other names
  • TUFTON CAPITAL MANAGEMENT, LLC
  • HARDESTY CAPITAL MANAGEMENT CORP.
  • TUFTON CAPITAL MANAGEMENT

Adviser Profile

As of Date 05/28/2025
ADV Location HUNT VALLEY, MD, United States
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 6
Registration SEC, Approved, 10/10/1995
Other registrations (1)
AUM* 810,080,632 11%
of that, discretionary 810,080,632 11%
Private Fund GAV* 0
Avg Account Size 1,024,122 6%
% High Net Worth 60.60% 4%
SMA’s Yes
Private Funds 0
Contact Info 410 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

957M 821M 684M 547M 410M 274M 137M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$35,116 % Position6.00% $ Change-8.00% # Change-1.00%
Stck Ticker02079k107 Stock NameALPHABET INC. CLASS C $ Position$27,643 % Position5.00% $ Change28.00% # Change-1.00%
Stck Ticker037833100 Stock NameAPPLE INC COM $ Position$27,345 % Position5.00% $ Change7.00% # Change0.00%
Stck Ticker46625H100 Stock NameJPMORGAN CHASE & CO. COM $ Position$23,536 % Position4.00% $ Change1.00% # Change-1.00%
Stck Ticker023135106 Stock NameAMAZON COM INC COM $ Position$16,036 % Position3.00% $ Change8.00% # Change3.00%
Stck Ticker219350105 Stock NameCORNING INC $ Position$16,095 % Position3.00% $ Change4.00% # Change-2.00%
Stck Ticker872540109 Stock NameTJX COMPANIES INC $ Position$19,063 % Position3.00% $ Change5.00% # Change-1.00%
Stck Ticker949746101 Stock NameWELLS FARGO & CO $ Position$11,139 % Position2.00% $ Change10.00% # Change-1.00%
Stck Ticker655844108 Stock NameNORFOLK SOUTHERN CO $ Position$9,748 % Position2.00% $ Change-5.00% # Change-1.00%
Stck Ticker742718109 Stock NamePROCTER & GAMBLE $ Position$9,143 % Position2.00% $ Change-4.00% # Change3.00%

Brochure Summary