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 | |
|---|---|---|---|---|---|---|---|
| 101 | FEDERATED INVESTMENT COUNSELING | 105325 | $207.21B | $207.21B | 213 | 2026-05-31 | → |
| 102 | GARDA CAPITAL PARTNERS LP | 282439 | $207.10B | $207.10B | 224 | 2026-03-31 | → |
| 103 | ABRDN INVESTMENTS LIMITED | 162309 | $206.50B | $206.50B | 1,296 | 2026-05-31 | → |
| 104 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | $204.18B | $204.18B | 112 | 2026-03-31 | → |
| 105 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | $199.66B | $199.66B | 452 | 2026-05-31 | → |
| 106 | HIGHTOWER ADVISORS, LLC | 145323 | $198.58B | $198.58B | 1,983 | 2026-05-31 | → |
| 107 | STIFEL, NICOLAUS & COMPANY, INCORPORATED | 793 | $197.53B | $197.53B | 6,478 | 2026-06-30 | → |
| 108 | MACKENZIE FINANCIAL CORPORATION | 110338 | $194.88B | $194.88B | 1,362 | 2026-03-31 | → |
| 109 | GALLAGHER FIDUCIARY ADVISORS, LLC | 146509 | $194.82B | $194.82B | 235 | 2026-06-30 | → |
| 110 | HARBOURVEST PARTNERS, LLC | 109846 | $191.18B | $191.18B | 1,204 | 2026-05-31 | → |
| 111 | INVESCO ASSET MANAGEMENT LTD. | 109985 | $187.60B | $187.60B | 930 | 2026-03-31 | → |
| 112 | MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED | 277065 | $187.35B | $187.35B | 227 | 2026-06-30 | → |
| 113 | NUVEEN FUND ADVISORS, LLC | 104626 | $186.25B | $186.25B | 137 | 2026-03-31 | → |
| 114 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $184.99B | $184.99B | 137 | 2026-06-30 | → |
| 115 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $184.81B | $184.81B | 210 | 2026-01-31 | → |
| 116 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | $183.62B | $183.62B | 496 | 2026-03-31 | → |
| 117 | BLACKSTONE ISG-I ADVISORS L.L.C. | 289202 | $183.53B | $183.53B | 114 | 2026-03-31 | → |
| 118 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | $183.29B | $183.29B | 905 | 2026-05-31 | → |
| 119 | FOCUS PARTNERS WEALTH, LLC | 159289 | $181.86B | $181.86B | 1,915 | 2026-04-30 | → |
| 120 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | $178.01B | $178.01B | 471 | 2026-04-30 | → |
| 121 | GC ADVISORS LLC | 148687 | $177.85B | $177.85B | 1,035 | 2026-06-30 | → |
| 122 | SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LIMITED | 301509 | $177.71B | $177.71B | 1,022 | 2026-06-30 | → |
| 123 | ACADIAN ASSET MANAGEMENT LLC | 106609 | $177.46B | $177.46B | 375 | 2026-05-31 | → |
| 124 | HPS INVESTMENT PARTNERS, LLC | 282125 | $175.72B | $175.72B | 826 | 2026-05-31 | → |
| 125 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | $174.54B | $174.54B | 222 | 2026-06-30 | → |
| 126 | TPG GLOBAL ADVISORS, LLC | 159732 | $173.56B | $173.56B | 1,271 | 2026-03-31 | → |
| 127 | BLACKROCK CAPITAL MANAGEMENT, INC. | 108069 | $172.62B | $172.62B | 79 | 2026-06-30 | → |
| 128 | INSIGHT NORTH AMERICA LLC | 145995 | $171.09B | $171.09B | 238 | 2026-06-30 | → |
| 129 | JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED | 300114 | $169.62B | $169.62B | 419 | 2026-03-31 | → |
| 130 | FRANKLIN TEMPLETON FUND ADVISER, LLC | 140432 | $167.44B | $167.44B | 0 | 2025-12-31 | → |
| 131 | EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC | 156933 | $167.15B | $167.15B | 67 | 2026-03-31 | → |
| 132 | CORIENT PRIVATE WEALTH LLC | 319448 | $165.25B | $165.25B | 1,537 | 2026-03-31 | → |
| 133 | ALPHADYNE ASSET MANAGEMENT LP | 154176 | $164.83B | $164.83B | 121 | 2026-03-31 | → |
| 134 | GQG PARTNERS LLC | 283720 | $163.86B | $163.86B | 227 | 2026-03-31 | → |
| 135 | KEYRIDGE ASSET MANAGEMENT LIMITED | 175204 | $162.89B | $162.89B | 45 | 2026-03-31 | → |
| 136 | CIBC ASSET MANAGEMENT INC. | 106508 | $162.84B | $162.84B | 478 | 2026-06-30 | → |
| 137 | CERITY PARTNERS LLC | 151559 | $161.68B | $161.68B | 1,529 | 2026-06-30 | → |
| 138 | NB ALTERNATIVES ADVISERS LLC | 149822 | $160.24B | $160.24B | 417 | 2026-03-31 | → |
| 139 | SANTANDER ASSET MANAGEMENT SA SGIIC | 143883 | $159.86B | $159.86B | 231 | 2026-03-31 | → |
| 140 | MACKAY SHIELDS LLC | 107717 | $159.52B | $159.52B | 206 | 2026-04-30 | → |
| 141 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 294156 | $159.41B | $159.41B | 707 | 2026-06-30 | → |
| 142 | PAYDEN & RYGEL | 107160 | $158.23B | $158.23B | 194 | 2026-03-31 | → |
| 143 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | $156.56B | $156.56B | 100 | 2026-06-30 | → |
| 144 | BOSTON MANAGEMENT AND RESEARCH | 104853 | $154.73B | $154.73B | 203 | 2026-03-31 | → |
| 145 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | $154.66B | $154.66B | 598 | 2026-03-31 | → |
| 146 | IFM INVESTORS PTY LTD | 162754 | $152.93B | $152.93B | 717 | 2025-11-30 | → |
| 147 | NEPC, LLC | 110562 | $152.72B | $152.72B | 379 | 2026-05-31 | → |
| 148 | BROOKFIELD ASSET MANAGEMENT PIC CANADA, LP | 151605 | $152.13B | $152.13B | 1,413 | 2026-04-30 | → |
| 149 | APERIO GROUP, LLC | 111616 | $152.13B | $152.13B | 208 | 2026-04-30 | → |
| 150 | HARTFORD FUNDS MANAGEMENT COMPANY, LLC | 147746 | $152.07B | $152.07B | 368 | 2026-06-30 | → |
| 151 | AON INVESTMENTS USA INC. | 105596 | $150.99B | $150.99B | 255 | 2026-03-31 | → |
| 152 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $150.40B | $150.40B | 254 | 2026-03-31 | → |
| 153 | BRIDGEWATER ASSOCIATES, LP | 105129 | $150.16B | $150.16B | 1,135 | 2026-05-31 | → |
| 154 | ICAPITAL ADVISORS, LLC | 177513 | $149.86B | $149.86B | 552 | 2026-05-31 | → |
| 155 | MARINER INVESTMENT GROUP, LLC | 124744 | $149.62B | $149.62B | 146 | 2026-03-31 | → |
| 156 | HSBC GLOBAL ASSET MANAGEMENT (HONG KONG) LIMITED | 105193 | $149.48B | $149.48B | 309 | 2026-06-30 | → |
| 157 | WILSHIRE ADVISORS LLC | 6210 | $149.10B | $149.10B | 307 | 2026-06-30 | → |
| 158 | EASTSPRING INVESTMENTS (SINGAPORE) LIMITED | 144603 | $146.29B | $146.29B | 365 | 2026-05-31 | → |
| 159 | BLACKSTONE MANAGEMENT PARTNERS L.L.C. | 136979 | $145.73B | $145.73B | 213 | 2026-03-31 | → |
| 160 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | $144.04B | $144.04B | 778 | 2026-06-30 | → |
| 161 | BAILLIE GIFFORD OVERSEAS LTD | 110296 | $144.00B | $144.00B | 1,583 | 2026-05-31 | → |
| 162 | GLOBAL INFRASTRUCTURE MANAGEMENT, LLC | 157434 | $142.15B | $142.15B | 437 | 2026-05-31 | → |
| 163 | NUVEEN ALTERNATIVES ADVISORS LLC | 160255 | $142.02B | $142.02B | 87 | 2026-04-30 | → |
| 164 | HAMILTON LANE ADVISORS, L.L.C. | 107876 | $141.83B | $141.83B | 740 | 2026-06-30 | → |
| 165 | APG ASSET MANAGEMENT US, INC | 160795 | $141.33B | $141.33B | 183 | 2026-03-31 | → |
| 166 | INNOCAP GLOBAL INVESTMENT MANAGEMENT (IRELAND) LTD | 288550 | $141.06B | $141.06B | 14 | 2026-01-31 | → |
| 167 | TPG CAPITAL ADVISORS, LLC | 159738 | $140.57B | $140.57B | 414 | 2026-06-30 | → |
| 168 | BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED | 165482 | $140.25B | $140.25B | 508 | 2026-06-30 | → |
| 169 | LMR PARTNERS LLC | 292183 | $140.11B | $140.11B | 106 | 2026-06-30 | → |
| 170 | VERITION FUND MANAGEMENT LLC | 156610 | $139.39B | $139.39B | 899 | 2026-03-31 | → |
| 171 | PRIMECAP MANAGEMENT CO | 105516 | $139.34B | $139.34B | 43 | 2026-03-31 | → |
| 172 | CAPITAL BANK AND TRUST COMPANY | 170017 | $139.29B | $139.29B | 121 | 2026-05-31 | → |
| 173 | CAPULA INVESTMENT US LP | 157589 | $137.44B | $137.44B | 80 | 2026-06-30 | → |
| 174 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 108260 | $136.48B | $136.48B | 392 | 2026-05-31 | → |
| 175 | RHUMBLINE ADVISERS LTD PARTNERSHIP | 107151 | $136.48B | $136.48B | 32 | 2026-03-31 | → |
| 176 | GOLDMAN SACHS & CO. LLC | 361 | $133.64B | $133.64B | 2,268 | 2026-06-30 | → |
| 177 | AFLAC ASSET MANAGEMENT LLC | 304316 | $133.47B | $133.47B | 110 | 2026-03-31 | → |
| 178 | BLACKSTONE REAL ESTATE ADVISORS L.P. | 142979 | $130.74B | $130.74B | 547 | 2026-03-31 | → |
| 179 | INCOME RESEARCH + MANAGEMENT | 104863 | $130.65B | $130.65B | 218 | 2026-03-31 | → |
| 180 | NINETY ONE UK LIMITED | 158310 | $130.19B | $130.19B | 439 | 2026-06-30 | → |
| 181 | THRIVENT FINANCIAL FOR LUTHERANS | 115785 | $128.73B | $128.73B | 4,220 | 2026-06-30 | → |
| 182 | ELLIOTT INVESTMENT MANAGEMENT L.P. | 307151 | $128.62B | $128.62B | 665 | 2026-05-31 | → |
| 183 | VAN ECK ASSOCIATES CORPORATION | 105080 | $125.61B | $125.61B | 292 | 2026-03-31 | → |
| 184 | MARINER, LLC | 140195 | $125.41B | $125.41B | 1,889 | 2026-03-31 | → |
| 185 | GENERAL ATLANTIC SERVICE COMPANY, L.P. | 133536 | $125.26B | $125.26B | 881 | 2026-03-31 | → |
| 186 | BROWN ADVISORY LLC | 110181 | $124.31B | $124.31B | 782 | 2026-03-31 | → |
| 187 | GC OPAL ADVISORS LLC | 289425 | $124.30B | $124.30B | 1,087 | 2026-06-30 | → |
| 188 | HARTFORD INVESTMENT MANAGEMENT COMPANY | 106699 | $123.58B | $123.58B | 322 | 2026-03-31 | → |
| 189 | SANDERS CAPITAL, LLC | 151480 | $122.18B | $122.18B | 26 | 2026-03-31 | → |
| 190 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | $122.06B | $122.06B | 354 | 2025-03-31 | → |
| 191 | COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC | 150088 | $121.05B | $121.05B | 419 | 2026-06-30 | → |
| 192 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | $120.70B | $120.70B | 364 | 2026-03-31 | → |
| 193 | LAZARD ASSET MANAGEMENT LLC | 122836 | $120.52B | $120.52B | 532 | 2026-03-31 | → |
| 194 | SILVER LAKE TECHNOLOGY MANAGEMENT, LLC | 161206 | $117.70B | $117.70B | 227 | 2026-05-31 | → |
| 195 | ICONIQ CAPITAL, LLC | 159198 | $117.53B | $117.53B | 513 | 2026-04-30 | → |
| 196 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | $117.24B | $117.24B | 139 | 2026-02-28 | → |
| 197 | ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED | 312825 | $117.06B | $117.06B | 3,585 | 2026-06-30 | → |
| 198 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | $116.17B | $116.17B | 185 | 2026-06-30 | → |
| 199 | ANGELO, GORDON & CO., L.P. | 131940 | $115.94B | $115.94B | 1,096 | 2026-05-31 | → |
| 200 | RECORD CURRENCY MANAGEMENT LIMITED | 110893 | $114.16B | $114.16B | 87 | 2026-06-30 | → |
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