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| Happy Holidays!! thanks for using AUM13F!! |
| Tufton Capital Management LLC
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| CRD # | 113543 |
| SEC # | 801-50228 |
| CIK # | 0001055963 |
| AUM | $810.1 M (2025-05-28) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 410-400-8500 |
| Address | 303 International Circle Hunt Valley, MD 21030 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Automatic Data Processing Inc | 15.9 | ||
| Alphabet Inc | 15.8 | ||
| TJX Companies Inc /DE/ | 15.5 | ||
| Amazon Com Inc | 14.8 | ||
| Bank of America Corp /DE/ | 11.2 | ||
| Corning Inc /NY | 11.0 | ||
| Qualcomm Inc/DE | 11.0 | ||
| United Technologies Corp /DE/ | 10.5 | ||
| AbbVie Inc | 10.3 | ||
| Ace Ltd | 10.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 46.6 |
| (b) Individuals (high net worth individuals) | 183 | 713.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.9 |
| (h) Charitable organizations | 0 | 20.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 28.8 |
| (n) Other | 0 | 0.0 |
| Total | 791 | 810.1 |
| By Discretionary | ||
| Discretionary | 791 | 810.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 791 | 810.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 810.1 | |
| Total | 791 | 810.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001055963] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KMH Wealth Management LLC
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|
TX | 0.8 |
|
McLean Asset Management Corporation
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|
VA | 0.8 |
|
McRae Capital Management Inc
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NJ | 0.8 |
|
Prevail Innovative Wealth Advisors LLC
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KS | 0.8 |
|
Clayton Financial Services Inc
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KS | 0.8 |
|
Flaharty Asset Management LLC
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FL | 0.8 |
|
Garrett Wealth Advisory Group LLC
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|
TX | 0.8 |
|
The O'Dell Group LLC
✚
|
OH | 0.8 |
|
Veery Capital LLC
✚
|
PA | 0.8 |
|
Shorepoint Capital Partners LLC
✚
|
MA | 0.8 |