O'neil Global Advisors, Inc.
O'Neil Global Advisors, Inc. is a hedge fund and SEC-registered investment adviser headquartered in Los Angeles, California. Founded in 2019, the firm manages over $380 million in assets (as of August 2024) and employs approximately 43 professionals. OGA leverages quantitative and systematic strategies and serves primarily pooled investment vehicles, charitable organizations, and business clients. It is affiliated with the legacy of investor William J. O’Neil and is part of the O’Neil investment group.
Investment Strategy
O'Neil Global Advisors, Inc. specializes in quantitative and systematic investment strategies, focusing on active management and research-driven processes. The firm manages diverse multi-strategy hedge funds, deploying advanced data analytics, proprietary models, and dynamic risk controls. Their investment universe spans global equities and alternative assets, aiming to generate uncorrelated absolute returns for institutional and high-net-worth clients. The investment process is informed by the legacy of William J. O’Neil’s data-driven investing, focusing on alpha generation across varying market environments.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSLA | Tesla Inc | 14.78% | $64.3M | 202,270 | $297.07 | $317.66 | +$49.6M |
N NVDA | Nvidia Corp | 9.31% | $40.5M | 256,099 | $157.99 | $157.99 | +$40.5M |
I IBIT | iShares Bitcoin Trust | 8.46% | $36.7M | 600,311 | $57.56 | $61.21 | +$29.8M |
F FBTC | FidelityWiseOrgnBtcnBnIt | 6.76% | $29.4M | 312,400 | $92.48 | $93.99 | +$28.5M |
M META | Meta Platforms Inc Cl A | 5.95% | $25.8M | 35,020 | $672.10 | $738.09 | +$18.9M |