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 | |
|---|---|---|---|---|---|---|---|
| 801 | STEPSTONE GROUP REAL ESTATE LP | 281698 | $17.21B | $17.21B | 117 | 2026-06-30 | → |
| 802 | KOHLBERG & CO., L.L.C. | 160745 | $17.15B | $17.15B | 91 | 2026-05-31 | → |
| 803 | WAVERTON INVESTMENT MANAGEMENT LIMITED | 112200 | $17.14B | $17.14B | 184 | 2025-07-31 | → |
| 804 | NIOBRARA CAPITAL PARTNERS LP | 332070 | $17.07B | $17.07B | 12 | 2026-03-31 | → |
| 805 | MANNING & NAPIER ADVISORS, LLC | 105992 | $17.03B | $17.03B | 195 | 2026-06-30 | → |
| 806 | TPG REAL ESTATE ADVISORS, LLC | 170731 | $16.97B | $16.97B | 48 | 2026-06-30 | → |
| 807 | ALLEN INVESTMENT MANAGEMENT, LLC | 124454 | $16.91B | $16.91B | 28 | 2026-03-31 | → |
| 808 | DEGROOF PETERCAM ASSET MANAGEMENT | 166048 | $16.87B | $16.87B | 191 | 2026-04-30 | → |
| 809 | CARILLON TOWER ADVISERS, INC. | 174904 | $16.86B | $16.86B | 175 | 2026-05-31 | → |
| 810 | SYMMETRY INVESTMENTS US LLC | 317755 | $16.83B | $16.83B | 10 | 2026-03-31 | → |
| 811 | T. ROWE PRICE AUSTRALIA LIMITED | 290594 | $16.71B | $16.71B | 55 | 2026-03-31 | → |
| 812 | MONARCH ALTERNATIVE CAPITAL LP | 159465 | $16.69B | $16.69B | 107 | 2026-05-31 | → |
| 813 | DARSANA CAPITAL PARTNERS LP | 170862 | $16.67B | $16.67B | 23 | 2026-03-31 | → |
| 814 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $16.66B | $16.66B | 33 | 2026-03-31 | → |
| 815 | COMPASS ROSE ASSET MANAGEMENT, LP | 297010 | $16.50B | $16.50B | 37 | 2026-03-31 | → |
| 816 | FREESTONE GROVE PARTNERS LP | 328089 | $16.48B | $16.48B | 182 | 2026-03-31 | → |
| 817 | RA CAPITAL MANAGEMENT, LP | 160174 | $16.40B | $16.40B | 185 | 2026-03-31 | → |
| 818 | O'CONNOR ALTERNATIVE INVESTMENTS, LLC | 336332 | $16.37B | $16.37B | 65 | 2026-05-31 | → |
| 819 | 3G CAPITAL PARTNERS LP | 156934 | $16.31B | $16.31B | 19 | 2026-03-31 | → |
| 820 | ENVESTNET RETIREMENT SOLUTIONS, LLC | 171570 | $16.30B | $16.30B | 24 | 2026-06-30 | → |
| 821 | DIVCO WEST REAL ESTATE SERVICES, LLC | 156762 | $16.30B | $16.30B | 215 | 2026-03-31 | → |
| 822 | BAIN CAPITAL ASSET MANAGEMENT, LP | 183517 | $16.29B | $16.29B | 46 | 2026-03-31 | → |
| 823 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | $16.25B | $16.25B | 38 | 2026-05-31 | → |
| 824 | INVUS FINANCIAL ADVISORS, LLC | 161603 | $16.21B | $16.21B | 70 | 2026-05-31 | → |
| 825 | GREAT LAKES ADVISORS, LLC | 110757 | $16.16B | $16.16B | 84 | 2026-05-31 | → |
| 826 | VARDE MANAGEMENT, L.P. | 148949 | $16.13B | $16.13B | 197 | 2026-06-30 | → |
| 827 | BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC | 297497 | $16.10B | $16.10B | 250 | 2026-03-31 | → |
| 828 | FIRST SENTIER INVESTORS INTERNATIONAL IM LIMITED | 110992 | $16.09B | $16.09B | 314 | 2026-06-30 | → |
| 829 | 50 SOUTH CAPITAL ADVISORS, LLC | 174762 | $16.07B | $16.07B | 68 | 2026-03-31 | → |
| 830 | ARK INVESTMENT MANAGEMENT LLC | 169525 | $15.98B | $15.98B | 58 | 2026-04-30 | → |
| 831 | MORGAN STANLEY INFRASTRUCTURE INC. | 142824 | $15.97B | $15.97B | 67 | 2026-05-31 | → |
| 832 | ONE QUEEN CAPITAL INC. | 315926 | $15.90B | $15.90B | 11 | 2026-06-30 | → |
| 833 | MAVERICK CAPITAL LTD | 108262 | $15.85B | $15.85B | 98 | 2026-03-31 | → |
| 834 | MYCIO WEALTH PARTNERS, LLC | 134436 | $15.78B | $15.78B | 67 | 2026-03-31 | → |
| 835 | CF PRIVATE EQUITY, INC. | 110657 | $15.78B | $15.78B | 66 | 2025-12-31 | → |
| 836 | MSREF REAL ESTATE ADVISOR, INC. | 142047 | $15.77B | $15.77B | 372 | 2026-05-31 | → |
| 837 | WHITEBOX ADVISORS LLC | 121995 | $15.74B | $15.74B | 67 | 2026-03-31 | → |
| 838 | OEP CAPITAL ADVISORS, L.P. | 173626 | $15.73B | $15.73B | 77 | 2026-03-31 | → |
| 839 | E FUND MANAGEMENT (HONG KONG) CO., LIMITED | 169726 | $15.72B | $15.72B | 99 | 2026-03-31 | → |
| 840 | STANHOPE CAPITAL, LLP | 162512 | $15.70B | $15.70B | 64 | 2026-03-31 | → |
| 841 | SOROBAN CAPITAL PARTNERS LP | 157360 | $15.67B | $15.67B | 39 | 2026-03-31 | → |
| 842 | GREENBRIAR EQUITY GROUP, L.P. | 157475 | $15.65B | $15.65B | 37 | 2026-03-31 | → |
| 843 | BATTERY MANAGEMENT CORP. | 160921 | $15.61B | $15.61B | 113 | 2026-03-31 | → |
| 844 | BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C. | 165796 | $15.57B | $15.57B | 53 | 2026-03-31 | → |
| 845 | WEISS ASSET MANAGEMENT LP | 155564 | $15.56B | $15.56B | 139 | 2026-03-31 | → |
| 846 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | $15.52B | $15.52B | 97 | 2026-03-31 | → |
| 847 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | $15.47B | $15.47B | 41 | 2026-03-31 | → |
| 848 | ALLIANZ GLOBAL INVESTORS ASIA PACIFIC LIMITED | 289358 | $15.46B | $15.46B | 118 | 2026-05-31 | → |
| 849 | AEA QP ADVISERS LLC | 124560 | $15.46B | $15.46B | 157 | 2026-06-30 | → |
| 850 | TISHMAN SPEYER PROPERTIES, L.P. | 160079 | $15.43B | $15.43B | 491 | 2026-04-30 | → |
| 851 | ABBOTT CAPITAL MANAGEMENT LLC | 106332 | $15.33B | $15.33B | 60 | 2026-03-31 | → |
| 852 | BANNER RIDGE PARTNERS, LP | 304928 | $15.32B | $15.32B | 27 | 2026-03-31 | → |
| 853 | BALLENTINE PARTNERS, LLC | 152802 | $15.32B | $15.32B | 125 | 2026-05-31 | → |
| 854 | PEAK XV PARTNERS OPERATIONS LLC | 305299 | $15.30B | $15.30B | 107 | 2026-06-30 | → |
| 855 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | $15.28B | $15.28B | 112 | 2026-03-31 | → |
| 856 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | 110774 | $15.23B | $15.23B | 47 | 2026-03-31 | → |
| 857 | CW ADVISORS, LLC | 310873 | $15.22B | $15.22B | 152 | 2026-05-31 | → |
| 858 | NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | $15.19B | $15.19B | 212 | 2026-03-31 | → |
| 859 | BLACKSTONE IRELAND LIMITED | 292121 | $15.19B | $15.19B | 711 | 2026-05-31 | → |
| 860 | POMONA MANAGEMENT LLC | 148269 | $15.16B | $15.16B | 41 | 2026-03-31 | → |
| 861 | BLEAKLEY FINANCIAL GROUP, LLC | 318366 | $15.13B | $15.13B | 205 | 2026-04-30 | → |
| 862 | CV ADVISORS LLC | 164817 | $15.08B | $15.08B | 82 | 2026-04-30 | → |
| 863 | SETANTA ASSET MANAGEMENT LTD | 281781 | $15.02B | $15.02B | 24 | 2025-03-31 | → |
| 864 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | $14.97B | $14.97B | 73 | 2026-06-30 | → |
| 865 | GIGAFUND MANAGEMENT COMPANY, LLC | 289807 | $14.97B | $14.97B | 7 | 2026-03-31 | → |
| 866 | ABRY PARTNERS II, LLC | 161154 | $14.90B | $14.90B | 1 | 2026-03-31 | → |
| 867 | WCAS MANAGEMENT CORPORATION | 155695 | $14.90B | $14.90B | 105 | 2026-05-31 | → |
| 868 | WOLVERINE ASSET MANAGEMENT, LLC | 138907 | $14.83B | $14.83B | 44 | 2026-06-30 | → |
| 869 | TROY ASSET MANAGEMENT LTD | 319174 | $14.80B | $14.80B | 43 | 2025-06-30 | → |
| 870 | CI GLOBAL INVESTMENTS INC. | 156752 | $14.74B | $14.74B | 2 | 2026-03-31 | → |
| 871 | PHARO MANAGEMENT, INC. | 141216 | $14.62B | $14.62B | 48 | 2026-03-31 | → |
| 872 | DIGITAL BRIDGE ADVISORS, LLC | 291394 | $14.60B | $14.60B | 174 | 2026-05-31 | → |
| 873 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $14.59B | $14.59B | 132 | 2026-05-31 | → |
| 874 | NAPIER PARK GLOBAL CAPITAL (US) LP | 166333 | $14.57B | $14.57B | 137 | 2026-05-31 | → |
| 875 | FREESTONE CAPITAL MANAGEMENT, LLC | 145711 | $14.54B | $14.54B | 120 | 2026-06-30 | → |
| 876 | PAAMCO PRISMA, LLC | 108989 | $14.45B | $14.45B | 37 | 2026-05-31 | → |
| 877 | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | 156925 | $14.45B | $14.45B | 166 | 2026-05-31 | → |
| 878 | DRA ADVISORS LLC | 106311 | $14.42B | $14.42B | 99 | 2026-03-31 | → |
| 879 | PINE RIDGE ADVISERS LLC | 296362 | $14.42B | $14.42B | 14 | 2026-03-31 | → |
| 880 | PRINCIPAL ASSET MANAGEMENT COMPANY (ASIA) LIMITED | 322390 | $14.38B | $14.38B | 39 | 2026-03-31 | → |
| 881 | AUSBIL INVESTMENT MANAGEMENT LIMITED | 289468 | $14.35B | $14.35B | 72 | 2026-03-31 | → |
| 882 | M&G INVESTMENTS (USA) INC. | 305254 | $14.32B | $14.32B | 47 | 2026-03-31 | → |
| 883 | KELSO & COMPANY, L.P. | 131471 | $14.32B | $14.32B | 64 | 2026-04-30 | → |
| 884 | INFRARED CAPITAL PARTNERS LIMITED | 161187 | $14.30B | $14.30B | 148 | 2026-05-31 | → |
| 885 | SYCAMORE PARTNERS MANAGEMENT, L.P. | 284346 | $14.30B | $14.30B | 60 | 2026-03-31 | → |
| 886 | T. ROWE PRICE SINGAPORE PRIVATE LTD | 155831 | $14.28B | $14.28B | 81 | 2026-03-31 | → |
| 887 | TSG CONSUMER PARTNERS LP | 160826 | $14.26B | $14.26B | 73 | 2026-04-30 | → |
| 888 | BSP NY LLC | 128557 | $14.24B | $14.24B | 18 | 2026-03-31 | → |
| 889 | AMOVA ASSET MANAGEMENT ASIA LIMITED | 161589 | $14.23B | $14.23B | 137 | 2026-06-30 | → |
| 890 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | $14.20B | $14.20B | 79 | 2026-03-31 | → |
| 891 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | $14.15B | $14.15B | 105 | 2026-03-31 | → |
| 892 | RTW INVESTMENTS LP | 153232 | $14.14B | $14.14B | 70 | 2026-03-31 | → |
| 893 | GREAT MOUNTAIN PARTNERS LLC | 309528 | $14.11B | $14.11B | 17 | 2026-03-31 | → |
| 894 | OAKTREE FUND ADVISORS, LLC | 290193 | $14.10B | $14.10B | 451 | 2026-03-31 | → |
| 895 | MERITAGE GROUP LP | 142622 | $14.09B | $14.09B | 55 | 2026-03-31 | → |
| 896 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | 106277 | $14.09B | $14.09B | 39 | 2026-05-31 | → |
| 897 | FRANKLIN ADVISORY SERVICES, LLC | 111361 | $14.07B | $14.07B | 2 | 2026-06-30 | → |
| 898 | RELATED FUND MANAGEMENT, LLC | 156543 | $14.02B | $14.02B | 69 | 2026-03-31 | → |
| 899 | REDBIRD CAPITAL PARTNERS MANAGEMENT LLC | 168862 | $14.01B | $14.01B | 101 | 2026-03-31 | → |
| 900 | VARAGON CAPITAL PARTNERS, L.P. | 281851 | $13.99B | $13.99B | 78 | 2026-06-30 | → |
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