Tufton Capital Management
Tufton Capital Management is an independent investment adviser based in Hunt Valley, Maryland. Founded in 1995, the firm manages assets for high net worth individuals, families, and charitable organizations. With approximately 9 employees, Tufton Capital Management offers tailored investment solutions with a client-focused, disciplined approach and serves clients primarily in the United States.
Investment Strategy
Tufton Capital Management utilizes a long-term, value-oriented investment strategy focused on building diversified portfolios of high-quality stocks and fixed income. The firm emphasizes fundamental research, risk management, and tailored portfolio construction to meet the goals of high net worth individuals, families, and institutions. Their approach centers on disciplined security selection, strategic asset allocation, and minimizing unnecessary trading to optimize after-tax, risk-adjusted returns.
Top Holdings
Equity Positions (116)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.00% | $36.8M | 74,016 | $30.46 | $497.41 | +$8.3M |
J JPM | JPMORGAN CHASE & CO. COM | 4.09% | $21.5M | 74,260 | $48.00 | $289.91 | +$2.7M |
A AAPL | APPLE INC COM | 3.74% | $19.7M | 95,973 | $42.87 | $205.17 | -$3.0M |
A ADP | AUTO DATA PROCESSING | 3.02% | $15.9M | 51,544 | $50.97 | $308.40 | -$317.5K |
G GOOG | ALPHABET INC. CLASS C | 3.00% | $15.8M | 89,041 | $44.86 | $177.39 | -$399.4K |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Portfolio Manager | Washington, DC , United States | |
 | Partner | Baltimore, MD , United States |