Research Report · 2026-06-30
Registered Investment Advisers with the Highest AUM per Account
SEC-registered investment advisers ranked by reported regulatory AUM per client account from ADV Part 1 filings.
Firms
1,000
Total AUM
$78.25T
Median AUM
$10.40B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM / Account↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | KENSINGTON ASSET MANAGEMENT, LLC | 309780 | $2.56B | $2.56B | 17 | 2026-03-31 | → |
| 202 | CEVIAN CAPITAL II GP LIMITED | 140659 | $2.55B | $17.85B | 61 | 2026-04-30 | → |
| 203 | ICON INFRASTRUCTURE NORTH AMERICA INC. | 306800 | $2.52B | $2.52B | 17 | 2026-06-30 | → |
| 204 | FINEPOINT CAPITAL LP | 170668 | $2.51B | $5.01B | 23 | 2026-03-31 | → |
| 205 | BLUE OWL CREDIT ADVISORS LLC | 282575 | $2.49B | $64.86B | 250 | 2026-03-31 | → |
| 206 | NUVEEN ALTERNATIVES ADVISORS LLC | 160255 | $2.49B | $142.02B | 87 | 2026-04-30 | → |
| 207 | CORONATION GLOBAL FUND MANAGERS (IRELAND) LIMITED | 156599 | $2.47B | $9.87B | 6 | 2026-05-31 | → |
| 208 | TIFF ENDOWMENT ASSET MANAGEMENT, LLC | 156308 | $2.46B | $2.46B | 0 | 2026-03-31 | → |
| 209 | RECORD CURRENCY MANAGEMENT (US) INC | 171338 | $2.46B | $19.66B | 3 | 2026-06-30 | → |
| 210 | ADVANTAGE ADVISERS MULTI-MANAGER, L.L.C. | 108178 | $2.46B | $4.91B | 18 | 2026-05-31 | → |
| 211 | HELLMAN & FRIEDMAN LLC | 158614 | $2.45B | $110.42B | 120 | 2026-03-31 | → |
| 212 | ONEAMERICA ASSET MANAGEMENT, LLC | 165929 | $2.44B | $24.42B | 37 | 2026-03-31 | → |
| 213 | ROARK CAPITAL MANAGEMENT, LLC | 160368 | $2.44B | $34.18B | 145 | 2026-03-31 | → |
| 214 | PHARO MANAGEMENT, INC. | 141216 | $2.44B | $14.62B | 48 | 2026-03-31 | → |
| 215 | BERKSHIRE PROPERTY ADVISORS, LLC | 161374 | $2.40B | $19.24B | 226 | 2026-03-31 | → |
| 216 | CFI PARTNERS, LLC | 139531 | $2.39B | $26.31B | 47 | 2026-03-31 | → |
| 217 | CLAROS REIT MANAGEMENT LP | 292430 | $2.38B | $4.76B | 70 | 2026-03-31 | → |
| 218 | IFM INVESTORS (US) ADVISOR, LLC | 146366 | $2.37B | $40.23B | 157 | 2025-12-31 | → |
| 219 | TIGER GLOBAL MANAGEMENT, LLC | 160318 | $2.36B | $77.99B | 149 | 2026-03-31 | → |
| 220 | APOLLO CAPITAL CREDIT ADVISER, LLC | 286485 | $2.35B | $2.35B | 3,564 | 2026-03-31 | → |
| 221 | BLUE OWL INSURANCE ADVISORS LLC | 331318 | $2.35B | $25.84B | 30 | 2026-03-31 | → |
| 222 | 40/86 ADVISORS, INC. | 107740 | $2.35B | $30.50B | 84 | 2026-04-30 | → |
| 223 | UG INVESTMENT ADVISERS LTD. | 167183 | $2.34B | $4.68B | 39 | 2026-04-30 | → |
| 224 | 3G CAPITAL PARTNERS LP | 156934 | $2.33B | $16.31B | 19 | 2026-03-31 | → |
| 225 | GREENSLEDGE ADVISORS LLC | 305341 | $2.31B | $2.31B | 0 | 2026-04-30 | → |
| 226 | OXFORD LANE MANAGEMENT, LLC | 154380 | $2.31B | $2.31B | 23 | 2026-03-31 | → |
| 227 | KA CREDIT ADVISORS, LLC | 306753 | $2.29B | $2.29B | 64 | 2026-03-31 | → |
| 228 | VALUE ALIGNED RESEARCH ADVISORS, LLC | 319135 | $2.28B | $9.14B | 9 | 2026-03-31 | → |
| 229 | PT ASSET MANAGEMENT, LLC | 107619 | $2.27B | $11.35B | 52 | 2026-03-31 | → |
| 230 | ATAIROS MANAGEMENT, L.P. | 281947 | $2.26B | $6.79B | 31 | 2026-03-31 | → |
| 231 | LAURION CAPITAL MANAGEMENT LP | 161278 | $2.25B | $6.76B | 59 | 2026-03-31 | → |
| 232 | MONROE CAPITAL BDC ADVISORS, LLC | 165657 | $2.24B | $6.71B | 101 | 2026-03-31 | → |
| 233 | ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC | 322058 | $2.23B | $4.47B | 290 | 2026-02-28 | → |
| 234 | FEG INVESTMENT SERVICES, LLC | 281516 | $2.23B | $2.23B | 13 | 2026-03-31 | → |
| 235 | CHURCHILL PCIF ADVISOR LLC | 329140 | $2.23B | $2.23B | 206 | 2026-03-31 | → |
| 236 | BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC | 337770 | $2.21B | $4.42B | 130 | 2026-03-31 | → |
| 237 | EQT REAL ESTATE, LLC | 161935 | $2.20B | $35.14B | 222 | 2026-03-31 | → |
| 238 | SMITH CAPITAL INVESTORS, LLC | 294402 | $2.19B | $13.11B | 30 | 2026-02-28 | → |
| 239 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111298 | $2.17B | $351.32B | 519 | 2026-04-30 | → |
| 240 | BOSTON MANAGEMENT AND RESEARCH | 104853 | $2.15B | $154.73B | 203 | 2026-03-31 | → |
| 241 | INTERMEDE GLOBAL PARTNERS INC | 288616 | $2.14B | $2.14B | 4 | 2026-05-31 | → |
| 242 | NIOBRARA CAPITAL PARTNERS LP | 332070 | $2.13B | $17.07B | 12 | 2026-03-31 | → |
| 243 | H&H INTERNATIONAL INVESTMENT, LLC | 292451 | $2.12B | $25.50B | 2 | 2026-05-31 | → |
| 244 | IFM INVESTORS PTY LTD | 162754 | $2.12B | $152.93B | 717 | 2025-11-30 | → |
| 245 | INVESCO CAPITAL MANAGEMENT LLC | 125601 | $2.12B | $941.02B | 222 | 2026-03-31 | → |
| 246 | MAPLE ROCK CAPITAL PARTNERS INC. | 173887 | $2.11B | $6.34B | 16 | 2026-03-31 | → |
| 247 | BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. | 289751 | $2.11B | $80.17B | 79 | 2026-05-31 | → |
| 248 | CONSTELLATION INVESTMENTS, INC. | 107528 | $2.10B | $31.48B | 45 | 2026-03-31 | → |
| 249 | ANTARES CAPITAL CREDIT ADVISERS LLC | 328497 | $2.06B | $6.17B | 466 | 2026-03-31 | → |
| 250 | THE BAUPOST GROUP, L.L.C. | 109530 | $2.06B | $24.68B | 210 | 2026-03-31 | → |
| 251 | CHURCHILL DLC ADVISOR LLC | 304945 | $2.05B | $2.05B | 206 | 2026-03-31 | → |
| 252 | READYSTATE ASSET MANAGEMENT LP | 317277 | $2.05B | $10.26B | 41 | 2026-03-31 | → |
| 253 | POINT BREAK CAPITAL MANAGEMENT LLC | 164213 | $2.04B | $2.04B | 11 | 2026-05-31 | → |
| 254 | ONE INVESTMENT MANAGEMENT US LLC | 323617 | $2.02B | $10.08B | 27 | 2026-03-31 | → |
| 255 | SLATE PATH CAPITAL LP | 164751 | $2.00B | $11.99B | 25 | 2026-03-31 | → |
| 256 | PARALLAX VOLATILITY ADVISERS, L.P. | 158143 | $1.99B | $5.98B | 51 | 2026-03-31 | → |
| 257 | SRS INVESTMENT MANAGEMENT, LLC | 157630 | $1.99B | $13.92B | 32 | 2026-06-30 | → |
| 258 | CLAYTON, DUBILIER & RICE, LLC | 160492 | $1.99B | $87.35B | 271 | 2026-04-30 | → |
| 259 | GLACIER PEAK CAPITAL MANAGEMENT, LLC | 164409 | $1.97B | $9.86B | 5 | 2026-02-28 | → |
| 260 | ANOMALY CAPITAL MANAGEMENT, LP | 309211 | $1.96B | $5.88B | 45 | 2026-03-31 | → |
| 261 | THE LINONIA PARTNERSHIP LP | 326550 | $1.95B | $5.84B | 8 | 2026-03-31 | → |
| 262 | MILLSTREET CAPITAL MANAGEMENT LLC | 161566 | $1.94B | $5.82B | 14 | 2026-03-31 | → |
| 263 | CLIFFWATER LLC | 132167 | $1.94B | $48.51B | 213 | 2026-05-31 | → |
| 264 | FS SPECIALTY LENDING ADVISOR, LLC | 293054 | $1.93B | $1.93B | 177 | 2026-06-30 | → |
| 265 | FREEDOM FUNDS MANAGEMENT CO | 110785 | $1.90B | $1.90B | 9 | 2025-12-31 | → |
| 266 | TA ASSOCIATES MANAGEMENT, L.P. | 156699 | $1.90B | $55.07B | 266 | 2026-05-31 | → |
| 267 | POLAR ASSET MANAGEMENT PARTNERS INC. | 162681 | $1.89B | $37.86B | 164 | 2026-06-30 | → |
| 268 | FUNDSMITH INVESTMENT SERVICES LIMITED | 310498 | $1.89B | $24.58B | 12 | 2026-06-30 | → |
| 269 | 59 NORTH CAPITAL MANAGEMENT, LP | 300258 | $1.88B | $7.50B | 9 | 2026-03-31 | → |
| 270 | TOWERS WATSON INVESTMENT MANAGEMENT LIMITED | 168493 | $1.87B | $24.32B | 145 | 2026-06-30 | → |
| 271 | ARINI CAPITAL MANAGEMENT US LLC | 331263 | $1.87B | $27.99B | 24 | 2026-06-30 | → |
| 272 | ANNALY CREDIT OPPORTUNITIES MANAGEMENT LLC | 299542 | $1.86B | $3.73B | 32 | 2026-03-31 | → |
| 273 | MERK INVESTMENTS LLC | 112305 | $1.86B | $3.71B | 7 | 2026-03-31 | → |
| 274 | THE PALISADES GROUP, LLC | 165609 | $1.85B | $27.78B | 90 | 2026-05-31 | → |
| 275 | TIDE CYCLE RESOURCES LLC | 330698 | $1.85B | $1.85B | 2 | 2026-03-31 | → |
| 276 | SURGOCAP PARTNERS LP | 323078 | $1.84B | $7.35B | 28 | 2026-06-30 | → |
| 277 | JACKSON NATIONAL ASSET MANAGEMENT, LLC | 111079 | $1.84B | $246.30B | 156 | 2026-05-31 | → |
| 278 | CASTLE HOOK PARTNERS LP | 284968 | $1.83B | $10.96B | 35 | 2026-03-31 | → |
| 279 | FIRST SENTIER INVESTORS (AUSTRALIA) INFRASTRUCTURE MANAGERS PTY | 283670 | $1.82B | $3.64B | 35 | 2026-06-30 | → |
| 280 | PACIFIC HEIGHTS ASSET MANAGEMENT, LLC | 124365 | $1.82B | $7.27B | 10 | 2026-02-28 | → |
| 281 | BLACKSTONE REAL ESTATE ADVISORS L.P. | 142979 | $1.82B | $130.74B | 547 | 2026-03-31 | → |
| 282 | CION INVESTMENT MANAGEMENT, LLC | 160386 | $1.81B | $1.81B | 27 | 2026-03-31 | → |
| 283 | CRESCENT CAP ADVISORS, LLC | 175430 | $1.81B | $1.81B | 0 | 2026-03-31 | → |
| 284 | STOCKBRIDGE PARTNERS LLC | 160674 | $1.80B | $5.41B | 20 | 2026-05-31 | → |
| 285 | APOLLO MANAGER, LLC | 327828 | $1.78B | $3.56B | 3,564 | 2026-03-31 | → |
| 286 | VISTA CREDIT BDC MANAGEMENT, L.P. | 326611 | $1.77B | $1.77B | 0 | 2026-06-30 | → |
| 287 | QUAD-C MANAGEMENT, INC. | 161395 | $1.77B | $3.55B | 33 | 2026-03-31 | → |
| 288 | LEE OVERLAY PARTNERS LTD | 110822 | $1.77B | $21.26B | 30 | 2025-09-30 | → |
| 289 | ALPS ADVISORS, INC. | 134340 | $1.77B | $38.83B | 73 | 2026-03-31 | → |
| 290 | ARCLINE INVESTMENT MANAGEMENT LP | 299352 | $1.76B | $26.46B | 59 | 2026-03-31 | → |
| 291 | KOHLBERG KRAVIS ROBERTS & CO. L.P. | 144533 | $1.76B | $399.90B | 2,593 | 2026-06-30 | → |
| 292 | ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC | 313420 | $1.75B | $10.53B | 292 | 2026-03-31 | → |
| 293 | PGIM INVESTMENTS LLC | 105670 | $1.75B | $344.84B | 458 | 2026-05-31 | → |
| 294 | AIP, LLC | 156878 | $1.75B | $17.47B | 94 | 2026-03-31 | → |
| 295 | BCPC ADVISORS, LP | 327851 | $1.74B | $1.74B | 682 | 2026-03-31 | → |
| 296 | TEMPLETON GLOBAL ADVISORS LIMITED | 111383 | $1.72B | $25.85B | 8 | 2025-12-31 | → |
| 297 | ABRAMS CAPITAL MANAGEMENT, L.P. | 155729 | $1.72B | $13.74B | 38 | 2026-03-31 | → |
| 298 | ARES CAPITAL MANAGEMENT LLC | 131619 | $1.71B | $97.62B | 634 | 2026-05-31 | → |
| 299 | BROADWOOD CAPITAL, INC | 159286 | $1.71B | $1.71B | 6 | 2026-03-31 | → |
| 300 | GENSTAR CAPITAL MANAGEMENT LLC | 156932 | $1.71B | $51.26B | 49 | 2026-04-30 | → |
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