Aristotle Capital Management

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Annualized+10.20%
Alpha-3.12%
Total Return+256.14%
Start Date2013-08-10
Years Tracked13y 2d
Top HoldingsTop 5
Latest Period2026-Q2Holdings
Max Drawdown31.29%
Recovery Period1y 4m 8d
Sharpe Ratio0.56
Composite RankRank #60Full Ranking
SEC 13F

Simulated from public holdings data by tracking each institution's top five holdings each quarter. For reference only, not investment advice.

Performance

Annual Returns

Latest Holdings

Latest Period2026-Q2Filing Date2026-08-14