Research Report · 2026-06-30
Registered Investment Advisers Managing Other Pooled Vehicles
SEC-registered investment advisers that report managing other pooled vehicles, ranked by AUM.
Firms
1,000
Total AUM
$95.65T
Median AUM
$22.60B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 401 | ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED | 132377 | $30.79B | $30.79B | 87 | 2026-03-31 | → |
| 402 | TJC LP | 160313 | $30.78B | $30.78B | 96 | 2026-05-31 | → |
| 403 | BLACKROCK INTERNATIONAL LIMITED | 106843 | $30.78B | $30.78B | 69 | 2026-05-31 | → |
| 404 | BLACKSTONE CLO MANAGEMENT LLC (MANAGEMENT SERIES) | 304307 | $30.69B | $30.69B | 711 | 2026-05-31 | → |
| 405 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | $30.51B | $30.51B | 249 | 2026-03-31 | → |
| 406 | MARATHON ASSET MANAGEMENT, L.P. | 124613 | $30.48B | $30.48B | 193 | 2026-03-31 | → |
| 407 | &PARTNERS | 3767 | $30.27B | $30.27B | 703 | 2026-06-30 | → |
| 408 | INNOVATOR CAPITAL MANAGEMENT, LLC | 287718 | $30.24B | $30.24B | 73 | 2026-06-30 | → |
| 409 | PSG EQUITY L.L.C. | 295103 | $30.18B | $30.18B | 276 | 2026-03-31 | → |
| 410 | HB WEALTH MANAGEMENT, LLC | 316731 | $30.16B | $30.16B | 325 | 2026-05-31 | → |
| 411 | ONEX CREDIT PARTNERS, LLC | 138941 | $30.14B | $30.14B | 80 | 2026-05-31 | → |
| 412 | DAVIS SELECTED ADVISERS LP | 108674 | $30.12B | $30.12B | 121 | 2026-03-31 | → |
| 413 | BTG PACTUAL ASSET MANAGEMENT US , LLC | 152538 | $30.11B | $30.11B | 180 | 2026-03-31 | → |
| 414 | GOTHAM ASSET MANAGEMENT, LLC | 149335 | $30.03B | $30.03B | 56 | 2026-05-31 | → |
| 415 | ADVANCED CAPITAL GROUP, INC. | 109673 | $29.99B | $29.99B | 22 | 2026-03-31 | → |
| 416 | WAVERLY ADVISORS, LLC | 115332 | $29.78B | $29.78B | 414 | 2026-06-30 | → |
| 417 | BEACH POINT CAPITAL MANAGEMENT LP | 148885 | $29.77B | $29.77B | 173 | 2026-05-31 | → |
| 418 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $29.73B | $29.73B | 86 | 2026-03-31 | → |
| 419 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | $29.73B | $29.73B | 137 | 2026-05-31 | → |
| 420 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | 117384 | $29.59B | $29.59B | 127 | 2026-02-28 | → |
| 421 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | $29.38B | $29.38B | 120 | 2026-05-31 | → |
| 422 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 311296 | $29.35B | $29.35B | 36 | 2026-03-31 | → |
| 423 | PARTNERS GROUP (USA) INC. | 145228 | $29.12B | $29.12B | 431 | 2026-03-31 | → |
| 424 | BERKSHIRE PARTNERS LLC | 160675 | $29.00B | $29.00B | 152 | 2026-03-31 | → |
| 425 | COLLER INVESTMENT MANAGEMENT LTD | 111035 | $28.99B | $28.99B | 10 | 2025-06-30 | → |
| 426 | DBX ADVISORS LLC | 154558 | $28.99B | $28.99B | 53 | 2026-05-31 | → |
| 427 | DIAMETER CAPITAL PARTNERS LP | 289307 | $28.76B | $28.76B | 119 | 2026-04-30 | → |
| 428 | THIRD POINT LLC | 137927 | $28.73B | $28.73B | 143 | 2026-05-31 | → |
| 429 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $28.66B | $28.66B | 37 | 2026-03-31 | → |
| 430 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $28.64B | $28.64B | 35 | 2026-03-31 | → |
| 431 | FIRST SENTIER INVESTORS (IRELAND) LIMITED | 304423 | $28.50B | $28.50B | 45 | 2026-06-30 | → |
| 432 | SAGE ADVISORY SERVICES LTD CO | 106236 | $28.43B | $28.43B | 58 | 2026-03-31 | → |
| 433 | AXIOM INVESTORS LLC | 109605 | $28.06B | $28.06B | 57 | 2026-03-31 | → |
| 434 | RESEARCH AFFILIATES, LLC | 120440 | $27.84B | $27.84B | 66 | 2026-03-31 | → |
| 435 | ANCHORAGE CAPITAL ADVISORS, L.P. | 328998 | $27.83B | $27.83B | 88 | 2026-05-31 | → |
| 436 | TOWERBROOK CAPITAL PARTNERS L.P. | 155730 | $27.67B | $27.67B | 132 | 2026-06-30 | → |
| 437 | BREGAL INVESTMENTS, INC. | 285006 | $27.55B | $27.55B | 101 | 2026-03-31 | → |
| 438 | THE BALDWIN GROUP WEALTH ADVISORS, LLC | 312284 | $27.28B | $27.28B | 50 | 2026-04-30 | → |
| 439 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | 292769 | $26.70B | $26.70B | 88 | 2026-05-31 | → |
| 440 | BROWN ADVISORY LTD. | 168985 | $26.58B | $26.58B | 110 | 2026-03-31 | → |
| 441 | ARCLINE INVESTMENT MANAGEMENT LP | 299352 | $26.46B | $26.46B | 59 | 2026-03-31 | → |
| 442 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | $26.46B | $26.46B | 149 | 2026-03-31 | → |
| 443 | CFI PARTNERS, LLC | 139531 | $26.31B | $26.31B | 47 | 2026-03-31 | → |
| 444 | MAGNETAR FINANCIAL LLC | 136045 | $26.23B | $26.23B | 198 | 2026-03-31 | → |
| 445 | INVESCO HONG KONG LIMITED | 109923 | $26.20B | $26.20B | 226 | 2026-03-31 | → |
| 446 | FRED ALGER MANAGEMENT, LLC | 106750 | $26.14B | $26.14B | 98 | 2026-05-31 | → |
| 447 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $26.04B | $26.04B | 131 | 2026-04-30 | → |
| 448 | FEDERATED MDTA LLC | 109355 | $25.95B | $25.95B | 21 | 2026-05-31 | → |
| 449 | TEMPLETON GLOBAL ADVISORS LIMITED | 111383 | $25.85B | $25.85B | 8 | 2025-12-31 | → |
| 450 | BLUE OWL INSURANCE ADVISORS LLC | 331318 | $25.84B | $25.84B | 30 | 2026-03-31 | → |
| 451 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | $25.84B | $25.84B | 165 | 2025-12-31 | → |
| 452 | FMR INVESTMENT MANAGEMENT (UK) LIMITED | 108273 | $25.82B | $25.82B | 119 | 2026-06-30 | → |
| 453 | AGL CREDIT MANAGEMENT LLC | 299601 | $25.80B | $25.80B | 83 | 2026-03-31 | → |
| 454 | PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC | 304443 | $25.71B | $25.71B | 120 | 2026-05-31 | → |
| 455 | AUDAX MANAGEMENT COMPANY (NY), LLC | 159458 | $25.69B | $25.69B | 238 | 2026-05-31 | → |
| 456 | STRATEGIC VALUE PARTNERS, LLC | 138406 | $25.61B | $25.61B | 226 | 2026-06-30 | → |
| 457 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | $25.59B | $25.59B | 76 | 2026-05-31 | → |
| 458 | EAGLE STRATEGIES LLC | 110826 | $25.40B | $25.40B | 2,804 | 2026-03-31 | → |
| 459 | PLANTE MORAN FINANCIAL ADVISORS, LLC | 112158 | $25.12B | $25.12B | 148 | 2026-06-30 | → |
| 460 | PEMBERTON CAPITAL ADVISORS LLP | 282621 | $25.06B | $25.06B | 146 | 2026-03-31 | → |
| 461 | PERSHING SQUARE CAPITAL MANAGEMENT, L.P. | 132982 | $25.06B | $25.06B | 48 | 2026-06-30 | → |
| 462 | LPL ENTERPRISE, LLC | 8733 | $24.94B | $24.94B | 5,215 | 2026-03-31 | → |
| 463 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $24.86B | $24.86B | 41 | 2026-03-31 | → |
| 464 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $24.79B | $24.79B | 422 | 2026-03-31 | → |
| 465 | FEDERATED HERMES (UK) LLP | 169087 | $24.72B | $24.72B | 11 | 2026-03-31 | → |
| 466 | DAVENPORT & COMPANY LLC | 1588 | $24.70B | $24.70B | 525 | 2026-06-30 | → |
| 467 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | $24.65B | $24.65B | 289 | 2026-06-30 | → |
| 468 | JEFFERIES FINANCE LLC | 162264 | $24.59B | $24.59B | 124 | 2026-03-31 | → |
| 469 | GABELLI FUNDS, LLC | 104949 | $24.55B | $24.55B | 56 | 2026-03-31 | → |
| 470 | MACQUARIE INVESTMENT MANAGEMENT EUROPE LIMITED | 284603 | $24.51B | $24.51B | 159 | 2026-06-30 | → |
| 471 | FIRST COMMAND ADVISORY SERVICES | 281958 | $24.43B | $24.43B | 1,787 | 2026-06-30 | → |
| 472 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $24.40B | $24.40B | 61 | 2026-03-31 | → |
| 473 | PICTET ASSET MANAGEMENT LIMITED | 105205 | $24.40B | $24.40B | 314 | 2026-06-30 | → |
| 474 | ELMWOOD ASSET MANAGEMENT LLC | 297926 | $24.29B | $24.29B | 45 | 2026-03-31 | → |
| 475 | XPONANCE LLC | 111126 | $24.27B | $24.27B | 46 | 2026-04-30 | → |
| 476 | BGO US REAL ESTATE LP | 157034 | $24.12B | $24.12B | 103 | 2026-06-30 | → |
| 477 | PROVIDENCE EQUITY PARTNERS L.L.C. | 155678 | $24.12B | $24.12B | 135 | 2026-03-31 | → |
| 478 | LEAFHOUSE FINANCIAL ADVISORS, LLC | 149694 | $24.09B | $24.09B | 30 | 2026-06-30 | → |
| 479 | T. ROWE PRICE JAPAN, INC. | 290585 | $24.07B | $24.07B | 80 | 2026-03-31 | → |
| 480 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | $24.07B | $24.07B | 127 | 2026-05-31 | → |
| 481 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $24.06B | $24.06B | 168 | 2026-05-31 | → |
| 482 | TEMPLETON ASSET MANAGEMENT LTD. | 111382 | $24.05B | $24.05B | 94 | 2026-06-30 | → |
| 483 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $23.95B | $23.95B | 56 | 2026-01-31 | → |
| 484 | CHINA ASSET MANAGEMENT (HONG KONG) LIMITED | 166615 | $23.90B | $23.90B | 104 | 2026-03-31 | → |
| 485 | MERIT FINANCIAL GROUP, LLC | 142457 | $23.88B | $23.88B | 470 | 2026-06-30 | → |
| 486 | FUND EVALUATION GROUP, LLC | 121658 | $23.86B | $23.86B | 136 | 2026-03-31 | → |
| 487 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $23.85B | $23.85B | 35 | 2026-06-30 | → |
| 488 | AKKR FUND II MANAGEMENT COMPANY, LP | 156498 | $23.81B | $23.81B | 117 | 2026-06-30 | → |
| 489 | K1 INVESTMENT MANAGEMENT LLC | 161953 | $23.60B | $23.60B | 75 | 2026-03-31 | → |
| 490 | TWENTYFOUR ASSET MANAGEMENT (US) LP | 285791 | $23.48B | $23.48B | 5 | 2026-03-31 | → |
| 491 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $23.44B | $23.44B | 51 | 2026-04-30 | → |
| 492 | WASATCH ADVISORS LP | 106081 | $23.35B | $23.35B | 96 | 2026-03-31 | → |
| 493 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | $23.33B | $23.33B | 156 | 2026-03-31 | → |
| 494 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $23.32B | $23.32B | 47 | 2026-03-31 | → |
| 495 | J O HAMBRO CAPITAL MANAGEMENT LIMITED | 138653 | $23.28B | $23.28B | 155 | 2025-09-30 | → |
| 496 | ARAX ADVISORY PARTNERS, LLC | 133535 | $23.18B | $23.18B | 319 | 2026-06-30 | → |
| 497 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | $22.98B | $22.98B | 164 | 2026-05-31 | → |
| 498 | CBRE INVESTMENT MANAGEMENT, LLC | 109981 | $22.84B | $22.84B | 213 | 2026-03-31 | → |
| 499 | COMMONFUND OCIO, INC. | 110689 | $22.66B | $22.66B | 42 | 2025-12-31 | → |
| 500 | SEGALL BRYANT & HAMILL, LLC | 106505 | $22.64B | $22.64B | 161 | 2026-06-30 | → |
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