Jan 2016
Sharpe Ratio
1.09
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$354.28M
W. Lee Shertzer manages more assets than 17% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+6.83%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
93.99% General
1.17% Technology
0.66% Financial
0.58% Consumer Cyclical
0.37% Communication Services
0.35% Utilities
0.29% Healthcare
0.15% Consumer Defensive
0.09% Energy
0.08% Industrial Goods
A breakdown of Stewardship Advisors, LLC's portfolio by sector
Stewardship Advisors, LLC Portfolio Activity
SPDR S&P 500 ETF Trust
Not Changed
General
$542.49
($510.27-$574.71)
+3.81%
0.00%
713.18K
0.20%
Adobe
New
Technology
$543.88
($500.00-$587.75)
-3.26%
+100.00%
253.19K
0.07%
Amazon
New
Consumer Cyclical
$176.41
($151.61-$201.20)
+12.73%
+100.00%
676.38K
0.19%
American Water
New
Utilities
$138.94
($127.20-$150.68)
-9.16%
+100.00%
247.29K
0.07%
Amgen
New
Healthcare
$326.48
($306.11-$346.85)
-0.09%
+100.00%
240.05K
0.07%
Apple
Added
Technology
$216.62
($196.00-$237.23)
-2.37%
+24.12%
2.05M
0.58%
Broadcom
New
Technology
$154.38
($128.50-$180.25)
+6.56%
+100.00%
220.97K
0.06%
Costco
New
Consumer Cyclical
$858.41
($793.00-$923.83)
+3.23%
+100.00%
473.40K
0.13%
Exxon Mobil
Added
Energy
$114.14
($107.77-$120.50)
+3.35%
+45.51%
330.21K
0.09%
General Dynamics
Not Changed
Industrial Goods
$293.38
($276.79-$309.97)
+1.75%
0.00%
281.35K
0.08%
See a list of Stewardship Advisors, LLC's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Stewardship Advisors, LLC's performance with other Hedge Funds and the S&P 500
Stewardship Advisors, LLC activity FAQ
What is Stewardship Advisors, LLC’s portfolio gain since Jun 2013?
Stewardship Advisors, LLC’s portfolio gain since Jun 2013 was 33.19%.
What is Stewardship Advisors, LLC’s Sharpe Ratio?
Stewardship Advisors, LLC’s Sharpe Ratio is 1.09.
What is Stewardship Advisors, LLC’s portfolio value?
Stewardship Advisors, LLC’s portfolio value is $354.28M.
What is Stewardship Advisors, LLC’s average return since the fund’s last 13F filing?
Stewardship Advisors, LLC’s average return since the fund’s last 13F filing is 1.11%.
What was Stewardship Advisors, LLC’s average return in the last 12 months?
Stewardship Advisors, LLC’s average return in the last 12 months was 22.17%.
What was Stewardship Advisors, LLC’s average return in the last 3 years?
Stewardship Advisors, LLC’s average return in the last 3 years was 6.83%.
When was the most recent most recent 13F form submitted by Stewardship Advisors, LLC?
Stewardship Advisors, LLC's most recent 13F form was submitted on Sep 30, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is W. Lee Shertzer Net Worth?
W. Lee Shertzer is Managing Stewardship Advisors, LLC which has a net worth of $354.28M.
TipRanks & Hedge Funds: TipRanks measures the performance of W. Lee Shertzer and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.