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 | |
|---|---|---|---|---|---|---|---|
| 501 | ECOR1 CAPITAL, LLC | 167121 | $684.9M | $3.42B | 22 | 2026-03-31 | → |
| 502 | MPC CAPITAL ADVISORS, LLC | 153586 | $684.0M | $22.57B | 9 | 2026-03-31 | → |
| 503 | WHALE ROCK CAPITAL MANAGEMENT LLC | 140746 | $682.8M | $12.97B | 31 | 2026-06-30 | → |
| 504 | CAPTION MANAGEMENT, LLC | 173841 | $681.5M | $3.41B | 22 | 2026-03-31 | → |
| 505 | GIGAFUND MANAGEMENT COMPANY, LLC | 289807 | $680.3M | $14.97B | 7 | 2026-03-31 | → |
| 506 | REALTERM TRANSPORTATION LLC | 322689 | $679.3M | $10.87B | 265 | 2026-05-31 | → |
| 507 | RHONE GROUP L.L.C. | 161731 | $679.2M | $8.15B | 35 | 2026-03-31 | → |
| 508 | CBRE GLOBAL VALUE INVESTORS, LLC | 111590 | $679.1M | $6.11B | 195 | 2025-07-31 | → |
| 509 | VISION RIDGE PARTNERS, LLC | 174836 | $678.9M | $6.11B | 35 | 2026-05-31 | → |
| 510 | JMI MANAGEMENT, L.P. | 158344 | $678.8M | $13.58B | 81 | 2026-06-30 | → |
| 511 | PACER ADVISORS, INC. | 137381 | $677.8M | $38.64B | 24 | 2026-03-31 | → |
| 512 | NZS CAPITAL LLC | 305093 | $676.4M | $4.06B | 9 | 2026-04-30 | → |
| 513 | MORANT WRIGHT MANAGEMENT LIMITED | 138189 | $675.5M | $7.43B | 12 | 2025-11-30 | → |
| 514 | MARITIME PARTNERS, LLC | 300186 | $673.8M | $4.72B | 41 | 2026-03-31 | → |
| 515 | ASHOKA WHITEOAK CAPITAL PTE. LTD. | 299712 | $672.3M | $5.38B | 23 | 2026-06-30 | → |
| 516 | PRUDENTIAL SELECT STRATEGIES LLC | 286153 | $670.1M | $22.78B | 64 | 2026-03-31 | → |
| 517 | YAUPON CAPITAL MANAGEMENT LP | 298556 | $669.2M | $4.68B | 20 | 2026-03-31 | → |
| 518 | BLACKSTONE PROPERTY ADVISORS L.P. | 226598 | $667.2M | $77.40B | 575 | 2026-03-31 | → |
| 519 | RECOGNIZE PARTNERS LP | 311156 | $666.0M | $3.33B | 25 | 2026-04-30 | → |
| 520 | CONNING, INC. | 107423 | $664.0M | $106.90B | 270 | 2026-03-31 | → |
| 521 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | $663.5M | $50.42B | 122 | 2026-03-31 | → |
| 522 | OAK HILL ADVISORS, L.P. | 125352 | $662.6M | $100.72B | 435 | 2026-06-30 | → |
| 523 | TCMI, INC. | 160389 | $661.9M | $22.51B | 79 | 2026-03-31 | → |
| 524 | POMONA MANAGEMENT LLC | 148269 | $659.0M | $15.16B | 41 | 2026-03-31 | → |
| 525 | FTV MANAGEMENT COMPANY LP | 159568 | $658.8M | $11.86B | 119 | 2026-01-31 | → |
| 526 | CONTOUR ASSET MANAGEMENT LLC | 154645 | $657.3M | $5.92B | 15 | 2026-03-31 | → |
| 527 | STERLING INVESTMENT PARTNERS ADVISERS, LLC | 156946 | $657.3M | $3.94B | 24 | 2026-03-31 | → |
| 528 | CAMDEN ASSET MANAGEMENT L P | 106772 | $656.8M | $11.17B | 19 | 2026-06-30 | → |
| 529 | GREENVALE CAPITAL LLP | 281654 | $656.0M | $3.28B | 15 | 2026-06-30 | → |
| 530 | STONEPEAK PARTNERS LP | 159699 | $655.3M | $81.91B | 359 | 2026-04-30 | → |
| 531 | CUSOURCE, LLC | 44970 | $654.7M | $52.37B | 7 | 2026-03-31 | → |
| 532 | ARES MANAGEMENT LLC | 130074 | $653.6M | $458.82B | 3,990 | 2026-05-31 | → |
| 533 | DIAMETER CAPITAL PARTNERS LP | 289307 | $653.5M | $28.76B | 119 | 2026-04-30 | → |
| 534 | MIC CAPITAL MANAGEMENT UK LLP | 316617 | $649.4M | $36.37B | 236 | 2026-03-31 | → |
| 535 | COUNTERPOINT MUTUAL FUNDS, LLC | 172379 | $647.8M | $3.24B | 15 | 2026-03-31 | → |
| 536 | NATIONWIDE FUND ADVISORS | 109391 | $644.5M | $83.14B | 129 | 2026-02-28 | → |
| 537 | ORBIMED ADVISORS LLC | 118608 | $644.0M | $20.61B | 118 | 2026-03-31 | → |
| 538 | CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M. | 339944 | $643.6M | $3.22B | 2 | 2026-06-30 | → |
| 539 | STEPSTONE GROUP PRIVATE DEBT LLC | 323711 | $643.6M | $5.79B | 0 | 2026-06-30 | → |
| 540 | BANDHAN AMC LIMITED | 170336 | $643.5M | $20.59B | 672 | 2025-06-30 | → |
| 541 | VR ADVISER, LLC | 169288 | $642.2M | $4.50B | 11 | 2026-04-30 | → |
| 542 | ONEX PARTNERS MANAGER LP | 160923 | $642.1M | $22.47B | 180 | 2026-05-31 | → |
| 543 | ORIX ADVISERS, LLC | 307580 | $641.7M | $9.63B | 372 | 2026-06-30 | → |
| 544 | TJC LP | 160313 | $641.3M | $30.78B | 96 | 2026-05-31 | → |
| 545 | JASPER RIDGE PARTNERS, L.P. | 144401 | $641.0M | $42.95B | 145 | 2026-03-31 | → |
| 546 | NGP ENERGY CAPITAL MANAGEMENT, LLC | 160729 | $639.7M | $10.88B | 56 | 2026-03-31 | → |
| 547 | SENTINEL CAPITAL PARTNERS, L.L.C. | 160474 | $639.7M | $8.96B | 62 | 2026-03-31 | → |
| 548 | ORG PORTFOLIO MANAGEMENT LLC | 130198 | $638.0M | $6.38B | 22 | 2026-03-31 | → |
| 549 | ALTERRA IOS MANAGER, LLC | 324445 | $637.2M | $3.19B | 44 | 2026-03-31 | → |
| 550 | WATERMARK GROUP, INC. | 108272 | $636.6M | $3.82B | 22 | 2026-04-30 | → |
| 551 | ADVANTAGE CAPITAL MANAGEMENT LLC | 171128 | $635.4M | $8.26B | 30 | 2026-05-31 | → |
| 552 | DODGE & COX | 104596 | $630.5M | $466.56B | 336 | 2026-04-30 | → |
| 553 | POINTSTATE CAPITAL LP | 161110 | $630.3M | $11.98B | 41 | 2026-05-31 | → |
| 554 | ACORE CAPITAL, LP | 175054 | $630.1M | $18.27B | 121 | 2026-04-30 | → |
| 555 | ELLINGTON MANAGEMENT GROUP, L.L.C. | 112493 | $629.0M | $20.76B | 164 | 2026-06-30 | → |
| 556 | GREYSTONE BRIDGE LENDING FUND MANAGER LLC | 284589 | $628.6M | $4.40B | 72 | 2026-04-30 | → |
| 557 | HILLTOP SECURITIES ASSET MANAGEMENT, LLC | 110760 | $628.4M | $37.70B | 31 | 2026-03-31 | → |
| 558 | VALUEACT CAPITAL MANAGEMENT, L.P. | 154249 | $626.7M | $11.28B | 31 | 2026-03-31 | → |
| 559 | BREGAL INVESTMENTS, INC. | 285006 | $626.1M | $27.55B | 101 | 2026-03-31 | → |
| 560 | SYSTEMATICA INVESTMENTS UK LLP | 289336 | $626.0M | $23.79B | 26 | 2026-03-31 | → |
| 561 | SYSTEMATICA INVESTMENTS LIMITED | 173876 | $626.0M | $23.79B | 0 | 2026-03-31 | → |
| 562 | SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD | 289335 | $626.0M | $23.79B | 6 | 2026-03-31 | → |
| 563 | SYSTEMATICA INVESTMENTS GP LIMITED | 289338 | $626.0M | $23.79B | 34 | 2026-03-31 | → |
| 564 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | 120934 | $623.5M | $70.45B | 677 | 2026-03-31 | → |
| 565 | CROSSPOINT CAPITAL PARTNERS, LP | 306981 | $621.1M | $8.70B | 37 | 2026-03-31 | → |
| 566 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | 159641 | $617.3M | $18.52B | 38 | 2026-03-31 | → |
| 567 | TROY ASSET MANAGEMENT LTD | 319174 | $616.6M | $14.80B | 43 | 2025-06-30 | → |
| 568 | PRANA CAPITAL MANAGEMENT LP | 287925 | $616.0M | $4.31B | 10 | 2026-03-31 | → |
| 569 | ARCLIGHT CAPITAL PARTNERS, LLC | 161228 | $615.7M | $13.54B | 60 | 2026-03-31 | → |
| 570 | FMR INVESTMENT MANAGEMENT (UK) LIMITED | 108273 | $614.9M | $25.82B | 119 | 2026-06-30 | → |
| 571 | BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP | 172298 | $613.2M | $3.68B | 6 | 2026-06-30 | → |
| 572 | EMINENCE CAPITAL, LP | 160611 | $612.7M | $9.80B | 51 | 2026-05-31 | → |
| 573 | HAMILTON LANE ADVISORS, L.L.C. | 107876 | $611.4M | $141.83B | 740 | 2026-06-30 | → |
| 574 | BLACKSTONE PRIVATE CREDIT STRATEGIES LLC | 327208 | $609.7M | $57.92B | 753 | 2026-05-31 | → |
| 575 | J. GOLDMAN & CO., L.P. | 157465 | $609.1M | $4.87B | 112 | 2026-03-31 | → |
| 576 | THE VISTRIA GROUP, LP | 167045 | $608.2M | $13.99B | 107 | 2026-05-31 | → |
| 577 | PHARMAKON ADVISORS, LP | 161150 | $607.7M | $3.04B | 15 | 2026-03-31 | → |
| 578 | VOYA ALTERNATIVE ASSET MANAGEMENT LLC | 107235 | $607.3M | $34.01B | 124 | 2026-03-31 | → |
| 579 | GAOTENG GLOBAL ASSET MANAGEMENT LIMITED | 301825 | $606.9M | $13.35B | 46 | 2026-03-31 | → |
| 580 | MSREF REAL ESTATE ADVISOR, INC. | 142047 | $606.6M | $15.77B | 372 | 2026-05-31 | → |
| 581 | MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC | 285820 | $605.9M | $7.27B | 360 | 2026-05-31 | → |
| 582 | HARBOURVEST PARTNERS, LLC | 109846 | $605.0M | $191.18B | 1,204 | 2026-05-31 | → |
| 583 | RECORD CURRENCY MANAGEMENT LIMITED | 110893 | $604.0M | $114.16B | 87 | 2026-06-30 | → |
| 584 | STWD INVESTMENT MANAGEMENT, LLC | 288615 | $603.8M | $5.43B | 139 | 2026-03-31 | → |
| 585 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | $603.4M | $178.01B | 471 | 2026-04-30 | → |
| 586 | STAR ASIA MANAGEMENT LLC | 162365 | $601.4M | $4.81B | 4 | 2026-04-30 | → |
| 587 | BLACKROCK ALTERNATIVES MANAGEMENT, LLC | 288041 | $599.9M | $18.00B | 9 | 2026-06-30 | → |
| 588 | VONTOBEL ASSET MANAGEMENT, INC. | 105007 | $596.8M | $20.29B | 63 | 2026-03-31 | → |
| 589 | FROST INVESTMENT ADVISORS, LLC | 146148 | $595.7M | $5.36B | 31 | 2026-03-31 | → |
| 590 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | $595.0M | $15.47B | 41 | 2026-03-31 | → |
| 591 | T. ROWE PRICE SINGAPORE PRIVATE LTD | 155831 | $594.9M | $14.28B | 81 | 2026-03-31 | → |
| 592 | DAVIS SELECTED ADVISERS - NY, INC. | 106659 | $594.0M | $21.98B | 57 | 2026-03-31 | → |
| 593 | MESARETE CAPITAL LLP | 314600 | $593.3M | $4.75B | 27 | 2026-06-30 | → |
| 594 | MACKENZIE INVESTMENTS EUROPE LIMITED | 284912 | $592.4M | $5.33B | 12 | 2026-03-31 | → |
| 595 | HARRISON STREET PRIVATE WEALTH LLC | 143857 | $591.2M | $4.14B | 35 | 2026-03-31 | → |
| 596 | BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. | 171207 | $590.5M | $73.82B | 1,402 | 2026-03-31 | → |
| 597 | PROSHARE ADVISORS LLC | 134155 | $588.3M | $85.30B | 98 | 2026-03-31 | → |
| 598 | PROVIDENCE EQUITY PARTNERS L.L.C. | 155678 | $588.3M | $24.12B | 135 | 2026-03-31 | → |
| 599 | FIVE POINT INFRASTRUCTURE LLC | 171158 | $587.8M | $7.05B | 33 | 2026-04-30 | → |
| 600 | MANE GLOBAL CAPITAL MANAGEMENT LP | 311912 | $587.6M | $2.94B | 20 | 2026-03-31 | → |
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