Research Report · 2026-06-30
Registered Investment Advisers with the Highest Discretionary Account Share
SEC-registered investment advisers ranked by discretionary account share.
Firms
1,000
Total AUM
$90.65T
Median AUM
$18.22B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Discretionary Account Share↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 401 | GE INVESTMENT MANAGEMENT CORP | 323648 | 100% | $24.36B | 5 | 2026-01-31 | → |
| 402 | MATSON MONEY, INC. | 110425 | 100% | $24.33B | 69 | 2026-05-31 | → |
| 403 | TOWERS WATSON INVESTMENT MANAGEMENT LIMITED | 168493 | 100% | $24.32B | 145 | 2026-06-30 | → |
| 404 | ELMWOOD ASSET MANAGEMENT LLC | 297926 | 100% | $24.29B | 45 | 2026-03-31 | → |
| 405 | BGO US REAL ESTATE LP | 157034 | 100% | $24.12B | 103 | 2026-06-30 | → |
| 406 | PROVIDENCE EQUITY PARTNERS L.L.C. | 155678 | 100% | $24.12B | 135 | 2026-03-31 | → |
| 407 | T. ROWE PRICE JAPAN, INC. | 290585 | 100% | $24.07B | 80 | 2026-03-31 | → |
| 408 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | 100% | $24.06B | 168 | 2026-05-31 | → |
| 409 | TEMPLETON ASSET MANAGEMENT LTD. | 111382 | 100% | $24.05B | 94 | 2026-06-30 | → |
| 410 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | 100% | $23.95B | 56 | 2026-01-31 | → |
| 411 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | 100% | $23.85B | 35 | 2026-06-30 | → |
| 412 | AKKR FUND II MANAGEMENT COMPANY, LP | 156498 | 100% | $23.81B | 117 | 2026-06-30 | → |
| 413 | SYSTEMATICA INVESTMENTS UK LLP | 289336 | 100% | $23.79B | 26 | 2026-03-31 | → |
| 414 | SYSTEMATICA INVESTMENTS LIMITED | 173876 | 100% | $23.79B | 0 | 2026-03-31 | → |
| 415 | SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD | 289335 | 100% | $23.79B | 6 | 2026-03-31 | → |
| 416 | SYSTEMATICA INVESTMENTS GP LIMITED | 289338 | 100% | $23.79B | 34 | 2026-03-31 | → |
| 417 | ADP STRATEGIC PLAN SERVICES, LLC | 286555 | 100% | $23.78B | 13 | 2026-06-30 | → |
| 418 | MOORE CAPITAL MANAGEMENT, LP | 160188 | 100% | $23.70B | 337 | 2026-03-31 | → |
| 419 | TWENTYFOUR ASSET MANAGEMENT (US) LP | 285791 | 100% | $23.48B | 5 | 2026-03-31 | → |
| 420 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | 100% | $23.44B | 51 | 2026-04-30 | → |
| 421 | WASATCH ADVISORS LP | 106081 | 100% | $23.35B | 96 | 2026-03-31 | → |
| 422 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | 100% | $23.32B | 47 | 2026-03-31 | → |
| 423 | NEW HOLLAND CAPITAL, LLC | 160211 | 100% | $23.32B | 32 | 2026-06-30 | → |
| 424 | J O HAMBRO CAPITAL MANAGEMENT LIMITED | 138653 | 100% | $23.28B | 155 | 2025-09-30 | → |
| 425 | ENGINEERS GATE MANAGER LP | 172249 | 100% | $23.17B | 296 | 2026-03-31 | → |
| 426 | CAPITAL ADVISORS GROUP, INC | 112000 | 100% | $23.03B | 33 | 2026-03-31 | → |
| 427 | EXCHANGE TRADED CONCEPTS, LLC | 151197 | 100% | $22.95B | 16 | 2026-02-28 | → |
| 428 | CBRE INVESTMENT MANAGEMENT, LLC | 109981 | 100% | $22.84B | 213 | 2026-03-31 | → |
| 429 | THRIVENT INVESTMENT CAPITAL ADVISORS, LLC | 338378 | 100% | $22.78B | 66 | 2026-03-31 | → |
| 430 | CANTILLON CAPITAL MANAGEMENT LLC | 137895 | 100% | $22.77B | 14 | 2026-03-31 | → |
| 431 | CANTILLON CAPITAL MANAGEMENT LLP | 139303 | 100% | $22.77B | 11 | 2026-03-31 | → |
| 432 | BARING INTERNATIONAL INVESTMENT LTD | 105724 | 100% | $22.57B | 504 | 2026-03-31 | → |
| 433 | CRESTLINE MANAGEMENT, L.P. | 122711 | 100% | $22.51B | 195 | 2026-03-31 | → |
| 434 | TCMI, INC. | 160389 | 100% | $22.51B | 79 | 2026-03-31 | → |
| 435 | ONEX PARTNERS MANAGER LP | 160923 | 100% | $22.47B | 180 | 2026-05-31 | → |
| 436 | PRIME FINANCE ADVISOR, L.P. | 159971 | 100% | $22.22B | 185 | 2026-05-31 | → |
| 437 | DAWSON PARTNERS INC. | 281728 | 100% | $22.14B | 231 | 2026-06-30 | → |
| 438 | WATERFALL ASSET MANAGEMENT, LLC | 137746 | 100% | $22.04B | 133 | 2026-03-31 | → |
| 439 | DAVIS SELECTED ADVISERS - NY, INC. | 106659 | 100% | $21.98B | 57 | 2026-03-31 | → |
| 440 | MAGELLAN ASSET MANAGEMENT LIMITED | 159256 | 100% | $21.75B | 100 | 2026-01-31 | → |
| 441 | NEOS INVESTMENT MANAGEMENT, LLC | 321256 | 100% | $21.69B | 35 | 2026-03-31 | → |
| 442 | LONE PINE CAPITAL LLC | 156602 | 100% | $21.62B | 101 | 2026-03-31 | → |
| 443 | EDGEWOOD MANAGEMENT LLC | 106647 | 100% | $21.52B | 41 | 2026-03-31 | → |
| 444 | THL MANAGERS VII, LLC | 171042 | 100% | $21.48B | 150 | 2026-06-30 | → |
| 445 | HIMALAYA CAPITAL MANAGEMENT LLC | 157594 | 100% | $21.39B | 21 | 2026-03-31 | → |
| 446 | UNIVERSA INVESTMENTS L.P. | 146052 | 100% | $21.35B | 20 | 2026-03-31 | → |
| 447 | PNMAC CAPITAL MANAGEMENT, LLC | 147101 | 100% | $21.35B | 44 | 2026-02-28 | → |
| 448 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | 161853 | 100% | $21.32B | 25 | 2026-03-31 | → |
| 449 | LEE OVERLAY PARTNERS LTD | 110822 | 100% | $21.26B | 30 | 2025-09-30 | → |
| 450 | GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED | 286066 | 100% | $21.19B | 96 | 2026-05-31 | → |
| 451 | CERITY PARTNERS OCIO LLC | 151916 | 100% | $21.13B | 61 | 2026-03-31 | → |
| 452 | CHARLESBANK CAPITAL PARTNERS, LLC | 160256 | 100% | $21.06B | 162 | 2026-04-30 | → |
| 453 | ARMOUR CAPITAL MANAGEMENT LP | 164570 | 100% | $21.01B | 20 | 2026-03-31 | → |
| 454 | RIBBIT MANAGEMENT COMPANY, LLC | 165308 | 100% | $20.78B | 31 | 2026-03-31 | → |
| 455 | BAKER STREET ADVISORS, LLC | 128066 | 100% | $20.77B | 63 | 2026-03-31 | → |
| 456 | MADISON DEARBORN PARTNERS, LLC | 157349 | 100% | $20.74B | 73 | 2026-03-31 | → |
| 457 | CENTIVA CAPITAL, LP | 286299 | 100% | $20.61B | 274 | 2026-03-31 | → |
| 458 | ORBIMED ADVISORS LLC | 118608 | 100% | $20.61B | 118 | 2026-03-31 | → |
| 459 | BANDHAN AMC LIMITED | 170336 | 100% | $20.59B | 672 | 2025-06-30 | → |
| 460 | APPALOOSA LP | 281909 | 100% | $20.40B | 21 | 2026-03-31 | → |
| 461 | DEER MANAGEMENT CO. LLC | 159279 | 100% | $20.24B | 191 | 2026-05-31 | → |
| 462 | ROKOS CAPITAL MANAGEMENT (US) LP | 306046 | 100% | $20.20B | 51 | 2026-06-30 | → |
| 463 | HARRISON STREET ADVISORS, LLC | 157983 | 100% | $20.18B | 321 | 2026-03-31 | → |
| 464 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 106523 | 100% | $20.13B | 37 | 2026-03-31 | → |
| 465 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | 100% | $20.09B | 27 | 2026-06-30 | → |
| 466 | BLACKSTONE ALTERNATIVE SOLUTIONS L.L.C. | 158784 | 100% | $20.08B | 293 | 2026-06-30 | → |
| 467 | BXMT ADVISORS L.L.C. | 288050 | 100% | $20.00B | 207 | 2026-03-31 | → |
| 468 | INVESCO CANADA LTD. | 126572 | 100% | $19.87B | 82 | 2026-03-31 | → |
| 469 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | 100% | $19.78B | 103 | 2025-12-31 | → |
| 470 | RECORD CURRENCY MANAGEMENT (US) INC | 171338 | 100% | $19.66B | 3 | 2026-06-30 | → |
| 471 | ROYALTY PHARMA SUB-MANAGER, LLC | 335070 | 100% | $19.64B | 91 | 2026-05-31 | → |
| 472 | TRINITAS CAPITAL MANAGEMENT, LLC | 281328 | 100% | $19.56B | 26 | 2026-03-31 | → |
| 473 | EGERTON CAPITAL (US), LP | 297738 | 100% | $19.53B | 8 | 2026-03-31 | → |
| 474 | ELLINGTON FINANCIAL MANAGEMENT LLC | 150510 | 100% | $19.35B | 164 | 2026-03-31 | → |
| 475 | PENTWATER CAPITAL MANAGEMENT LP | 156873 | 100% | $19.26B | 45 | 2026-03-31 | → |
| 476 | BERKSHIRE PROPERTY ADVISORS, LLC | 161374 | 100% | $19.24B | 226 | 2026-03-31 | → |
| 477 | PDT PARTNERS, LLC | 163776 | 100% | $19.18B | 285 | 2026-03-31 | → |
| 478 | VERITAS ASSET MANAGEMENT LLP | 174314 | 100% | $19.13B | 42 | 2026-03-31 | → |
| 479 | EGERTON CAPITAL (UK) LLP | 156384 | 100% | $19.12B | 36 | 2026-05-31 | → |
| 480 | BURGUNDY ASSET MANAGEMENT LTD. | 114317 | 100% | $19.09B | 140 | 2026-01-31 | → |
| 481 | ALLIANZ INVESTMENT MANAGEMENT LLC | 111925 | 100% | $19.09B | 50 | 2026-03-31 | → |
| 482 | DEERFIELD MANAGEMENT COMPANY, L.P. | 157876 | 100% | $19.08B | 189 | 2026-03-31 | → |
| 483 | KPS CAPITAL PARTNERS, LP | 157678 | 100% | $19.08B | 111 | 2026-03-31 | → |
| 484 | GREAT HILL PARTNERS, LP | 158158 | 100% | $18.99B | 107 | 2026-03-31 | → |
| 485 | INTEGRATED WEALTH CONCEPTS LLC | 284656 | 100% | $18.92B | 493 | 2026-06-30 | → |
| 486 | ALPINE MANAGEMENT SERVICES III, LLC | 157255 | 100% | $18.91B | 96 | 2026-03-31 | → |
| 487 | AMERICAN SECURITIES LLC | 160648 | 100% | $18.91B | 150 | 2026-05-31 | → |
| 488 | PARK SQUARE CAPITAL USA LP | 338573 | 100% | $18.90B | 147 | 2026-03-31 | → |
| 489 | FIDELITY DIVERSIFYING SOLUTIONS LLC | 315088 | 100% | $18.88B | 44 | 2026-05-31 | → |
| 490 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | 100% | $18.83B | 75 | 2025-12-31 | → |
| 491 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | 144537 | 100% | $18.79B | 711 | 2026-05-31 | → |
| 492 | ALTIMETER CAPITAL MANAGEMENT, LP | 160017 | 100% | $18.75B | 35 | 2026-03-31 | → |
| 493 | MONROE CAPITAL MANAGEMENT ADVISORS LLC | 157073 | 100% | $18.56B | 282 | 2026-03-31 | → |
| 494 | ROYALTY PHARMA MANAGER, LLC | 334982 | 100% | $18.54B | 91 | 2026-03-31 | → |
| 495 | 1823 PARTNERS (US) LLC | 333927 | 100% | $18.53B | 52 | 2026-03-31 | → |
| 496 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | 159641 | 100% | $18.52B | 38 | 2026-03-31 | → |
| 497 | FUNDSMITH, LLP | 160365 | 100% | $18.51B | 43 | 2026-06-30 | → |
| 498 | SABA CAPITAL MANAGEMENT, L.P. | 154362 | 100% | $18.30B | 67 | 2026-05-31 | → |
| 499 | GREENOAKS CAPITAL PARTNERS LLC | 165941 | 100% | $18.27B | 67 | 2026-06-30 | → |
| 500 | AMG FUNDS LLC | 153456 | 100% | $18.25B | 99 | 2026-03-31 | → |
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