Hamilton Point Investment Advisors LLC

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Assets, Funds, Holdings

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Hamilton Point Investment Advisors LLC
CRD #144534
SEC #801-68186
CIK #
AUM $524.8 MM (100% Disc, 100% US, 2020-03-25)
Employees7 (71% Investors, 0% Brokers)
Phone919-636-3765
Address100 Europa Drive
Chapel Hill, NC 27517
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
52542031521010502005201020152021
Sector Issuer Cap ($MM) Value ($MM)
BDX 67,290.0 7.2
DE 46,430.0 6.7
CHD 17,290.0 6.7
CHKP 15,390.0 6.2
AAPL 1,372,810.0 5.8
LFUS 3,990.0 5.6
ADP 59,700.0 5.1
AMGN 130,830.0 5.0
UL 133,670.0 4.9
JNJ 381,110.0 4.7
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
Comparable Firms State AUM ($BB)
Bell Investment Advisors Inc
CA 0.5
Zevin Asset Management LLC
MA 0.5
Murray Capital Management Inc
NY 0.5
Pinnacle Investments LLC
NY 0.5
Steadfast Financial Solutions Inc
CA 0.5
Shulman Demeo Asset Management LLC
NY 0.5
TLG Advisors Inc
CO 0.5
TOS Advisors LLC
TX 0.5
HNP Capital LLC
NY 0.5
Droms Strauss Advisors Inc
MO 0.5
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