What is Stewardship Advisors, LLC’s portfolio gain since Jun 2013?
Stewardship Advisors, LLC’s portfolio gain since Jun 2013 was 29.51%.
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 -1.68%.
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 19.01%.
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 6.10%.
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.
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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.