Research Report · 2026-06-30
Most Fund-Focused Registered Investment Advisers
SEC-registered investment advisers ranked by the share of reported client-type assets tied to pooled vehicles and investment companies.
Firms
1,000
Total AUM
$42.61T
Median AUM
$6.43B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Fund / Pooled Share↕ | Segment Assets↕ | AUM↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 801 | PALISTAR CAPITAL LP | 300897 | 100% | $3.47B | $3.47B | 2026-03-31 | → |
| 802 | FUNDRISE ADVISORS, LLC | 172036 | 100% | $3.46B | $3.46B | 2026-05-31 | → |
| 803 | BLUEROCK FUND ADVISOR, LLC | 165015 | 100% | $3.46B | $3.46B | 2026-03-31 | → |
| 804 | TANGENCY CAPITAL INVESTMENT ADVISORY LTD. | 316597 | 100% | $3.45B | $3.45B | 2026-03-31 | → |
| 805 | TRIBE CAPITAL MANAGEMENT, LLC | 304697 | 100% | $3.44B | $3.44B | 2026-03-31 | → |
| 806 | DRAGONFLY DIGITAL MANAGEMENT, LLC | 300750 | 100% | $3.44B | $3.44B | 2026-03-31 | → |
| 807 | ECOR1 CAPITAL, LLC | 167121 | 100% | $3.42B | $3.42B | 2026-03-31 | → |
| 808 | HILL PATH CAPITAL LP | 281794 | 100% | $3.41B | $3.41B | 2026-03-31 | → |
| 809 | CAPTION MANAGEMENT, LLC | 173841 | 100% | $3.41B | $3.41B | 2026-03-31 | → |
| 810 | LAKEWOOD CAPITAL MANAGEMENT, LP | 156429 | 100% | $3.40B | $3.40B | 2026-03-31 | → |
| 811 | FIERA COMOX PARTNERS INC | 323679 | 100% | $3.40B | $3.40B | 2026-03-31 | → |
| 812 | NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. | 307111 | 100% | $3.40B | $3.40B | 2026-06-30 | → |
| 813 | KNOX LANE LP | 306657 | 100% | $3.40B | $3.40B | 2026-06-30 | → |
| 814 | GAUGE CAPITAL LLC | 169890 | 100% | $3.39B | $3.39B | 2026-03-31 | → |
| 815 | INVENOMIC CAPITAL MANAGEMENT LP | 287617 | 100% | $3.39B | $3.39B | 2026-03-31 | → |
| 816 | UPFRONT VENTURES MANAGEMENT, LLC | 175144 | 100% | $3.38B | $3.38B | 2026-03-31 | → |
| 817 | SEAFARER CAPITAL PARTNERS, LLC | 158671 | 100% | $3.38B | $3.38B | 2026-03-31 | → |
| 818 | SUMERU EQUITY PARTNERS L.P. | 172955 | 100% | $3.37B | $3.37B | 2026-05-31 | → |
| 819 | DIVERSIS CAPITAL MANAGEMENT, L.P. | 300773 | 100% | $3.37B | $3.37B | 2026-06-30 | → |
| 820 | FIVE ARROWS MANAGERS NORTH AMERICA LLC | 136191 | 100% | $3.37B | $3.37B | 2026-03-31 | → |
| 821 | BANNEKER PARTNERS LLC | 296624 | 100% | $3.36B | $3.36B | 2026-03-31 | → |
| 822 | PROPRIUM CAPITAL PARTNERS, L.P. | 165441 | 100% | $3.36B | $3.36B | 2026-03-31 | → |
| 823 | MARBLE CAPITAL LP | 285940 | 100% | $3.35B | $3.35B | 2026-03-31 | → |
| 824 | WARWICK CAPITAL PARTNERS (US) LP | 320777 | 100% | $3.34B | $3.34B | 2026-03-31 | → |
| 825 | NSV II MANAGEMENT COMPANY, LLC | 160608 | 100% | $3.34B | $3.34B | 2026-03-31 | → |
| 826 | REGATTA LOAN MANAGEMENT LLC | 226518 | 100% | $3.33B | $3.33B | 2026-03-31 | → |
| 827 | RECOGNIZE PARTNERS LP | 311156 | 100% | $3.33B | $3.33B | 2026-04-30 | → |
| 828 | VWH CAPITAL MANAGEMENT, LP | 289128 | 100% | $3.32B | $3.32B | 2026-03-31 | → |
| 829 | PRAXIS INVESTMENT MANAGEMENT, INC. | 105675 | 100% | $3.30B | $3.30B | 2026-03-31 | → |
| 830 | SMASH VENTURES MANAGEMENT COMPANY LP | 299799 | 100% | $3.30B | $3.30B | 2026-05-31 | → |
| 831 | PATRIA CAPITAL PARTNERS LLP | 144651 | 100% | $3.29B | $3.29B | 2026-05-31 | → |
| 832 | ATALAN CAPITAL PARTNERS, LP | 226714 | 100% | $3.29B | $3.29B | 2026-04-30 | → |
| 833 | KNIGHTSBRIDGE ADVISERS LLC | 111043 | 100% | $3.29B | $3.29B | 2026-06-30 | → |
| 834 | FORMENTERA PARTNERS LP | 311055 | 100% | $3.29B | $3.29B | 2026-03-31 | → |
| 835 | RIDGEWOOD ENERGY CORPORATION | 142136 | 100% | $3.28B | $3.28B | 2026-03-31 | → |
| 836 | GREENVALE CAPITAL LLP | 281654 | 100% | $3.28B | $3.28B | 2026-06-30 | → |
| 837 | DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 311926 | 100% | $3.28B | $3.28B | 2026-03-31 | → |
| 838 | GLASFUNDS, LLC | 150884 | 100% | $3.28B | $3.28B | 2026-03-31 | → |
| 839 | TREMBLANT ADVISORS LP | 330605 | 100% | $3.27B | $3.27B | 2026-03-31 | → |
| 840 | BASEPOINT ADVISORS LLC | 316715 | 100% | $3.27B | $3.27B | 2026-06-30 | → |
| 841 | FALCON INVESTMENT ADVISORS, LLC | 161548 | 100% | $3.27B | $3.27B | 2026-03-31 | → |
| 842 | AVANTYR CAPITAL PARTNERS, LP | 337895 | 100% | $3.27B | $3.27B | 2026-03-31 | → |
| 843 | YORK CAPITAL MANAGEMENT GLOBAL ADVISORS, LLC | 140336 | 100% | $3.26B | $3.26B | 2026-03-31 | → |
| 844 | GATES CAPITAL MANAGEMENT, INC. | 137842 | 100% | $3.26B | $3.26B | 2026-03-31 | → |
| 845 | COUNTERPOINT MUTUAL FUNDS, LLC | 172379 | 100% | $3.24B | $3.24B | 2026-03-31 | → |
| 846 | FORESITE CAPITAL MANAGEMENT, LLC | 162823 | 100% | $3.24B | $3.24B | 2026-05-31 | → |
| 847 | AMERICAN REALTY ADVISORS, LLC | 107965 | 100% | $3.24B | $3.24B | 2026-04-30 | → |
| 848 | GCP INVESTMENT ADVISOR, LLC | 171093 | 100% | $3.22B | $3.22B | 2026-03-31 | → |
| 849 | VANCE STREET MANAGEMENT LLC | 155758 | 100% | $3.22B | $3.22B | 2026-03-31 | → |
| 850 | CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M. | 339944 | 100% | $3.22B | $3.22B | 2026-06-30 | → |
| 851 | PACIFIC OAK CAPITAL ADVISORS, LLC | 299177 | 100% | $3.20B | $3.20B | 2025-10-31 | → |
| 852 | KA FUND ADVISORS, LLC | 141037 | 100% | $3.19B | $3.19B | 2026-03-31 | → |
| 853 | FITZWALTER CAPITAL (US) LLC | 311629 | 100% | $3.19B | $3.19B | 2026-03-31 | → |
| 854 | ALTERRA IOS MANAGER, LLC | 324445 | 100% | $3.19B | $3.19B | 2026-03-31 | → |
| 855 | BURFORD CAPITAL INVESTMENT MANAGEMENT LLC | 167365 | 100% | $3.17B | $3.17B | 2026-03-31 | → |
| 856 | VMG PARTNERS II, LLC | 157720 | 100% | $3.17B | $3.17B | 2026-03-31 | → |
| 857 | NORTH SQUARE INVESTMENTS, LLC | 294355 | 100% | $3.15B | $3.15B | 2026-05-31 | → |
| 858 | AVESI PARTNERS LLC | 314570 | 100% | $3.15B | $3.15B | 2026-03-31 | → |
| 859 | ANTHELION CAPITAL PARTNERS LLC | 328009 | 100% | $3.15B | $3.15B | 2026-03-31 | → |
| 860 | GREENBACKER CAPITAL MANAGEMENT LLC | 277101 | 100% | $3.14B | $3.14B | 2026-03-31 | → |
| 861 | ROMARK CREDIT ADVISORS LP | 298909 | 100% | $3.13B | $3.13B | 2026-03-31 | → |
| 862 | DISRUPTIVE TECHNOLOGY ADVISERS LLC | 164828 | 100% | $3.12B | $3.12B | 2026-04-30 | → |
| 863 | ROUNDTABLE HEALTHCARE MANAGEMENT, INC | 161235 | 100% | $3.12B | $3.12B | 2026-03-31 | → |
| 864 | FIVE ELMS CAPITAL MANAGEMENT, LLC | 163548 | 100% | $3.12B | $3.12B | 2026-06-30 | → |
| 865 | CONVERSANT CAPITAL LLC | 308201 | 100% | $3.12B | $3.12B | 2026-03-31 | → |
| 866 | VAN ECK ABSOLUTE RETURN ADVISERS CORPORATION | 137177 | 100% | $3.11B | $3.11B | 2026-03-31 | → |
| 867 | SOURCEROCK GROUP LLC | 307575 | 100% | $3.11B | $3.11B | 2026-04-30 | → |
| 868 | CONCENTRIC CAPITAL STRATEGIES L.P. | 313057 | 100% | $3.11B | $3.11B | 2026-03-31 | → |
| 869 | WINDJAMMER MANAGEMENT PARTNERS, L.P. | 160396 | 100% | $3.10B | $3.10B | 2026-03-31 | → |
| 870 | AMPERSAND MANAGEMENT LLC | 161522 | 100% | $3.09B | $3.09B | 2026-03-31 | → |
| 871 | CALERA CAPITAL ADVISORS, LP | 158050 | 100% | $3.09B | $3.09B | 2026-03-31 | → |
| 872 | PEAR TREE ADVISORS, INC. | 104576 | 100% | $3.09B | $3.09B | 2025-09-30 | → |
| 873 | GREYWOLF CAPITAL MANAGEMENT LP | 138715 | 100% | $3.08B | $3.08B | 2026-03-31 | → |
| 874 | CINCTIVE CAPITAL MANAGEMENT LP | 304726 | 100% | $3.07B | $3.07B | 2026-04-30 | → |
| 875 | EMERALD LAKE CAPITAL MANAGEMENT, L.P. | 300395 | 100% | $3.06B | $3.06B | 2026-04-30 | → |
| 876 | Z CAPITAL GROUP, L.L.C. | 159511 | 100% | $3.05B | $3.05B | 2026-05-31 | → |
| 877 | GAMUT CAPITAL MANAGEMENT, L.P. | 281091 | 100% | $3.05B | $3.05B | 2026-03-31 | → |
| 878 | ANSON FUNDS MANAGEMENT LP | 125109 | 100% | $3.05B | $3.05B | 2026-03-31 | → |
| 879 | ANTHOS MANAGEMENT, L.P. | 165980 | 100% | $3.04B | $3.04B | 2026-03-31 | → |
| 880 | PRP REAL ASSETS ADVISORS, LLC | 338178 | 100% | $3.04B | $3.04B | 2026-03-31 | → |
| 881 | ABRAMS BISON INVESTMENTS, L.L.C. | 137183 | 100% | $3.04B | $3.04B | 2026-05-31 | → |
| 882 | CORNERSTONE ADVISORS, LLC | 300891 | 100% | $3.04B | $3.04B | 2026-03-31 | → |
| 883 | JADIAN CAPITAL, LP | 291946 | 100% | $3.04B | $3.04B | 2026-06-30 | → |
| 884 | ADAMS DIVERSIFIED EQUITY FUND, INC. | 281263 | 100% | $3.03B | $3.03B | 2026-03-31 | → |
| 885 | AXS INVESTMENTS LLC | 305714 | 100% | $3.02B | $3.02B | 2026-02-28 | → |
| 886 | SEABURY CAPITAL MANAGEMENT LLC | 334999 | 100% | $3.02B | $3.02B | 2026-03-31 | → |
| 887 | ALUA CAPITAL MANAGEMENT LP | 310536 | 100% | $3.02B | $3.02B | 2026-03-31 | → |
| 888 | BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C. | 142922 | 100% | $3.01B | $3.01B | 2026-03-31 | → |
| 889 | WP GLOBAL PARTNERS LLC | 135689 | 100% | $3.01B | $3.01B | 2026-04-30 | → |
| 890 | ARGONAUT PRIVATE CAPITAL, LP | 283878 | 100% | $3.01B | $3.01B | 2026-03-31 | → |
| 891 | COLUMBIA CENT CLO ADVISERS, LLC | 310864 | 100% | $3.00B | $3.00B | 2026-03-31 | → |
| 892 | TRINITY HUNT MANAGEMENT, L.P. | 157410 | 100% | $2.99B | $2.99B | 2026-03-31 | → |
| 893 | DLD ASSET MANAGEMENT, LP | 170377 | 100% | $2.99B | $2.99B | 2026-03-31 | → |
| 894 | DELTA GLOBAL MANAGEMENT LP | 327142 | 100% | $2.99B | $2.99B | 2026-03-31 | → |
| 895 | PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC | 311351 | 100% | $2.98B | $2.98B | 2026-05-31 | → |
| 896 | PETERSON PARTNERS, LLC | 159450 | 100% | $2.96B | $2.96B | 2026-05-31 | → |
| 897 | TPG PEP ADVISORS, LLC | 171288 | 100% | $2.95B | $2.95B | 2025-03-31 | → |
| 898 | KODAI CAPITAL MANAGEMENT LP | 328086 | 100% | $2.93B | $2.93B | 2025-04-30 | → |
| 899 | NORTHGATE CAPITAL, L.P. | 140214 | 100% | $2.93B | $2.93B | 2026-03-31 | → |
| 900 | MARBLEGATE ASSET MANAGEMENT, LLC | 157850 | 100% | $2.92B | $2.92B | 2026-03-31 | → |
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