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 | |
|---|---|---|---|---|---|---|---|
| 501 | KAYNE ANDERSON CAPITAL ADVISORS, L.P. | 104536 | $34.11B | $34.11B | 310 | 2026-05-31 | → |
| 502 | VOYA ALTERNATIVE ASSET MANAGEMENT LLC | 107235 | $34.01B | $34.01B | 124 | 2026-03-31 | → |
| 503 | CLEARSTEAD ADVISORS, LLC | 105674 | $33.88B | $33.88B | 280 | 2026-03-31 | → |
| 504 | EDGEPOINT INVESTMENT GROUP INC. | 312152 | $33.80B | $33.80B | 26 | 2026-06-30 | → |
| 505 | PACIFIC WAY CAPITAL MANAGEMENT, LLC | 334551 | $33.57B | $33.57B | 8 | 2026-03-31 | → |
| 506 | ALLWORTH FINANCIAL, L.P. | 111167 | $33.55B | $33.55B | 493 | 2026-03-31 | → |
| 507 | SONA ASSET MANAGEMENT (US) LLC | 291738 | $33.49B | $33.49B | 39 | 2026-06-30 | → |
| 508 | ENERGY CAPITAL PARTNERS MANAGEMENT, LP | 155020 | $33.39B | $33.39B | 95 | 2026-04-30 | → |
| 509 | D. E. SHAW INVESTMENT MANAGEMENT, L.L.C. | 135284 | $33.37B | $33.37B | 47 | 2026-03-31 | → |
| 510 | REDDING RIDGE ASSET MANAGEMENT LLC | 283058 | $33.32B | $33.32B | 67 | 2026-04-30 | → |
| 511 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | $33.19B | $33.19B | 7 | 2025-12-31 | → |
| 512 | BRIGADE CAPITAL MANAGEMENT, LP | 144078 | $33.02B | $33.02B | 108 | 2026-04-30 | → |
| 513 | EISLER CAPITAL (US) LLC | 315314 | $33.00B | $33.00B | 94 | 2025-07-31 | → |
| 514 | FIRST SENTIER INVESTORS (HONG KONG) LIMITED | 281553 | $32.87B | $32.87B | 87 | 2026-03-31 | → |
| 515 | 26NORTH PARTNERS LP | 322923 | $32.68B | $32.68B | 142 | 2026-03-31 | → |
| 516 | FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED | 148045 | $32.55B | $32.55B | 68 | 2026-06-30 | → |
| 517 | ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC | 159050 | $32.48B | $32.48B | 412 | 2026-05-31 | → |
| 518 | JAIN GLOBAL LLC | 330309 | $32.39B | $32.39B | 427 | 2026-03-31 | → |
| 519 | SEQUOIA FINANCIAL ADVISORS, L.L.C. | 117756 | $32.24B | $32.24B | 424 | 2026-06-30 | → |
| 520 | HARDING LOEVNER LP | 104543 | $32.06B | $32.06B | 104 | 2026-03-31 | → |
| 521 | FIRST PACIFIC ADVISORS, LP | 141823 | $32.00B | $32.00B | 73 | 2026-03-31 | → |
| 522 | TWENTYFOUR ASSET MANAGEMENT LLP | 335919 | $31.76B | $31.76B | 77 | 2026-04-30 | → |
| 523 | LUTHER KING CAPITAL MANAGEMENT CORPORATION | 110093 | $31.50B | $31.50B | 110 | 2026-06-30 | → |
| 524 | CONSTELLATION INVESTMENTS, INC. | 107528 | $31.48B | $31.48B | 45 | 2026-03-31 | → |
| 525 | MUZINICH & CO., INC. | 22998 | $31.27B | $31.27B | 110 | 2026-06-30 | → |
| 526 | AFFINIUS CAPITAL ADVISORS LLC | 316030 | $31.11B | $31.11B | 298 | 2026-03-31 | → |
| 527 | BC PARTNERS PE L.P. | 333698 | $31.07B | $31.07B | 50 | 2026-05-31 | → |
| 528 | TIEDEMANN ADVISORS, LLC | 147189 | $31.01B | $31.01B | 182 | 2026-04-30 | → |
| 529 | CATTERTON MANAGEMENT COMPANY, L.L.C. | 157428 | $30.84B | $30.84B | 183 | 2026-06-30 | → |
| 530 | ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED | 132377 | $30.79B | $30.79B | 87 | 2026-03-31 | → |
| 531 | TJC LP | 160313 | $30.78B | $30.78B | 96 | 2026-05-31 | → |
| 532 | BLACKROCK INTERNATIONAL LIMITED | 106843 | $30.78B | $30.78B | 69 | 2026-05-31 | → |
| 533 | BLACKSTONE CLO MANAGEMENT LLC (MANAGEMENT SERIES) | 304307 | $30.69B | $30.69B | 711 | 2026-05-31 | → |
| 534 | PRUDENT MAN ADVISORS, LLC | 301973 | $30.59B | $30.59B | 157 | 2026-04-30 | → |
| 535 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | $30.51B | $30.51B | 249 | 2026-03-31 | → |
| 536 | 40/86 ADVISORS, INC. | 107740 | $30.50B | $30.50B | 84 | 2026-04-30 | → |
| 537 | MARATHON ASSET MANAGEMENT, L.P. | 124613 | $30.48B | $30.48B | 193 | 2026-03-31 | → |
| 538 | PALOMA PARTNERS MANAGEMENT COMPANY | 138460 | $30.29B | $30.29B | 64 | 2026-05-31 | → |
| 539 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | $30.25B | $30.25B | 30 | 2026-03-31 | → |
| 540 | PSG EQUITY L.L.C. | 295103 | $30.18B | $30.18B | 276 | 2026-03-31 | → |
| 541 | HB WEALTH MANAGEMENT, LLC | 316731 | $30.16B | $30.16B | 325 | 2026-05-31 | → |
| 542 | ONEX CREDIT PARTNERS, LLC | 138941 | $30.14B | $30.14B | 80 | 2026-05-31 | → |
| 543 | DAVIS SELECTED ADVISERS LP | 108674 | $30.12B | $30.12B | 121 | 2026-03-31 | → |
| 544 | BTG PACTUAL ASSET MANAGEMENT US , LLC | 152538 | $30.11B | $30.11B | 180 | 2026-03-31 | → |
| 545 | GOTHAM ASSET MANAGEMENT, LLC | 149335 | $30.03B | $30.03B | 56 | 2026-05-31 | → |
| 546 | WAVERLY ADVISORS, LLC | 115332 | $29.78B | $29.78B | 414 | 2026-06-30 | → |
| 547 | BEACH POINT CAPITAL MANAGEMENT LP | 148885 | $29.77B | $29.77B | 173 | 2026-05-31 | → |
| 548 | J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. | 20989 | $29.73B | $29.73B | 86 | 2026-03-31 | → |
| 549 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | $29.73B | $29.73B | 137 | 2026-05-31 | → |
| 550 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | 117384 | $29.59B | $29.59B | 127 | 2026-02-28 | → |
| 551 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | $29.38B | $29.38B | 120 | 2026-05-31 | → |
| 552 | INVESCO SENIOR SECURED MANAGEMENT, INC. | 107590 | $29.38B | $29.38B | 109 | 2026-03-31 | → |
| 553 | VOLEON CAPITAL MANAGEMENT LP | 147443 | $29.38B | $29.38B | 158 | 2026-05-31 | → |
| 554 | CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 311296 | $29.35B | $29.35B | 36 | 2026-03-31 | → |
| 555 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | $29.29B | $29.29B | 32 | 2026-03-31 | → |
| 556 | PARTNERS GROUP (USA) INC. | 145228 | $29.12B | $29.12B | 431 | 2026-03-31 | → |
| 557 | WAFRA INC. | 108673 | $29.04B | $29.04B | 158 | 2026-06-30 | → |
| 558 | ADDENDA CAPITAL INC. | 137034 | $29.02B | $29.02B | 163 | 2026-03-31 | → |
| 559 | BERKSHIRE PARTNERS LLC | 160675 | $29.00B | $29.00B | 152 | 2026-03-31 | → |
| 560 | COLLER INVESTMENT MANAGEMENT LTD | 111035 | $28.99B | $28.99B | 10 | 2025-06-30 | → |
| 561 | QUADRATURE US INC. | 332328 | $28.80B | $28.80B | 198 | 2026-06-30 | → |
| 562 | QEP ADVISERS, LLC | 174733 | $28.77B | $28.77B | 144 | 2026-06-30 | → |
| 563 | DIAMETER CAPITAL PARTNERS LP | 289307 | $28.76B | $28.76B | 119 | 2026-04-30 | → |
| 564 | THIRD POINT LLC | 137927 | $28.73B | $28.73B | 143 | 2026-05-31 | → |
| 565 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $28.66B | $28.66B | 37 | 2026-03-31 | → |
| 566 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $28.64B | $28.64B | 35 | 2026-03-31 | → |
| 567 | FIRST SENTIER INVESTORS (IRELAND) LIMITED | 304423 | $28.50B | $28.50B | 45 | 2026-06-30 | → |
| 568 | ROTHSCHILD AND CO WEALTH MANAGEMENT UK LIMITED | 158022 | $28.47B | $28.47B | 304 | 2026-03-31 | → |
| 569 | SAGE ADVISORY SERVICES LTD CO | 106236 | $28.43B | $28.43B | 58 | 2026-03-31 | → |
| 570 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 118333 | $28.33B | $28.33B | 175 | 2026-03-31 | → |
| 571 | BENEFIT STREET PARTNERS L.L.C. | 158672 | $28.32B | $28.32B | 241 | 2026-05-31 | → |
| 572 | PRETIUM RESIDENTIAL CREDIT MANAGEMENT, LLC | 171026 | $28.19B | $28.19B | 110 | 2026-05-31 | → |
| 573 | BAKER BROS. ADVISORS LP | 158149 | $28.15B | $28.15B | 60 | 2026-03-31 | → |
| 574 | AXIOM INVESTORS LLC | 109605 | $28.06B | $28.06B | 57 | 2026-03-31 | → |
| 575 | JACOBS LEVY EQUITY MANAGEMENT INC | 107022 | $28.01B | $28.01B | 70 | 2026-04-30 | → |
| 576 | ARINI CAPITAL MANAGEMENT US LLC | 331263 | $27.99B | $27.99B | 24 | 2026-06-30 | → |
| 577 | MORRISON US, LLC | 315983 | $27.97B | $27.97B | 20 | 2026-01-31 | → |
| 578 | RESEARCH AFFILIATES, LLC | 120440 | $27.84B | $27.84B | 66 | 2026-03-31 | → |
| 579 | ANCHORAGE CAPITAL ADVISORS, L.P. | 328998 | $27.83B | $27.83B | 88 | 2026-05-31 | → |
| 580 | THE PALISADES GROUP, LLC | 165609 | $27.78B | $27.78B | 90 | 2026-05-31 | → |
| 581 | TOWERBROOK CAPITAL PARTNERS L.P. | 155730 | $27.67B | $27.67B | 132 | 2026-06-30 | → |
| 582 | BREGAL INVESTMENTS, INC. | 285006 | $27.55B | $27.55B | 101 | 2026-03-31 | → |
| 583 | KIRKOSWALD ASSET MANAGEMENT LLC | 298735 | $27.16B | $27.16B | 42 | 2026-05-31 | → |
| 584 | HRTG GPE, LLC | 157389 | $27.10B | $27.10B | 26 | 2026-06-30 | → |
| 585 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $26.76B | $26.76B | 46 | 2026-03-31 | → |
| 586 | AQUARIAN HOLDINGS INVESTMENT MANAGEMENT LLC | 292769 | $26.70B | $26.70B | 88 | 2026-05-31 | → |
| 587 | ALPHA WAVE GLOBAL, LP | 160894 | $26.66B | $26.66B | 113 | 2026-03-31 | → |
| 588 | BROWN ADVISORY LTD. | 168985 | $26.58B | $26.58B | 110 | 2026-03-31 | → |
| 589 | ARCLINE INVESTMENT MANAGEMENT LP | 299352 | $26.46B | $26.46B | 59 | 2026-03-31 | → |
| 590 | ALLSTATE INVESTMENT MANAGEMENT COMPANY | 107775 | $26.46B | $26.46B | 149 | 2026-03-31 | → |
| 591 | CFI PARTNERS, LLC | 139531 | $26.31B | $26.31B | 47 | 2026-03-31 | → |
| 592 | MAGNETAR FINANCIAL LLC | 136045 | $26.23B | $26.23B | 198 | 2026-03-31 | → |
| 593 | INVESCO HONG KONG LIMITED | 109923 | $26.20B | $26.20B | 226 | 2026-03-31 | → |
| 594 | SUMMIT ROCK ADVISORS, LP | 144059 | $26.18B | $26.18B | 74 | 2026-03-31 | → |
| 595 | FRED ALGER MANAGEMENT, LLC | 106750 | $26.14B | $26.14B | 98 | 2026-05-31 | → |
| 596 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | $26.12B | $26.12B | 82 | 2026-05-31 | → |
| 597 | FEDERATED MDTA LLC | 109355 | $25.95B | $25.95B | 21 | 2026-05-31 | → |
| 598 | CSOP ASSET MANAGEMENT LIMITED | 170206 | $25.87B | $25.87B | 145 | 2026-03-31 | → |
| 599 | TEMPLETON GLOBAL ADVISORS LIMITED | 111383 | $25.85B | $25.85B | 8 | 2025-12-31 | → |
| 600 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | $25.84B | $25.84B | 165 | 2025-12-31 | → |
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