CHARTER OAK ADVISORS LP

CHARTER OAK ADVISORS LP runs CHARTER OAK ADVISORS LP and currently holds 13 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $165.00M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CHARTER OAK ADVISORS LP ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CHARTER OAK ADVISORS LP's portfolio at CHARTER OAK ADVISORS LP has delivered returns of +38.68%. Their 3-year annualized return is +31.40%. Looking at the 5-year horizon, CHARTER OAK ADVISORS LP has achieved +31.40% annualized returns at CHARTER OAK ADVISORS LP.