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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 Dec 31, 2023
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Rick Kohr

Rick Kohr
Evergreen Advisors, LLC

Hedge Fund Manager
Ranked #158 out of 487 Hedge Fund Managers

Portfolio Gain

+47.57%
Since Jan 2016

Sharpe Ratio

1.68
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$308.17M
Rick Kohr manages more assets than 15% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+8.96%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
99.00% General
0.24% Technology
0.17% Consumer Cyclical
0.09% Financial
A breakdown of Evergreen Advisors, LLC's portfolio by sector

Evergreen 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
$443.38
($409.21-$477.55)
+5.46%
-1.45%
3.65M
1.18%
Amazon
New
Consumer Cyclical
$136.99
($118.35-$155.63)
+16.64%
+100.00%
237.03K
0.08%
Apple
Reduced
Technology
$182.65
($165.67-$199.62)
-13.75%
-11.93%
742.20K
0.24%
Lowe's
Not Changed
Consumer Cyclical
$204.43
($181.85-$227.00)
+4.42%
0.00%
303.56K
0.10%
Tesla
Sold Out
Consumer Cyclical
$231.50
($194.07-$268.94)
-42.83%
-100.00%
0.00
0.00%
Vanguard Dividend Appreciation ETF
Reduced
General
$160.43
($149.67-$171.19)
+3.43%
-0.08%
1.04M
0.34%
iShares Core U.S. Aggregate Bond ETF
Reduced
General
$95.64
($91.58-$99.70)
-2.98%
-2.45%
2.22M
0.71%
Vanguard FTSE All-World ex-US Index Fund
Added
General
$52.93
($49.47-$56.40)
+1.62%
+1.52%
469.33K
0.15%
Vanguard Total Stock Market ETF
Added
General
$220.59
($202.44-$238.74)
+4.76%
+0.42%
899.06K
0.29%
iShares Core S&P Small Cap ETF
Added
General
$98.94
($87.32-$110.55)
-3.53%
+2.15%
17.40M
5.63%
See a list of Evergreen Advisors, LLC's holdings, as reported to the SEC on Dec 31, 2023. 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 47.57%.
    What is Evergreen Advisors, LLC’s Sharpe Ratio?
    Evergreen Advisors, LLC’s Sharpe Ratio is 1.68.
      What is Evergreen Advisors, LLC’s portfolio value?
      Evergreen Advisors, LLC’s portfolio value is $308.17M.
        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 0.74%.
          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 11.19%.
            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 8.96%.
              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 Dec 31, 2023.
                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 $308.17M.
                    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.