O'Neil Global Advisors, Inc. is an SEC-registered investment adviser based in Los Angeles, CA that reports managing 2 hedge funds on Form ADV. It reports $401.9 million in regulatory assets under management. Its private funds, of all types, hold $41.6 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +6.8% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +53.6% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $401.9 millionForm ADV Item 5.F
- Gross assets of private funds
- $41.6 millionAll private fund types, Form ADV
- Hedge funds managed
- 22 private funds in total
- Employees
- 40Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 308150
- Latest Form ADV
- 05/04/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +20.6% | +14.8% |
| Q1 2026 | -11.4% | -4.6% |
| Q4 2025 | -5.7% | +2.4% |
| Q3 2025 | +12.1% | +7.8% |
| Q2 2025 | +25.2% | +10.4% |
| Q1 2025 | -16.5% | -4.5% |
| Q4 2024 | +23.4% | +2.1% |
| Q3 2024 | +5.7% | +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
- Eli Lilly & Co Com$95.6 million
- Alphabet, Inc Voting Class$68.0 million
- Tesla Mtrs Inc Com$34.5 million
- Ftai Aviation LTD SHS$18.9 million
- Crowdstrike Holdings Inc$18.5 million
- Iron MTN Inc New$14.3 million
- Snowflake Inc Com SHS$13.2 million
- Amazon Com Inc Com$12.2 million
- Intel Corp Com$11.2 million
- Maxlinear Inc$10.2 million
As of 2026-06-30, from 13F filing by O'Neil Global Advisors, 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