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 | |
|---|---|---|---|---|---|---|---|
| 301 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $69.23B | $69.23B | 186 | 2026-03-31 | → |
| 302 | FULCRUM ASSET MANAGEMENT LLP | 137661 | $69.09B | $69.09B | 101 | 2026-03-31 | → |
| 303 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | $68.60B | $68.60B | 569 | 2026-04-30 | → |
| 304 | CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | 162053 | $68.38B | $68.38B | 382 | 2026-03-31 | → |
| 305 | JUPITER ASSET MANAGEMENT LIMITED | 306863 | $68.22B | $68.22B | 408 | 2026-03-31 | → |
| 306 | AHL PARTNERS LLP | 167882 | $68.02B | $68.02B | 144 | 2026-06-30 | → |
| 307 | BLUE OWL REAL ESTATE CAPITAL LLC | 165132 | $67.88B | $67.88B | 130 | 2026-05-31 | → |
| 308 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | $67.84B | $67.84B | 610 | 2026-06-30 | → |
| 309 | HARBOR CAPITAL ADVISORS, INC. | 113042 | $67.64B | $67.64B | 240 | 2026-03-31 | → |
| 310 | STONE POINT CAPITAL LLC | 156521 | $67.63B | $67.63B | 121 | 2026-03-31 | → |
| 311 | BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC | 290336 | $66.93B | $66.93B | 39 | 2026-06-30 | → |
| 312 | WALTER SCOTT & PARTNERS LIMITED | 112161 | $66.67B | $66.67B | 162 | 2026-03-31 | → |
| 313 | ADAMS STREET PARTNERS, LLC | 109358 | $66.49B | $66.49B | 318 | 2026-06-30 | → |
| 314 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $66.46B | $66.46B | 90 | 2026-06-30 | → |
| 315 | TRANSAMERICA ASSET MANAGEMENT, INC. | 107376 | $65.94B | $65.94B | 53 | 2026-05-31 | → |
| 316 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $65.60B | $65.60B | 388 | 2026-04-30 | → |
| 317 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $65.44B | $65.44B | 157 | 2026-05-31 | → |
| 318 | BLUE OWL CREDIT ADVISORS LLC | 282575 | $64.86B | $64.86B | 250 | 2026-03-31 | → |
| 319 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $64.84B | $64.84B | 305 | 2026-06-30 | → |
| 320 | GLG PARTNERS LP | 163016 | $64.51B | $64.51B | 82 | 2026-06-30 | → |
| 321 | WILLIAM BLAIR & COMPANY L.L.C. | 1252 | $64.28B | $64.28B | 492 | 2026-03-31 | → |
| 322 | BAYVIEW ASSET MANAGEMENT, LLC | 157053 | $64.21B | $64.21B | 556 | 2026-05-31 | → |
| 323 | TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | $62.67B | $62.67B | 239 | 2026-05-31 | → |
| 324 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $62.24B | $62.24B | 103 | 2026-03-31 | → |
| 325 | CVC CREDIT PARTNERS, LLC | 138528 | $61.63B | $61.63B | 153 | 2026-05-31 | → |
| 326 | DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC | 290954 | $61.10B | $61.10B | 285 | 2026-06-30 | → |
| 327 | QUANTINNO CAPITAL MANAGEMENT LP | 298733 | $60.91B | $60.91B | 53 | 2026-03-31 | → |
| 328 | EAGLE ASSET MANAGEMENT INC | 110653 | $60.65B | $60.65B | 77 | 2026-06-30 | → |
| 329 | I SQUARED CAPITAL ADVISORS (US) LLC | 168339 | $60.09B | $60.09B | 331 | 2026-03-31 | → |
| 330 | AMERICAN BEACON ADVISORS, INC. | 105552 | $59.93B | $59.93B | 121 | 2026-03-31 | → |
| 331 | LGT CAPITAL PARTNERS (USA) INC. | 160437 | $59.78B | $59.78B | 78 | 2026-04-30 | → |
| 332 | MIO PARTNERS, INC. | 108637 | $59.59B | $59.59B | 287 | 2026-03-31 | → |
| 333 | VOYA INVESTMENTS, LLC | 111091 | $59.48B | $59.48B | 104 | 2026-03-31 | → |
| 334 | VALOR MANAGEMENT LLC | 160014 | $59.32B | $59.32B | 104 | 2026-04-30 | → |
| 335 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | $59.16B | $59.16B | 88 | 2026-05-31 | → |
| 336 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | $59.04B | $59.04B | 94 | 2026-03-31 | → |
| 337 | MARSHALL WACE NORTH AMERICA L.P. | 135902 | $58.87B | $58.87B | 184 | 2026-05-31 | → |
| 338 | BLACKSTONE PRIVATE CREDIT STRATEGIES LLC | 327208 | $57.92B | $57.92B | 753 | 2026-05-31 | → |
| 339 | ALPINVEST US HOLDINGS, LLC | 328458 | $57.66B | $57.66B | 289 | 2026-03-31 | → |
| 340 | MAN SOLUTIONS LIMITED | 108899 | $57.51B | $57.51B | 59 | 2026-06-30 | → |
| 341 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | $57.43B | $57.43B | 51 | 2026-04-30 | → |
| 342 | TENARON CAPITAL MANAGEMENT LP | 283249 | $56.41B | $56.41B | 26 | 2026-05-31 | → |
| 343 | WORLD INVESTMENT ADVISORS, LLC | 208512 | $56.28B | $56.28B | 413 | 2026-03-31 | → |
| 344 | CITIGROUP GLOBAL MARKETS INC. | 7059 | $56.01B | $56.01B | 7,036 | 2026-06-30 | → |
| 345 | CHURCHILL ASSET MANAGEMENT LLC | 175092 | $55.66B | $55.66B | 206 | 2026-06-30 | → |
| 346 | RAFFERTY ASSET MANAGEMENT, LLC | 112526 | $55.24B | $55.24B | 45 | 2026-03-31 | → |
| 347 | TA ASSOCIATES MANAGEMENT, L.P. | 156699 | $55.07B | $55.07B | 266 | 2026-05-31 | → |
| 348 | BEACON POINTE ADVISORS, LLC | 119290 | $54.87B | $54.87B | 780 | 2026-05-31 | → |
| 349 | THORNBURG INVESTMENT MANAGEMENT INC | 106357 | $54.45B | $54.45B | 219 | 2026-03-31 | → |
| 350 | BRECKINRIDGE CAPITAL ADVISORS INC | 107143 | $54.28B | $54.28B | 88 | 2026-03-31 | → |
| 351 | BNP PARIBAS ASSET MANAGEMENT UK LIMITED | 160817 | $54.20B | $54.20B | 177 | 2025-07-31 | → |
| 352 | PINESTONE ASSET MANAGEMENT INC. | 317431 | $54.13B | $54.13B | 46 | 2026-03-31 | → |
| 353 | VERITAS CAPITAL FUND MANAGEMENT, L.L.C. | 157123 | $53.81B | $53.81B | 146 | 2026-03-31 | → |
| 354 | SB INVESTMENT ADVISERS (US) INC. | 286323 | $53.47B | $53.47B | 194 | 2026-06-30 | → |
| 355 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | $52.93B | $52.93B | 313 | 2026-04-30 | → |
| 356 | VANTAGEPOINT INVESTMENT ADVISERS, LLC | 109138 | $52.93B | $52.93B | 64 | 2026-06-30 | → |
| 357 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | $52.78B | $52.78B | 177 | 2026-03-31 | → |
| 358 | SCULPTOR CAPITAL LP | 107913 | $52.68B | $52.68B | 343 | 2026-04-30 | → |
| 359 | AEGON ASSET MANAGEMENT UK PLC | 289505 | $52.63B | $52.63B | 254 | 2026-03-31 | → |
| 360 | WALLEYE CAPITAL LLC | 161413 | $52.11B | $52.11B | 380 | 2026-04-30 | → |
| 361 | MAI CAPITAL MANAGEMENT, LLC | 109807 | $52.10B | $52.10B | 562 | 2026-05-31 | → |
| 362 | FARALLON CAPITAL MANAGEMENT, L.L.C. | 107322 | $52.08B | $52.08B | 355 | 2026-03-31 | → |
| 363 | CAPITAL INTERNATIONAL, INC. | 110682 | $51.92B | $51.92B | 263 | 2026-05-31 | → |
| 364 | VEST FINANCIAL LLC | 165976 | $51.81B | $51.81B | 52 | 2026-06-30 | → |
| 365 | BLACKSTONE LIQUID CREDIT ADVISORS I LLC | 152294 | $51.63B | $51.63B | 711 | 2026-03-31 | → |
| 366 | BDT CAPITAL PARTNERS, LLC | 160914 | $51.52B | $51.52B | 498 | 2026-03-31 | → |
| 367 | GENSTAR CAPITAL MANAGEMENT LLC | 156932 | $51.26B | $51.26B | 49 | 2026-04-30 | → |
| 368 | PNC CAPITAL ADVISORS LLC | 151829 | $50.88B | $50.88B | 258 | 2026-03-31 | → |
| 369 | MONETA GROUP INVESTMENT ADVISORS, LLC | 104727 | $50.54B | $50.54B | 585 | 2026-03-31 | → |
| 370 | THRIVE CAPITAL MANAGEMENT, LLC | 162771 | $50.49B | $50.49B | 80 | 2026-03-31 | → |
| 371 | MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | $50.44B | $50.44B | 161 | 2026-06-30 | → |
| 372 | HOLOCENE ADVISORS, LP | 287999 | $50.43B | $50.43B | 115 | 2026-03-31 | → |
| 373 | CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED | 163590 | $50.42B | $50.42B | 122 | 2026-03-31 | → |
| 374 | HALL CAPITAL PARTNERS LLC | 106759 | $50.30B | $50.30B | 175 | 2025-03-31 | → |
| 375 | SEGAL ADVISORS, INC. | 114687 | $50.15B | $50.15B | 112 | 2026-03-31 | → |
| 376 | LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 160187 | $50.01B | $50.01B | 132 | 2026-05-31 | → |
| 377 | CRESCENT CAPITAL GROUP LP | 153966 | $49.71B | $49.71B | 239 | 2026-05-31 | → |
| 378 | ICG INVESTMENTS INC | 162589 | $49.69B | $49.69B | 94 | 2026-03-31 | → |
| 379 | MONDRIAN INVESTMENT PARTNERS LIMITED | 107432 | $49.31B | $49.31B | 133 | 2026-04-30 | → |
| 380 | BRIDGE MULTIFAMILY FUND MANAGER LLC | 159127 | $49.30B | $49.30B | 610 | 2026-04-30 | → |
| 381 | MACQUARIE INFRASTRUCTURE PARTNERS INC. | 146696 | $48.84B | $48.84B | 255 | 2026-06-30 | → |
| 382 | INVESCO MANAGEMENT S.A. | 143238 | $48.69B | $48.69B | 357 | 2026-03-31 | → |
| 383 | SCS CAPITAL MANAGEMENT LLC | 122258 | $48.65B | $48.65B | 213 | 2026-03-31 | → |
| 384 | GTCR LLC | 159545 | $48.64B | $48.64B | 204 | 2026-03-31 | → |
| 385 | CLIFFWATER LLC | 132167 | $48.51B | $48.51B | 213 | 2026-05-31 | → |
| 386 | BNP PARIBAS ASSET MANAGEMENT USA, INC. | 105455 | $48.44B | $48.44B | 123 | 2026-03-31 | → |
| 387 | MANULIFE INVESTMENT MANAGEMENT PRIVATE MARKETS (US) LLC | 145508 | $48.31B | $48.31B | 730 | 2026-03-31 | → |
| 388 | PORTFOLIO ADVISORS LLC | 105981 | $47.84B | $47.84B | 164 | 2026-03-31 | → |
| 389 | PLATINUM EQUITY ADVISORS, LLC | 161491 | $47.72B | $47.72B | 253 | 2026-05-31 | → |
| 390 | ANTARES CAPITAL ADVISERS LLC | 281998 | $47.39B | $47.39B | 466 | 2026-03-31 | → |
| 391 | STEPSTONE GROUP EUROPE ALTERNATIVE INVESTMENTS LIMITED | 284947 | $47.29B | $47.29B | 140 | 2026-06-30 | → |
| 392 | FRANCISCO PARTNERS MANAGEMENT, L.P. | 160272 | $47.05B | $47.05B | 140 | 2026-03-31 | → |
| 393 | PINE RIVER CAPITAL MANAGEMENT L.P. | 133720 | $46.87B | $46.87B | 31 | 2026-06-30 | → |
| 394 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 155680 | $46.63B | $46.63B | 523 | 2026-04-30 | → |
| 395 | NEW MOUNTAIN CAPITAL, L.L.C. | 161394 | $46.41B | $46.41B | 235 | 2026-03-31 | → |
| 396 | SILVER POINT CAPITAL, L.P. | 157738 | $46.23B | $46.23B | 357 | 2026-05-31 | → |
| 397 | BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC | 297506 | $46.06B | $46.06B | 250 | 2026-06-30 | → |
| 398 | CANTERBURY CONSULTING INCORPORATED | 22875 | $45.88B | $45.88B | 64 | 2026-05-31 | → |
| 399 | TIDAL INVESTMENTS LLC | 164201 | $45.83B | $45.83B | 207 | 2026-03-31 | → |
| 400 | GENERAL CATALYST GROUP MANAGEMENT, LLC | 162548 | $45.50B | $45.50B | 211 | 2026-03-31 | → |
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