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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Hamilton Point Investment Advisors LLC
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| CRD # | 144534 |
| SEC # | 801-68186 |
| CIK # | |
| AUM | $460.4 MM (100% Disc, 100% US) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 919-636-3765 |
| Address | 100 Europa Drive Chapel Hill, NC 27517 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| BDX | 67,250.0 | 7.2 | |
| DE | 51,090.0 | 6.7 | |
| CHD | 16,340.0 | 6.7 | |
| CHKP | 19,090.0 | 6.2 | |
| AAPL | 843,560.0 | 5.8 | |
| LFUS | 4,720.0 | 5.6 | |
| ADP | 65,820.0 | 5.1 | |
| AMGN | 114,590.0 | 5.0 | |
| UL | 141,980.0 | 4.9 | |
| RTN | 51,410.0 | 4.9 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dorsey & Company Inc
✚
|
LA | 0.5 |
|
US Financial Advisors LLC
✚
|
MA | 0.5 |
|
QA3 Financial LLC
✚
|
NE | 0.5 |
|
Commerce Brokerage Services Inc
✚
|
MO | 0.5 |
|
Effus AG
✚
|
0.5 | |
|
Monitor Group Inc
✚
|
VA | 0.5 |
|
Reber Russell Co
✚
|
CO | 0.5 |
|
Wyper Capital Management LP
✚
|
NY | 0.5 |
|
PFG Investments LLC
✚
|
NY | 0.5 |
|
Bell Investment Advisors Inc
✚
|
CA | 0.5 |