Home / Leaderboard / Ferguson Wellman Capital Management, Inc.
Ferguson Wellman Capital Management, Inc.
George Hosfield · Investment Advisor · Multi-Strategy
Ferguson Wellman Capital Management, Inc. is a privately owned investment advisory firm headquartered in Portland, Oregon. Founded in 1975, the firm has grown from a small partnership into one of the largest independent wealth management firms in the Pacific Northwest. The institution is employee-owned and focuses on providing customized investment management and planning services to high-net-worth individuals, families, and institutions, including foundations, endowments, and corporate retirement plans. With a history spanning over five decades, Ferguson Wellman emphasizes conservative management and long-term relationships, maintaining a significant presence in the regional financial landscape while remaining independent of outside capital.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +19.2% |
| YTD return | +12.9% |
| Sharpe ratio | 3.79 |
| Win rate | 71% |
| AUM | $4.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $4.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.fergusonwellman.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MSFT | Microsoft Corporation | 11.0% | -0.7% |
| GOOGL | Alphabet Inc Class A | 10.7% | +38.8% |
| NVDA | NVIDIA Corporation | 10.5% | +19.3% |
| AAPL | Apple Inc | 10.0% | +32.5% |
| AVGO | Broadcom Inc | 6.6% | +6.5% |
| JPM | JPMorgan Chase & Co | 6.3% | +14.0% |
| AMZN | Amazon.com Inc | 4.7% | +12.3% |
| CVX | Chevron Corp | 4.3% | +27.6% |
| CSCO | Cisco Systems Inc | 4.1% | +52.9% |
| ABBV | AbbVie Inc | 3.9% | +10.8% |
| STT | State Street Corp | 3.7% | +60.5% |
| V | Visa Inc. Class A | 3.1% | +6.6% |
| PG | Procter & Gamble Company | 3.0% | -3.7% |
| PH | Parker-Hannifin Corporation | 3.0% | +25.3% |
| JNJ | Johnson & Johnson | 2.9% | +5.8% |
| ETR | Entergy Corporation | 2.7% | +8.9% |
| AEP | American Electric Power Co Inc | 2.7% | +5.2% |
| AMGN | Amgen Inc | 2.4% | +29.1% |
| MU | Micron Technology Inc | 2.2% | +7.4% |
| PM | Philip Morris International Inc | 2.2% | -1.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | BUY | JNJ | 2.8% → 2.9% |
| Aug 17, 2026 | SELL | PH | 3.0% → 3.0% |
| Aug 17, 2026 | BUY | MSFT | 11.0% → 11.0% |
| Aug 17, 2026 | BUY | PG | 3.0% → 3.0% |
| Aug 17, 2026 | SELL | NVDA | 10.3% → 10.5% |
Investment Style Analysis
Ferguson Wellman Capital Management, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $4.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Ferguson Wellman Capital Management, Inc. made a significant move by increasing exposure to JNJ. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm’s investment philosophy is built on a long-term, fundamental approach designed to preserve and grow capital through various market cycles. Ferguson Wellman advocates for staying invested and avoiding the pitfalls of market timing, emphasizing that disciplined, patient investing leads to superior outcomes. Their strategy utilizes primarily individual securities to offer clients greater control over tax efficiency and fees while ensuring broad diversification. By focusing on investing fundamentals and tuning out short-term market noise, the firm creates tailored portfolios that align with each client's specific risk tolerance, liquidity needs, and financial objectives.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Ferguson Wellman Capital Management, Inc..
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -6.5%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.1%
- Wolverine Trading, LLC — Robert Bellick · 3M +3.9%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -0.4%
Frequently asked questions
How is the simulated portfolio for Ferguson Wellman Capital Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Ferguson Wellman Capital Management, Inc.'s largest holding?
As of the latest filing, Ferguson Wellman Capital Management, Inc.'s top position is Microsoft Corporation (MSFT), representing 11.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Ferguson Wellman Capital Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +19.2% with a win rate of 71%. Notably, the portfolio maintains a Sharpe Ratio of 3.79, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Ferguson Wellman Capital Management, Inc. primarily invest in?
Ferguson Wellman Capital Management, Inc. has a strong preference for the Semiconductors sector, which makes up 19.4% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Ferguson Wellman Capital Management, Inc.'s portfolio concentrated or diversified?
Ferguson Wellman Capital Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 32.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Ferguson Wellman Capital Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Ferguson Wellman Capital Management, Inc. tracks a Year-to-Date (YTD) return of +12.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does George Hosfield manage Ferguson Wellman Capital Management, Inc. directly?
Yes, George Hosfield serves as the key portfolio manager for Ferguson Wellman Capital Management, Inc., overseeing the investment strategy and final capital allocation decisions.