Drew Hartman Portfolio
Invests via Warther Private Wealth LLC | Managed by Kyle Patrick Mulligan, Warther Private Wealth LLC
Invests via Warther Private Wealth LLC
Managed by Kyle Patrick Mulligan, Warther Private Wealth LLC
Automatically Tracked
Drew Hartman Profile
Drew Hartman has built a notable career as an investor-operator, leveraging his expertise to foster growth across multiple sectors. His background in technology startups equips him with the insight needed to identify emerging trends and capitalise on innovative opportunities. Previously leading strategic initiatives at various firms, he combines operational prowess with investment acumen to enhance portfolio performance. With a keen focus on fostering entrepreneurship, Hartman's engagement extends beyond mere investments; he is also active in mentoring next-generation business leaders. This unique blend of skills not only marks his relevance in today’s competitive landscape but also positions him as a key player for those navigating the crossroads of innovation and investment.
Drew Hartman has built a notable career as an investor-operator, leveraging his expertise to foster growth across multiple sectors. His background in technology startups equips him with the insight needed to identify emerging trends and capitalise on innovative opportunities. Previously leading strategic initiatives at various firms, he combines operational prowess with investment acumen to enhance portfolio performance. With a keen focus on fostering entrepreneurship, Hartman's engagement extends beyond mere investments; he is also active in mentoring next-generation business leaders. This unique blend of skills not only marks his relevance in today’s competitive landscape but also positions him as a key player for those navigating the crossroads of innovation and investment.
Investment Philosophy & Strategy
Innovation drives strategic initiatives in Drew Hartman's investment approach, emphasizing a keen ability to spot high-potential startups that are shaping future landscapes. Leveraging his operational experience, he assesses companies not only on their financial metrics but also on their transformative potential within the technology sector. The emphasis on mentoring young entrepreneurs reflects a commitment to cultivating ecosystems that foster breakthrough ideas and scalable solutions. By integrating hands-on involvement with ventures, this investor-operator champions sustainable growth while navigating the complexities of evolving markets.
Innovation drives strategic initiatives in Drew Hartman's investment approach, emphasizing a keen ability to spot high-potential startups that are shaping future landscapes. Leveraging his operational experience, he assesses companies not only on their financial metrics but also on their transformative potential within the technology sector. The emphasis on mentoring young entrepreneurs reflects a commitment to cultivating ecosystems that foster breakthrough ideas and scalable solutions. By integrating hands-on involvement with ventures, this investor-operator champions sustainable growth while navigating the complexities of evolving markets.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
96.97%
Gain -0.4%
Monthly
1.21%
Yearly
15.59%
Drawdown
26.17%
$467.35M
Equity
Holdings
$467.35M
Investment
$418.52M
$133.22M
Profit -$1.37M
Realized
$84.39M
Unrealized
$48.83M
Dividends
$13.62M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.4%
Profit
-$1.37M
Win %
68%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$643,681.6
Win %
68%
This Month
Compared to last month
Gain
3.21%
Profit
$14.54M
Win %
68%
This Year
Compared to last year
Gain
14.15%
Profit
$57.92M
Win %
73%
AMAT Applied Materials, Inc.
+6.71%
+$35,320.5 
ASML ASML Holding N.V. New York Registry Shares
+3.45%
+$644,749.66 
MRSH Marsh & McLennan Companies, Inc.
+2.84%
+$13,842.2 
CAT Caterpillar Inc.
+1.98%
+$17,167.16 
NVDA NVIDIA Corporation
+1.73%
+$66,616 
VST Vistra Corp
+1.32%
+$5,220.8 
ISRG Intuitive Surgical, Inc.
+1.31%
+$4,661.07 
AVGO Broadcom Inc.
+1.14%
+$155,307.2 
UNH UnitedHealth Group Incorporated
+1.11%
+$551,454.94 
XOM Exxon Mobil Corporation
+1.04%
+$271,406.55 
VUG Vanguard Growth ETF
+0.67%
+$4,281.84 
EXPE Expedia Group, Inc.
+0.65%
+$65,841.6 
EQT EQT Corporation
+0.51%
+$36,835 
SCHW Charles Schwab Corporation
+0.46%
+$101,145.41 
IVV iShares Core S&P 500 ETF
+0.35%
+$1,290.01 
VOO Vanguard S&P 500 ETF
+0.32%
+$4,524.41 
NU Nu Holdings Ltd.
+0.07%
+$14,810.29 
LLY Eli Lilly and Company
+0.03%
+$4,084.16 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FICO Fair Isaac Corporation
-4.95%
-$1.07M 
SPGI S&P Global Inc.
-3.25%
-$280,638.46 
BABA Alibaba Group Holding Limited SP ADR
-1.85%
-$539,851.78 
EL The Estée Lauder Companies Inc. Class A
-1.74%
-$241,700.23 
V Visa Inc. Class A
-1.48%
-$10,640.02 
FISV Fiserv, Inc.
-1.26%
-$175,321.25 
MELI MercadoLibre, Inc.
-1.22%
-$258,124.44 
COST Costco Wholesale Corporation
-1.07%
-$5,668.63 
NVO Novo Nordisk A/S Sponsored ADR
-0.89%
-$228,571.2 
AMZN Amazon.com Inc
-0.81%
-$137,691.52 
AXP American Express Company
-0.8%
-$8,185.5 
BRK-B Berkshire Hathaway Inc.
-0.62%
-$1,769 
GOOGL Alphabet Inc
-0.62%
-$136,234.12 
MSFT Microsoft Corp.
-0.59%
-$14,909.02 
GOOG Alphabet Inc
-0.58%
-$7,798.92 
AAPL Apple Inc.
-0.54%
-$33,725.58 
UBER Uber Technologies, Inc.
-0.42%
-$76,445.4 
CMG Chipotle Mexican Grill, Inc.
-0.24%
-$42,258.96 
FTNT Fortinet Inc.
-0.2%
-$71,476.27 
NFLX Netflix, Inc.
-0.13%
-$14,814 
BN Brookfield Corporation
-0.09%
-$7,984 Events
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Dividends
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| Trades 1378 | Longs Won 761/1378 55% | Profit Factor 2.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $786,913.28 |
| Average Win $284,994.92 | Best Trade (Jul 21) $11.23M | Sharpe Ratio -9.6 |
| Average Loss -$135,600.15 | Worst Trade (Jul 19) -$12.66M | Z-Score -0.43 (33.61%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 5d | Expectancy $96,673.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,448 | 3,103 | 2,759 | 2,414 | 2,069 | 1,724 | 1,379 | 1,034 | 690 | 345 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Drew Hartman?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $15.52M, Apple Inc - $10.14M, NVIDIA Corporation - $7.81M, Interactive Brokers Group Inc - $7.4M, and Vistra Corp - $6.66M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: JD.com Inc - $2.66M, Uipath Inc - $2.39M, FedEx Corporation - $1.61M, CVS Health Corporation - $1.58M, and Meta Platforms Inc Class A - $1.48M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Drew Hartman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.62M earned over time. The largest contributors to dividend income include Novo Nordisk A/S Sponsored ADR - $1.17M, UnitedHealth Group Incorporated - $1.1M, Charles Schwab Corporation - $665,585.65, Taiwan Semiconductor Manufacturing Company Limited - $665,180.67, and Alibaba Group Holding Limited SP ADR - $608,759.15. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Drew Hartman's monthly returns?
Drew Hartman's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Drew Hartman's strategy be considered aggressive or moderate?
Drew Hartman's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Drew Hartman's strategy?
Drew Hartman's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
