Research Report · 2026-06-30
Registered Investment Advisers Reporting Recommendations of Their Own Securities
SEC-registered investment advisers that report recommending their own securities, ranked by AUM.
Firms
1,000
Total AUM
$158.07T
Median AUM
$41.78B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 401 | CHURCHILL ASSET MANAGEMENT LLC | 175092 | $55.66B | $55.66B | 206 | 2026-06-30 | → |
| 402 | RAFFERTY ASSET MANAGEMENT, LLC | 112526 | $55.24B | $55.24B | 45 | 2026-03-31 | → |
| 403 | TA ASSOCIATES MANAGEMENT, L.P. | 156699 | $55.07B | $55.07B | 266 | 2026-05-31 | → |
| 404 | BEACON POINTE ADVISORS, LLC | 119290 | $54.87B | $54.87B | 780 | 2026-05-31 | → |
| 405 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | $54.45B | $54.45B | 219 | 2026-03-31 | → |
| 406 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $54.28B | $54.28B | 88 | 2026-03-31 | → |
| 407 | BNP PARIBAS ASSET MANAGEMENT UK LIMITED | 160817 | $54.20B | $54.20B | 177 | 2025-07-31 | → |
| 408 | PINESTONE ASSET MANAGEMENT INC. | 317431 | $54.13B | $54.13B | 46 | 2026-03-31 | → |
| 409 | VERITAS CAPITAL FUND MANAGEMENT, L.L.C. | 157123 | $53.81B | $53.81B | 146 | 2026-03-31 | → |
| 410 | SB INVESTMENT ADVISERS (US) INC. | 286323 | $53.47B | $53.47B | 194 | 2026-06-30 | → |
| 411 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | $52.93B | $52.93B | 313 | 2026-04-30 | → |
| 412 | VANTAGEPOINT INVESTMENT ADVISERS, LLC | 109138 | $52.93B | $52.93B | 64 | 2026-06-30 | → |
| 413 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | $52.78B | $52.78B | 177 | 2026-03-31 | → |
| 414 | SCULPTOR CAPITAL LP | 107913 | $52.68B | $52.68B | 343 | 2026-04-30 | → |
| 415 | AEGON ASSET MANAGEMENT UK PLC | 289505 | $52.63B | $52.63B | 254 | 2026-03-31 | → |
| 416 | WALLEYE CAPITAL LLC | 161413 | $52.11B | $52.11B | 380 | 2026-04-30 | → |
| 417 | MAI CAPITAL MANAGEMENT, LLC | 109807 | $52.10B | $52.10B | 562 | 2026-05-31 | → |
| 418 | FARALLON CAPITAL MANAGEMENT, L.L.C. | 107322 | $52.08B | $52.08B | 355 | 2026-03-31 | → |
| 419 | CAPITAL INTERNATIONAL, INC. | 110682 | $51.92B | $51.92B | 263 | 2026-05-31 | → |
| 420 | VEST FINANCIAL LLC | 165976 | $51.81B | $51.81B | 52 | 2026-06-30 | → |
| 421 | VIRTUS INVESTMENT ADVISERS, LLC | 106982 | $51.74B | $51.74B | 1 | 2026-06-30 | → |
| 422 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | $51.63B | $51.63B | 711 | 2026-03-31 | → |
| 423 | BDT CAPITAL PARTNERS, LLC | 160914 | $51.52B | $51.52B | 498 | 2026-03-31 | → |
| 424 | GENSTAR CAPITAL MANAGEMENT LLC | 156932 | $51.26B | $51.26B | 49 | 2026-04-30 | → |
| 425 | PNC CAPITAL ADVISORS LLC | 151829 | $50.88B | $50.88B | 258 | 2026-03-31 | → |
| 426 | CWM, LLC | 155344 | $50.58B | $50.58B | 1,416 | 2026-06-30 | → |
| 427 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | $50.54B | $50.54B | 585 | 2026-03-31 | → |
| 428 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 120663 | $50.51B | $50.51B | 190 | 2026-04-30 | → |
| 429 | THRIVE CAPITAL MANAGEMENT, LLC | 162771 | $50.49B | $50.49B | 80 | 2026-03-31 | → |
| 430 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | $50.44B | $50.44B | 161 | 2026-06-30 | → |
| 431 | HOLOCENE ADVISORS, LP | 287999 | $50.43B | $50.43B | 115 | 2026-03-31 | → |
| 432 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | $50.42B | $50.42B | 122 | 2026-03-31 | → |
| 433 | HALL CAPITAL PARTNERS LLC | 106759 | $50.30B | $50.30B | 175 | 2025-03-31 | → |
| 434 | SEGAL ADVISORS, INC. | 114687 | $50.15B | $50.15B | 112 | 2026-03-31 | → |
| 435 | LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 160187 | $50.01B | $50.01B | 132 | 2026-05-31 | → |
| 436 | VESTMARK ADVISORY SOLUTIONS, INC. | 221518 | $49.85B | $49.85B | 33 | 2026-03-31 | → |
| 437 | CRESCENT CAPITAL GROUP LP | 153966 | $49.71B | $49.71B | 239 | 2026-05-31 | → |
| 438 | ICG INVESTMENTS INC | 162589 | $49.69B | $49.69B | 94 | 2026-03-31 | → |
| 439 | SAVANT CAPITAL, LLC | 107271 | $49.57B | $49.57B | 659 | 2026-04-30 | → |
| 440 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $49.31B | $49.31B | 133 | 2026-04-30 | → |
| 441 | BRIDGE MULTIFAMILY FUND MANAGER LLC | 159127 | $49.30B | $49.30B | 610 | 2026-04-30 | → |
| 442 | MACQUARIE INFRASTRUCTURE PARTNERS INC. | 146696 | $48.84B | $48.84B | 255 | 2026-06-30 | → |
| 443 | INVESCO MANAGEMENT S.A. | 143238 | $48.69B | $48.69B | 357 | 2026-03-31 | → |
| 444 | SCS CAPITAL MANAGEMENT LLC | 122258 | $48.65B | $48.65B | 213 | 2026-03-31 | → |
| 445 | GTCR LLC | 159545 | $48.64B | $48.64B | 204 | 2026-03-31 | → |
| 446 | CLIFFWATER LLC | 132167 | $48.51B | $48.51B | 213 | 2026-05-31 | → |
| 447 | BNP PARIBAS ASSET MANAGEMENT USA, INC. | 105455 | $48.44B | $48.44B | 123 | 2026-03-31 | → |
| 448 | MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC | 145508 | $48.31B | $48.31B | 730 | 2026-03-31 | → |
| 449 | THRIVENT ASSET MANAGEMENT, LLC | 137751 | $47.99B | $47.99B | 426 | 2026-03-31 | → |
| 450 | PORTFOLIO ADVISORS LLC | 105981 | $47.84B | $47.84B | 164 | 2026-03-31 | → |
| 451 | WEALTHFRONT ADVISERS LLC | 148456 | $47.73B | $47.73B | 432 | 2026-05-31 | → |
| 452 | PLATINUM EQUITY ADVISORS, LLC | 161491 | $47.72B | $47.72B | 253 | 2026-05-31 | → |
| 453 | BUCK GLOBAL, LLC | 108695 | $47.61B | $47.61B | 625 | 2025-03-31 | → |
| 454 | ANTARES CAPITAL ADVISERS LLC | 281998 | $47.39B | $47.39B | 466 | 2026-03-31 | → |
| 455 | STEPSTONE GROUP EUROPE ALTERNATIVE INVESTMENTS LIMITED | 284947 | $47.29B | $47.29B | 140 | 2026-06-30 | → |
| 456 | MARQUETTE ASSOCIATES, INC. | 21572 | $47.06B | $47.06B | 147 | 2026-05-31 | → |
| 457 | FRANCISCO PARTNERS MANAGEMENT, L.P. | 160272 | $47.05B | $47.05B | 140 | 2026-03-31 | → |
| 458 | BESSEMER INVESTMENT MANAGEMENT LLC | 112215 | $47.00B | $47.00B | 70 | 2026-03-31 | → |
| 459 | PINE RIVER CAPITAL MANAGEMENT L.P. | 133720 | $46.87B | $46.87B | 31 | 2026-06-30 | → |
| 460 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 155680 | $46.63B | $46.63B | 523 | 2026-04-30 | → |
| 461 | NLG CAPITAL, LLC | 109396 | $46.55B | $46.55B | 54 | 2026-03-31 | → |
| 462 | NEW MOUNTAIN CAPITAL, L.L.C. | 161394 | $46.41B | $46.41B | 235 | 2026-03-31 | → |
| 463 | SILVER POINT CAPITAL, L.P. | 157738 | $46.23B | $46.23B | 357 | 2026-05-31 | → |
| 464 | AVANTAX ADVISORY SERVICES, INC. | 104556 | $46.11B | $46.11B | 2,278 | 2025-03-31 | → |
| 465 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | $46.06B | $46.06B | 250 | 2026-06-30 | → |
| 466 | CANTERBURY CONSULTING INCORPORATED | 22875 | $45.88B | $45.88B | 64 | 2026-05-31 | → |
| 467 | TIDAL INVESTMENTS LLC | 164201 | $45.83B | $45.83B | 207 | 2026-03-31 | → |
| 468 | GENERAL CATALYST GROUP MANAGEMENT, LLC | 162548 | $45.50B | $45.50B | 211 | 2026-03-31 | → |
| 469 | CHANDLER ASSET MANAGEMENT INC | 107287 | $45.31B | $45.31B | 54 | 2026-03-31 | → |
| 470 | EP WEALTH ADVISORS, LLC. | 111147 | $45.15B | $45.15B | 618 | 2026-04-30 | → |
| 471 | CHEVY CHASE TRUST COMPANY | 110742 | $44.93B | $44.93B | 119 | 2026-03-31 | → |
| 472 | MEAG NEW YORK CORPORATION | 321962 | $44.87B | $44.87B | 46 | 2026-05-31 | → |
| 473 | CIFC ASSET MANAGEMENT LLC | 159172 | $44.58B | $44.58B | 200 | 2026-05-31 | → |
| 474 | CANSO INVESTMENT COUNSEL LTD. | 336447 | $44.36B | $44.36B | 65 | 2025-09-30 | → |
| 475 | PRIVATE ADVISOR GROUP, LLC | 155216 | $44.33B | $44.33B | 674 | 2026-06-30 | → |
| 476 | SANDS CAPITAL MANAGEMENT, LLC | 137610 | $44.30B | $44.30B | 182 | 2026-03-31 | → |
| 477 | PANAGORA ASSET MANAGEMENT INC | 105201 | $44.13B | $44.13B | 110 | 2026-03-31 | → |
| 478 | BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP | 137519 | $44.11B | $44.11B | 753 | 2026-05-31 | → |
| 479 | CALAMOS ADVISORS LLC | 105758 | $43.89B | $43.89B | 300 | 2026-04-30 | → |
| 480 | APOGEM CAPITAL LLC | 309234 | $43.82B | $43.82B | 259 | 2026-05-31 | → |
| 481 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $43.54B | $43.54B | 170 | 2026-04-30 | → |
| 482 | ELEMENT CAPITAL MANAGEMENT LLC | 160309 | $43.43B | $43.43B | 64 | 2026-03-31 | → |
| 483 | POLAR CAPITAL LLP | 136133 | $43.26B | $43.26B | 196 | 2026-06-30 | → |
| 484 | NEWEDGE ADVISORS, LLC | 171351 | $43.21B | $43.21B | 1,073 | 2026-06-30 | → |
| 485 | WELLS FARGO INVESTMENT INSTITUTE, INC. | 133204 | $43.00B | $43.00B | 225 | 2026-03-31 | → |
| 486 | JASPER RIDGE PARTNERS, L.P. | 144401 | $42.95B | $42.95B | 145 | 2026-03-31 | → |
| 487 | GRAHAM CAPITAL MANAGEMENT, L.P. | 160925 | $42.87B | $42.87B | 209 | 2026-05-31 | → |
| 488 | PACIFIC LIFE FUND ADVISORS LLC | 105169 | $42.81B | $42.81B | 20 | 2026-03-31 | → |
| 489 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 312837 | $42.71B | $42.71B | 189 | 2026-05-31 | → |
| 490 | EARNEST PARTNERS LLC | 107926 | $42.61B | $42.61B | 47 | 2026-06-30 | → |
| 491 | FRANKLIN MUTUAL ADVISERS, LLC | 111376 | $42.59B | $42.59B | 52 | 2025-12-31 | → |
| 492 | LIDO ADVISORS, LLC | 269866 | $42.50B | $42.50B | 437 | 2026-06-30 | → |
| 493 | EQUITABLE ADVISORS, LLC | 6627 | $42.48B | $42.48B | 5,674 | 2026-05-31 | → |
| 494 | NEWTON INVESTMENT MANAGEMENT LTD | 111208 | $42.39B | $42.39B | 63 | 2026-05-31 | → |
| 495 | T.ROWE PRICE HONG KONG LIMITED | 155827 | $42.34B | $42.34B | 134 | 2026-03-31 | → |
| 496 | PENN MUTUAL ASSET MANAGEMENT, LLC | 107518 | $42.29B | $42.29B | 30 | 2026-04-30 | → |
| 497 | SUNAMERICA ASSET MANAGEMENT, LLC | 107338 | $42.16B | $42.16B | 57 | 2026-05-31 | → |
| 498 | SUMMIT PARTNERS, L.P. | 135271 | $42.01B | $42.01B | 218 | 2026-03-31 | → |
| 499 | CALLAN LLC | 107687 | $41.94B | $41.94B | 202 | 2026-03-31 | → |
| 500 | D.A. DAVIDSON & CO. | 199 | $41.84B | $41.84B | 990 | 2026-01-31 | → |
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