HedgeMountain

Crown Advisors Management, Inc.

Larkspur, CA · CRD 109720
Hedge fund manager

Crown Advisors Management, Inc. is an SEC-registered investment adviser based in Larkspur, CA that reports managing 1 hedge fund on Form ADV. It reports $197.8 million in regulatory assets under management. Its private funds, of all types, hold $197.8 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +37.3% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +60.2% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.

Regulatory assets under management
$197.8 millionForm ADV Item 5.F
Gross assets of private funds
$197.8 millionAll private fund types, Form ADV
Hedge funds managed
11 private funds in total
Employees
2Form ADV Item 5.A
Registration
SEC-registered adviserCRD 109720
Latest Form ADV
03/18/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2026 YTD+37.3%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+60.2%Q3 2024 – Q2 2026
S&P 500+37.2%Same quarters, price only
13F holdings$182.1 million43 positions, 2026-06-30
$90$125$160Q3 2024Q1 2025Q3 2025Q1 202613F est. $160S&P 500 $137
QuarterEst. 13F returnS&P 500
Q2 2026+28.5%+14.8%
Q1 2026+6.9%-4.6%
Q4 2025+1.8%+2.4%
Q3 2025+13.2%+7.8%
Q2 2025+11.9%+10.4%
Q1 2025-11.9%-4.5%
Q4 2024-2.9%+2.1%
Q3 2024+5.8%+5.4%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

  • Comfort SYS USA Inc$19.8 million
  • Sterling Infrastructure Inc Com$16.8 million
  • Lam Research Corp Com New$15.2 million
  • Nvidia Corp$12.0 million
  • Nwpx Infrastructure Inc$10.5 million
  • Firstcash Holdings Inc$8.7 million
  • Archrock$8.1 million
  • Enova International$6.0 million
  • Ross Stores Inc$5.5 million
  • Grand Canyon Education, Inc.$5.0 million

As of 2026-06-30, from 13F filing by Crown Advisors Management, Inc..

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures