Tufton Capital Management LLC

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Assets, Funds, Holdings

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Tufton Capital Management LLC
CRD #113543
SEC #801-50228
CIK #0001055963
AUM 463.8 M (2026-04-13)
Employees 9 (67% Investors, 0% Brokers)
Fees
Minimum
Phone410-400-8500
Address303 International Circle
Hunt Valley, MD 21030
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
100080060040020001999200820172027
Sector Form 13F Holdings Value ($M)
Amazon Com Inc 14.3
Chevron Corp 13.6
United Technologies Corp /DE/ 13.5
Johnson & Johnson 13.3
Merck & Co Inc 11.9
AbbVie Inc 11.8
Lockheed Martin Corp 11.1
Bank of America Corp /DE/ 11.0
Ace Ltd 10.9
Automatic Data Processing Inc 10.2
View All
Holdings by Sector ($M)
70056042028014002011201620212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 78 25.0
(b) Individuals (high net worth individuals) 170 407.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 11.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 20.2
(n) Other 0 0.0
Total 423 463.8
By Discretionary
Discretionary 423 463.8
Non-Discretionary 0 0.0
Total 423 463.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 463.8
Total 423 463.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001055963]
Firm Profile (Form ADV)
Discretionary AUM$0.8B
ServesInstitutional, Retail, Research
LEI5493004R6418GZHVKA34
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