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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | BOOT, BRBR, CLBT, DY, ESAB, EXR, LNTH, MMSI, MNDY, PI, PJT, POWL, PRM, RBA, RMBS, SHAK, WWD, ZWS | AI, Data centers, defense, growth, healthcare, Natural Gas, small cap, technology | The AI investment theme remains intact with continued user adoption acceleration and corporate implementations bearing fruit. The team is actively seeking AI adopter companies that trade at reasonable multiples and are positioned for earnings growth fueled by AI-driven margin expansion. They maintain exposure to companies benefiting from hyperscaler capital expenditure increases for AI data centers. | POWL RMBS ZWS PRM PI MMSI BRBR CLBT VNOM ARIS BOOT AVAV ATI WWD SHAK |
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| 2025 Q2 | Jul 22, 2025 | Aristotle Small Cap Equity Fund | 3.3% | - | ACIW, AEIS, ALIT, BHLB, CHE, CMCO, DY, FLS, GRDN, HURN, IPAR, ITRI, JBGS, LQDT, MMSI, MNRO, MTSI, SMG, TKO, VRRM | growth, healthcare, industrials, small caps, technology, Telecommunications, value | Valuations remain compelling relative to large caps, with the Russell 2000 Index trading near multi-decade lows on a relative basis. Potential tailwinds include deregulation, lower corporate tax rate, increased M&A activity, continued reshoring of U.S. manufacturing, and infrastructure-related spending. | VRRM SMG IPAR GRDN FLS ALIT ACIW CHE MTSI DY CHE |
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| 2025 Q2 | Jul 22, 2025 | Aristotle Small/Mid Cap Equity | 4.6% | - | ACIW, AENE, ALIT, ASGN, BHLB, CHE, CIEN, CMCO, DLB, DY, FTAI, HOOD, IPAR, ITRI, JBGS, MMSI, MTSI, PRGO, SMG, VRRM | growth, industrials, positioning, SMID Cap, technology, value, volatility | MACOM Technology Solutions benefited from exposure to growing demand from Data Center and 5G end market applications. The company surpassed analyst expectations and raised forward guidance, with meaningful exposure to these growing markets along with domestic manufacturing footprint expected to drive additional shareholder value. | VRRM SMG PRGO IPAR FTAI DLB ALIT CHE ACIW MTSI DY CHE |
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| 2025 Q2 | Jul 17, 2025 | SouthernSun Small Cap | 9.7% | - | AEIS, BOOT, DAR, DY, EPAC, EXTR, LPX, MSA, MUSA, OXM, SAM | Agriculture, Capital discipline, Housing, Operational Discipline, small caps, tariffs, technology, value | Tariffs have re-emerged as a significant cost driver, prompting companies to explore reshoring, leaner inventories, and domestic sourcing. Companies are developing mitigation plans including meaningful supply chain moves away from China. The impact varies significantly by company, with some facing material negative impacts while others may benefit from domestic sourcing advantages. | MSA SAM OXM DY BOOT MSA SAM DY BOOT |
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| 2025 Q2 | Jul 17, 2025 | SouthernSun SMID Cap | 10.3% | - | APG, BOOT, DAR, DY, LPX, MOD, MSA, MUSA, SAM, TREX, WSO | Agriculture, Building Products, Resilience, Safety, SMID Cap, tariffs, technology, value | Companies demonstrated operational discipline through cost consciousness, margin stewardship, and capital discipline. Management teams acknowledged macroeconomic uncertainties while maintaining steady execution and preparing deliberately for challenges. | MSA SAM WSO BOOT APG MSA SAM WSO BOOT APG |
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| 2024 Q2 | Jul 10, 2024 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | ASC, AZZ, CRI, CRNC, DY, GTLS, LFUS, PWSC | energy, financials, industrials, infrastructure, reshoring, small caps, technology, value | Valuations of small versus large continue to remain near multi-decade lows, which suggests a more favorable setup for small caps relative to large caps in the periods to come. Small-cap valuation relative to large cap is at multi-decade lows and any fundamentally driven repositioning is likely to benefit small caps more than larger companies. Smaller caps remain better positioned to benefit from the reshoring of U.S. manufacturing, a pickup in M&A activity, the CHIPS Act, and several infrastructure projects on the horizon. | LFUS GTLS CRI DY ASC |
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| 2024 Q1 | May 17, 2024 | SouthernSun SMID Cap | 8.8% | 13.9% | AWI, BDC, BOOT, BR, DAR, DY, MGPI, SAM, THO, USPH | Concentration, long-term, Quality, small cap, SMID Cap, value | Fiber construction demand remains bright with private equity investment and public funding through ARPA, RDOF, and BEAD programs. The $40 billion BEAD program is expected to begin deployments in 2025, providing multi-year tailwinds. With only 43% of US homes passed with fiber, there is a long runway for penetration. | SAM MGPI BOOT DY |
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| 2024 Q1 | May 17, 2024 | SouthernSun Small Cap | 10.6% | 13.5% | AWI, BDC, BOOT, DAR, DY, LOB, MBUU, MGPI, SAM, USPH | long-term, retail, small cap, SMID Cap, Spirits, Telecommunications, value | Fiber construction demand remains bright with private equity investment and public funding through ARPA, RDOF, and BEAD programs. The $40 billion BEAD program is expected to begin deployments in 2025, providing multi-year tailwinds. Only 43% of US homes are passed with fiber, indicating a long runway for penetration. | MGPI MBUU BOOT DY |
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| 2024 Q1 | Apr 15, 2024 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | ACHC, AER, ASC, ASGN, ATNI, AZEK, CPLP, DY, HURN, ITRI, MATW, MCRB, MMSI, MODV, MTSI, PWSC, QDEL, SP | Construction, healthcare, industrials, small caps, technology, value | Manager remains optimistic about long-term potential for small cap segment despite strong recent performance. Valuations of small versus large cap equities remain near multi-decade lows with 16.0x P/E for Russell 2000 versus 21.8x for Russell 1000. Small caps are better positioned to benefit from reshoring of U.S. manufacturing, CHIPS Act, and infrastructure projects. | PWSC QDEL MODV ITRI AZEK |
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| 2025 Q1 | Mar 31, 2025 | Aristotle Small/Mid Cap Equity | -6.2% | -6.2% | ACIW, ADC, AER, AGI, ASGN, BDC, CHE, CIEN, CII, DBI, DY, HURN, ITRI, MMSI, MTSI, NDAQ, ONB, RRC, VVV, WWW | Consulting, gold, healthcare, Regional Banks, semiconductors, small caps, technology, value | The fund maintains exposure to semiconductor companies like MACOM Technology Solutions despite sector weakness during the quarter. The manager believes in meaningful exposure to growing demand from data center and 5G end-market applications, with recent acquisitions expected to drive additional shareholder value. | View | |
| 2025 Q4 | Feb 4, 2026 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | AROC, BE, BTSG, COHR, DY, ESAB, ESTA, EXR, GH, HIMS, ITRI, KKR, PJT, PRKS, RBA, RMBS, VRNS, WWD | aerospace, AI, cyclicals, growth, healthcare, Onshoring, small cap, technology | The AI investment cycle accelerated notably in 2025 and is expected to continue driving the market early in 2026. Bottlenecks from power supply availability remain a key gating factor to bring new computing capacity online. Despite widespread calls that AI stocks are in bubble territory, the managers hold a balanced view and believe investor skepticism may prove supportive of a prolonged investment cycle. Healthcare remains the largest sector in the US with total expenditures reaching $5 trillion and accounting for 17.7% of GDP. The sector has been working off excesses from the COVID-19 pandemic but shows reasons for optimism including increased M&A activity and more favorable valuations. Interest in healthcare stocks could see a resurgence once investors are comfortable with policy and regulatory overhangs. Aerospace stocks have largely outperformed as production challenges at two global aircraft manufacturers have led to sustained increases in high-margin aftermarket parts and services. With manufacturers finally resolving longstanding production issues, original equipment exposed stocks could potentially outperform aftermarket-exposed stocks as aircraft production rates ramp up. Re-shoring and factory automation are expected to emerge as key themes driving broader capital spending in 2026. This represents a significant shift in manufacturing and investment patterns as companies bring operations back to the United States. | View | |
| 2025 Q4 | Feb 4, 2026 | Aristotle Small/Mid Cap Equity | 2.3% | 3.0% | AEIS, AER, AGI, AHCO, AUB, BJ, BKU, CIEN, DY, EHC, HASI, HMN, HQY, HURN, IDA, ITRI, MTSI, NOVT, PRGO, PWP, UGI, WWW | Banking, healthcare, industrials, small cap, technology, Utilities, value | AI-related demand is driving strong performance for optical networking equipment manufacturers like Ciena, which is dominating market share for scale across data center projects in 2026. The quarter began with concerns about a potential AI capital expenditures bubble affecting market sentiment. Power grid modernization efforts are driving demand for smart metering and grid monitoring solutions. Companies like Itron are well-positioned to benefit from these infrastructure investments despite some regulatory approval delays. Continued reshoring of U.S. manufacturing is identified as a potential tailwind for small/mid-cap stocks. This trend supports domestic manufacturing capabilities and creates opportunities for industrial companies. | View | |
| 2025 Q4 | Feb 25, 2026 | SouthernSun Small Cap | 2.6% | 5.4% | AEIS, BOOT, CSW, CXT, DAR, DORM, DY, EXTR, KAI, LPX, TKR, USPH | AI, energy, fundamentals, risk, small caps, valuation, value | Manager draws extensive parallels between today's AI-driven market environment and the 2014-15 oil collapse, warning that AI has become a macroeconomic assumption embedded in capital expenditure plans and valuation models. AI infrastructure faces energy constraints with data centers becoming massive electricity consumers, while rising power costs and grid limitations challenge assumptions of frictionless scalability. Markets may be conflating transformational potential with near-term certainty, creating valuation risk similar to past cycles. Energy plays a central role in the manager's analysis, both as a historical lesson from 2014-15 oil collapse and as a current constraint on AI infrastructure. Data centers have become massive electricity consumers with economics highly sensitive to power pricing and grid reliability. Rising electricity prices in data-center-heavy regions and utility challenges in expanding capacity create physical constraints that complicate AI scalability assumptions. The portfolio focuses on small-cap businesses that are performing well fundamentally with strong balance sheets, resilient cash flows, and improved competitive positions. The manager emphasizes owning businesses that can compound value over time rather than speculation, though acknowledges markets don't always reward fundamentals on a linear schedule. Portfolio positioning reflects discipline in finding mispriced companies relative to long-term intrinsic value. | TKR DY DORM KAI CSW DAR AEIS |
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| 2025 Q4 | Feb 25, 2026 | SouthernSun SMID Cap | -3.9% | 4.5% | APG, BOOT, CXT, DAR, DY, EXTR, FND, GNRC, LOB, MUSA, OSK, TKR, TREX, WSO | AI, energy, infrastructure, Late-cycle, SMID Cap, valuation, value | Artificial intelligence occupies a central role in shaping market expectations and has become a macroeconomic assumption embedded in capital expenditure plans and valuation models. The manager draws parallels between today's AI environment and the 2014-15 oil collapse, noting that AI infrastructure is profoundly energy-intensive and faces physical constraints including rising electricity prices and grid capacity challenges. Energy plays a critical role in AI infrastructure economics, with data centers becoming major electricity consumers. Rising power costs compress margins while grid constraints and regulatory scrutiny influence deployment timelines. The manager emphasizes that unlike software-driven growth, AI compute cannot be scaled independently of physical energy reality. Many AI-exposed companies trade at multiples assuming near-flawless execution, creating valuation risk despite current profitability. The manager notes that when confidence is high, markets forgive delays and cost overruns, but when confidence wanes, these factors can catalyze abrupt repricing. Late-cycle environments show conviction persisting even as marginal buyers grow cautious. | TREX TKR DY EXTR LOB OSK GNRC CXT APG DAR |
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| 2024 Q4 | Dec 31, 2024 | SouthernSun SMID Cap | -6.2% | 11.1% | APG, AWI, BCO, BR, DY, MGPI, PII, SEIC, TKR, USPH | Balance Sheet, Cyclical, management, Patience, Research, SMID Cap, value | The U.S. presidential election outcome led to market anticipation of policy shifts towards tax extensions and deregulation, viewed as pro-growth. However, potential new trade policies, particularly tariffs, introduced elements of uncertainty that the firm closely monitored. Global trade adjustments, particularly with major economies like China, continue to shape investment decisions. | BCO MGPI AWI SEIC |
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| 2025 Q3 | Nov 4, 2025 | Aristotle Small Cap Equity Fund | 3.2% | -1.5% | AEIS, ALE, AZEK, BWIN, COLB, CRI, DLB, DY, FLWS, HAE, HGV, JHX, KN, KNX, MRCY, MTSI, OGS, PCP, PPBI, REI, SPNS, WNC | Banking, defense, healthcare, Natural Gas, semiconductors, small caps, value | Small cap equities delivered robust performance in Q3 2025, with the Russell 2000 reaching its first all-time high since November 2021. Small caps benefited from dovish Fed rhetoric, attractive relative valuations, broadening market breadth, earnings recovery, and rotation away from mega-cap stocks. Valuations remain compelling relative to large caps, with the Russell 2000 trading near multi-decade lows on a relative basis. | COLB MTSI MRCY SUPN |
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| 2025 Q3 | Oct 24, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | BOOT, BRBR, CLBT, DY, ESAB, EXP, LNTH, MMSI, MNDY, PI, PJT, POWL, PRM, RBA, RMBS, SHAK, WWD, ZWS | AI, cyclicals, Data centers, growth, healthcare, Natural Gas, small cap, technology | The AI investment theme remains intact with continued user adoption acceleration and corporate implementations bearing fruit. The team is actively seeking AI adopter companies that trade at reasonable multiples and are positioned for earnings growth fueled by AI-driven margin expansion. They maintain exposure to companies benefiting from hyperscaler capital expenditure increases for AI data centers. | ZWS PRM PI RMBS |
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| 2024 Q3 | Sep 30, 2024 | Aristotle Small Cap Equity Fund | 7.3% | 9.4% | ACHC, ACIW, AER, ASC, BDC, BWIN, CHCT, DY, FIBK, HURN, ITRI, LUMN, MDVL, MMSI, MRCY, MTSI, NVRI, PETQ, PTEN | financials, healthcare, rates, small caps, technology, value | The fund focuses exclusively on small-cap investments with valuations remaining attractive relative to large caps. Small caps trade at 16.7x P/E versus 25.8x for large caps, near multi-decade lows. The manager believes small caps are better positioned to benefit from reshoring, M&A activity, and infrastructure spending. | View | |
| 2023 Q3 | Sep 30, 2023 | SouthernSun Small Cap | 10.6% | 13.5% | BCO, BDC, DAR, DY, LOB, MUSA, SAM, SCL, TKR, USPH | consumer, energy, financials, industrials, infrastructure, small cap, value | Darling Ingredients is building Sustainable Aviation Fuel capacity expected online in Q4 2024, with further SAF expansion being evaluated as growth and incentives provide significant margin expansion and return on investment. The company is the largest publicly traded company turning edible by-products and food waste into sustainable products and a leading producer of renewable energy. | ALDAR.AD ABDY.L AER|AWI|MUSA|NEU|SAIA|WTM SAM |
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| 2023 Q3 | Sep 30, 2023 | SouthernSun SMID Cap | 8.8% | 13.9% | BCO, BDC, BR, DAR, DY, LPX, MUSA, SAM, TKR, USPH | Biofuels, Convenience Stores, self-help, SMID Cap, Telecommunications, value | Murphy USA benefits from its position as a low-cost, high-volume fuel retailer with advantaged locations on Walmart outparcels. The company continues to grow same-store sales and sees opportunities for new store additions while maintaining capital discipline through share repurchases. | ALDAR.AD ABDY.L AER|AWI|MUSA|NEU|SAIA|WTM SAM |
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| 2024 Q2 | Jul 20, 2024 | SouthernSun SMID Cap | 8.8% | 13.9% | AGCO, BCO, BOOT, DAR, DY, MUSA, PII, TREX, USPH, VMI | fundamentals, long-term, Patience, Research, small cap, SMID Cap, value | Strong demand outlook for fiber construction in urban areas as carriers generate good returns on fiber investments. Public funding through ARPA, RDOF, and BEAD programs provides additional significant demand, with the $40 billion BEAD program being the largest federal broadband program ever in the U.S. Deployment expected to start in 2025. | USPH DAR DY BOOT |
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| 2024 Q2 | Jul 20, 2024 | SouthernSun Small Cap | 10.6% | 13.5% | AGCO, BCO, BOOT, DAR, DY, EPAC, MGPI, MUSA, PII, USPH | Agriculture, Broadband, Energy Transition, HVAC, semiconductors, small caps, Turnarounds, value | Strong demand outlook for fiber construction in urban areas as carriers generate good returns on fiber investments. Public funding through ARPA, RDOF, and BEAD programs provides additional significant demand, with the $40 billion BEAD program being the largest federal broadband program ever in the U.S. Deployment expected to start in 2025. | USPH DAR DY BOOT |
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| 2023 Q4 | Feb 20, 2024 | SouthernSun Small Cap | 10.6% | 13.5% | AWI, BDC, BOOT, DY, LOB, LPX, MGPI, PII, SAM, SCL | Banking, Elections, infrastructure, Onshoring, small cap, Telecommunications, value | Companies continued to adapt to security of supply, labor, and technology adoption issues through on-shoring, re-shoring, and near-shoring strategies. With escalation of armed regional conflicts impacting shipping and supply chains, companies are expected to aggressively evaluate and adjust their strategies to ensure competitive advantages. | SAM BBDC4.SA ABDY.L ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM |
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| 2023 Q4 | Feb 15, 2024 | SouthernSun SMID Cap | 8.8% | 13.9% | AWI, BCO, BDC, BOOT, BR, DY, FND, LPX, MGPI, PII, SAM | Construction, consumer, industrials, Onshoring, SMID Cap, Telecommunications, value | Companies continue to adapt to security of supply, labor, and technology adoption issues through on-shoring, re-shoring, and near-shoring strategies. With escalation of armed regional conflicts impacting shipping and supply chains, companies are aggressively evaluating and adjusting their strategies to ensure competitive advantages. | ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO SAM BBDC4.SA AER|AWI|MUSA|NEU|SAIA|WTM ABDY.L |
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| 2023 Q2 | Feb 8, 2023 | SouthernSun SMID Cap | 8.8% | 13.9% | AGCO, DY, IEX, MGPI, MUSA, NGVT, SAM, THO, TREX, UNVR, USPH, WRK | Chemicals, concentrated, healthcare, SMID Cap, Spirits, Telecommunications, value | Fiber penetration has significant runway with only 43% of US homes passed by high-speed fiber cable. Government funding through ARPA, RDOF, and BEAD programs is making previously uneconomical rural and low-income areas viable for fiber deployment. Industry capacity remains tight with strong demand from smaller customers. | View | |
| 2024 Q4 | Jan 23, 2025 | Aristotle Small Cap Equity Fund | -0.5% | 9.4% | ACHC, AMTM, ASC, AXTA, AZPN, COLD, DY, EMR, GTLS, HASI, HURN, HXL, INFN, J, KBH, LQDT, MTSI, NOK, SUM, TROX | healthcare, industrials, M&A, materials, small caps, technology, value | Manager remains optimistic about long-term potential for small-cap segment. Valuations within small-cap segment remain compelling relative to large caps, with Russell 2000 Index trading near multi-decade lows on a relative basis. Potential tailwinds include deregulation, increased M&A activity, continued decline in interest rates, continued reshoring of U.S. manufacturing, and infrastructure-related spending. | TROX HXL AXTA COLD AMTM ASC ACHC GTLS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Aristotle Small/Mid Cap Equity | Dycom Industries | Industrials | Construction & Engineering | Bull | NYSE | broadband, Construction services, Fiber, infrastructure, Rural Deployment, telecommunications, Wireline Services | View Pitch |
| Apr 13, 2026 | Fund Letters | SouthernSun Small Cap | Dycom Industries, Inc. | Industrials | Construction & Engineering | Bull | NYSE | Acquisitions, AI data centers, backlog, Broadband Programs, Construction services, EBITDA growth, Fiber networks, telecommunications infrastructure | View Pitch |
| Apr 13, 2026 | Fund Letters | Aristotle Small Cap Equity Fund | Dycom Industries | Industrials | Construction & Engineering | Bull | NYSE | broadband, Construction services, Engineering services, Fiber Deployment, infrastructure, secular growth, telecommunications | View Pitch |
| Apr 13, 2026 | Fund Letters | Aristotle Small Cap Equity Fund | Dycom Industries | Industrials | Construction & Engineering | Bull | NYSE | broadband, Construction services, Fiber Deployment, infrastructure, Rural Connectivity, secular growth, telecommunications | View Pitch |
| Apr 13, 2026 | Fund Letters | SouthernSun SMID Cap | Dycom Industries, Inc | Industrials | Construction & Engineering | Bull | NYSE | BEAD Program, CEO Succession, Federal Broadband Programs, Fiber Construction, M&A Opportunities, margin expansion, telecommunications infrastructure | View Pitch |
| Apr 13, 2026 | Fund Letters | SouthernSun Small Cap | Dycom Industries, Inc | Industrials | Construction & Engineering | Bull | NYSE | BEAD Program, CEO Succession, Fiber Construction, government funding, M&A, margin expansion, organic growth, telecommunications infrastructure | View Pitch |
| Apr 13, 2026 | Fund Letters | SouthernSun SMID Cap | Dycom Industries, Inc. | Industrials | Construction & Engineering | Bull | NYSE | construction, Engineering services, Fiber Construction, government contracts, infrastructure, private equity, telecommunications infrastructure, utilities | View Pitch |
| Apr 13, 2026 | Fund Letters | SouthernSun Small Cap | Dycom Industries, Inc. | Industrials | Construction & Engineering | Bull | NYSE | Construction services, engineering, Fiber Infrastructure, Government Programs, growth, private equity, telecommunications, utilities | View Pitch |
| Feb 27, 2026 | Fund Letters | Michael Cook | Dycom Industries, Inc. | Industrials | Construction & Engineering | Bear | New York Stock Exchange | Acquisition Risk, AI Exuberance, capital allocation, data centers, Fiber Deployment, valuation expansion | View Pitch |
| Feb 27, 2026 | Fund Letters | Michael Cook | Dycom Industries, Inc. | Industrials | Construction & Engineering | Bear | New York Stock Exchange | Acquisitions, capital allocation, Fiber, Integration, Telecom, valuation | View Pitch |
| Jan 8, 2026 | Fund Letters | Michael Cook | Dycom Industries, Inc. | Industrials | Construction & Engineering | Bull | New York Stock Exchange | Acquisitions, backlog, Fiber, growth, infrastructure, leverage, Telecom | View Pitch |
| Jan 8, 2026 | Value Investors Club | Coffee capital | Dycom Industries, Inc. | Industrials | Construction & Engineering | Bear | New York Stock Exchange | Construction services, engineering, Fiber networks, industrial services, Operations, telecommunications infrastructure | View Pitch |
| Sep 16, 2025 | Short Thesis | Spruce Point | Dycom Industries Inc | Industrials | Construction & Engineering (Telecom Infrastructure) | Bear | NYSE | CapEx, Contracts, infrastructure, Margins, Telecom | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Gytis Zizys | Dycom Industries | Industrials | Engineering & Construction | Neutral | NYSE | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $337,900 | 0.00% | 1,000 | -17,994 | -94.74% | 0.0027% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $87.2M | 0.10% | 257,936 | +239,336 | +1286.75% | 0.7027% |
| Ray Dalio | Bridgewater Associates | $27.4B | $6.1M | 0.02% | 17,980 | -2,289 | -11.29% | 0.0490% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $476,777 | 0.00% | 1,411 | -61,642 | -97.76% | 0.0038% |
| Israel Englander | Millennium Management LLC | $233.2B | $328.8M | 0.14% | 973,180 | -351,758 | -26.55% | 2.6512% |
| Aaron Weitman | CastleKnight Management LP | $4.5B | $6.8M | 0.15% | 20,000 | +20,000 | +100.00% | 0.0545% |
| Cliff Asness | AQR Capital Management | $190.6B | $12.3M | 0.01% | 36,537 | -136 | -0.37% | 0.0995% |
| Mario Gabelli | GAMCO Investors | $10.4B | $921,453 | 0.01% | 2,727 | -1,839 | -40.28% | 0.0074% |
| Rich Handler | Jefferies | $19.3B | $6.5M | 0.03% | 19,197 | -1,043 | -5.15% | 0.0523% |