Research Report · 2026-06-30
Registered Investment Advisers Reporting Business Portfolio Management
SEC-registered investment advisers that report business portfolio management services, ranked by AUM.
Firms
1,000
Total AUM
$115.59T
Median AUM
$34.14B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | THE VISTRIA GROUP, LP | 167045 | $13.99B | $13.99B | 107 | 2026-05-31 | → |
| 902 | NAUTIC PARTNERS, LLC | 159822 | $13.97B | $13.97B | 69 | 2026-04-30 | → |
| 903 | BRANDYWINE MANAGERS, LLC | 137388 | $13.97B | $13.97B | 5 | 2026-04-30 | → |
| 904 | LINDEN MANAGER LLC | 161059 | $13.95B | $13.95B | 55 | 2026-03-31 | → |
| 905 | OAK HILL CAPITAL MANAGEMENT, LLC | 136656 | $13.93B | $13.93B | 52 | 2026-03-31 | → |
| 906 | COLDSTREAM CAPITAL MANAGEMENT INC | 108805 | $13.93B | $13.93B | 207 | 2026-03-31 | → |
| 907 | ULLICO INVESTMENT ADVISORS, INC. | 106628 | $13.92B | $13.92B | 92 | 2026-03-31 | → |
| 908 | SRS INVESTMENT MANAGEMENT, LLC | 157630 | $13.92B | $13.92B | 32 | 2026-06-30 | → |
| 909 | LIBREMAX CAPITAL, LLC | 155486 | $13.87B | $13.87B | 74 | 2026-03-31 | → |
| 910 | GRESHAM PARTNERS, LLC | 108668 | $13.80B | $13.80B | 67 | 2026-03-31 | → |
| 911 | GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286067 | $13.78B | $13.78B | 86 | 2026-05-31 | → |
| 912 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | $13.76B | $13.76B | 26 | 2026-03-31 | → |
| 913 | TRUSTON ASSET MANAGEMENT CO., LTD. | 161610 | $13.75B | $13.75B | 103 | 2026-02-28 | → |
| 914 | ABRAMS CAPITAL MANAGEMENT, L.P. | 155729 | $13.74B | $13.74B | 38 | 2026-03-31 | → |
| 915 | ARISTEIA CAPITAL, LLC | 135986 | $13.73B | $13.73B | 65 | 2026-03-31 | → |
| 916 | PINEGROVE VENTURE PARTNERS, LLC | 326747 | $13.72B | $13.72B | 54 | 2026-06-30 | → |
| 917 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | $13.70B | $13.70B | 100 | 2026-03-31 | → |
| 918 | COMGEST ASSET MANAGEMENT INTERNATIONAL LIMITED | 161061 | $13.66B | $13.66B | 55 | 2025-12-31 | → |
| 919 | MIROVA US LLC | 300152 | $13.62B | $13.62B | 64 | 2026-03-31 | → |
| 920 | JMI MANAGEMENT, L.P. | 158344 | $13.58B | $13.58B | 81 | 2026-06-30 | → |
| 921 | AVORO CAPITAL ADVISORS LLC | 154091 | $13.55B | $13.55B | 19 | 2026-03-31 | → |
| 922 | ARCLIGHT CAPITAL PARTNERS, LLC | 161228 | $13.54B | $13.54B | 60 | 2026-03-31 | → |
| 923 | ANTIPODES PARTNERS LIMITED | 299380 | $13.53B | $13.53B | 80 | 2025-09-30 | → |
| 924 | RIVERSIDE PARTNERS, LLC | 160523 | $13.53B | $13.53B | 248 | 2026-03-31 | → |
| 925 | TREXQUANT INVESTMENT LP | 170476 | $13.48B | $13.48B | 167 | 2026-03-31 | → |
| 926 | PARTNERS ENTERPRISE CAPITAL LLC | 304667 | $13.48B | $13.48B | 37 | 2026-05-31 | → |
| 927 | INVESCO REAL ESTATE MANAGEMENT S.À R.L. | 286069 | $13.46B | $13.46B | 43 | 2025-03-31 | → |
| 928 | STG PARTNERS, LLC | 291048 | $13.43B | $13.43B | 87 | 2026-03-31 | → |
| 929 | HAIDAR CAPITAL MANAGEMENT LLC | 159798 | $13.40B | $13.40B | 9 | 2026-03-31 | → |
| 930 | CAPITAL FUND MANAGEMENT S.A. | 125780 | $13.38B | $13.38B | 348 | 2026-03-31 | → |
| 931 | EIGHT PARTNERS VC, LLC | 283031 | $13.38B | $13.38B | 69 | 2026-04-30 | → |
| 932 | PCP MANAGERS, L.P. | 157398 | $13.35B | $13.35B | 40 | 2026-03-31 | → |
| 933 | GAOTENG GLOBAL ASSET MANAGEMENT LIMITED | 301825 | $13.35B | $13.35B | 46 | 2026-03-31 | → |
| 934 | FIRST SENTIER INVESTORS (UK) IM LIMITED | 281323 | $13.27B | $13.27B | 314 | 2026-03-31 | → |
| 935 | EAGLE POINT CREDIT MANAGEMENT LLC | 166370 | $13.24B | $13.24B | 120 | 2026-05-31 | → |
| 936 | ASIA ALTERNATIVES MANAGEMENT LLC | 141481 | $13.24B | $13.24B | 47 | 2026-03-31 | → |
| 937 | REDDING RIDGE ASSET MANAGEMENT (UK) LLP | 284256 | $13.23B | $13.23B | 67 | 2026-03-31 | → |
| 938 | BLACKSTONE LIFE SCIENCES ADVISORS L.L.C. | 304477 | $13.19B | $13.19B | 31 | 2026-03-31 | → |
| 939 | NOVACAP MANAGEMENT INC. | 290100 | $13.17B | $13.17B | 112 | 2026-03-31 | → |
| 940 | G10 CAPITAL LIMITED | 269881 | $13.14B | $13.14B | 80 | 2026-03-31 | → |
| 941 | EMG FUND II MANAGEMENT, L.P. | 157915 | $13.07B | $13.07B | 23 | 2025-09-30 | → |
| 942 | ROCKPOINT GROUP, L.L.C. | 156630 | $13.04B | $13.04B | 112 | 2026-03-31 | → |
| 943 | IMPRESA MANAGEMENT LLC | 168741 | $13.04B | $13.04B | 74 | 2026-06-30 | → |
| 944 | POST ADVISORY GROUP, LLC | 108860 | $13.03B | $13.03B | 49 | 2026-05-31 | → |
| 945 | IRRADIANT PARTNERS, LP | 315416 | $13.03B | $13.03B | 45 | 2025-04-30 | → |
| 946 | NOMURA ASSET MANAGEMENT SINGAPORE LIMITED | 110813 | $13.02B | $13.02B | 43 | 2025-06-30 | → |
| 947 | WHALE ROCK CAPITAL MANAGEMENT LLC | 140746 | $12.97B | $12.97B | 31 | 2026-06-30 | → |
| 948 | ASCENSUS INVESTMENT ADVISORS, LLC | 120632 | $12.97B | $12.97B | 48 | 2026-01-31 | → |
| 949 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | $12.97B | $12.97B | 31 | 2026-05-31 | → |
| 950 | VALEO FINANCIAL ADVISORS, LLC | 127132 | $12.96B | $12.96B | 178 | 2026-04-30 | → |
| 951 | IVY HILL ASSET MANAGEMENT, L.P. | 161608 | $12.96B | $12.96B | 16 | 2026-05-31 | → |
| 952 | MONTRUSCO BOLTON INVESTMENTS INC. | 154475 | $12.93B | $12.93B | 68 | 2026-03-31 | → |
| 953 | GLOBAL ENDOWMENT MANAGEMENT, LP | 157772 | $12.88B | $12.88B | 82 | 2026-05-31 | → |
| 954 | PACIFIC CAPITAL PARTNERS LIMITED | 305066 | $12.88B | $12.88B | 62 | 2025-09-30 | → |
| 955 | NEPHILA CAPITAL LTD. | 132780 | $12.88B | $12.88B | 27 | 2026-03-31 | → |
| 956 | MKP CAPITAL MANAGEMENT, L.L.C. | 113851 | $12.85B | $12.85B | 46 | 2026-03-31 | → |
| 957 | PUGH CAPITAL MANAGEMENT, INC. | 111765 | $12.82B | $12.82B | 39 | 2026-03-31 | → |
| 958 | ARIEL INVESTMENTS, LLC | 108211 | $12.78B | $12.78B | 109 | 2026-04-30 | → |
| 959 | SECOR INVESTMENT ADVISORS, LP | 155235 | $12.76B | $12.76B | 44 | 2026-04-30 | → |
| 960 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | $12.76B | $12.76B | 93 | 2026-03-31 | → |
| 961 | DUFF & PHELPS INVESTMENT MANAGEMENT CO. | 107296 | $12.75B | $12.75B | 53 | 2026-04-30 | → |
| 962 | LINGOTTO INVESTMENT MANAGEMENT LLP | 324295 | $12.71B | $12.71B | 35 | 2026-04-30 | → |
| 963 | LS POWER EQUITY ADVISORS, LLC | 158272 | $12.64B | $12.64B | 224 | 2026-04-30 | → |
| 964 | FIRST EAGLE ALTERNATIVE CREDIT, LLC | 150900 | $12.56B | $12.56B | 79 | 2026-06-30 | → |
| 965 | THE CAPROCK GROUP, LLC | 124272 | $12.48B | $12.48B | 67 | 2026-03-31 | → |
| 966 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | 301925 | $12.47B | $12.47B | 52 | 2026-04-30 | → |
| 967 | WESTWOOD MANAGEMENT CORP | 110269 | $12.46B | $12.46B | 95 | 2026-03-31 | → |
| 968 | PROSPERA FINANCIAL SERVICES, INC. | 10740 | $12.44B | $12.44B | 333 | 2025-09-30 | → |
| 969 | MFN PARTNERS MANAGEMENT, LP | 291755 | $12.42B | $12.42B | 17 | 2026-03-31 | → |
| 970 | ROYCE & ASSOCIATES, LP | 107689 | $12.41B | $12.41B | 89 | 2026-02-28 | → |
| 971 | OASIS CAPITAL PARTNERS (TEXAS) INC. | 171703 | $12.40B | $12.40B | 57 | 2026-03-31 | → |
| 972 | NEUBERGER BERMAN CANADA ULC | 284803 | $12.39B | $12.39B | 27 | 2026-04-30 | → |
| 973 | SOUND POINT CLO C-MOA, LLC | 293256 | $12.34B | $12.34B | 40 | 2026-03-31 | → |
| 974 | FIRST TRUST CAPITAL MANAGEMENT L.P. | 317825 | $12.28B | $12.28B | 62 | 2026-03-31 | → |
| 975 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | $12.27B | $12.27B | 48 | 2025-12-31 | → |
| 976 | MACQUARIE INVESTMENT MANAGEMENT AUSTRIA KAPITALANLAGE AG | 290998 | $12.27B | $12.27B | 35 | 2025-06-30 | → |
| 977 | AQUILINE MANAGEMENT HOLDINGS LP | 327352 | $12.27B | $12.27B | 85 | 2026-05-31 | → |
| 978 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | $12.24B | $12.24B | 53 | 2026-03-31 | → |
| 979 | BSP CLO MANAGEMENT LLC | 304962 | $12.24B | $12.24B | 241 | 2026-03-31 | → |
| 980 | PACIFIC PRIVATE FUND ADVISORS LLC | 168830 | $12.24B | $12.24B | 12 | 2026-03-31 | → |
| 981 | ALTRINSIC GLOBAL ADVISORS, LLC | 109678 | $12.22B | $12.22B | 34 | 2026-03-31 | → |
| 982 | HOLLYPORT CAPITAL LLP | 289306 | $12.20B | $12.20B | 84 | 2026-06-30 | → |
| 983 | NORTHROCK PARTNERS, LLC | 167908 | $12.19B | $12.19B | 233 | 2026-03-31 | → |
| 984 | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC | 107341 | $12.18B | $12.18B | 169 | 2026-03-31 | → |
| 985 | INTERCONTINENTAL REAL ESTATE CORPORATION | 112332 | $12.18B | $12.18B | 122 | 2026-03-31 | → |
| 986 | MAIRS AND POWER INC | 110351 | $12.14B | $12.14B | 60 | 2026-04-30 | → |
| 987 | CHURCHILL INVESTMENT MANAGEMENT LLC | 305060 | $12.14B | $12.14B | 101 | 2026-03-31 | → |
| 988 | THE ENERGY & MINERALS GROUP LP | 339275 | $12.02B | $12.02B | 22 | 2026-03-31 | → |
| 989 | SLATE PATH CAPITAL LP | 164751 | $11.99B | $11.99B | 25 | 2026-03-31 | → |
| 990 | POINTSTATE CAPITAL LP | 161110 | $11.98B | $11.98B | 41 | 2026-05-31 | → |
| 991 | CANYON CAPITAL ADVISORS LLC | 107922 | $11.92B | $11.92B | 192 | 2026-03-31 | → |
| 992 | GOLDBERG LINDSAY & CO. LLC | 141029 | $11.91B | $11.91B | 55 | 2026-04-30 | → |
| 993 | HUB INVESTMENT PARTNERS, LLC | 307956 | $11.88B | $11.88B | 172 | 2026-06-30 | → |
| 994 | LEVINE LEICHTMAN CAPITAL PARTNERS, LLC | 140980 | $11.88B | $11.88B | 73 | 2026-04-30 | → |
| 995 | PARADIGM OPERATIONS LP | 299210 | $11.87B | $11.87B | 61 | 2026-06-30 | → |
| 996 | FIRST SENTIER INVESTORS (UK) FUNDS LIMITED | 171592 | $11.87B | $11.87B | 314 | 2026-03-31 | → |
| 997 | FTV MANAGEMENT COMPANY LP | 159568 | $11.86B | $11.86B | 119 | 2026-01-31 | → |
| 998 | AKRE CAPITAL MANAGEMENT, LLC | 109242 | $11.82B | $11.82B | 12 | 2026-06-30 | → |
| 999 | ENTRUST GLOBAL PARTNERS LLC | 107940 | $11.82B | $11.82B | 137 | 2026-03-31 | → |
| 1000 | 137 VENTURES MANAGEMENT LLC | 162351 | $11.81B | $11.81B | 25 | 2026-04-30 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30