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 | |
|---|---|---|---|---|---|---|---|
| 501 | SALI FUND MANAGEMENT, LLC | 124235 | $41.72B | $41.72B | 79 | 2026-05-31 | → |
| 502 | ALYESKA INVESTMENT GROUP, L.P. | 155058 | $41.68B | $41.68B | 60 | 2026-03-31 | → |
| 503 | SECURIAN ASSET MANAGEMENT, INC. | 109905 | $41.56B | $41.56B | 70 | 2026-03-31 | → |
| 504 | STEPSTONE GROUP REAL ASSETS LP | 281695 | $41.48B | $41.48B | 94 | 2026-06-30 | → |
| 505 | ABRDN INC. | 111069 | $41.48B | $41.48B | 193 | 2026-03-31 | → |
| 506 | NINETY ONE NORTH AMERICA, INC. | 167922 | $41.47B | $41.47B | 68 | 2026-06-30 | → |
| 507 | PARNASSUS INVESTMENTS, LLC | 316904 | $41.09B | $41.09B | 87 | 2026-03-31 | → |
| 508 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | $40.94B | $40.94B | 278 | 2026-03-31 | → |
| 509 | ASHMORE INVESTMENT MANAGEMENT LTD | 112551 | $40.90B | $40.90B | 151 | 2026-05-31 | → |
| 510 | MORGAN STANLEY AIP GP LP | 117050 | $40.85B | $40.85B | 200 | 2026-03-31 | → |
| 511 | ASCENSION INVESTMENT MANAGEMENT, LLC | 159767 | $40.83B | $40.83B | 27 | 2026-01-31 | → |
| 512 | HUDSON BAY CAPITAL MANAGEMENT LP | 155910 | $40.71B | $40.71B | 418 | 2026-03-31 | → |
| 513 | BRANDES INVESTMENT PARTNERS, LP | 105404 | $40.65B | $40.65B | 149 | 2026-04-30 | → |
| 514 | LOS ANGELES CAPITAL MANAGEMENT LLC | 119033 | $40.58B | $40.58B | 103 | 2026-03-31 | → |
| 515 | FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | 111360 | $40.52B | $40.52B | 122 | 2026-06-30 | → |
| 516 | BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C. | 160157 | $40.36B | $40.36B | 83 | 2026-03-31 | → |
| 517 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 159377 | $40.33B | $40.33B | 177 | 2026-03-31 | → |
| 518 | ABRDN ASIA LIMITED | 124509 | $40.27B | $40.27B | 165 | 2026-06-30 | → |
| 519 | CALVERT RESEARCH AND MANAGEMENT | 285127 | $40.26B | $40.26B | 64 | 2026-03-31 | → |
| 520 | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | 164198 | $40.25B | $40.25B | 193 | 2026-04-30 | → |
| 521 | IFM INVESTORS (US) ADVISOR, LLC | 146366 | $40.23B | $40.23B | 157 | 2025-12-31 | → |
| 522 | BMO PRIVATE INVESTMENT COUNSEL INC. | 160344 | $40.18B | $40.18B | 130 | 2026-03-31 | → |
| 523 | D1 CAPITAL PARTNERS L.P. | 297298 | $40.16B | $40.16B | 79 | 2026-03-31 | → |
| 524 | CHEYNE CAPITAL MANAGEMENT (UK) LLP | 158991 | $39.92B | $39.92B | 152 | 2026-06-30 | → |
| 525 | ALPINVEST PARTNERS B.V. | 159215 | $39.88B | $39.88B | 289 | 2026-03-31 | → |
| 526 | BAMCO, INC. | 110789 | $39.51B | $39.51B | 221 | 2026-05-31 | → |
| 527 | MEMBERS CAPITAL ADVISORS, INC. | 105960 | $39.46B | $39.46B | 62 | 2026-03-31 | → |
| 528 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $39.36B | $39.36B | 134 | 2026-03-31 | → |
| 529 | COPENHAGEN INFRASTRUCTURE PARTNERS INC. | 321116 | $39.35B | $39.35B | 47 | 2026-03-31 | → |
| 530 | EQT PARTNERS INC. | 160179 | $39.20B | $39.20B | 192 | 2026-03-31 | → |
| 531 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | $39.14B | $39.14B | 460 | 2026-06-30 | → |
| 532 | MASON STREET ADVISORS, LLC | 114085 | $39.08B | $39.08B | 13 | 2026-03-31 | → |
| 533 | MARATHON ASSET MANAGEMENT LIMITED | 132391 | $39.04B | $39.04B | 74 | 2026-05-31 | → |
| 534 | ALPS ADVISORS, INC. | 134340 | $38.83B | $38.83B | 73 | 2026-03-31 | → |
| 535 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | $38.82B | $38.82B | 405 | 2026-05-31 | → |
| 536 | LINDEN ADVISORS LP | 135431 | $38.78B | $38.78B | 48 | 2026-03-31 | → |
| 537 | VOYA INVESTMENT MANAGEMENT LLC | 108934 | $38.77B | $38.77B | 859 | 2026-03-31 | → |
| 538 | MS CAPITAL PARTNERS ADVISER INC. | 147521 | $38.76B | $38.76B | 209 | 2026-05-31 | → |
| 539 | PACER ADVISORS, INC. | 137381 | $38.64B | $38.64B | 24 | 2026-03-31 | → |
| 540 | WEALTHSPIRE RETIREMENT, LLC | 121254 | $38.61B | $38.61B | 244 | 2026-03-31 | → |
| 541 | SILCHESTER INTERNATIONAL INVESTORS LLP | 110987 | $38.57B | $38.57B | 32 | 2026-06-30 | → |
| 542 | INVESTURE, LLC | 130099 | $38.52B | $38.52B | 51 | 2026-03-31 | → |
| 543 | JARISLOWSKY, FRASER LIMITED | 107390 | $38.23B | $38.23B | 225 | 2025-05-31 | → |
| 544 | FIRST MANHATTAN CO. LLC | 325281 | $38.09B | $38.09B | 147 | 2026-04-30 | → |
| 545 | ACCEL MANAGEMENT CO. L.L.C | 331435 | $38.03B | $38.03B | 91 | 2026-03-31 | → |
| 546 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 20472 | $37.93B | $37.93B | 1,293 | 2026-04-30 | → |
| 547 | POLAR ASSET MANAGEMENT PARTNERS INC. | 162681 | $37.86B | $37.86B | 164 | 2026-06-30 | → |
| 548 | HILLTOP SECURITIES ASSET MANAGEMENT, LLC | 110760 | $37.70B | $37.70B | 31 | 2026-03-31 | → |
| 549 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | $37.56B | $37.56B | 50 | 2026-06-30 | → |
| 550 | SAGEVIEW ADVISORY GROUP, LLC | 126777 | $37.50B | $37.50B | 195 | 2026-03-31 | → |
| 551 | VOYA RETIREMENT ADVISORS, LLC | 3989 | $37.47B | $37.47B | 121 | 2026-03-31 | → |
| 552 | OSAIC FA, INC. | 3978 | $37.13B | $37.13B | 1,607 | 2025-01-31 | → |
| 553 | DRAGONEER INVESTMENT GROUP, LLC | 161443 | $37.04B | $37.04B | 79 | 2026-05-31 | → |
| 554 | SOUND POINT CAPITAL MANAGEMENT, LP | 157479 | $36.98B | $36.98B | 200 | 2026-03-31 | → |
| 555 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | $36.93B | $36.93B | 64 | 2026-03-31 | → |
| 556 | ROCKEFELLER & CO. LLC | 294197 | $36.76B | $36.76B | 602 | 2026-03-31 | → |
| 557 | 55I, LLC | 286620 | $36.74B | $36.74B | 86 | 2026-06-30 | → |
| 558 | OPPENHEIMER & CO. INC. | 249 | $36.71B | $36.71B | 2,806 | 2026-06-30 | → |
| 559 | ASB CAPITAL MANAGEMENT LLC | 110995 | $36.68B | $36.68B | 62 | 2026-04-30 | → |
| 560 | WOODLINE PARTNERS LP | 301480 | $36.66B | $36.66B | 102 | 2026-03-31 | → |
| 561 | SCOUT INVESTMENTS, INC. | 111787 | $36.57B | $36.57B | 53 | 2026-05-31 | → |
| 562 | GREYSTAR INVESTMENT GROUP, LLC | 160665 | $36.50B | $36.50B | 588 | 2026-06-30 | → |
| 563 | BBR PARTNERS, LLC | 109688 | $36.49B | $36.49B | 175 | 2026-03-31 | → |
| 564 | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | 143319 | $36.41B | $36.41B | 309 | 2026-03-31 | → |
| 565 | HUDSON AMERICAS L.P. | 156078 | $36.39B | $36.39B | 293 | 2026-03-31 | → |
| 566 | SELECT EQUITY GROUP, L.P. | 168496 | $36.38B | $36.38B | 171 | 2026-03-31 | → |
| 567 | MIC CAPITAL MANAGEMENT UK LLP | 316617 | $36.37B | $36.37B | 236 | 2026-03-31 | → |
| 568 | STONE RIDGE ASSET MANAGEMENT LLC | 165598 | $36.34B | $36.34B | 238 | 2026-05-31 | → |
| 569 | GUIDESTONE CAPITAL MANAGEMENT, LLC | 112319 | $36.24B | $36.24B | 35 | 2026-04-30 | → |
| 570 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 152869 | $36.17B | $36.17B | 144 | 2026-03-31 | → |
| 571 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $36.11B | $36.11B | 128 | 2026-03-31 | → |
| 572 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | $35.80B | $35.80B | 45 | 2026-03-31 | → |
| 573 | GI MANAGER L.P. | 161573 | $35.74B | $35.74B | 160 | 2026-03-31 | → |
| 574 | LONE STAR AMERICAS ACQUISITIONS, INC. | 160000 | $35.73B | $35.73B | 36 | 2026-03-31 | → |
| 575 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | 134018 | $35.71B | $35.71B | 630 | 2026-03-31 | → |
| 576 | CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | $35.69B | $35.69B | 151 | 2026-05-31 | → |
| 577 | HBK INVESTMENTS L.P. | 115079 | $35.61B | $35.61B | 198 | 2026-06-30 | → |
| 578 | NEA MANAGEMENT COMPANY, LLC | 161004 | $35.58B | $35.58B | 113 | 2026-03-31 | → |
| 579 | ARINI CAPITAL MANAGEMENT LIMITED | 331241 | $35.53B | $35.53B | 121 | 2026-06-30 | → |
| 580 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | $35.52B | $35.52B | 68 | 2026-06-30 | → |
| 581 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 104862 | $35.51B | $35.51B | 94 | 2026-03-31 | → |
| 582 | CASTLELAKE, L.P. | 145165 | $35.29B | $35.29B | 251 | 2026-03-31 | → |
| 583 | AKSIA LLC | 143422 | $35.20B | $35.20B | 177 | 2026-06-30 | → |
| 584 | GOVERNMENT PORTFOLIO ADVISORS LLC | 170384 | $35.09B | $35.09B | 10 | 2026-03-31 | → |
| 585 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | $35.08B | $35.08B | 146 | 2026-01-31 | → |
| 586 | FAYEZ SAROFIM & CO., LLC | 106584 | $35.07B | $35.07B | 54 | 2026-05-31 | → |
| 587 | ALIGHT FINANCIAL ADVISORS, LLC | 158744 | $35.05B | $35.05B | 70 | 2026-03-31 | → |
| 588 | OCTAGON CREDIT INVESTORS, LLC | 155336 | $35.05B | $35.05B | 100 | 2026-03-31 | → |
| 589 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | $35.03B | $35.03B | 580 | 2026-03-31 | → |
| 590 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $34.91B | $34.91B | 95 | 2026-03-31 | → |
| 591 | SANCTUARY ADVISORS, LLC | 226606 | $34.88B | $34.88B | 770 | 2026-06-30 | → |
| 592 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | 145194 | $34.59B | $34.59B | 163 | 2026-03-31 | → |
| 593 | KING STREET CAPITAL MANAGEMENT, L.P. | 156785 | $34.57B | $34.57B | 247 | 2026-03-31 | → |
| 594 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | $34.50B | $34.50B | 81 | 2026-03-31 | → |
| 595 | BREVAN HOWARD US INVESTMENT MANAGEMENT LP | 164537 | $34.39B | $34.39B | 228 | 2026-05-31 | → |
| 596 | RREEF AMERICA L.L.C. | 109596 | $34.34B | $34.34B | 175 | 2026-05-31 | → |
| 597 | WEALTHSPIRE ADVISORS LLC | 106181 | $34.32B | $34.32B | 397 | 2026-04-30 | → |
| 598 | ROARK CAPITAL MANAGEMENT, LLC | 160368 | $34.18B | $34.18B | 145 | 2026-03-31 | → |
| 599 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | 104536 | $34.11B | $34.11B | 310 | 2026-05-31 | → |
| 600 | VOYA ALTERNATIVE ASSET MANAGEMENT LLC | 107235 | $34.01B | $34.01B | 124 | 2026-03-31 | → |
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