HOERTKORN RICHARD Overview
Hoertkorn Richard Charles is an investment advisor that manages 149.4 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 06/30/19. The fund's latest filing disclosed 150MM in positions, representing 101% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 06/30/19. The fund's latest filing disclosed 150MM in positions, representing 101% of the manager's regulatory AUM.
HOERTKORN RICHARD StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HOERTKORN RICHARD Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BAC | 6.88% | Financials | 1.72% | 0.03% | 0 | 23% | ||
| MSFT | 6.57% | Tech | 4.69% | 0.01% | 0 | 40% | ||
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FEATURED IN
HOERTKORN RICHARD Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard C. Hoertkorn | Sole Prop./Chief Compliance Officer | February-1972 |
HOERTKORN RICHARD Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HOERTKORN RICHARD Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ………………. 3
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HOERTKORN RICHARD Portfolio Concentration
HOERTKORN RICHARD Location
60 E. SIR FRANCIS DRAKE BLVD
SUITE 300
LARKSPUR, California
UNITED STATES, 94939
SUITE 300
LARKSPUR, California
UNITED STATES, 94939
HOERTKORN RICHARD Contact Information
Phone Number: 415-482-8899
Fax Number: 415-482-8811
Website: null
Fax Number: 415-482-8811
Website: null
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