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 | |
|---|---|---|---|---|---|---|---|
| 501 | ATLAS FRM LLC | 160610 | $1.07B | $18.12B | 87 | 2026-03-31 | → |
| 502 | RUBRIC CAPITAL MANAGEMENT LP | 285090 | $1.06B | $9.58B | 15 | 2026-03-31 | → |
| 503 | CORE AND VALUE ADVISORS, LLC | 156093 | $1.06B | $21.18B | 161 | 2026-06-30 | → |
| 504 | NORTHERN TRUST GLOBAL INVESTMENTS LTD | 111900 | $1.05B | $208.39B | 115 | 2026-03-31 | → |
| 505 | PETIOLE USA LIMITED | 159788 | $1.05B | $1.05B | 7 | 2026-03-31 | → |
| 506 | WHITEHAVEN ASSET MANAGEMENT, LP | 170531 | $1.05B | $4.18B | 15 | 2026-03-31 | → |
| 507 | VALOR MANAGEMENT LLC | 160014 | $1.04B | $59.32B | 104 | 2026-04-30 | → |
| 508 | ARIS MANAGEMENT, LLC | 317315 | $1.04B | $2.08B | 3,564 | 2026-03-31 | → |
| 509 | DREAM U.S. MANAGER LLC | 314547 | $1.04B | $1.04B | 42 | 2026-03-31 | → |
| 510 | WISDOMTREE ASSET MANAGEMENT, INC. | 139684 | $1.04B | $88.38B | 175 | 2026-03-31 | → |
| 511 | ASHE CAPITAL MANAGEMENT, LP | 169616 | $1.04B | $1.04B | 5 | 2026-03-31 | → |
| 512 | TENSAI HOLDING COMPANY, LLC | 331487 | $1.04B | $9.33B | 50 | 2025-04-30 | → |
| 513 | CANDLESTICK CAPITAL MANAGEMENT LP | 305218 | $1.03B | $5.16B | 40 | 2025-03-31 | → |
| 514 | ALBION RIVER MANAGEMENT LLC | 322098 | $1.03B | $2.06B | 4 | 2026-05-31 | → |
| 515 | IRONWOOD CAPITAL MANAGEMENT CORP | 109330 | $1.03B | $8.23B | 43 | 2026-03-31 | → |
| 516 | A FIN MANAGEMENT LLC | 315482 | $1.03B | $6.16B | 30 | 2026-03-31 | → |
| 517 | SPF INVESTMENT MANAGEMENT, L.P. | 299036 | $1.03B | $4.10B | 26 | 2026-03-31 | → |
| 518 | CINCTIVE CAPITAL MANAGEMENT LP | 304726 | $1.02B | $3.07B | 66 | 2026-04-30 | → |
| 519 | BROWN BROTHERS HARRIMAN & CO. | 111231 | $1.02B | $7.15B | 48 | 2026-03-31 | → |
| 520 | FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA | 128610 | $1.02B | $14.25B | 15 | 2026-06-30 | → |
| 521 | ABRAMS BISON INVESTMENTS, L.L.C. | 137183 | $1.01B | $3.04B | 11 | 2026-05-31 | → |
| 522 | MAIN MANAGEMENT FUND ADVISORS, LLC | 281689 | $1.01B | $1.01B | 27 | 2026-03-31 | → |
| 523 | MAPLELANE CAPITAL, LLC | 159894 | $1.01B | $5.05B | 16 | 2026-04-30 | → |
| 524 | OAKTREE FUND ADVISORS, LLC | 290193 | $1.01B | $14.10B | 451 | 2026-03-31 | → |
| 525 | FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED | 110992 | $1.01B | $16.09B | 314 | 2026-06-30 | → |
| 526 | HAVELI INVESTMENT MANAGEMENT LLC | 316470 | $1.01B | $6.03B | 51 | 2026-03-31 | → |
| 527 | US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC | 323370 | $1.00B | $7.03B | 14 | 2026-03-31 | → |
| 528 | SETANTA ASSET MANAGEMENT LTD | 281781 | $1.00B | $15.02B | 24 | 2025-03-31 | → |
| 529 | BLACKSTONE ISG-II ADVISORS L.L.C. | 289550 | $1.00B | $8.01B | 114 | 2026-03-31 | → |
| 530 | SAVA CAPITAL LLC | 335379 | $1.00B | $1.00B | 5 | 2026-03-31 | → |
| 531 | VERBENA VALUE LP | 337379 | $1.00B | $1.00B | 9 | 2025-08-31 | → |
| 532 | HANWHA ASSET MANAGEMENT (USA) LTD. | 288464 | $998.9M | $4.00B | 22 | 2026-04-30 | → |
| 533 | CARMEL MANAGEMENT III, LLC | 160892 | $998.0M | $7.98B | 164 | 2026-03-31 | → |
| 534 | SCULPTOR ADVISORS LLC | 319598 | $989.0M | $989.0M | 334 | 2026-03-31 | → |
| 535 | PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC | 304443 | $988.7M | $25.71B | 120 | 2026-05-31 | → |
| 536 | CE INVESTMENT MANAGEMENT, LLC | 299786 | $984.6M | $5.91B | 17 | 2026-03-31 | → |
| 537 | WHITEBOX ADVISORS LLC | 121995 | $983.7M | $15.74B | 67 | 2026-03-31 | → |
| 538 | C.M. CAPITAL ADVISORS, LLC | 157529 | $982.0M | $1.96B | 18 | 2026-03-31 | → |
| 539 | SWISS RE INSURANCE-LINKED INVESTMENT ADVISORS CORPORATION | 318811 | $981.5M | $4.91B | 21 | 2026-06-30 | → |
| 540 | LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 160187 | $980.5M | $50.01B | 132 | 2026-05-31 | → |
| 541 | TWENTYFOUR ASSET MANAGEMENT (US) LP | 285791 | $978.4M | $23.48B | 5 | 2026-03-31 | → |
| 542 | QUANTIX COMMODITIES LP | 317784 | $976.5M | $1.95B | 20 | 2026-03-31 | → |
| 543 | ATOM INVESTORS LP | 296819 | $975.3M | $6.83B | 24 | 2026-03-31 | → |
| 544 | VANGUARD INVESTMENTS AUSTRALIA LIMITED | 282933 | $972.9M | $92.43B | 110 | 2025-05-31 | → |
| 545 | LUMENT INVESTMENT MANAGEMENT, LLC | 306487 | $968.0M | $1.94B | 447 | 2026-06-30 | → |
| 546 | DEFIANCE ETFS, LLC | 294410 | $965.8M | $3.86B | 7 | 2026-05-31 | → |
| 547 | NEXPOINT REAL ESTATE ADVISORS VII, L.P. | 305956 | $965.4M | $1.93B | 2 | 2026-03-31 | → |
| 548 | LYNROCK LAKE LP | 292931 | $964.6M | $2.89B | 7 | 2026-03-31 | → |
| 549 | MILLBURN RIDGEFIELD LLC | 148870 | $963.1M | $8.67B | 59 | 2026-05-31 | → |
| 550 | PDT PARTNERS, LLC | 163776 | $958.9M | $19.18B | 285 | 2026-03-31 | → |
| 551 | MILITIA CAPITAL MANAGEMENT, LLC | 335763 | $958.6M | $958.6M | 7 | 2026-05-31 | → |
| 552 | VCC ADVISORS, LLC | 301023 | $956.8M | $956.8M | 78 | 2026-03-31 | → |
| 553 | KINDERHOOK INDUSTRIES, LLC | 160193 | $955.3M | $11.46B | 30 | 2026-03-31 | → |
| 554 | AVALA GLOBAL LP | 323053 | $955.2M | $3.82B | 21 | 2026-06-30 | → |
| 555 | NX1 CAPITAL LP | 339026 | $955.0M | $2.86B | 29 | 2026-03-31 | → |
| 556 | PCP MANAGERS, L.P. | 157398 | $953.8M | $13.35B | 40 | 2026-03-31 | → |
| 557 | PERTENTO ADVISORS LLC | 335545 | $953.5M | $4.77B | 4 | 2026-03-31 | → |
| 558 | ONDO CAPITAL MANAGEMENT LLC | 325197 | $952.5M | $952.5M | 35 | 2026-05-31 | → |
| 559 | CCM INVESTMENT GROUP, LLC | 327915 | $951.6M | $951.6M | 3 | 2025-03-31 | → |
| 560 | DRAGONEER INVESTMENT GROUP, LLC | 161443 | $949.6M | $37.04B | 79 | 2026-05-31 | → |
| 561 | SARATOGA INVESTMENT ADVISORS, LLC | 153060 | $949.4M | $1.90B | 28 | 2026-03-31 | → |
| 562 | SARATOGA MANAGEMENT COMPANY LLC | 161822 | $949.4M | $1.90B | 7 | 2026-03-31 | → |
| 563 | HBC GROUP LLC. | 327012 | $946.9M | $946.9M | 1 | 2026-06-30 | → |
| 564 | SENTINEL FUND ADVISORS, INC. | 327262 | $945.0M | $3.78B | 178 | 2026-03-31 | → |
| 565 | CAPE ANN ASSET MANAGEMENT LIMITED | 284056 | $944.9M | $3.78B | 21 | 2026-06-30 | → |
| 566 | BARINGS LLC | 106006 | $941.9M | $392.75B | 1,101 | 2026-05-31 | → |
| 567 | DEVELOP CAPITAL PARTNERS, LP. | 338965 | $940.0M | $940.0M | 4 | 2026-01-31 | → |
| 568 | MAIN MANAGEMENT ETF ADVISORS, LLC | 288558 | $938.6M | $2.82B | 27 | 2026-03-31 | → |
| 569 | CFT CAPITAL MANAGEMENT, LLC | 319348 | $936.6M | $3.75B | 13 | 2026-05-31 | → |
| 570 | THRIVE CAPITAL MANAGEMENT, LLC | 162771 | $935.0M | $50.49B | 80 | 2026-03-31 | → |
| 571 | CAPVEST PARTNERS, INC. | 324459 | $931.5M | $10.25B | 14 | 2026-03-31 | → |
| 572 | GENERAL CATALYST GROUP MANAGEMENT, LLC | 162548 | $928.6M | $45.50B | 211 | 2026-03-31 | → |
| 573 | ASANA PARTNERS, LP | 284477 | $928.0M | $8.35B | 125 | 2026-04-30 | → |
| 574 | C-BRIDGE CAPITAL LLC | 308376 | $925.8M | $4.63B | 8 | 2026-05-31 | → |
| 575 | GREENVALE CAPITAL LP | 312264 | $924.3M | $3.70B | 1 | 2026-03-31 | → |
| 576 | COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC | 328015 | $924.1M | $1.85B | 25 | 2026-06-30 | → |
| 577 | AMERICAN BEACON ADVISORS, INC. | 105552 | $922.0M | $59.93B | 121 | 2026-03-31 | → |
| 578 | STEVENS CAPITAL MANAGEMENT LP | 161202 | $919.7M | $3.68B | 65 | 2026-03-31 | → |
| 579 | ARBOR REALTY COLLATERAL MANAGEMENT, LLC | 163425 | $917.0M | $4.58B | 50 | 2026-02-28 | → |
| 580 | STRENTA INVESTMENT MANAGEMENT SERVICES, LLC | 169667 | $916.1M | $916.1M | 18 | 2026-03-31 | → |
| 581 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | $916.0M | $1.43T | 1,868 | 2026-03-31 | → |
| 582 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY | 104561 | $915.1M | $32.94B | 1,700 | 2026-05-31 | → |
| 583 | CLEARBROOK INVESTMENT CONSULTING LLC | 108253 | $914.6M | $13.72B | 10 | 2026-03-31 | → |
| 584 | HELIX PARTNERS MANAGEMENT LP | 325120 | $912.6M | $1.83B | 14 | 2026-03-31 | → |
| 585 | CONSTITUTION CAPITAL PM, L. P. | 319678 | $910.8M | $910.8M | 67 | 2026-03-31 | → |
| 586 | FCA PARTNERS, LLC | 322393 | $910.3M | $910.3M | 11 | 2026-03-31 | → |
| 587 | KBS REALTY ADVISORS, LLC | 119662 | $908.3M | $2.72B | 75 | 2026-03-31 | → |
| 588 | K1 INVESTMENT MANAGEMENT LLC | 161953 | $907.9M | $23.60B | 75 | 2026-03-31 | → |
| 589 | TWENTYFOUR ASSET MANAGEMENT LLP | 335919 | $907.3M | $31.76B | 77 | 2026-04-30 | → |
| 590 | PALESTRA CAPITAL MANAGEMENT LLC | 160535 | $907.0M | $5.44B | 21 | 2026-03-31 | → |
| 591 | DME ADVISORS, LP | 157074 | $907.0M | $907.0M | 0 | 2026-05-31 | → |
| 592 | COLLER INVESTMENT MANAGEMENT LTD | 111035 | $905.9M | $28.99B | 10 | 2025-06-30 | → |
| 593 | HAWK RIDGE CAPITAL MANAGEMENT LP | 163818 | $905.6M | $4.53B | 23 | 2026-03-31 | → |
| 594 | FRANCISCO PARTNERS MANAGEMENT, L.P. | 160272 | $904.8M | $47.05B | 140 | 2026-03-31 | → |
| 595 | INATAI INVESTMENT MANAGEMENT CO. LLC | 329696 | $897.7M | $2.69B | 8 | 2026-05-31 | → |
| 596 | A16Z CAPITAL MANAGEMENT, L.L.C. | 160489 | $894.8M | $106.48B | 738 | 2026-03-31 | → |
| 597 | APOLLO CAPITAL MANAGEMENT, L.P. | 143161 | $894.7M | $718.48B | 3,564 | 2026-05-31 | → |
| 598 | ANTARES CAPITAL ADVISERS LLC | 281998 | $894.2M | $47.39B | 466 | 2026-03-31 | → |
| 599 | D1 CAPITAL PARTNERS L.P. | 297298 | $892.5M | $40.16B | 79 | 2026-03-31 | → |
| 600 | CAPITAL FUND MANAGEMENT S.A. | 125780 | $892.1M | $13.38B | 348 | 2026-03-31 | → |
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