VESTOR CAPITAL LLC Overview
Vestor Capital Llc is an investment advisor that manages 568.5 MM dollars in regulatory AUM and has 15 employees, of which 15 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 829MM in positions, representing 146% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 829MM in positions, representing 146% of the manager's regulatory AUM.
VESTOR CAPITAL LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VESTOR CAPITAL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.22% | Tech | 28.32% | 0.49% | 0 | 45% | ||
| SLB | 3.94% | Energy | -13.05% | -0.21% | 0 | 25% | ||
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FEATURED IN
VESTOR CAPITAL LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Martin Buehler | President | December-2012 |
| Dennis J. Slott | Executive Vice President | October-2012 |
| William P. Mcnulty | Treasurer & Chief Compliance Officer | October-2012 |
VESTOR CAPITAL LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
VESTOR CAPITAL LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss (continued)
Vestor Capital Alternatives Strategy
The Vestor Capital Alternatives Strategy utilizes mutual funds, ETFs and sub-advisors to provide long/short, absolute return, commodities, managed futures and opportunistic hybrid investment strategies. The objective of this strategy is to identify non-traditional investment strategies that may have low or
negative correlation to the price movements of the Standard & Poor’s 500 Composite Index, yet are
expected to provide long-term investment returns in excess of the Vestor Capital fixed income strategies. Depending on the strategy, performance is benchmarked against the U.S. Government Treasury Bill, Standard & Poor’s 500 Index or respective strategy composites.
Co-Advisory and Wrap Fee Program Strategies
Ausdal Vestor Capital Program
1. Clients are invested in the Vestor Capital Core U.S. Equity Strategy <...
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Vestor Capital Alternatives Strategy
The Vestor Capital Alternatives Strategy utilizes mutual funds, ETFs and sub-advisors to provide long/short, absolute return, commodities, managed futures and opportunistic hybrid investment strategies. The objective of this strategy is to identify non-traditional investment strategies that may have low or
negative correlation to the price movements of the Standard & Poor’s 500 Composite Index, yet are
expected to provide long-term investment returns in excess of the Vestor Capital fixed income strategies. Depending on the strategy, performance is benchmarked against the U.S. Government Treasury Bill, Standard & Poor’s 500 Index or respective strategy composites.
Co-Advisory and Wrap Fee Program Strategies
Ausdal Vestor Capital Program
1. Clients are invested in the Vestor Capital Core U.S. Equity Strategy <...
Unlock Full Investment Process Description
VESTOR CAPITAL LLC Portfolio Concentration
VESTOR CAPITAL LLC Location
10 S. RIVERSIDE PLAZA
SUITE 1400
CHICAGO, Illinois
UNITED STATES, 60606-3840
SUITE 1400
CHICAGO, Illinois
UNITED STATES, 60606-3840
VESTOR CAPITAL LLC Contact Information
Phone Number: 312-641-2400
Fax Number: 312-641-3646
Website: http://www.vestorcapital.com
Fax Number: 312-641-3646
Website: http://www.vestorcapital.com
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