Research Report · 2026-06-30
Registered Investment Advisers with the Highest Segment Assets per Client
SEC-registered investment advisers ranked by segment assets / client.
Firms
1,000
Total AUM
$84.92T
Median AUM
$18.06B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Segment Assets / Client↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | RTW INVESTMENTS LP | 153232 | $1.41B | $14.14B | 70 | 2026-03-31 | → |
| 202 | ONE MADISON GROUP LLC | 320876 | $1.40B | $7.02B | 23 | 2026-03-31 | → |
| 203 | VR ADVISORY SERVICES LTD. | 137158 | $1.40B | $9.77B | 42 | 2026-03-31 | → |
| 204 | ALGEBRIS INVESTMENTS (US) INC. | 169236 | $1.39B | $6.94B | 4 | 2026-03-31 | → |
| 205 | DAWSON PARTNERS INC. | 281728 | $1.38B | $22.14B | 231 | 2026-06-30 | → |
| 206 | CENTERBRIDGE PARTNERS, L.P. | 157359 | $1.38B | $79.86B | 280 | 2026-06-30 | → |
| 207 | FEDERATED HERMES (UK) LLP | 169087 | $1.37B | $24.72B | 11 | 2026-03-31 | → |
| 208 | JOHN HANCOCK VARIABLE TRUST ADVISERS LLC | 16009 | $1.37B | $68.59B | 192 | 2026-03-31 | → |
| 209 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | $1.37B | $267.16B | 262 | 2026-04-30 | → |
| 210 | PARNASSUS INVESTMENTS, LLC | 316904 | $1.37B | $41.09B | 87 | 2026-03-31 | → |
| 211 | SEQUOIA CAPITAL OPERATIONS, LLC | 157373 | $1.37B | $82.17B | 168 | 2026-03-31 | → |
| 212 | FIRST SENTIER INVESTORS (IRELAND) LIMITED | 304423 | $1.36B | $28.50B | 45 | 2026-06-30 | → |
| 213 | TRUTINO CAPITAL MANAGEMENT, LLC | 281980 | $1.34B | $6.72B | 7 | 2026-02-28 | → |
| 214 | GUIDESTONE CAPITAL MANAGEMENT, LLC | 112319 | $1.34B | $36.24B | 35 | 2026-04-30 | → |
| 215 | FRANKLIN TEMPLETON FUND ADVISER, LLC | 140432 | $1.34B | $167.44B | 0 | 2025-12-31 | → |
| 216 | VOLEON CAPITAL MANAGEMENT LP | 147443 | $1.34B | $29.38B | 158 | 2026-05-31 | → |
| 217 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 311296 | $1.33B | $29.35B | 36 | 2026-03-31 | → |
| 218 | KKR CREDIT ADVISORS (US) LLC | 146629 | $1.33B | $270.85B | 609 | 2026-03-31 | → |
| 219 | AXA INVESTMENT MANAGERS US INC | 113608 | $1.32B | $79.24B | 167 | 2026-03-31 | → |
| 220 | NEA MANAGEMENT COMPANY, LLC | 161004 | $1.32B | $35.58B | 113 | 2026-03-31 | → |
| 221 | BLACKSTONE GROWTH ADVISORS L.L.C. | 305708 | $1.31B | $10.50B | 48 | 2026-05-31 | → |
| 222 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | $1.30B | $174.54B | 222 | 2026-06-30 | → |
| 223 | FOXHAVEN ASSET MANAGEMENT, LP | 168872 | $1.30B | $6.50B | 10 | 2026-03-31 | → |
| 224 | GREAT MOUNTAIN PARTNERS LLC | 309528 | $1.28B | $14.11B | 17 | 2026-03-31 | → |
| 225 | STEPSTONE GROUP PRIVATE WEALTH LLC | 305881 | $1.28B | $17.93B | 128 | 2026-06-30 | → |
| 226 | CVC ADVISORS (U.S.) INC. | 174050 | $1.28B | $25.56B | 70 | 2026-03-31 | → |
| 227 | ALAN D BILLER & ASSOCIATES, INC. | 105283 | $1.28B | $65.07B | 51 | 2026-01-31 | → |
| 228 | GLENVIEW CAPITAL MANAGEMENT, LLC | 137640 | $1.27B | $6.37B | 49 | 2026-03-31 | → |
| 229 | KPS CAPITAL PARTNERS, LP | 157678 | $1.27B | $19.08B | 111 | 2026-03-31 | → |
| 230 | LONE PINE CAPITAL LLC | 156602 | $1.27B | $21.62B | 101 | 2026-03-31 | → |
| 231 | PUBLIC TRUST ADVISORS, LLC | 159189 | $1.27B | $104.24B | 157 | 2026-04-30 | → |
| 232 | ARINI CAPITAL MANAGEMENT LIMITED | 331241 | $1.27B | $35.53B | 121 | 2026-06-30 | → |
| 233 | RA CAPITAL MANAGEMENT, LP | 160174 | $1.26B | $16.40B | 185 | 2026-03-31 | → |
| 234 | NUVEEN ALTERNATIVES ADVISORS LLC | 160255 | $1.26B | $142.02B | 87 | 2026-04-30 | → |
| 235 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | $1.26B | $199.66B | 452 | 2026-05-31 | → |
| 236 | FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED | 148045 | $1.25B | $32.55B | 68 | 2026-06-30 | → |
| 237 | NORTHCAPE CAPITAL PTY LTD | 332305 | $1.24B | $9.96B | 32 | 2026-04-30 | → |
| 238 | T. ROWE PRICE INTERNATIONAL LTD | 126032 | $1.24B | $277.19B | 781 | 2026-03-31 | → |
| 239 | GOLDEN GATE PRIVATE EQUITY INC. | 157379 | $1.24B | $11.16B | 89 | 2026-04-30 | → |
| 240 | POLAR CAPITAL LLP | 136133 | $1.24B | $43.26B | 196 | 2026-06-30 | → |
| 241 | GC ADVISORS LLC | 148687 | $1.24B | $177.85B | 1,035 | 2026-06-30 | → |
| 242 | GI MANAGER L.P. | 161573 | $1.23B | $35.74B | 160 | 2026-03-31 | → |
| 243 | HRTG GPE, LLC | 157389 | $1.23B | $27.10B | 26 | 2026-06-30 | → |
| 244 | GRAHAM CAPITAL MANAGEMENT, L.P. | 160925 | $1.22B | $42.87B | 209 | 2026-05-31 | → |
| 245 | BVF PARTNERS L.P. | 156149 | $1.22B | $6.11B | 13 | 2026-03-31 | → |
| 246 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | $1.22B | $1.60T | 7,987 | 2026-06-30 | → |
| 247 | BLACKROCK (SINGAPORE) LIMITED | 164594 | $1.21B | $70.33B | 236 | 2026-06-30 | → |
| 248 | SANDERS CAPITAL, LLC | 151480 | $1.21B | $122.18B | 26 | 2026-03-31 | → |
| 249 | PENN MUTUAL ASSET MANAGEMENT, LLC | 107518 | $1.21B | $42.29B | 30 | 2026-04-30 | → |
| 250 | BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 170746 | $1.20B | $7.22B | 24 | 2026-05-31 | → |
| 251 | BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. | 304477 | $1.20B | $13.19B | 31 | 2026-03-31 | → |
| 252 | THOMA BRAVO, L.P. | 157041 | $1.20B | $182.94B | 246 | 2026-03-31 | → |
| 253 | SACHEM HEAD CAPITAL MANAGEMENT LP | 167173 | $1.19B | $7.16B | 17 | 2026-03-31 | → |
| 254 | BUCK GLOBAL, LLC | 108695 | $1.19B | $47.61B | 625 | 2025-03-31 | → |
| 255 | RESOURCE MANAGEMENT SERVICE, LLC | 130791 | $1.18B | $5.92B | 149 | 2026-03-31 | → |
| 256 | ALPINE MANAGEMENT SERVICES III, LLC | 157255 | $1.18B | $18.91B | 96 | 2026-03-31 | → |
| 257 | MERITAGE GROUP LP | 142622 | $1.17B | $14.09B | 55 | 2026-03-31 | → |
| 258 | FIRST SENTIER INVESTORS (HONG KONG) LIMITED | 281553 | $1.17B | $32.87B | 87 | 2026-03-31 | → |
| 259 | ALPHA WAVE GLOBAL, LP | 160894 | $1.16B | $26.66B | 113 | 2026-03-31 | → |
| 260 | LONE STAR AMERICAS ACQUISITIONS, INC. | 160000 | $1.15B | $35.73B | 36 | 2026-03-31 | → |
| 261 | GMT CAPITAL CORP. | 160404 | $1.15B | $6.90B | 19 | 2026-03-31 | → |
| 262 | STONE POINT CAPITAL LLC | 156521 | $1.15B | $67.63B | 121 | 2026-03-31 | → |
| 263 | ABACUS CAPITAL GROUP LLC | 157243 | $1.15B | $6.88B | 33 | 2026-03-31 | → |
| 264 | BDT CAPITAL PARTNERS, LLC | 160914 | $1.14B | $51.52B | 498 | 2026-03-31 | → |
| 265 | NEOS INVESTMENT MANAGEMENT, LLC | 321256 | $1.14B | $21.69B | 35 | 2026-03-31 | → |
| 266 | POLUNIN CAPITAL PARTNERS LIMITED | 159031 | $1.14B | $7.96B | 17 | 2026-03-31 | → |
| 267 | IDR INVESTMENT MANAGEMENT, LLC | 286208 | $1.13B | $10.19B | 15 | 2026-03-31 | → |
| 268 | AMOVA ASSET MANAGEMENT UK LIMITED | 111038 | $1.13B | $19.19B | 85 | 2026-06-30 | → |
| 269 | BAYVIEW ASSET MANAGEMENT, LLC | 157053 | $1.13B | $64.21B | 556 | 2026-05-31 | → |
| 270 | WESTBRIDGE CAPITAL US ADVISORS, LP | 161527 | $1.12B | $7.86B | 90 | 2026-03-31 | → |
| 271 | TPG CAPITAL ADVISORS, LLC | 159738 | $1.12B | $140.57B | 414 | 2026-06-30 | → |
| 272 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $1.11B | $88.80B | 217 | 2026-03-31 | → |
| 273 | BLUECOVE LIMITED | 307090 | $1.10B | $9.89B | 62 | 2026-03-31 | → |
| 274 | BROOKFIELD ASSET MANAGEMENT PIC CANADA, LP | 151605 | $1.09B | $152.13B | 1,413 | 2026-04-30 | → |
| 275 | OMNICAP GROUP LLC | 133387 | $1.08B | $6.51B | 15 | 2026-04-30 | → |
| 276 | FIRST SENTIER INVESTORS (SINGAPORE) | 165124 | $1.08B | $10.84B | 55 | 2026-03-31 | → |
| 277 | STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. | 134009 | $1.07B | $80.36B | 113 | 2026-06-30 | → |
| 278 | ATLAS FRM LLC | 160610 | $1.07B | $18.12B | 87 | 2026-03-31 | → |
| 279 | RUBRIC CAPITAL MANAGEMENT LP | 285090 | $1.06B | $9.58B | 15 | 2026-03-31 | → |
| 280 | WESTWOOD GLOBAL INVESTMENTS LLC | 125012 | $1.05B | $9.47B | 30 | 2026-03-31 | → |
| 281 | VALOR MANAGEMENT LLC | 160014 | $1.04B | $59.32B | 104 | 2026-04-30 | → |
| 282 | TENSAI HOLDING COMPANY, LLC | 331487 | $1.04B | $9.33B | 50 | 2025-04-30 | → |
| 283 | CANDLESTICK CAPITAL MANAGEMENT LP | 305218 | $1.03B | $5.16B | 40 | 2025-03-31 | → |
| 284 | IRONWOOD CAPITAL MANAGEMENT CORP | 109330 | $1.03B | $8.23B | 43 | 2026-03-31 | → |
| 285 | A FIN MANAGEMENT LLC | 315482 | $1.03B | $6.16B | 30 | 2026-03-31 | → |
| 286 | BROWN BROTHERS HARRIMAN & CO. | 111231 | $1.02B | $7.15B | 48 | 2026-03-31 | → |
| 287 | FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA | 128610 | $1.02B | $14.25B | 15 | 2026-06-30 | → |
| 288 | LIFE CYCLE INVESTMENT PARTNERS LIMITED | 337788 | $1.02B | $17.30B | 13 | 2025-12-31 | → |
| 289 | INVESTURE, LLC | 130099 | $1.01B | $38.52B | 51 | 2026-03-31 | → |
| 290 | AEGON ASSET MANAGEMENT UK PLC | 289505 | $1.01B | $52.63B | 254 | 2026-03-31 | → |
| 291 | MAPLELANE CAPITAL, LLC | 159894 | $1.01B | $5.05B | 16 | 2026-04-30 | → |
| 292 | FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED | 110992 | $1.01B | $16.09B | 314 | 2026-06-30 | → |
| 293 | HAVELI INVESTMENT MANAGEMENT LLC | 316470 | $1.01B | $6.03B | 51 | 2026-03-31 | → |
| 294 | US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC | 323370 | $1.00B | $7.03B | 14 | 2026-03-31 | → |
| 295 | SETANTA ASSET MANAGEMENT LTD | 281781 | $1.00B | $15.02B | 24 | 2025-03-31 | → |
| 296 | BLACKSTONE ISG-II ADVISORS L.L.C. | 289550 | $1.00B | $8.01B | 114 | 2026-03-31 | → |
| 297 | CARMEL MANAGEMENT III, LLC | 160892 | $998.0M | $7.98B | 164 | 2026-03-31 | → |
| 298 | BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | 146043 | $996.9M | $69.79B | 255 | 2026-03-31 | → |
| 299 | PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC | 304443 | $988.7M | $25.71B | 120 | 2026-05-31 | → |
| 300 | ANTARES CAPITAL ADVISERS LLC | 281998 | $987.4M | $47.39B | 466 | 2026-03-31 | → |
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