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 | |
|---|---|---|---|---|---|---|---|
| 601 | FMR INVESTMENT MANAGEMENT (UK) LIMITED | 108273 | $25.82B | $25.82B | 119 | 2026-06-30 | → |
| 602 | AGL CREDIT MANAGEMENT LLC | 299601 | $25.80B | $25.80B | 83 | 2026-03-31 | → |
| 603 | CIGNA INVESTMENTS, INC. | 105811 | $25.76B | $25.76B | 108 | 2026-03-31 | → |
| 604 | PRETIUM SINGLE-FAMILY RENTAL MANAGER III, LLC | 304443 | $25.71B | $25.71B | 120 | 2026-05-31 | → |
| 605 | AUDAX MANAGEMENT COMPANY (NY), LLC | 159458 | $25.69B | $25.69B | 238 | 2026-05-31 | → |
| 606 | STRATEGIC VALUE PARTNERS, LLC | 138406 | $25.61B | $25.61B | 226 | 2026-06-30 | → |
| 607 | KSL ADVISORS, LLC | 155677 | $25.61B | $25.61B | 135 | 2026-06-30 | → |
| 608 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | $25.59B | $25.59B | 76 | 2026-05-31 | → |
| 609 | CVC ADVISORS (U.S.) INC. | 174050 | $25.56B | $25.56B | 70 | 2026-03-31 | → |
| 610 | H&H INTERNATIONAL INVESTMENT, LLC | 292451 | $25.50B | $25.50B | 2 | 2026-05-31 | → |
| 611 | HIRTLE, CALLAGHAN & CO., LLC | 105403 | $25.41B | $25.41B | 94 | 2026-03-31 | → |
| 612 | SOMPO ASSET MANAGEMENT CO., LTD. | 286479 | $25.39B | $25.39B | 204 | 2026-06-30 | → |
| 613 | ALKEON CAPITAL MANAGEMENT, LLC | 118059 | $25.29B | $25.29B | 82 | 2026-03-31 | → |
| 614 | PEMBERTON CAPITAL ADVISORS LLP | 282621 | $25.06B | $25.06B | 146 | 2026-03-31 | → |
| 615 | PERSHING SQUARE CAPITAL MANAGEMENT, L.P. | 132982 | $25.06B | $25.06B | 48 | 2026-06-30 | → |
| 616 | THREE FIFTY EIGHT INVESTMENT GROUP, LLC | 334965 | $25.00B | $25.00B | 5 | 2026-03-31 | → |
| 617 | RUFFER LLP | 309733 | $24.87B | $24.87B | 282 | 2026-06-30 | → |
| 618 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $24.86B | $24.86B | 41 | 2026-03-31 | → |
| 619 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $24.79B | $24.79B | 422 | 2026-03-31 | → |
| 620 | FEDERATED HERMES (UK) LLP | 169087 | $24.72B | $24.72B | 11 | 2026-03-31 | → |
| 621 | DAVENPORT & COMPANY LLC | 1588 | $24.70B | $24.70B | 525 | 2026-06-30 | → |
| 622 | THE BAUPOST GROUP, L.L.C. | 109530 | $24.68B | $24.68B | 210 | 2026-03-31 | → |
| 623 | JEFFERIES FINANCE LLC | 162264 | $24.59B | $24.59B | 124 | 2026-03-31 | → |
| 624 | FUNDSMITH INVESTMENT SERVICES LIMITED | 310498 | $24.58B | $24.58B | 12 | 2026-06-30 | → |
| 625 | ARGA INVESTMENT MANAGEMENT, LP | 153665 | $24.57B | $24.57B | 49 | 2026-03-31 | → |
| 626 | GABELLI FUNDS, LLC | 104949 | $24.55B | $24.55B | 56 | 2026-03-31 | → |
| 627 | DWS ALTERNATIVES GLOBAL LIMITED | 139526 | $24.51B | $24.51B | 138 | 2026-05-31 | → |
| 628 | MACQUARIE INVESTMENT MANAGEMENT EUROPE LIMITED | 284603 | $24.51B | $24.51B | 159 | 2026-06-30 | → |
| 629 | PGIM PRIVATE PLACEMENT INVESTORS, L.P. | 106442 | $24.44B | $24.44B | 290 | 2026-03-31 | → |
| 630 | ONEAMERICA ASSET MANAGEMENT, LLC | 165929 | $24.42B | $24.42B | 37 | 2026-03-31 | → |
| 631 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $24.40B | $24.40B | 61 | 2026-03-31 | → |
| 632 | PICTET ASSET MANAGEMENT LIMITED | 105205 | $24.40B | $24.40B | 314 | 2026-06-30 | → |
| 633 | CITI GLOBAL ALTERNATIVES, LLC | 324457 | $24.39B | $24.39B | 91 | 2025-07-31 | → |
| 634 | GE INVESTMENT MANAGEMENT CORP | 323648 | $24.36B | $24.36B | 5 | 2026-01-31 | → |
| 635 | TOWERS WATSON INVESTMENT MANAGEMENT LIMITED | 168493 | $24.32B | $24.32B | 145 | 2026-06-30 | → |
| 636 | ELMWOOD ASSET MANAGEMENT LLC | 297926 | $24.29B | $24.29B | 45 | 2026-03-31 | → |
| 637 | MAKENA CAPITAL MANAGEMENT, LLC | 156855 | $24.28B | $24.28B | 77 | 2026-03-31 | → |
| 638 | XPONANCE LLC | 111126 | $24.27B | $24.27B | 46 | 2026-04-30 | → |
| 639 | BGO US REAL ESTATE LP | 157034 | $24.12B | $24.12B | 103 | 2026-06-30 | → |
| 640 | PROVIDENCE EQUITY PARTNERS L.L.C. | 155678 | $24.12B | $24.12B | 135 | 2026-03-31 | → |
| 641 | LEAFHOUSE FINANCIAL ADVISORS, LLC | 149694 | $24.09B | $24.09B | 30 | 2026-06-30 | → |
| 642 | T. ROWE PRICE JAPAN, INC. | 290585 | $24.07B | $24.07B | 80 | 2026-03-31 | → |
| 643 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | $24.07B | $24.07B | 127 | 2026-05-31 | → |
| 644 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $24.06B | $24.06B | 168 | 2026-05-31 | → |
| 645 | TEMPLETON ASSET MANAGEMENT LTD. | 111382 | $24.05B | $24.05B | 94 | 2026-06-30 | → |
| 646 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $23.95B | $23.95B | 56 | 2026-01-31 | → |
| 647 | CHINA ASSET MANAGEMENT (HONG KONG) LIMITED | 166615 | $23.90B | $23.90B | 104 | 2026-03-31 | → |
| 648 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $23.85B | $23.85B | 35 | 2026-06-30 | → |
| 649 | STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED | 313913 | $23.84B | $23.84B | 110 | 2026-06-30 | → |
| 650 | AKKR FUND II MANAGEMENT COMPANY, LP | 156498 | $23.81B | $23.81B | 117 | 2026-06-30 | → |
| 651 | SYSTEMATICA INVESTMENTS UK LLP | 289336 | $23.79B | $23.79B | 26 | 2026-03-31 | → |
| 652 | SYSTEMATICA INVESTMENTS LIMITED | 173876 | $23.79B | $23.79B | 0 | 2026-03-31 | → |
| 653 | SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD | 289335 | $23.79B | $23.79B | 6 | 2026-03-31 | → |
| 654 | SYSTEMATICA INVESTMENTS GP LIMITED | 289338 | $23.79B | $23.79B | 34 | 2026-03-31 | → |
| 655 | MOORE CAPITAL MANAGEMENT, LP | 160188 | $23.70B | $23.70B | 337 | 2026-03-31 | → |
| 656 | HORSLEY BRIDGE PARTNERS LLC | 110877 | $23.61B | $23.61B | 45 | 2026-06-30 | → |
| 657 | K1 INVESTMENT MANAGEMENT LLC | 161953 | $23.60B | $23.60B | 75 | 2026-03-31 | → |
| 658 | TWENTYFOUR ASSET MANAGEMENT (US) LP | 285791 | $23.48B | $23.48B | 5 | 2026-03-31 | → |
| 659 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $23.44B | $23.44B | 51 | 2026-04-30 | → |
| 660 | WASATCH ADVISORS LP | 106081 | $23.35B | $23.35B | 96 | 2026-03-31 | → |
| 661 | OXFORD FINANCIAL GROUP, LTD. LLC | 105303 | $23.33B | $23.33B | 156 | 2026-03-31 | → |
| 662 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $23.32B | $23.32B | 47 | 2026-03-31 | → |
| 663 | NEW HOLLAND CAPITAL, LLC | 160211 | $23.32B | $23.32B | 32 | 2026-06-30 | → |
| 664 | J O HAMBRO CAPITAL MANAGEMENT LIMITED | 138653 | $23.28B | $23.28B | 155 | 2025-09-30 | → |
| 665 | JORDAN PARK GROUP LLC | 287755 | $23.26B | $23.26B | 153 | 2026-06-30 | → |
| 666 | ARAX ADVISORY PARTNERS, LLC | 133535 | $23.18B | $23.18B | 319 | 2026-06-30 | → |
| 667 | ENGINEERS GATE MANAGER LP | 172249 | $23.17B | $23.17B | 296 | 2026-03-31 | → |
| 668 | OTTAWA AVENUE PRIVATE CAPITAL, LLC | 282516 | $22.95B | $22.95B | 91 | 2026-03-31 | → |
| 669 | CBRE INVESTMENT MANAGEMENT, LLC | 109981 | $22.84B | $22.84B | 213 | 2026-03-31 | → |
| 670 | PRUDENTIAL SELECT STRATEGIES LLC | 286153 | $22.78B | $22.78B | 64 | 2026-03-31 | → |
| 671 | THRIVENT INVESTMENT CAPITAL ADVISORS, LLC | 338378 | $22.78B | $22.78B | 66 | 2026-03-31 | → |
| 672 | CANTILLON CAPITAL MANAGEMENT LLC | 137895 | $22.77B | $22.77B | 14 | 2026-03-31 | → |
| 673 | CANTILLON CAPITAL MANAGEMENT LLP | 139303 | $22.77B | $22.77B | 11 | 2026-03-31 | → |
| 674 | COMMONFUND OCIO, INC. | 110689 | $22.66B | $22.66B | 42 | 2025-12-31 | → |
| 675 | SEGALL BRYANT & HAMILL, LLC | 106505 | $22.64B | $22.64B | 161 | 2026-06-30 | → |
| 676 | BENEFIT STREET PARTNERS LIMITED | 160617 | $22.61B | $22.61B | 164 | 2026-05-31 | → |
| 677 | BARING INTERNATIONAL INVESTMENT LTD | 105724 | $22.57B | $22.57B | 504 | 2026-03-31 | → |
| 678 | CRESTLINE MANAGEMENT, L.P. | 122711 | $22.51B | $22.51B | 195 | 2026-03-31 | → |
| 679 | TCMI, INC. | 160389 | $22.51B | $22.51B | 79 | 2026-03-31 | → |
| 680 | ONEX PARTNERS MANAGER LP | 160923 | $22.47B | $22.47B | 180 | 2026-05-31 | → |
| 681 | PRIME FINANCE ADVISOR, L.P. | 159971 | $22.22B | $22.22B | 185 | 2026-05-31 | → |
| 682 | EIG MANAGEMENT COMPANY, LLC | 154302 | $22.22B | $22.22B | 124 | 2026-03-31 | → |
| 683 | CVC SECONDARY PARTNERS (U.S.), LLC | 289554 | $22.19B | $22.19B | 45 | 2026-03-31 | → |
| 684 | DAWSON PARTNERS INC. | 281728 | $22.14B | $22.14B | 231 | 2026-06-30 | → |
| 685 | WATERFALL ASSET MANAGEMENT, LLC | 137746 | $22.04B | $22.04B | 133 | 2026-03-31 | → |
| 686 | VIDENT ADVISORY, LLC | 286622 | $22.02B | $22.02B | 38 | 2026-03-31 | → |
| 687 | DAVIS SELECTED ADVISERS - NY, INC. | 106659 | $21.98B | $21.98B | 57 | 2026-03-31 | → |
| 688 | MAGELLAN ASSET MANAGEMENT LIMITED | 159256 | $21.75B | $21.75B | 100 | 2026-01-31 | → |
| 689 | RIALTO CAPITAL MANAGEMENT, LLC | 159998 | $21.73B | $21.73B | 82 | 2026-04-30 | → |
| 690 | LONE PINE CAPITAL LLC | 156602 | $21.62B | $21.62B | 101 | 2026-03-31 | → |
| 691 | STOCKBRIDGE CAPITAL GROUP, LLC | 149002 | $21.55B | $21.55B | 183 | 2026-06-30 | → |
| 692 | EHRENKRANZ PARTNERS L.P. | 131728 | $21.54B | $21.54B | 46 | 2026-06-30 | → |
| 693 | EDGEWOOD MANAGEMENT LLC | 106647 | $21.52B | $21.52B | 41 | 2026-03-31 | → |
| 694 | THL MANAGERS VII, LLC | 171042 | $21.48B | $21.48B | 150 | 2026-06-30 | → |
| 695 | HIMALAYA CAPITAL MANAGEMENT LLC | 157594 | $21.39B | $21.39B | 21 | 2026-03-31 | → |
| 696 | UNIVERSA INVESTMENTS L.P. | 146052 | $21.35B | $21.35B | 20 | 2026-03-31 | → |
| 697 | PNMAC CAPITAL MANAGEMENT, LLC | 147101 | $21.35B | $21.35B | 44 | 2026-02-28 | → |
| 698 | OPPENHEIMER ASSET MANAGEMENT INC. | 105559 | $21.33B | $21.33B | 129 | 2026-03-31 | → |
| 699 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | 161853 | $21.32B | $21.32B | 25 | 2026-03-31 | → |
| 700 | MSD PARTNERS, L.P. | 161664 | $21.30B | $21.30B | 498 | 2026-05-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30