Hilton Capital Management, LLC
Hilton Capital Management, LLC is a boutique investment adviser headquartered in Garden City, NY. Founded in 2000, the firm serves institutions, high-net-worth individuals, and retail investors by providing actively managed, long-only balanced and equity strategies. Hilton manages more than $2.9 billion in assets and employs approximately 27 staff. Its products are available on major investment platforms and as separately managed accounts, supporting both direct clients and sub-advisory relationships.
Investment Strategy
Hilton Capital Management employs a disciplined, actively-managed approach focused on long-only balanced and equity strategies. The firm offers three core investment products: Tactical Income—a balanced total return strategy emphasizing income and risk control, Small & Mid Cap Opportunities—a fundamentals-based SMID cap strategy seeking risk-adjusted returns, and Dividend & Yield—a low-beta, large-cap strategy centered on high-dividend equities with sector adjustments. Assets are allocated across master limited partnerships, REITs, individual debt and equity securities, collective vehicles like mutual funds and ETFs, and options, customized according to client objectives. The firm predominantly uses discretionary management but also offers non-discretionary services where clients retain final decision-making authority.
Top Holdings
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCSH | VANGUARD SCOTTSDALE FDS | 6.06% | $75.9M | 954,911 | $79.77 | $79.50 | +$1.9M |
J JAAA | JANUS DETROIT STR TR | 6.01% | $75.3M | 1,484,078 | $50.13 | $50.75 | -$460.6K |
J JEPQ | J P MORGAN EXCHANGE TRADED F | 4.97% | $62.2M | 1,144,011 | $51.40 | $54.40 | +$13.8M |
M MTBA | SIMPLIFY EXCHANGE TRADED FUN | 3.58% | $44.9M | 895,924 | $50.91 | $50.09 | -$12.8M |
J JPIE | J P MORGAN EXCHANGE TRADED F | 3.51% | $44.0M | 950,717 | $46.32 | $46.32 | +$44.0M |