Osbon Capital Management, LLC is an SEC-registered investment adviser based in Boston, MA that reports managing 1 hedge fund on Form ADV. It reports $205.3 million in regulatory assets under management. Its private funds, of all types, hold $3.9 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +14.4% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +14.4% from Q1 2026 to Q2 2026, compared with +9.5% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $205.3 millionForm ADV Item 5.F
- Gross assets of private funds
- $3.9 millionAll private fund types, Form ADV
- Hedge funds managed
- 12 private funds in total
- Employees
- 3Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 134731
- Latest Form ADV
- 03/11/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +21.2% | +14.8% |
| Q1 2026 | -5.6% | -4.6% |
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
- Vanguard Info Technology Index$16.0 million
- Invesco QQQ Trust$13.5 million
- Vanguard Total Stock Market ETF$12.8 million
- Ishares Russell 1000 Growth$8.7 million
- Cloudflare Inc$7.3 million
- Ishares Semiconductor ETF$6.3 million
- Wisdomtree TR US Divid Growth$3.8 million
- Vanguard Small-cap ETF$3.2 million
- SPDR S&P 500 ETF TR$3.2 million
- Vaneck Vectors Semiconductor E$3.1 million
As of 2026-06-30, from 13F filing by Osbon Capital Management LLC.
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