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Evergreen Advisors, LLC - Rick Kohr
Evergreen Advisors, LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
11 Followers
Portfolio Gain
+65.67%
Since Jan 2016
Sharpe Ratio
1.95
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$362.16M
Rick Kohr manages more assets than 17% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+11.14%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
58.38% General
0.20% Technology
0.09% Financial
0.09% Consumer Cyclical
A breakdown of Evergreen Advisors, LLC's portfolio by sector
Evergreen Advisors, LLC Portfolio Activity
Vanguard FTSE All-World ex-US Index Fund
Added
General
$59.54
($55.27-$63.81)
-6.30%
+0.39%
534.87K
0.15%
Vanguard Intermediate-Term Corporate Bond ETF
Added
General
$81.75
($79.25-$84.25)
-2.61%
+2.89%
41.98M
11.51%
iShares Russell 1000 Value ETF
Reduced
General
$181.62
($172.86-$190.37)
+3.32%
-4.56%
850.30K
0.23%
SPDR S&P 500 ETF Trust
Reduced
General
$542.49
($510.27-$574.71)
+3.47%
-1.60%
4.09M
1.13%
Vanguard Dividend Appreciation ETF
Added
General
$189.76
($181.08-$198.44)
+1.48%
+0.47%
1.11M
0.31%
Lowe's
Added
Consumer Cyclical
$240.25
($211.80-$268.71)
-1.66%
+0.25%
321.77K
0.09%
Vanguard Intermediate-Term Treasury ETF
Added
General
$59.28
($57.74-$60.82)
-2.85%
+3.66%
28.14M
7.72%
Schwab International Equity ETF
Added
General
$19.47
($18.12-$20.82)
-6.61%
+2.51%
24.73M
6.83%
Vanguard Total Stock Market ETF
Added
General
$267.68
($251.00-$284.35)
+4.20%
+0.36%
1.09M
0.30%
Apple
Added
Technology
$216.62
($196.00-$237.23)
-1.81%
+4.13%
723.23K
0.20%
See a list of Evergreen Advisors, LLC's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Evergreen Advisors, LLC's performance with other Hedge Funds and the S&P 500
Evergreen Advisors, LLC activity FAQ
What is Evergreen Advisors, LLC’s portfolio gain since Jun 2013?
Evergreen Advisors, LLC’s portfolio gain since Jun 2013 was 65.67%.
What is Evergreen Advisors, LLC’s Sharpe Ratio?
Evergreen Advisors, LLC’s Sharpe Ratio is 1.95.
What is Evergreen Advisors, LLC’s portfolio value?
Evergreen Advisors, LLC’s portfolio value is $362.16M.
What is Evergreen Advisors, LLC’s average return since the fund’s last 13F filing?
Evergreen Advisors, LLC’s average return since the fund’s last 13F filing is -0.65%.
What was Evergreen Advisors, LLC’s average return in the last 12 months?
Evergreen Advisors, LLC’s average return in the last 12 months was 19.98%.
What was Evergreen Advisors, LLC’s average return in the last 3 years?
Evergreen Advisors, LLC’s average return in the last 3 years was 11.14%.
When was the most recent most recent 13F form submitted by Evergreen Advisors, LLC?
Evergreen 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 Rick Kohr Net Worth?
Rick Kohr is Managing Evergreen Advisors, LLC which has a net worth of $362.16M.
TipRanks & Hedge Funds: TipRanks measures the performance of Rick Kohr 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.