Vision Capital Management Corporation

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Vision Capital Management Corporation
CRD #118363
SEC #801-66188
CIK #
AUM $113.3 MM (100% Disc, 100% US, 2020-03-26)
Employees6 (67% Investors, 50% Brokers)
Phone704-894-9639
Address108 South Main Street
Davidson, NC 28036
Source [IAPD] [Website]
Total AUM ($MM)
13510881542702006201120162021
Sector Issuer Cap ($MM) Value ($MM)
VEA 38.7
IJH 17.3
IJR 16.9
IVV 15.1
AAPL 1,372,810.0 12.9
VWO 12.6
VNQ 10.6
AMZN 1,207,970.0 9.5
GOOGL 970,260.0 9.4
V 411,370.0 6.9
View All
Holdings by Sector ($)
0.70.60.40.30.10.02014201620182020
Comparable Firms State AUM ($BB)
Parata Analytics Research
VA 0.1
Chipco Asset Management LLC
NY 0.1
Penland Legacy Advisors LLC
NC 0.1
Capital Management Advisors Inc
GA 0.1
SEAL Financial Services Inc
CO 0.1
Santa FE Advisors LLC
NM 0.1
Capital Developers LLC
NC 0.1
Centered Wealth LLC
TX 0.1
Aegis Financial Advisors Inc
FL 0.1
Forteris Wealth Management Inc
NY 0.1
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com