Updated:
William O'Neil + Company
William O'Neil + Company launched in 1963 by stock market pioneer William O'Neil, known for the CAN SLIM investing system.
William O'Neil + Company
William O'Neil + Company was founded in 1963 by stock market investor William O'Neil, who developed the CAN SLIM methodology—a seven-principle framework combining fundamental and technical analysis. The firm is now led by his sons, David O'Neil (CEO) and Scott O'Neil (President), alongside a team based in Los Angeles with offices in New York, London, and Tokyo. The firm operates as both an asset manager and a research provider. It runs pooled investment vehicles—mutual funds and separate accounts—focused on US equities with a growth bias. The investment team applies proprietary quantitative screens derived from O'Neil's database, which tracks over 100,000 stocks globally. Documented holdings have included positions in NVIDIA, Apple, Microsoft, and Amazon (per SEC filings, 2024). The firm also licenses its MarketSmith research platform to institutional and retail investors. While the firm does not publicly disclose AUM, its flagship mutual fund, O'Neil Global Growth Fund, had approximately $1.2 billion in net assets as of early 2025 (per Morningstar, 2025). The O'Neil family has also established charitable foundations, including the O'Neil Family Foundation. In January 2024, the firm launched an ETF version of its strategy, the O'Neil Global Growth ETF (per SEC filing, January 2024). The firm's structural differentiator is its CAN SLIM system—a formalized, rules-based approach to equity selection that predates and parallels modern quantitative investing. This methodology drives both the asset-management and research-subscription businesses, creating a closed loop where trading data informs the research products sold externally. The dual revenue model reduces reliance on management fees alone.
General information
Firm type
Asset Manager
Year founded
1963
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Los Angeles
Corporate office
Los Angeles, CA, United States
Additional offices
New York, NY · London, UK · Tokyo, Japan
Principals
William O'Neil
Founder
David O'Neil
Chief Executive Officer
Scott O'Neil
President
Sector focus
Frequently asked questions
Who runs investment decisions at William O'Neil + Company?
Investment decisions are directed by the O'Neil family leadership: David O'Neil serves as CEO and Scott O'Neil as President. The firm applies its proprietary CAN SLIM methodology across all portfolios, which is a quantitative and fundamental system developed by founder William O'Neil. Day-to-day stock selection is executed by a team of portfolio managers and analysts in Los Angeles.
What is the CAN SLIM methodology?
CAN SLIM is a seven-principle stock-picking framework: Current earnings, Annual earnings (growth), New products or services, Supply and demand (share count), Leader or laggard (relative strength), Institutional sponsorship, and Market direction. It was formalized by William O'Neil in the 1960s and remains the firm's core investment process.
Does William O'Neil + Company only invest in US equities?
The firm primarily invests in US-listed stocks with a growth orientation. Its mutual fund and ETF strategies focus on large-cap and mid-cap US companies. The firm's research database covers global stocks, but the asset-management side concentrates on US equities.
What is MarketSmith and how does it relate to the asset management business?
MarketSmith is a research platform that provides charting, screening, and data analysis tools, widely used by institutional investors and active traders. It incorporates the same CAN SLIM screens used internally by the firm's portfolio managers. The revenue from MarketSmith subscriptions provides a fee stream independent of AUM-based management fees.
Is William O'Neil + Company a family office?
No, William O'Neil + Company operates as an SEC-registered investment advisor and asset manager, offering pooled vehicles like mutual funds and ETFs, as well as separately managed accounts. The O'Neil family controls the firm, but the wealth-management structure serves external clients in addition to the family's own capital.
How does the firm's 2024 ETF launch affect its strategy?
The O'Neil Global Growth ETF (ticker: ONECX), launched in January 2024, represents a move into the ETF wrapper for the firm's equity strategy. This provides retail and institutional investors with a lower-cost, daily-priced vehicle that follows the same CAN SLIM approach as the existing mutual fund. It signals a shift toward greater product accessibility.
Where does the firm's underlying wealth come from?
The firm's wealth stems from the success of its founder, William O'Neil, who began his career as a stockbroker and later created a data-driven investing system that attracted institutional clients. The firm's own trading and research subscription business generated profits that were reinvested. The O'Neil family's personal holdings are not publicly separated from the firm's corporate assets.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: