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Vestor Capital, LLC
Martin Buehler · Investment Advisor · Multi-Strategy
Vestor Capital, LLC is a Chicago-based investment advisory and wealth management firm founded in 1984. As an indirect, wholly-owned subsidiary of Focus Financial Partners, the firm provides comprehensive wealth management, financial planning, and asset management services to individuals, families, and institutional clients. The institution focuses on delivering deeply personalized service through a combination of long-term planning and disciplined execution. Vestor Capital offers strategies across various asset classes, including individual U.S. and international equities, fixed income, and alternative investments, specifically designed to help clients grow, protect, and transfer their wealth throughout their financial journey.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.4% |
| YTD return | +15.6% |
| Sharpe ratio | 2.91 |
| Win rate | 49% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.vestorcapital.com |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 12.0% | +24.7% |
| NVDA | NVIDIA Corporation | 10.6% | +17.9% |
| GOOGL | Alphabet Inc Class A | 8.0% | +35.5% |
| AMZN | Amazon.com Inc | 6.9% | +13.3% |
| MS | Morgan Stanley | 6.7% | +19.2% |
| AVGO | Broadcom Inc | 6.4% | +5.4% |
| JPM | JPMorgan Chase & Co | 6.0% | +17.5% |
| C | Citigroup Inc | 5.6% | +27.3% |
| CHDN | Churchill Downs Incorporated | 4.4% | +2.2% |
| BAC | Bank of America Corp | 4.1% | -0.1% |
| META | Meta Platforms Inc. | 3.8% | -13.3% |
| V | Visa Inc. Class A | 3.5% | +4.2% |
| GEV | GE Vernova LLC | 3.5% | +21.3% |
| MU | Micron Technology Inc | 3.4% | +3.4% |
| LLY | Eli Lilly and Company | 2.9% | -1.7% |
| TSM | Taiwan Semiconductor Manufacturing | 2.8% | -0.5% |
| CAT | Caterpillar Inc | 2.7% | -7.8% |
| MRK | Merck & Company Inc | 2.4% | +27.9% |
| LRCX | Lam Research Corp | 2.3% | -8.1% |
| UNH | UnitedHealth Group Incorporated | 2.0% | -0.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | CAT | 2.7% → 2.7% |
| Aug 17, 2026 | SELL | LRCX | 2.1% → 2.3% |
| Aug 17, 2026 | BUY | META | 3.9% → 3.8% |
| Aug 17, 2026 | BUY | TSM | 2.7% → 2.8% |
| Aug 17, 2026 | SELL | NVDA | 10.6% → 10.6% |
Investment Style Analysis
Vestor Capital, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 3, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Banks - Diversified sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Vestor Capital, LLC made a significant move by reducing the position in CAT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Vestor Capital employs a personalized investment management approach centered on building long-term, trusted relationships and understanding unique client goals. The firm's philosophy focuses on growing, protecting, and transferring wealth through customized portfolios that emphasize capital preservation and consistent growth. Their strategy utilizes an in-house investment team to develop various asset allocation models across different market capitalizations and international regions, while also incorporating alternative investments and third-party managers to provide a holistic and tax-efficient solution for high-net-worth investors.
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 Vestor Capital, LLC.
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Frequently asked questions
How is the simulated portfolio for Vestor Capital, LLC 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 Vestor Capital, LLC's largest holding?
As of the latest filing, Vestor Capital, LLC's top position is Apple Inc (AAPL), representing 12.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Vestor Capital, LLC's historical performance and risk profile?
Our simulation indicates a total return of +20.4% with a win rate of 49%. Notably, the portfolio maintains a Sharpe Ratio of 2.91, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Vestor Capital, LLC primarily invest in?
Vestor Capital, LLC has a strong preference for the Semiconductors sector, which makes up 23.2% of their disclosed assets. The portfolio also has exposure to Banks - Diversified, indicating a specific thematic focus.
Is Vestor Capital, LLC's portfolio concentrated or diversified?
Vestor Capital, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Vestor Capital, LLC performed in 2026?
Our AI-simulated model portfolio for Vestor Capital, LLC tracks a Year-to-Date (YTD) return of +15.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Martin Buehler manage Vestor Capital, LLC directly?
Yes, Martin Buehler serves as the key portfolio manager for Vestor Capital, LLC, overseeing the investment strategy and final capital allocation decisions.