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 | |
|---|---|---|---|---|---|---|---|
| 701 | HRTG GPE, LLC | 157389 | $27.10B | $27.10B | 26 | 2026-06-30 | → |
| 702 | SMARTX ADVISORY SOLUTIONS LLC | 297680 | $26.99B | $26.99B | 96 | 2026-03-31 | → |
| 703 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $26.76B | $26.76B | 46 | 2026-03-31 | → |
| 704 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | 292769 | $26.70B | $26.70B | 88 | 2026-05-31 | → |
| 705 | WELLTH ADVISORY SERVICES, LLC | 330537 | $26.68B | $26.68B | 74 | 2026-03-31 | → |
| 706 | ALPHA WAVE GLOBAL, LP | 160894 | $26.66B | $26.66B | 113 | 2026-03-31 | → |
| 707 | BROWN ADVISORY LTD. | 168985 | $26.58B | $26.58B | 110 | 2026-03-31 | → |
| 708 | ARCLINE INVESTMENT MANAGEMENT LP | 299352 | $26.46B | $26.46B | 59 | 2026-03-31 | → |
| 709 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | $26.46B | $26.46B | 149 | 2026-03-31 | → |
| 710 | CFI PARTNERS, LLC | 139531 | $26.31B | $26.31B | 47 | 2026-03-31 | → |
| 711 | PGIM MULTI-ASSET SOLUTIONS LLC | 136274 | $26.26B | $26.26B | 39 | 2025-03-31 | → |
| 712 | MAGNETAR FINANCIAL LLC | 136045 | $26.23B | $26.23B | 198 | 2026-03-31 | → |
| 713 | INVESCO HONG KONG LIMITED | 109923 | $26.20B | $26.20B | 226 | 2026-03-31 | → |
| 714 | SUMMIT ROCK ADVISORS, LP | 144059 | $26.18B | $26.18B | 74 | 2026-03-31 | → |
| 715 | FRED ALGER MANAGEMENT, LLC | 106750 | $26.14B | $26.14B | 98 | 2026-05-31 | → |
| 716 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | $26.12B | $26.12B | 82 | 2026-05-31 | → |
| 717 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $26.04B | $26.04B | 131 | 2026-04-30 | → |
| 718 | FEDERATED MDTA LLC | 109355 | $25.95B | $25.95B | 21 | 2026-05-31 | → |
| 719 | CSOP ASSET MANAGEMENT LIMITED | 170206 | $25.87B | $25.87B | 145 | 2026-03-31 | → |
| 720 | TEMPLETON GLOBAL ADVISORS LIMITED | 111383 | $25.85B | $25.85B | 8 | 2025-12-31 | → |
| 721 | BLUE OWL INSURANCE ADVISORS LLC | 331318 | $25.84B | $25.84B | 30 | 2026-03-31 | → |
| 722 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | $25.84B | $25.84B | 165 | 2025-12-31 | → |
| 723 | FMR INVESTMENT MANAGEMENT (UK) LIMITED | 108273 | $25.82B | $25.82B | 119 | 2026-06-30 | → |
| 724 | AGL CREDIT MANAGEMENT LLC | 299601 | $25.80B | $25.80B | 83 | 2026-03-31 | → |
| 725 | CIGNA INVESTMENTS, INC. | 105811 | $25.76B | $25.76B | 108 | 2026-03-31 | → |
| 726 | PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC | 304443 | $25.71B | $25.71B | 120 | 2026-05-31 | → |
| 727 | AUDAX MANAGEMENT COMPANY (NY), LLC | 159458 | $25.69B | $25.69B | 238 | 2026-05-31 | → |
| 728 | STRATEGIC VALUE PARTNERS, LLC | 138406 | $25.61B | $25.61B | 226 | 2026-06-30 | → |
| 729 | KSL ADVISORS, LLC | 155677 | $25.61B | $25.61B | 135 | 2026-06-30 | → |
| 730 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | $25.59B | $25.59B | 76 | 2026-05-31 | → |
| 731 | CVC ADVISORS (U.S.) INC. | 174050 | $25.56B | $25.56B | 70 | 2026-03-31 | → |
| 732 | H&H INTERNATIONAL INVESTMENT, LLC | 292451 | $25.50B | $25.50B | 2 | 2026-05-31 | → |
| 733 | HIRTLE, CALLAGHAN & CO., LLC | 105403 | $25.41B | $25.41B | 94 | 2026-03-31 | → |
| 734 | EAGLE STRATEGIES LLC | 110826 | $25.40B | $25.40B | 2,804 | 2026-03-31 | → |
| 735 | SOMPO ASSET MANAGEMENT CO., LTD. | 286479 | $25.39B | $25.39B | 204 | 2026-06-30 | → |
| 736 | ALKEON CAPITAL MANAGEMENT, LLC | 118059 | $25.29B | $25.29B | 82 | 2026-03-31 | → |
| 737 | PLANTE MORAN FINANCIAL ADVISORS, LLC | 112158 | $25.12B | $25.12B | 148 | 2026-06-30 | → |
| 738 | PEMBERTON CAPITAL ADVISORS LLP | 282621 | $25.06B | $25.06B | 146 | 2026-03-31 | → |
| 739 | PERSHING SQUARE CAPITAL MANAGEMENT, L.P. | 132982 | $25.06B | $25.06B | 48 | 2026-06-30 | → |
| 740 | THREE FIFTY EIGHT INVESTMENT GROUP, LLC | 334965 | $25.00B | $25.00B | 5 | 2026-03-31 | → |
| 741 | LPL ENTERPRISE, LLC | 8733 | $24.94B | $24.94B | 5,215 | 2026-03-31 | → |
| 742 | RUFFER LLP | 309733 | $24.87B | $24.87B | 282 | 2026-06-30 | → |
| 743 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $24.86B | $24.86B | 41 | 2026-03-31 | → |
| 744 | W1M WEALTH MANAGEMENT LIMITED | 132210 | $24.85B | $24.85B | 200 | 2026-05-31 | → |
| 745 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $24.79B | $24.79B | 422 | 2026-03-31 | → |
| 746 | FEDERATED HERMES (UK) LLP | 169087 | $24.72B | $24.72B | 11 | 2026-03-31 | → |
| 747 | DAVENPORT & COMPANY LLC | 1588 | $24.70B | $24.70B | 525 | 2026-06-30 | → |
| 748 | THE BAUPOST GROUP, L.L.C. | 109530 | $24.68B | $24.68B | 210 | 2026-03-31 | → |
| 749 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 134600 | $24.65B | $24.65B | 289 | 2026-06-30 | → |
| 750 | JEFFERIES FINANCE LLC | 162264 | $24.59B | $24.59B | 124 | 2026-03-31 | → |
| 751 | FUNDSMITH INVESTMENT SERVICES LIMITED | 310498 | $24.58B | $24.58B | 12 | 2026-06-30 | → |
| 752 | ARGA INVESTMENT MANAGEMENT, LP | 153665 | $24.57B | $24.57B | 49 | 2026-03-31 | → |
| 753 | GABELLI FUNDS, LLC | 104949 | $24.55B | $24.55B | 56 | 2026-03-31 | → |
| 754 | MML INVESTMENT ADVISERS, LLC | 169568 | $24.55B | $24.55B | 18 | 2026-05-31 | → |
| 755 | DWS ALTERNATIVES GLOBAL LIMITED | 139526 | $24.51B | $24.51B | 138 | 2026-05-31 | → |
| 756 | MACQUARIE INVESTMENT MANAGEMENT EUROPE LIMITED | 284603 | $24.51B | $24.51B | 159 | 2026-06-30 | → |
| 757 | PGIM PRIVATE PLACEMENT INVESTORS, L.P. | 106442 | $24.44B | $24.44B | 290 | 2026-03-31 | → |
| 758 | FIRST COMMAND ADVISORY SERVICES | 281958 | $24.43B | $24.43B | 1,787 | 2026-06-30 | → |
| 759 | ONEAMERICA ASSET MANAGEMENT, LLC | 165929 | $24.42B | $24.42B | 37 | 2026-03-31 | → |
| 760 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $24.40B | $24.40B | 61 | 2026-03-31 | → |
| 761 | PICTET ASSET MANAGEMENT LIMITED | 105205 | $24.40B | $24.40B | 314 | 2026-06-30 | → |
| 762 | CITI GLOBAL ALTERNATIVES, LLC | 324457 | $24.39B | $24.39B | 91 | 2025-07-31 | → |
| 763 | GE INVESTMENT MANAGEMENT CORP | 323648 | $24.36B | $24.36B | 5 | 2026-01-31 | → |
| 764 | MATSON MONEY, INC. | 110425 | $24.33B | $24.33B | 69 | 2026-05-31 | → |
| 765 | TOWERS WATSON INVESTMENT MANAGEMENT LIMITED | 168493 | $24.32B | $24.32B | 145 | 2026-06-30 | → |
| 766 | ELMWOOD ASSET MANAGEMENT LLC | 297926 | $24.29B | $24.29B | 45 | 2026-03-31 | → |
| 767 | MAKENA CAPITAL MANAGEMENT, LLC | 156855 | $24.28B | $24.28B | 77 | 2026-03-31 | → |
| 768 | XPONANCE LLC | 111126 | $24.27B | $24.27B | 46 | 2026-04-30 | → |
| 769 | BRIDGEPOINT LLC | 322260 | $24.18B | $24.18B | 21 | 2026-04-30 | → |
| 770 | BGO US REAL ESTATE LP | 157034 | $24.12B | $24.12B | 103 | 2026-06-30 | → |
| 771 | PROVIDENCE EQUITY PARTNERS L.L.C. | 155678 | $24.12B | $24.12B | 135 | 2026-03-31 | → |
| 772 | LEAFHOUSE FINANCIAL ADVISORS, LLC | 149694 | $24.09B | $24.09B | 30 | 2026-06-30 | → |
| 773 | T. ROWE PRICE JAPAN, INC. | 290585 | $24.07B | $24.07B | 80 | 2026-03-31 | → |
| 774 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | $24.07B | $24.07B | 127 | 2026-05-31 | → |
| 775 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $24.06B | $24.06B | 168 | 2026-05-31 | → |
| 776 | TEMPLETON ASSET MANAGEMENT LTD. | 111382 | $24.05B | $24.05B | 94 | 2026-06-30 | → |
| 777 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $23.95B | $23.95B | 56 | 2026-01-31 | → |
| 778 | CHINA ASSET MANAGEMENT (HONG KONG) LIMITED | 166615 | $23.90B | $23.90B | 104 | 2026-03-31 | → |
| 779 | MERIT FINANCIAL GROUP, LLC | 142457 | $23.88B | $23.88B | 470 | 2026-06-30 | → |
| 780 | FUND EVALUATION GROUP, LLC | 121658 | $23.86B | $23.86B | 136 | 2026-03-31 | → |
| 781 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $23.85B | $23.85B | 35 | 2026-06-30 | → |
| 782 | STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED | 313913 | $23.84B | $23.84B | 110 | 2026-06-30 | → |
| 783 | AKKR FUND II MANAGEMENT COMPANY, LP | 156498 | $23.81B | $23.81B | 117 | 2026-06-30 | → |
| 784 | SYSTEMATICA INVESTMENTS UK LLP | 289336 | $23.79B | $23.79B | 26 | 2026-03-31 | → |
| 785 | SYSTEMATICA INVESTMENTS LIMITED | 173876 | $23.79B | $23.79B | 0 | 2026-03-31 | → |
| 786 | SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD | 289335 | $23.79B | $23.79B | 6 | 2026-03-31 | → |
| 787 | SYSTEMATICA INVESTMENTS GP LIMITED | 289338 | $23.79B | $23.79B | 34 | 2026-03-31 | → |
| 788 | MOORE CAPITAL MANAGEMENT, LP | 160188 | $23.70B | $23.70B | 337 | 2026-03-31 | → |
| 789 | HORSLEY BRIDGE PARTNERS LLC | 110877 | $23.61B | $23.61B | 45 | 2026-06-30 | → |
| 790 | K1 INVESTMENT MANAGEMENT LLC | 161953 | $23.60B | $23.60B | 75 | 2026-03-31 | → |
| 791 | TWENTYFOUR ASSET MANAGEMENT (US) LP | 285791 | $23.48B | $23.48B | 5 | 2026-03-31 | → |
| 792 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $23.44B | $23.44B | 51 | 2026-04-30 | → |
| 793 | WASATCH ADVISORS LP | 106081 | $23.35B | $23.35B | 96 | 2026-03-31 | → |
| 794 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | $23.33B | $23.33B | 156 | 2026-03-31 | → |
| 795 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $23.32B | $23.32B | 47 | 2026-03-31 | → |
| 796 | NEW HOLLAND CAPITAL, LLC | 160211 | $23.32B | $23.32B | 32 | 2026-06-30 | → |
| 797 | J O HAMBRO CAPITAL MANAGEMENT LIMITED | 138653 | $23.28B | $23.28B | 155 | 2025-09-30 | → |
| 798 | JORDAN PARK GROUP LLC | 287755 | $23.26B | $23.26B | 153 | 2026-06-30 | → |
| 799 | ARAX ADVISORY PARTNERS, LLC | 133535 | $23.18B | $23.18B | 319 | 2026-06-30 | → |
| 800 | ENGINEERS GATE MANAGER LP | 172249 | $23.17B | $23.17B | 296 | 2026-03-31 | → |
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