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One Capital Management LLC
Steven Cowley · Investment Advisor · Multi-Strategy
One Capital Management, LLC is an independent registered investment adviser based in Westlake Village, California. Founded in 2001, the firm provides personalized wealth management and investment advisory services to a diverse clientele including individuals, families, and institutions across the United States and Canada. The institution manages over $8 billion in assets with a team of experienced professionals dedicated to a fiduciary model of honesty and integrity. Their focus is on building customized globally balanced portfolios designed to preserve and grow wealth through various market cycles. By integrating strategic asset allocation and rigorous risk management, One Capital Management delivers comprehensive financial solutions tailored to unique client goals.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.7% |
| YTD return | +15.5% |
| Sharpe ratio | 3.58 |
| Win rate | 56% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://onecapital.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 19.1% | +17.3% |
| MSFT | Microsoft Corporation | 11.3% | +3.5% |
| GOOGL | Alphabet Inc Class A | 10.7% | +32.2% |
| CRWD | Crowdstrike Holdings Inc | 7.5% | +26.7% |
| META | Meta Platforms Inc. | 4.4% | -2.4% |
| JPM | JPMorgan Chase & Co | 3.9% | +12.3% |
| CSCO | Cisco Systems Inc | 3.7% | +45.5% |
| MRK | Merck & Company Inc | 3.6% | +46.5% |
| XOM | Exxon Mobil Corp | 3.5% | +34.6% |
| C | Citigroup Inc | 3.4% | +28.1% |
| CRM | Salesforce.com Inc | 3.3% | -8.3% |
| V | Visa Inc. Class A | 3.2% | +6.7% |
| CVX | Chevron Corp | 3.2% | +30.2% |
| ASML | ASML Holding NV ADR | 3.0% | +44.6% |
| TSM | Taiwan Semiconductor Manufacturing | 2.9% | +41.2% |
| WMT | Walmart Inc. Common Stock | 2.8% | +1.5% |
| REGN | Regeneron Pharmaceuticals Inc | 2.7% | +4.1% |
| GD | General Dynamics Corporation | 2.7% | +1.0% |
| MET | MetLife Inc | 2.6% | +7.3% |
| HD | The Home Depot Inc | 2.5% | -9.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | WMT | 3.3% → 2.8% |
| Aug 31, 2026 | BUY | GOOGL | 11.5% → 10.7% |
| Aug 31, 2026 | SELL | XOM | 3.7% → 3.5% |
| Aug 31, 2026 | SELL | Q | 2.7% → 0.0% |
| Aug 31, 2026 | SELL | V | 3.3% → 3.2% |
Investment Style Analysis
One Capital Management LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, One Capital Management LLC made a significant move by reducing the position in WMT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
One Capital Management's investment philosophy is centered on the belief that portfolio structure and asset allocation are the primary determinants of long-term investment success. They utilize a goals-based approach to construct customized, globally balanced portfolios that seek to achieve high real returns across diverse asset classes, including equities, fixed income, and alternative investments. The firm emphasizes a fiduciary commitment, ensuring that investment strategies are strictly aligned with each client's unique financial circumstances and risk tolerance. Their methodology integrates rigorous risk management with a focus on capital preservation and sustainable growth over extended investment horizons.
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 One Capital Management LLC.
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Frequently asked questions
How is the simulated portfolio for One Capital Management LLC 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 One Capital Management LLC's largest holding?
As of the latest filing, One Capital Management LLC's top position is NVIDIA Corporation (NVDA), representing 19.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is One Capital Management LLC's historical performance and risk profile?
Our simulation indicates a total return of +21.7% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 3.58, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does One Capital Management LLC primarily invest in?
One Capital Management LLC has a strong preference for the Semiconductors sector, which makes up 22.0% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is One Capital Management LLC's portfolio concentrated or diversified?
One Capital Management LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has One Capital Management LLC performed in 2026?
Our AI-simulated model portfolio for One Capital Management LLC tracks a Year-to-Date (YTD) return of +15.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Steven Cowley manage One Capital Management LLC directly?
Yes, Steven Cowley serves as the key portfolio manager for One Capital Management LLC, overseeing the investment strategy and final capital allocation decisions.