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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 Mar 31, 2024
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W. Lee Shertzer

W. Lee Shertzer
Stewardship Advisors, LLC

Hedge Fund Manager
Ranked #250 out of 487 Hedge Fund Managers

Portfolio Gain

+24.69%
Since Jan 2016

Sharpe Ratio

0.89
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$292.23M
W. Lee Shertzer manages more assets than 13% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+5.62%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
97.03% General
0.69% Technology
0.16% Financial
0.09% Industrial Goods
0.08% Energy
A breakdown of Stewardship Advisors, LLC's portfolio by sector

Stewardship Advisors, LLC Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
SPDR S&P 500 ETF Trust
Reduced
General
$495.52
($466.43-$524.61)
+1.29%
-33.48%
642.33K
0.22%
Apple
Added
Technology
$182.44
($168.49-$196.38)
+11.48%
+3.19%
1.21M
0.41%
Exxon Mobil
Reduced
Energy
$106.11
($95.77-$116.45)
+0.15%
-24.45%
222.72K
0.08%
General Dynamics
Reduced
Industrial Goods
$266.06
($247.36-$284.75)
+6.01%
-0.64%
262.71K
0.09%
Microsoft
Added
Technology
$398.66
($366.50-$430.82)
+2.51%
+28.11%
333.63K
0.11%
PNC Financial
Reduced
Financial
$150.97
($139.69-$162.24)
-2.17%
-11.68%
476.72K
0.16%
SPDR Gold Shares
Reduced
General
$194.91
($183.78-$206.05)
+6.99%
-55.12%
396.42K
0.14%
Invesco QQQ Trust
Reduced
General
$422.34
($395.34-$449.34)
+2.64%
-75.95%
2.08M
0.71%
Vanguard S&P 500 ETF
New
General
$455.94
($428.64-$483.24)
+1.32%
+100.00%
214.39K
0.07%
Grayscale Bitcoin
New
Technology
$49.78
($33.95-$65.61)
-1.93%
+100.00%
475.61K
0.16%
See a list of Stewardship Advisors, LLC's holdings, as reported to the SEC on Mar 31, 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 24.69%.
    What is Stewardship Advisors, LLC’s Sharpe Ratio?
    Stewardship Advisors, LLC’s Sharpe Ratio is 0.89.
      What is Stewardship Advisors, LLC’s portfolio value?
      Stewardship Advisors, LLC’s portfolio value is $292.23M.
        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 0.89%.
          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 14.98%.
            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 5.62%.
              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 Mar 31, 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 $292.23M.
                    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.