| 1. Gabelli Funds, LLC CRD 104949 · Limited Liability Company | RYE, NY | $24.6B Mar 2026 | +$2.6B+11.7% | +$5.2B+27.2% | +$3.7B+17.5% | +$5.8B+30.6% | -2 employees-3.4% over 3Y | +7 accounts+14.9% over 3Y |
| 2. Two Seas Capital LP CRD 310191 · Limited Partnership | RYE, NY | $2.8B Mar 2026 | +$1.4B+92.4% | +$2.2B+365.8% | +$2.6B+1261.7% | +$2.7B+3363.8% | +7 employees+77.8% over 3Y | +4 accounts+40.0% over 3Y |
| 3. Dunes Point Capital, L.p. CRD 172538 · Limited Partnership | RYE, NY | $2.6B Mar 2026 | +$822.0M+47.2% | +$616.9M+31.7% | +$1.6B+180.3% | +$2.3B+919.3% | +13 employees+54.2% over 3Y | +2 accounts+28.6% over 3Y |
| 4. New Age Alpha CRD 299011 · Limited Liability Company | RYE, NY | $2.5B Feb 2026 | -$159.8M-6.0% | +$2.4B+2816.8% | +$2.4B+2133.5% | — | +14 employees+50.0% over 3Y | +31 accounts+442.9% over 3Y |
| 5. Phoenix Merchant Partners, LP CRD 324381 · Limited Partnership | RYE, NY | $2.1B Mar 2026 | +$454.0M+28.2% | — | — | +$2.0B+1964.8% | +14 employees+93.3% over 3Y | +1 accounts+14.3% over 1Y |
| 6. Ospraie Management, LLC CRD 305479 · Limited Liability Company | RYE, NY | $1.3B Mar 2026 | -$43.7M-3.4% | +$1.0B+456.7% | +$1.1B+612.8% | +$1.1B+813.1% | +5 employees+33.3% over 3Y | +4 accounts+400.0% over 3Y |
| 7. Sfw Capital Partners LP CRD 160561 · Limited Partnership | RYE, NY | $476.8M Apr 2026 | -$25.1M-5.0% | -$716.2M-60.0% | -$337.5M-41.4% | +$191.8M+67.3% | -9 employees-60.0% over 3Y | -8 accounts-47.1% over 3Y |
| 8. Aifam Group LLC CRD 158290 · Limited Liability Company | RYE, NY | $289.2M May 2026 | -$60.3M-17.3% | -$336.3M-53.8% | -$399.2M-58.0% | -$257.1M-47.1% | -7 employees-41.2% over 3Y | -5 accounts-62.5% over 3Y |
| 9. Merida Capital Holdings LLC CRD 287784 · Limited Liability Company | RYE, NY | $157.3M Mar 2026 | -$53.8M-25.5% | -$189.0M-54.6% | — | -$223.5M-58.7% | -18 employees-64.3% over 3Y | 0 accounts+0.0% over 3Y |
| 10. Lotus Investment Advisors CRD 172638 · Limited Liability Company | RYE, NY | $25.0M Apr 2025 | -$24.0M-49.0% | -$24.0M-49.0% | -$20.0M-44.4% | -$14.5M-36.7% | -1 employees-33.3% over 3Y | -45 accounts-68.2% over 3Y |