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 | |
|---|---|---|---|---|---|---|---|
| 601 | ADVISOR PARTNERS II, LLC | 321633 | 100% | $13.91B | 26 | 2026-03-31 | → |
| 602 | DYNASTY WEALTH MANAGEMENT, LLC | 153377 | 100% | $13.88B | 200 | 2026-03-31 | → |
| 603 | MADISON INVESTMENT ADVISORS, LLC | 110297 | 100% | $13.84B | 92 | 2026-03-31 | → |
| 604 | GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286067 | 100% | $13.78B | 86 | 2026-05-31 | → |
| 605 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | 100% | $13.76B | 26 | 2026-03-31 | → |
| 606 | ABRAMS CAPITAL MANAGEMENT, L.P. | 155729 | 100% | $13.74B | 38 | 2026-03-31 | → |
| 607 | ARISTEIA CAPITAL, LLC | 135986 | 100% | $13.73B | 65 | 2026-03-31 | → |
| 608 | PINEGROVE VENTURE PARTNERS, LLC | 326747 | 100% | $13.72B | 54 | 2026-06-30 | → |
| 609 | COMGEST ASSET MANAGEMENT INTERNATIONAL LIMITED | 161061 | 100% | $13.66B | 55 | 2025-12-31 | → |
| 610 | MIROVA US LLC | 300152 | 100% | $13.62B | 64 | 2026-03-31 | → |
| 611 | JMI MANAGEMENT, L.P. | 158344 | 100% | $13.58B | 81 | 2026-06-30 | → |
| 612 | AVORO CAPITAL ADVISORS LLC | 154091 | 100% | $13.55B | 19 | 2026-03-31 | → |
| 613 | ARCLIGHT CAPITAL PARTNERS, LLC | 161228 | 100% | $13.54B | 60 | 2026-03-31 | → |
| 614 | ANTIPODES PARTNERS LIMITED | 299380 | 100% | $13.53B | 80 | 2025-09-30 | → |
| 615 | RIVERSIDE PARTNERS, LLC | 160523 | 100% | $13.53B | 248 | 2026-03-31 | → |
| 616 | ALPHA ARCHITECT, LLC | 153905 | 100% | $13.50B | 12 | 2026-06-30 | → |
| 617 | TREXQUANT INVESTMENT LP | 170476 | 100% | $13.48B | 167 | 2026-03-31 | → |
| 618 | STG PARTNERS, LLC | 291048 | 100% | $13.43B | 87 | 2026-03-31 | → |
| 619 | HAIDAR CAPITAL MANAGEMENT LLC | 159798 | 100% | $13.40B | 9 | 2026-03-31 | → |
| 620 | CAPITAL FUND MANAGEMENT S.A. | 125780 | 100% | $13.38B | 348 | 2026-03-31 | → |
| 621 | EIGHT PARTNERS VC, LLC | 283031 | 100% | $13.38B | 69 | 2026-04-30 | → |
| 622 | PCP MANAGERS, L.P. | 157398 | 100% | $13.35B | 40 | 2026-03-31 | → |
| 623 | GAOTENG GLOBAL ASSET MANAGEMENT LIMITED | 301825 | 100% | $13.35B | 46 | 2026-03-31 | → |
| 624 | FIRST SENTIER INVESTORS (UK) IM LIMITED | 281323 | 100% | $13.27B | 314 | 2026-03-31 | → |
| 625 | EAGLE POINT CREDIT MANAGEMENT LLC | 166370 | 100% | $13.24B | 120 | 2026-05-31 | → |
| 626 | ASIA ALTERNATIVES MANAGEMENT LLC | 141481 | 100% | $13.24B | 47 | 2026-03-31 | → |
| 627 | REDDING RIDGE ASSET MANAGEMENT (UK) LLP | 284256 | 100% | $13.23B | 67 | 2026-03-31 | → |
| 628 | BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. | 304477 | 100% | $13.19B | 31 | 2026-03-31 | → |
| 629 | NOVACAP MANAGEMENT INC. | 290100 | 100% | $13.17B | 112 | 2026-03-31 | → |
| 630 | G10 CAPITAL LIMITED | 269881 | 100% | $13.14B | 80 | 2026-03-31 | → |
| 631 | SMITH CAPITAL INVESTORS, LLC | 294402 | 100% | $13.11B | 30 | 2026-02-28 | → |
| 632 | EMG FUND II MANAGEMENT, L.P. | 157915 | 100% | $13.07B | 23 | 2025-09-30 | → |
| 633 | ROCKPOINT GROUP, L.L.C. | 156630 | 100% | $13.04B | 112 | 2026-03-31 | → |
| 634 | IMPRESA MANAGEMENT LLC | 168741 | 100% | $13.04B | 74 | 2026-06-30 | → |
| 635 | POST ADVISORY GROUP, LLC | 108860 | 100% | $13.03B | 49 | 2026-05-31 | → |
| 636 | WHALE ROCK CAPITAL MANAGEMENT LLC | 140746 | 100% | $12.97B | 31 | 2026-06-30 | → |
| 637 | SAROFIM TRUST CO., LTA | 106590 | 100% | $12.96B | 26 | 2026-05-31 | → |
| 638 | IVY HILL ASSET MANAGEMENT, L.P. | 161608 | 100% | $12.96B | 16 | 2026-05-31 | → |
| 639 | STATE FARM INVESTMENT MANAGEMENT CORP. | 3487 | 100% | $12.94B | 7,930 | 2026-04-30 | → |
| 640 | GLOBAL ENDOWMENT MANAGEMENT, LP | 157772 | 100% | $12.88B | 82 | 2026-05-31 | → |
| 641 | NEPHILA CAPITAL LTD. | 132780 | 100% | $12.88B | 27 | 2026-03-31 | → |
| 642 | MKP CAPITAL MANAGEMENT, L.L.C. | 113851 | 100% | $12.85B | 46 | 2026-03-31 | → |
| 643 | ARIEL INVESTMENTS, LLC | 108211 | 100% | $12.78B | 109 | 2026-04-30 | → |
| 644 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | 100% | $12.76B | 93 | 2026-03-31 | → |
| 645 | BROOKSTONE CAPITAL MANAGEMENT LLC | 141413 | 100% | $12.75B | 405 | 2026-03-31 | → |
| 646 | DUFF & PHELPS INVESTMENT MANAGEMENT CO. | 107296 | 100% | $12.75B | 53 | 2026-04-30 | → |
| 647 | LINGOTTO INVESTMENT MANAGEMENT LLP | 324295 | 100% | $12.71B | 35 | 2026-04-30 | → |
| 648 | LS POWER EQUITY ADVISORS, LLC | 158272 | 100% | $12.64B | 224 | 2026-04-30 | → |
| 649 | APPLETON PARTNERS, INC. | 110049 | 100% | $12.55B | 59 | 2026-03-31 | → |
| 650 | WESTWOOD MANAGEMENT CORP | 110269 | 100% | $12.46B | 95 | 2026-03-31 | → |
| 651 | MFN PARTNERS MANAGEMENT, LP | 291755 | 100% | $12.42B | 17 | 2026-03-31 | → |
| 652 | OASIS CAPITAL PARTNERS (TEXAS) INC. | 171703 | 100% | $12.40B | 57 | 2026-03-31 | → |
| 653 | NEUBERGER BERMAN CANADA ULC | 284803 | 100% | $12.39B | 27 | 2026-04-30 | → |
| 654 | SOUND POINT CLO C-MOA, LLC | 293256 | 100% | $12.34B | 40 | 2026-03-31 | → |
| 655 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | 100% | $12.27B | 48 | 2025-12-31 | → |
| 656 | MACQUARIE INVESTMENT MANAGEMENT AUSTRIA KAPITALANLAGE AG | 290998 | 100% | $12.27B | 35 | 2025-06-30 | → |
| 657 | AQUILINE MANAGEMENT HOLDINGS LP | 327352 | 100% | $12.27B | 85 | 2026-05-31 | → |
| 658 | BSP CLO MANAGEMENT LLC | 304962 | 100% | $12.24B | 241 | 2026-03-31 | → |
| 659 | ADVISORS CAPITAL MANAGEMENT, LLC | 112266 | 100% | $12.20B | 103 | 2026-03-31 | → |
| 660 | HOLLYPORT CAPITAL LLP | 289306 | 100% | $12.20B | 84 | 2026-06-30 | → |
| 661 | HONEYWELL CAPITAL MANAGEMENT LLC | 109537 | 100% | $12.19B | 17 | 2025-03-31 | → |
| 662 | INTERCONTINENTAL REAL ESTATE CORPORATION | 112332 | 100% | $12.18B | 122 | 2026-03-31 | → |
| 663 | GILDER GAGNON HOWE & CO. LLC | 2002 | 100% | $12.12B | 84 | 2026-03-31 | → |
| 664 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | 100% | $12.04B | 121 | 2026-03-31 | → |
| 665 | THE ENERGY & MINERALS GROUP LP | 339275 | 100% | $12.02B | 22 | 2026-03-31 | → |
| 666 | SLATE PATH CAPITAL LP | 164751 | 100% | $11.99B | 25 | 2026-03-31 | → |
| 667 | POINTSTATE CAPITAL LP | 161110 | 100% | $11.98B | 41 | 2026-05-31 | → |
| 668 | CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. | 104604 | 100% | $11.94B | 38 | 2026-03-31 | → |
| 669 | CANYON CLO ADVISORS LP | 226636 | 100% | $11.91B | 161 | 2026-03-31 | → |
| 670 | GOLDBERG LINDSAY & CO. LLC | 141029 | 100% | $11.91B | 55 | 2026-04-30 | → |
| 671 | LEVINE LEICHTMAN CAPITAL PARTNERS, LLC | 140980 | 100% | $11.88B | 73 | 2026-04-30 | → |
| 672 | PARADIGM OPERATIONS LP | 299210 | 100% | $11.87B | 61 | 2026-06-30 | → |
| 673 | FIRST SENTIER INVESTORS (UK) FUNDS LIMITED | 171592 | 100% | $11.87B | 314 | 2026-03-31 | → |
| 674 | FTV MANAGEMENT COMPANY LP | 159568 | 100% | $11.86B | 119 | 2026-01-31 | → |
| 675 | STONEBRIDGE ADVISORS LLC | 134017 | 100% | $11.83B | 15 | 2026-03-31 | → |
| 676 | AKRE CAPITAL MANAGEMENT, LLC | 109242 | 100% | $11.82B | 12 | 2026-06-30 | → |
| 677 | 137 VENTURES MANAGEMENT LLC | 162351 | 100% | $11.81B | 25 | 2026-04-30 | → |
| 678 | PERCEPTIVE ADVISORS LLC. | 154703 | 100% | $11.77B | 49 | 2026-03-31 | → |
| 679 | KLINE HILL PARTNERS LP | 283283 | 100% | $11.71B | 50 | 2026-03-31 | → |
| 680 | BIMINI ADVISORS, LLC | 164944 | 100% | $11.68B | 10 | 2026-04-30 | → |
| 681 | WINTON CAPITAL MANAGEMENT LTD. | 130566 | 100% | $11.67B | 149 | 2026-03-31 | → |
| 682 | BRICKTOWN CAPITAL LLC | 319290 | 100% | $11.67B | 33 | 2026-03-31 | → |
| 683 | GREENHAVEN ASSOCIATES INC | 104729 | 100% | $11.66B | 7 | 2026-02-28 | → |
| 684 | CSM ADVISORS, LLC | 306128 | 100% | $11.65B | 44 | 2026-05-31 | → |
| 685 | TPG SOLUTIONS ADVISORS, LLC | 313020 | 100% | $11.61B | 46 | 2026-06-30 | → |
| 686 | NOVACAP MANAGEMENT US INC. | 327243 | 100% | $11.61B | 13 | 2026-03-31 | → |
| 687 | GATEWAY INVESTMENT ADVISERS, LLC | 146681 | 100% | $11.59B | 28 | 2026-04-30 | → |
| 688 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | 100% | $11.58B | 64 | 2026-03-31 | → |
| 689 | KRANE FUNDS ADVISORS, LLC | 157103 | 100% | $11.57B | 50 | 2026-03-31 | → |
| 690 | CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. | 158495 | 100% | $11.54B | 71 | 2026-03-31 | → |
| 691 | KENNEDY LEWIS MANAGEMENT LP | 290399 | 100% | $11.54B | 144 | 2026-04-30 | → |
| 692 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 106355 | 100% | $11.53B | 49 | 2026-04-30 | → |
| 693 | LONGVIEW PARTNERS (GUERNSEY) LIMITED | 143875 | 100% | $11.51B | 7 | 2026-03-31 | → |
| 694 | LONGVIEW PARTNERS LLP | 139390 | 100% | $11.51B | 39 | 2026-03-31 | → |
| 695 | KINDERHOOK INDUSTRIES, LLC | 160193 | 100% | $11.46B | 30 | 2026-03-31 | → |
| 696 | GUINNESS ASSET MANAGEMENT LIMITED | 140891 | 100% | $11.43B | 81 | 2025-12-31 | → |
| 697 | THE WINDACRE PARTNERSHIP LLC | 168761 | 100% | $11.42B | 8 | 2026-03-31 | → |
| 698 | QRG CAPITAL MANAGEMENT, INC. | 305277 | 100% | $11.41B | 12 | 2026-06-30 | → |
| 699 | FIDUCIARY MANAGEMENT, INC. | 109149 | 100% | $11.36B | 25 | 2026-06-30 | → |
| 700 | PT ASSET MANAGEMENT, LLC | 107619 | 100% | $11.35B | 52 | 2026-03-31 | → |
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