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Oberweis Asset Management, Inc.
James W. Oberweis · Asset Manager · Growth
Oberweis Asset Management, Inc. is an independent investment management firm established in 1989 and headquartered in Lisle, Illinois. Founded by James D. Oberweis, the firm specializes in identifying and capitalizing on pricing inefficiencies within micro-, small-, and mid-capitalization equities worldwide. The institution manages a diverse suite of investment strategies offered through the proprietary Oberweis Funds and separately managed accounts for institutional and retail clients. With a global footprint supported by research teams in London and Hong Kong, Oberweis focuses on companies demonstrating accelerating earnings and revenue growth. The firm is recognized for its disciplined adherence to growth-oriented fundamental research and its expertise in navigating the nuances of global small-cap markets.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +94.1% |
| YTD return | +60.5% |
| Sharpe ratio | 4.07 |
| Win rate | 58% |
| AUM | $1.9B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://oberweis.net/ |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAOI | Applied Opt | 18.0% | +52.0% |
| CRDO | Credo Technology Group Holding Ltd | 13.5% | +25.8% |
| LITE | Lumentum Holdings Inc | 12.6% | +124.8% |
| DOCN | DigitalOcean Holdings Inc | 6.1% | +50.3% |
| SN | SharkNinja, Inc. | 5.7% | +53.2% |
| SITM | Sitime Corporation | 4.3% | +54.8% |
| SIMO | Silicon Motion Technology | 3.8% | +2.2% |
| BTSG | BrightSpring Health Services, Inc. Common Stock | 3.6% | +45.2% |
| MTSI | MACOM Technology Solutions Holdings Inc | 3.5% | +50.8% |
| FTDR | Frontdoor Inc | 3.2% | +24.9% |
| NVMI | Nova Ltd | 2.9% | -0.2% |
| UCTT | Ultra Clean Holdings Inc | 2.9% | +3.8% |
| RMBS | Rambus Inc | 2.7% | -15.5% |
| LTH | Life Time Group Holdings Inc | 2.7% | +8.0% |
| CRS | Carpenter Technology Corporation | 2.6% | +9.7% |
| DAN | Dana Inc | 2.5% | +13.6% |
| LSCC | Lattice Semiconductor Corporation | 2.5% | -10.0% |
| CLH | Clean Harbors Inc | 2.4% | +5.7% |
| ECG | Everus Construction Group Inc | 2.3% | +0.0% |
| MRCY | Mercury Systems Inc | 2.2% | -15.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | BUY | FTDR | 3.2% → 3.2% |
| Aug 17, 2026 | SELL | MTSI | 3.4% → 3.5% |
| Aug 17, 2026 | SELL | ECG | 2.6% → 2.3% |
| Aug 17, 2026 | SELL | SN | 6.0% → 5.7% |
| Aug 17, 2026 | SELL | LTH | 3.2% → 2.7% |
Investment Style Analysis
Oberweis Asset Management, Inc. is widely recognized for employing a Growth strategy. As of Aug 20, 2026, the firm oversees approximately $1.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Communication Equipment and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Oberweis Asset Management, Inc. made a significant move by increasing exposure to FTDR. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Oberweis Asset Management’s investment philosophy is rooted in the identification of academically documented market inefficiencies, specifically behavioral biases like the Post-Earnings Announcement Drift. The firm seeks to uncover companies experiencing transformational changes or fundamental catalysts that the broader market has under-appreciated. By focusing on firms with accelerating revenue and earnings growth, Oberweis aims to invest in opportunities where internal forecasts exceed consensus expectations. Their investment process is bottom-up and research-intensive, emphasizing a disciplined search for undervalued growth stocks in the global small-cap and micro-cap universes before they achieve widespread recognition.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Oberweis Asset Management, Inc..
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Frequently asked questions
How is the simulated portfolio for Oberweis Asset Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Oberweis Asset Management, Inc.'s largest holding?
As of the latest filing, Oberweis Asset Management, Inc.'s top position is Applied Opt (AAOI), representing 18.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Oberweis Asset Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +94.1% with a win rate of 58%. Notably, the portfolio maintains a Sharpe Ratio of 4.07, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Oberweis Asset Management, Inc. primarily invest in?
Oberweis Asset Management, Inc. has a strong preference for the Communication Equipment sector, which makes up 30.6% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Oberweis Asset Management, Inc.'s portfolio concentrated or diversified?
Oberweis Asset Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 44.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Oberweis Asset Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Oberweis Asset Management, Inc. tracks a Year-to-Date (YTD) return of +60.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does James W. Oberweis manage Oberweis Asset Management, Inc. directly?
Yes, James W. Oberweis serves as the key portfolio manager for Oberweis Asset Management, Inc., overseeing the investment strategy and final capital allocation decisions.