Equal-WT
WhaleScore 2.0
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Crown Advisors Management is based out of Larkspur. Crown Advisors Management is a hedge fund with 1 clients and discretionary assets under management (AUM) of $213,304,897 (Form ADV from 2025-03-17). Their last reported 13F filing for Q1 2025 included $113,523,000 in managed 13F securities
and a top 10 holdings concentration of 46.49%. Crown Advisors Management's largest holding is NVIDIA Corp with shares held of 70,000. Whalewisdom has at least 48 13F filings
Investment Strategy
Crown primarily invests long and short in equity securities, seeking companies that are expected to grow their revenues and earnings versus those that are expected to underperform. They analyze companies across global markets, considering growth, GARP, and value investments, and typically invest in foreign companies through American Depositary Receipts (ADRs).
Crown invests along thematic global trends, using fundamental research, quantitative screening, and technical analysis to identify long and short opportunities. They focus on companies with a market capitalization of $500 million and above, aiming for positive returns in all markets and using hedging to reduce risk. Crown emphasizes that these strategies are general and not exhaustive, with no limits on the types of securities, positions, concentration, or leverage they may use, and they may adapt their objectives and techniques based on market conditions.
Owners
- FEARON, ROBERT, SCOTT - PRESIDENT / CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Other Contact Information
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Confidential Treatment - This manager has
obtained confidential treatment for one or more investments in
the most recent 13F filing.
2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| FIX Comfort Systems USA, | 1.25% |
| PMTS CPI Card Group Inc | 1.05% |
| STRL Sterling Infrastruct | 1% |
| CKPT Checkpoint Therapeut | 0.71% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| DECK Deckers Outdoor Corp | 5.86% |
| NVDA NVIDIA Corp | 3.88% |
| ACA Arcosa Inc | 1.86% |
| CCS Century Communities | 1.76% |
| BLDR Builders FirstSource | 1.65% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| NVDA NVIDIA Corp | 6.68% |
| AGM Federal Agricultural | 6.61% |
| LOPE Grand Canyon Educati | 5.33% |
| BBW Build A Bear Worksho | 4.91% |
| AROC Archrock Inc | 4.62% |
Confidential Treatment - Holdings omitted in latest filing.
2025-03-31
13F Activity
| Market Value | $114m, Prior: $156m |
| Inflows (Outflows) as % of Total MV | (-20.6316)% |
| New Purchases | 3 stocks |
| Added To | 1 stocks |
| Sold out of | 3 stocks |
| Reduced holdings in | 8 stocks |
| Top 10 Holdings % | 46.49% |
| Turnover %[1] | 15% |
| Turnover Alt %[2] | 3.9% |
| Time Held Top 20 | 5.8 quarters |
| Time Held Top 10 | 2 quarters |
| Time Held All | 11.16 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31