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 | |
|---|---|---|---|---|---|---|---|
| 701 | LEE OVERLAY PARTNERS LTD | 110822 | $21.26B | $21.26B | 30 | 2025-09-30 | → |
| 702 | GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED | 286066 | $21.19B | $21.19B | 96 | 2026-05-31 | → |
| 703 | CORE AND VALUE ADVISORS, LLC | 156093 | $21.18B | $21.18B | 161 | 2026-06-30 | → |
| 704 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | $21.15B | $21.15B | 63 | 2026-04-30 | → |
| 705 | CERITY PARTNERS OCIO LLC | 151916 | $21.13B | $21.13B | 61 | 2026-03-31 | → |
| 706 | GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED | 281555 | $21.08B | $21.08B | 54 | 2026-04-30 | → |
| 707 | CHARLESBANK CAPITAL PARTNERS, LLC | 160256 | $21.06B | $21.06B | 162 | 2026-04-30 | → |
| 708 | ARROWMARK COLORADO HOLDINGS, LLC | 149120 | $21.02B | $21.02B | 95 | 2026-03-31 | → |
| 709 | ARMOUR CAPITAL MANAGEMENT LP | 164570 | $21.01B | $21.01B | 20 | 2026-03-31 | → |
| 710 | HIGHLAND ASSOCIATES INC | 104948 | $20.99B | $20.99B | 19 | 2026-03-31 | → |
| 711 | RIBBIT MANAGEMENT COMPANY, LLC | 165308 | $20.78B | $20.78B | 31 | 2026-03-31 | → |
| 712 | ELLINGTON MANAGEMENT GROUP, L.L.C. | 112493 | $20.76B | $20.76B | 164 | 2026-06-30 | → |
| 713 | MADISON DEARBORN PARTNERS, LLC | 157349 | $20.74B | $20.74B | 73 | 2026-03-31 | → |
| 714 | CENTIVA CAPITAL, LP | 286299 | $20.61B | $20.61B | 274 | 2026-03-31 | → |
| 715 | ORBIMED ADVISORS LLC | 118608 | $20.61B | $20.61B | 118 | 2026-03-31 | → |
| 716 | OFFIT CAPITAL ADVISORS LLC | 144474 | $20.60B | $20.60B | 82 | 2026-03-31 | → |
| 717 | BANDHAN AMC LIMITED | 170336 | $20.59B | $20.59B | 672 | 2025-06-30 | → |
| 718 | APPALOOSA LP | 281909 | $20.40B | $20.40B | 21 | 2026-03-31 | → |
| 719 | VONTOBEL ASSET MANAGEMENT, INC. | 105007 | $20.29B | $20.29B | 63 | 2026-03-31 | → |
| 720 | HARVEST PARTNERS, LP | 158284 | $20.25B | $20.25B | 102 | 2026-03-31 | → |
| 721 | DEER MANAGEMENT CO. LLC | 159279 | $20.24B | $20.24B | 191 | 2026-05-31 | → |
| 722 | ROKOS CAPITAL MANAGEMENT (US) LP | 306046 | $20.20B | $20.20B | 51 | 2026-06-30 | → |
| 723 | HARRISON STREET ADVISORS, LLC | 157983 | $20.18B | $20.18B | 321 | 2026-03-31 | → |
| 724 | HILDENE CAPITAL MANAGEMENT, LLC | 160415 | $20.18B | $20.18B | 33 | 2026-04-30 | → |
| 725 | AUDAX MANAGEMENT COMPANY, LLC | 160483 | $20.12B | $20.12B | 319 | 2026-04-30 | → |
| 726 | PCCP, LLC | 157505 | $20.10B | $20.10B | 175 | 2026-03-31 | → |
| 727 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | $20.09B | $20.09B | 27 | 2026-06-30 | → |
| 728 | BLACKSTONE ALTERNATIVE SOLUTIONS L.L.C. | 158784 | $20.08B | $20.08B | 293 | 2026-06-30 | → |
| 729 | BXMT ADVISORS L.L.C. | 288050 | $20.00B | $20.00B | 207 | 2026-03-31 | → |
| 730 | NEWEDGE WEALTH, LLC | 307771 | $19.93B | $19.93B | 211 | 2026-04-30 | → |
| 731 | INVESCO CANADA LTD. | 126572 | $19.87B | $19.87B | 82 | 2026-03-31 | → |
| 732 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | $19.78B | $19.78B | 103 | 2025-12-31 | → |
| 733 | RECORD CURRENCY MANAGEMENT (US) INC | 171338 | $19.66B | $19.66B | 3 | 2026-06-30 | → |
| 734 | TOWNSEND HOLDINGS LLC | 160006 | $19.64B | $19.64B | 110 | 2026-03-31 | → |
| 735 | ROYALTY PHARMA SUB-MANAGER, LLC | 335070 | $19.64B | $19.64B | 91 | 2026-05-31 | → |
| 736 | ARES CAPITAL MANAGEMENT II LLC | 157292 | $19.64B | $19.64B | 924 | 2026-05-31 | → |
| 737 | TRINITAS CAPITAL MANAGEMENT, LLC | 281328 | $19.56B | $19.56B | 26 | 2026-03-31 | → |
| 738 | EGERTON CAPITAL (US), LP | 297738 | $19.53B | $19.53B | 8 | 2026-03-31 | → |
| 739 | ELLINGTON FINANCIAL MANAGEMENT LLC | 150510 | $19.35B | $19.35B | 164 | 2026-03-31 | → |
| 740 | PENTWATER CAPITAL MANAGEMENT LP | 156873 | $19.26B | $19.26B | 45 | 2026-03-31 | → |
| 741 | BERKSHIRE PROPERTY ADVISORS, LLC | 161374 | $19.24B | $19.24B | 226 | 2026-03-31 | → |
| 742 | PDT PARTNERS, LLC | 163776 | $19.18B | $19.18B | 285 | 2026-03-31 | → |
| 743 | VERITAS ASSET MANAGEMENT LLP | 174314 | $19.13B | $19.13B | 42 | 2026-03-31 | → |
| 744 | EGERTON CAPITAL (UK) LLP | 156384 | $19.12B | $19.12B | 36 | 2026-05-31 | → |
| 745 | BURGUNDY ASSET MANAGEMENT LTD. | 114317 | $19.09B | $19.09B | 140 | 2026-01-31 | → |
| 746 | ALLIANZ INVESTMENT MANAGEMENT LLC | 111925 | $19.09B | $19.09B | 50 | 2026-03-31 | → |
| 747 | DEERFIELD MANAGEMENT COMPANY, L.P. | 157876 | $19.08B | $19.08B | 189 | 2026-03-31 | → |
| 748 | KPS CAPITAL PARTNERS, LP | 157678 | $19.08B | $19.08B | 111 | 2026-03-31 | → |
| 749 | GREAT HILL PARTNERS, LP | 158158 | $18.99B | $18.99B | 107 | 2026-03-31 | → |
| 750 | KNIGHTHEAD CAPITAL MANAGEMENT, LLC | 157483 | $18.99B | $18.99B | 58 | 2026-05-31 | → |
| 751 | ALPINE MANAGEMENT SERVICES III, LLC | 157255 | $18.91B | $18.91B | 96 | 2026-03-31 | → |
| 752 | AMERICAN SECURITIES LLC | 160648 | $18.91B | $18.91B | 150 | 2026-05-31 | → |
| 753 | PARK SQUARE CAPITAL USA LP | 338573 | $18.90B | $18.90B | 147 | 2026-03-31 | → |
| 754 | BRIGHTON JONES LLC | 108601 | $18.88B | $18.88B | 316 | 2026-05-31 | → |
| 755 | FIDELITY DIVERSIFYING SOLUTIONS LLC | 315088 | $18.88B | $18.88B | 44 | 2026-05-31 | → |
| 756 | CAPRICORN INVESTMENT GROUP LLC | 147417 | $18.85B | $18.85B | 46 | 2026-04-30 | → |
| 757 | LETKO, BROSSEAU & ASSOCIATES INC. | 133221 | $18.83B | $18.83B | 75 | 2025-12-31 | → |
| 758 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | $18.81B | $18.81B | 140 | 2026-03-31 | → |
| 759 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | 144537 | $18.79B | $18.79B | 711 | 2026-05-31 | → |
| 760 | ALTIMETER CAPITAL MANAGEMENT, LP | 160017 | $18.75B | $18.75B | 35 | 2026-03-31 | → |
| 761 | PGIM LUXEMBOURG S.A. | 281562 | $18.63B | $18.63B | 40 | 2026-03-31 | → |
| 762 | MONROE CAPITAL MANAGEMENT ADVISORS LLC | 157073 | $18.56B | $18.56B | 282 | 2026-03-31 | → |
| 763 | ROYALTY PHARMA MANAGER, LLC | 334982 | $18.54B | $18.54B | 91 | 2026-03-31 | → |
| 764 | FUNDSMITH, LLP | 160365 | $18.51B | $18.51B | 43 | 2026-06-30 | → |
| 765 | AB CARVAL INVESTORS, LP | 141819 | $18.44B | $18.44B | 169 | 2026-03-31 | → |
| 766 | THE ROCK CREEK GROUP, LP | 125409 | $18.38B | $18.38B | 62 | 2026-05-31 | → |
| 767 | SABA CAPITAL MANAGEMENT, L.P. | 154362 | $18.30B | $18.30B | 67 | 2026-05-31 | → |
| 768 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | $18.30B | $18.30B | 27 | 2026-03-31 | → |
| 769 | GREENOAKS CAPITAL PARTNERS LLC | 165941 | $18.27B | $18.27B | 67 | 2026-06-30 | → |
| 770 | ACORE CAPITAL, LP | 175054 | $18.27B | $18.27B | 121 | 2026-04-30 | → |
| 771 | SIGULER GUFF ADVISERS LLC | 106788 | $18.26B | $18.26B | 130 | 2026-03-31 | → |
| 772 | ARCTOS PARTNERS, LP | 307116 | $18.22B | $18.22B | 77 | 2026-03-31 | → |
| 773 | RCP ADVISORS 2, LLC | 289963 | $18.21B | $18.21B | 63 | 2026-03-31 | → |
| 774 | ARLINGTON MANAGEMENT EMPLOYEES, LLC | 160265 | $18.19B | $18.19B | 32 | 2026-03-31 | → |
| 775 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | 115344 | $18.16B | $18.16B | 20 | 2026-03-31 | → |
| 776 | ATLAS FRM LLC | 160610 | $18.12B | $18.12B | 87 | 2026-03-31 | → |
| 777 | REVERENCE CAPITAL PARTNERS, L.P. | 171471 | $18.09B | $18.09B | 47 | 2026-03-31 | → |
| 778 | TOWNSQUARE CAPITAL, LLC | 288576 | $18.07B | $18.07B | 53 | 2026-03-31 | → |
| 779 | MACKENZIE INVESTMENTS CORPORATION | 165899 | $18.07B | $18.07B | 16 | 2026-03-31 | → |
| 780 | BLACKROCK ALTERNATIVES MANAGEMENT, LLC | 288041 | $18.00B | $18.00B | 9 | 2026-06-30 | → |
| 781 | BOOTHBAY FUND MANAGEMENT, LLC | 163706 | $17.99B | $17.99B | 57 | 2026-06-30 | → |
| 782 | STEPSTONE GROUP PRIVATE WEALTH LLC | 305881 | $17.93B | $17.93B | 128 | 2026-06-30 | → |
| 783 | BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. | 317860 | $17.93B | $17.93B | 38 | 2026-03-31 | → |
| 784 | CEVIAN CAPITAL II GP LIMITED | 140659 | $17.85B | $17.85B | 61 | 2026-04-30 | → |
| 785 | OMERS INFRASTRUCTURE US LIMITED | 170309 | $17.83B | $17.83B | 138 | 2026-04-30 | → |
| 786 | WELLINGTON MANAGEMENT JAPAN PTE. LTD. | 165192 | $17.75B | $17.75B | 65 | 2026-03-31 | → |
| 787 | F/M INVESTMENTS LLC | 304405 | $17.74B | $17.74B | 83 | 2026-03-31 | → |
| 788 | AMPLIFY INVESTMENTS LLC | 173781 | $17.70B | $17.70B | 42 | 2026-03-31 | → |
| 789 | INVESCO LOAN MANAGER, LLC | 306746 | $17.69B | $17.69B | 109 | 2026-03-31 | → |
| 790 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $17.66B | $17.66B | 32 | 2026-03-31 | → |
| 791 | VINVA INVESTMENT MANAGEMENT LIMITED | 334058 | $17.64B | $17.64B | 28 | 2025-07-31 | → |
| 792 | DURABLE CAPITAL PARTNERS LP | 305221 | $17.59B | $17.59B | 49 | 2026-04-30 | → |
| 793 | SEARCHLIGHT CAPITAL PARTNERS, L.P. | 161958 | $17.51B | $17.51B | 132 | 2026-04-30 | → |
| 794 | PATIENT SQUARE CAPITAL, LP | 312203 | $17.51B | $17.51B | 97 | 2026-05-31 | → |
| 795 | AIP, LLC | 156878 | $17.47B | $17.47B | 94 | 2026-03-31 | → |
| 796 | RWC ASSET MANAGEMENT LLP | 168656 | $17.32B | $17.32B | 149 | 2026-03-31 | → |
| 797 | LIFE CYCLE INVESTMENT PARTNERS LIMITED | 337788 | $17.30B | $17.30B | 13 | 2025-12-31 | → |
| 798 | EVOKE WEALTH, LLC | 300856 | $17.29B | $17.29B | 96 | 2026-04-30 | → |
| 799 | FIERA CAPITAL INC. | 113638 | $17.28B | $17.28B | 95 | 2026-03-31 | → |
| 800 | BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED | 168895 | $17.26B | $17.26B | 68 | 2026-04-30 | → |
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